Baldemar Garza is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior work includes roles at BOK Financial, Merrill, and Bank of America. Outside of finance, he is the founder and captain of Houston Hotties, a nonprofit competitive running team. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Pornpimol Park is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She has held leadership roles outside of advisory work, including serving as president of Vision de Prisma Corp. since 2023. Her prior work includes positions at several companies in varying industries dating back to 2012. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, estates, and charitable organizations. The firm primarily uses model portfolios and third-party managers to implement investment strategies and operates an integrated retirement plan ecosystem involving affiliated entities.

Raye White is a CIC-designated financial advisor with 65 years of industry experience. He has worked with Sarofim International Management Company since 1996 and has held roles at several affiliated Sarofim entities dating back to 1958. Sarofim International Management Company provides discretionary investment management primarily to non-U.S. institutional clients such as pension plans, endowments, and insurance companies, while also serving corporations, small businesses, and individual accounts. The firm emphasizes fundamental research and a bottom-up investment process focusing on high-quality, large-cap multinational stocks and capital preservation in fixed income, managing portfolios with low turnover under an Investment Committee framework.

Victor Barrionuevo is a financial advisor at Oppenheimer with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2021. His prior roles include positions at Wells Fargo Clearing Services LLC and several investment advisory firms. He is involved in managing a personal family trust. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation along with manager selection and a variety of investment strategies, providing both discretionary and non-discretionary management tailored to client objectives.

Jeremy Cacciatore is a financial advisor with PNC Wealth Management in Missouri City, TX, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, Cadence Bank, and LPL Financial. PNC Wealth Management offers retail brokerage and advisory services featuring model-based investment programs, including a discretionary digital offering currently available as an invitation-only pilot for employees with PNC Bank online-banking credentials. The firm utilizes algorithm-driven risk assessments and implements portfolios via approved model strategies using mutual funds and ETFs.

Gregory Rodriguez is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Agia, Corebridge Financial, the National Security Innovation Network, the University of Houston, H-E-B, and educational positions at Clements High School and First Colony Middle School. He 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 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 for portfolio construction.

Sarah Hughes is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and four years of industry experience. Prior to her current role, she worked at Agia and has a background that includes positions at Genesis Reference Lab and Chabado Genomics. Outside of her advisory work, she is also an agent for non-securities insurance products. 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 for portfolio construction.

Wei Wang is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. Wei has worked with Eagle Strategies LLC and New York Life Insurance Co. since 2017 and operates under the DBA name Abacus Financial Strategies LLC to sell New York Life products and broker non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and charitable and corporate clients. The firm offers a range of financial planning and investment management services, emphasizing tailored recommendations and managing most assets on a non-discretionary basis within an integrated New York Life structure.

Stephanie Cortez is a financial advisor at VALIC Financial Advisors in Houston, TX, with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at VALIC Financial Advisors since 2018. Outside of her advisory role, she is also an agent for non-securities insurance products at Agia. 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, consulting, and brokerage services through its broker-dealer operations.

Mark Nash is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 designations and 17 years of industry experience. His career includes roles with the Louisiana Department of Revenue and the Internal Revenue Service. Outside of advising, Nash is involved in several entrepreneurial ventures, including owning a tax preparation and consulting firm, a music and filmmaking company, an insurance agency, and a church. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a variety of model portfolios and third-party managers.

Maria Baez is a financial advisor at Oppenheimer with 31 years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and J.P. Morgan Securities. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives.

Damian Shaw is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. He previously worked at Charles Schwab Bank and Charles Schwab Trust Company for five years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions through a combination of affiliated and third-party managers, utilizing proprietary research and a variety of investment vehicles.

Jacob Brown is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 license and having three years of industry experience. He has worked at Valic Financial Advisors since 2018 and also has experience as an agent for Agia, focusing on non-securities insurance products. 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 for portfolio construction.

Lauren Sledge is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and 16 years of industry experience. She has worked at Valic Financial Advisors since 2017, following prior roles at MassMutual and MSI Financial Services, Inc. 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 network of advisors and utilizes discretionary unified managed accounts with advanced technology and model solutions.

Meredith Moore is a financial advisor at Creative Planning with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Lockton Investment Advisors, Lockton Financial Advisors, Lockton Companies, and Kestra Financial Services. Moore has been with Creative Planning since 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in client assets.

Marc Laborde is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 19 years of industry experience. He worked at UBS Financial Services Inc from 2008 to 2020 before joining Rockefeller Financial in 2020. Outside of his advisory role, Laborde serves on the Board of Directors for LABORDE PRODUCTS, a diesel engine distributor, and is a board member and finance committee appointee for the nonprofit Trees for Houston. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides clients with access to a range of investment options, including alternative and private investments, through a designated Private Advisor within an integrated wealth, trust, and insurance platform.

Kyle Faldyn is a financial advisor with Valic Financial Advisors, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Valic, he has held roles at AGIA and other companies. Outside of his advisory work, he is the founder and author at Balanced House Studios LLC, where he is preparing to self-publish a novel. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of representatives.

John Debenito is a financial advisor with Empower Advisory Group in Houston, TX, holding Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Empower Financial Services, United Business Bank, and Bank of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail clients, using an integrated model aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Kelsey Dale is a financial advisor at Transamerica Financial Advisors with a Series 66 credential and six years of industry experience. Prior to joining Transamerica in 2025, Kelsey worked at VALIC Financial Advisors from 2020 to 2025 and also spent two years teaching at Dayton ISD/Dr. E. R. Richter Elementary School. Kelsey is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm manages substantial discretionary and non-discretionary assets and operates as both a registered broker-dealer and registered investment adviser.

Jose Vergara Gonzalez is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He has worked at Citigroup Global Markets since 2014 and holds Series 65 and Series 63 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as swap dealer and futures commission merchant.