George Haas is a CFP® and ChFC® with 19 years of industry experience. He is currently an advisor at Corient, where he has worked since 2026. Prior to joining Corient, he was with Capital Advisors, Inc. from 2019 to 2026 and Mercer Global Advisors Inc. from 2015 to 2019. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party solutions, and incorporates risk management tools and alternative investments when appropriate.

Josephine Tran is a financial advisor at Guardian Life with Series 66 and Series 63 credentials and two years of industry experience. Her prior roles include positions at Wealth Design Group and NextSeed Management LLC. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage and advisory services, utilizing both proprietary and third-party investment programs.

Daniel Allbritton is a financial advisor at VALIC Financial Advisors in Houston, TX, with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at American General Life Insurance and AIG Capital Services, Inc. since 2013 and 2015, respectively, while also serving at VALIC Financial Advisors since 2004. 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, utilizing Envestnet-developed UMA models for portfolio construction.

Richard Newland is a CFP®-certified financial advisor with Principal Financial Services in Houston, TX, bringing 23 years of industry experience. He has been with Principal Life Insurance Company since 2003 and Principal Securities INC since 2016. In addition to his advisory role, he has experience as a broker in group health insurance and holds fixed insurance licenses covering life, disability, annuities, and long-term care products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Sudheer Indala is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Transamerica Financial Advisors since 2020 and has held roles with Wfgia and Chevron Phillips Chemical Company, where he is employed as an environmental engineer. Transamerica Financial Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Bayar Hamid is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Valic Financial Advisors since 2009 and also serves as an agent for Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based 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 and operating with a large network of advisors nationwide.

Tad Sresthaphunlarp is a financial advisor at VALIC Financial Advisors with five years of industry experience. He holds a Series 66 designation and has worked at VALIC Financial Advisors since 2020 and Agia since 2022. Outside of advising, he is involved as an agent offering 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.

Johnny Galaviz is a financial advisor with PNC Wealth Management in Houston, TX, holding the Series 63 and Series 66 designations and possessing 17 years of industry experience. His prior experience includes roles at Bank of America, Merrill, Morgan Stanley, and E*TRADE. Outside of his advisory work, he is involved as an owner of a childcare business, Little Dreamers Preschool, which operates in Houston. PNC Wealth Management offers model-based retail brokerage and advisory services, including an invitation-only digital discretionary model account that uses algorithm-driven portfolio recommendations and invests primarily in mutual funds and ETFs.

David Cox is a Series 66 licensed financial advisor with 18 years of industry experience, currently with Oppenheimer & Co, Inc. since 2021. He previously worked at Bank of America and Merrill, with overlapping tenures at Merrill from 2007 to 2021 and Bank of America from 2009 to 2021. Outside of advising, he acts as trustee for family trusts that hold investments, including securities. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment programs and consulting services, with a notable portion of assets managed on a non-discretionary basis while providing custody of client assets.

Sandeep Tiwari is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Corient in Houston, TX. His prior experience includes roles at Broadway National Bank and Western Commerce Group LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes risk management tools and alternative investments where appropriate.

Bas Solleveld is a financial advisor with CIBC Private Wealth Advisors, Inc. based in Houston, TX. He holds a Series 65 designation and has eight years of industry experience. Prior to joining CIBC, he worked at AT Investment Advisers Inc. for 12 years. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to create customized portfolio solutions, managing approximately $67.8 billion in assets with a relatively low advisor-to-assets ratio.

Stephanie Harrison is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and six years of industry experience. She has worked at VALIC Financial Advisors since 2020 and previously at Flight Services International from 2014 to 2020. In addition to her advisory role, she is an agent for non-securities insurance products at Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning services. The firm utilizes discretionary unified managed accounts through Envestnet’s platform and maintains a large network of advisors supported by centralized technology and model solutions.

Matthew Griggs is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Fox Corporate Housing. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and wrap programs through a large network of advisors. The firm uses Envestnet’s platform for discretionary managed accounts and provides overlay services, managing approximately $29.2 billion and serving nearly 300,000 clients.

Chandra Rollins is a financial advisor at Valic Financial Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Valic Financial Advisors since 2014. Additionally, she is involved with Agia as an agent offering 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.

Nolan Metzger is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Stanford Group Company, BNY Investment Center Inc., Pershing LLC, and Lockwood Financial Services, Inc. He is based in Houston, TX. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of programs across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management, while maintaining custody of client assets as a qualified custodian.

Adison Ford is a financial advisor with Truist Advisory Services in Houston, TX, holding Series 63 and Series 65 designations and four years of industry experience. Prior to his current role starting in 2023, he worked at Texas Capital Bank Private Wealth Advisors and Texas Capital Bank, as well as at RSM and the University of Mississippi. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Eric Thompson is a Series 66-licensed financial advisor with Valic Financial Advisors in Houston, TX, bringing three years of industry experience. He has previously worked with L3 Resources and holds an agent position at AGIA, where he sells non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform and offers tax-aware and impact/ESG overlay services.

Robert Hearn is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JP Morgan Chase Bank and Deutsche Bank AG in London. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains institutional-scale operations with unique market roles.

Marcel Frey is a financial advisor with Eagle Strategies (NY Life) based in Sugar Land, TX, holding a Series 63 license and over 30 years of industry experience. He has been associated with Eagle Strategies and New York Life since 1995 and leads The Frey Financial Group, LLC since 2003. Outside of his advisory roles, he owns acreage supporting cattle ranching and mineral rights properties in Fort Bend and Austin Counties. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered primarily on a non-discretionary basis through a variety of program types within the New York Life affiliate structure.

Jules Green is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Valic, Green worked at Kohl’s Corporation and has also been involved in non-securities insurance activities with Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, and employer-sponsored retirement participants. The firm utilizes discretionary unified managed accounts through Envestnet’s platform and offers various portfolio management and financial planning services supported by a large network of advisors.