Mauricio Castillo is a financial advisor at Truist Advisory Services with four years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2024. Prior to that, he was with Insigneo Advisory Services LLC, PNC Investments LLC, PNC Bank, and BBVA USA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary arrangements supported by AI-enabled research tools.

Andrew Kanaly is a financial advisor with Mercer Global Advisors Inc. in Houston, TX, holding a Series 65 designation and seven years of industry experience. Prior to joining Mercer, he spent 34 years at Kanaly Trust. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios and employs various strategies including multi-factor tilts, low-cost index vehicles, and tax management.

Joshua Ellison is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Chalice Capital Partners, Texas Capital Bank, Raymond James Financial Services, and JP Morgan. Ellison is based in Houston, TX. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides solutions that include separately managed accounts, mutual funds, ETFs, alternative funds, and exposure to digital assets.

Brian Butler is a financial advisor with CWM, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His career includes roles at Wealth Standard Financial, LPL Financial, J.P. Morgan Securities, Chase Investment Services Corp., and Merrill. Outside of his advisory work, Butler serves as president and certified life coach at Boundless Mind Institute and is a board member of CHIP (Changing How Individuals Prosper). CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and overseeing approximately $50.6 billion in assets. The firm provides discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that utilizes a combination of fundamental and technical analysis to construct model portfolios and tailored investment solutions.

Vern Montross is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He has been with City National Rochdale and RIM SECURITIES since 2014. Montross is based in Houston, TX. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors. The firm employs a multi-strategy investment process that combines quantitative and fundamental analysis, managing portfolios across various asset classes with a focus on discretionary and sub-advisory services.

James Hromadka is a CFP® professional with 20 years of experience in financial advising, currently with Valic Financial Advisors since 2018. His prior experience includes roles at H.D. Vest Advisory Services, Lone Star College, and San Jacinto College. Outside of his advisory work, he serves as an officer in an outdoor activities club, including a recent role as president. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with a focus on discretionary portfolio management.

Michael Lauer is a financial advisor at VALIC Financial Advisors with 11 years of industry experience and holds the Series 66 designation. He previously worked at Next Financial Group, Inc. and JP Morgan Chase Bank. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large advisor network, utilizing discretionary unified managed accounts and third-party model managers on Envestnet’s platform.

Javier Ramirez Carstens is a Series 66-licensed financial advisor with Citigroup Global Markets, based in Houston, TX. He has six years of industry experience, including three years at Citibanamex before joining Citigroup Global Markets in 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm utilizes multi-asset, multi-manager strategies with internal oversight and manages bespoke discretionary solutions for large relationships.

Kira Hill is a financial advisor with Valic Financial Advisors, holding a Series 66 credential and seven years of industry experience. She has worked previously at LPL Financial and has served as an agent for AGIA, selling non-securities insurance products. Outside of financial services, she works part-time as an internet safety rater, evaluating YouTube videos for age appropriateness and misinformation. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Samuel Frankfort is a financial advisor with Corient, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He previously worked at Rock & Co LLC and Rockefeller Financial LLC from 2020 to 2024, and at Raymond James & Associates from 2016 to 2020. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, utilizing continuous portfolio monitoring and risk management tools.

Tatyana Sokolova is a financial advisor at Goldman Sachs Wealth Services, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Ayco and Meltser Law Group. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, and institutional clients, offering comprehensive financial planning and portfolio management with access to specialized wealth programs and alternative investments.

Ryan Thompson is a financial advisor at Truist Advisory Services with four years of industry experience. He holds the Series 66 designation and has been with Truist and its predecessor firms since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program implemented through both discretionary and non-discretionary strategies.

Dylan Mc Dowell is a financial advisor at Corient with seven years of industry experience. He holds the CFP® designation and Series 66 license. His prior roles include positions at Avalon Advisors, LPL Financial, and AXA Advisors. Corient offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines proprietary and third-party strategies with ongoing risk management and customized asset allocation.

Amanda Pilkerton is a CFP® professional with 19 years of industry experience, currently serving at Prime Capital Financial. She has worked at Prime Capital Investment Advisors, Cetera Advisor Networks, United Capital Financial Advisers, and Giriard Securities. In addition to her advisory role, she provides referrals for Medicare Supplement plans and is an insurance agent involved in the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, and family office solutions, utilizing a variety of investment strategies and maintaining an affiliated tax advisory subsidiary.

Louis Mayor is a financial advisor at Guardian Life with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Northwestern Mutual and Park Avenue Securities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions, including advisor-led discretionary management, model-based strategies, and digital advisory services.

Raymond James is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Charles Schwab, Bank of America/Merrill Lynch, JPMorgan Chase, and the University of Houston. He also owns Anbu Risk Consulting, a Houston-based firm providing general administrative and operational support. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with specialized market roles, including derivatives and futures services.

Tanya Ferguson is a financial advisor with Valic Financial Advisors in Houston, TX. She holds a Series 66 designation and has been in the financial industry since 2025. Prior to joining Valic, she worked at Agia and was involved with the Interfaith Child Development Center. Tanya is also the author of a children’s book published on Amazon. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing various overlay options for portfolio customization.

Michael Hoctor is a financial advisor at Oppenheimer with 48 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services, delivering both discretionary and non-discretionary portfolio management and consulting.

Yevgeny Tunitsky is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2012. He previously worked at Morgan Keegan & Company, LLC from 2009 to 2012. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and consulting services across equity, balanced, and fixed-income portfolios, with a notable emphasis on non-discretionary account management and custody of client assets.

Caroline Shelton is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and five years of industry experience. Her career includes roles at Agia and Equitable Advisors, as well as work at Texas A&M University and Deer Park High School. She is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and offers discretionary managed-account programs, financial planning, and brokerage services. The firm utilizes Envestnet-developed UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets across its 1,239 advisors.