Raffaele Cardone is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Alamo Angels, and Garcia Hamilton & Associates. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market roles.

Karin Tyson is a CFP® and ChFC® with 31 years of experience in the financial advisory industry. She currently works at Prime Capital Financial and has held previous positions at Ameritas Investment Corp., 20/20 Financial Advisers Houston, and other investment firms. Outside of her advisory role, she serves on the board of the Future of Finance Scholarship Fund and the Memorial Drive Presbyterian Church finance committee, and conducts educational seminars on Social Security and IRA planning. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, family office offerings, and tax planning through an affiliated accounting subsidiary.

Karen Sotallaro is a CFP® with 20 years of industry experience and currently serves as a financial advisor at Cresset Asset Management, LLC. Her prior work includes roles at Oak Harvest Investment Services and D.H. Hill Securities, among others. She is a board member of the Rotary Club of Houston and also works as an independent consultant for Rodan + Fields. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, and corporations, employing a disciplined, risk-aware investment approach across public equities, fixed income, and a range of alternative asset classes.

Renato Alarcon is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been affiliated with New York Life and its related entities since 2002 and operates Alarcon Financial Strategies, LLC, where he brokers non-registered insurance products alongside NY Life offerings. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, primarily through non-discretionary asset management and a variety of program types tailored to client and plan sponsor objectives.

Zaid Siddiqui is a financial advisor at VALIC Financial Advisors with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Agia, Insight Management & Consulting, and Audi Central Houston. Outside of advising, he is an agent for non-securities insurance products at Agia. 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 discretionary unified managed accounts through a large network of advisors and utilizes centralized technology and model solutions.

Viridiana Salamesainz is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds the Series 66 designation and has previously worked at Casa de Bolsa Finamex SAB de CV and Citibanamex. Outside of advisory work, she is a manager and partner at JOSADA LLC, a real estate holding company based in Houston and Montgomery, Texas. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies supported by internal oversight and integrates both discretionary and non-discretionary portfolio options.

Zhengrong Wang is a CFP® and holds a Series 63 license. Based in Houston, TX, Wang has been with Transamerica Financial Advisors since 2026. Outside of the firm, Wang is involved with Wu&HU Texas LLC and SAKZ Consulting Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Sara Mortus is a financial advisor at Valic Financial Advisors in Houston, TX, holding a Series 66 designation. She has been with Valic Financial Advisors since 2025 and previously worked in education and retail. Additionally, she is appointed as an agent to sell non-securities insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including 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.

Aaron Greene is a financial advisor at Creative Planning with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including PAX Equity and Fidelity, where he spent over two decades. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base ranging from individuals to corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective use of private market investments.

David Hanson is a financial advisor with Sovereign Wealth Advisors LLC and holds the CFP® and ChFC® designations, along with a Series 63 license. He has 39 years of industry experience and has worked at Stratos Wealth Partners, Ltd since 2025, Sovereign Wealth Advisors, LLC from 2015 to 2025, and LPL Financial LLC since 2010. Sovereign Wealth Advisors, LLC serves individuals, trusts, retirement plans, and corporate clients by offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm employs a combination of fundamental and technical analysis, offers both discretionary portfolio management and advisory programs, and provides a broad range of services including real estate analysis and tax-aware model portfolios.

Kristopher Mosley is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Valic, he has worked in education and music, including roles as a music educational consultant and voice-over business owner. Outside of financial advising, Mosley operates Kris Mosley Studios, providing voice-over services, and works as an agent selling non-securities insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including 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.

James Norton Jr. is a financial advisor at Integrated Wealth Concepts LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial and Purshe Kaplan Sterling Investments. Norton also engages in the sale of fixed/traditional insurance as a non-investment-related business activity. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm provides discretionary investment management, financial planning, and consulting services, employing a long-term investment approach with customized portfolios constructed from mutual funds, ETFs, individual equities, and fixed income.

My Le is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and having 13 years of industry experience. They have worked with Valic Financial Advisors since 2014 and also serve 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Robert Wheeler is a financial advisor with Private Advisor Group, LLC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience and has been associated with firms including LPL Financial and Mariner Independent Advisor Network, LLC. He is also president of Equity Development Corporation, a company he has managed since 1992. Private Advisor Group serves a diverse client base, including individuals, trusts, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting. The firm offers access to third-party asset managers, turnkey asset management platforms, and proprietary model portfolios supported by strategists such as Fidelity and BlackRock.

Megan Mcwhorter is a financial advisor with Valic Financial Advisors in Houston, TX. She holds Series 63 and Series 65 licenses and has recently begun her career in the industry. Prior to joining Valic Financial Advisors, Megan worked at Wellby Financial and holds an agent position selling non-securities insurance products for AGIA. Valic Financial Advisors 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.

Miguel Cano is a financial advisor at Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Valic, he has held roles including agent for AGIA, where he sells non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including 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.

Catherine Franklin is a financial advisor at Mercer Global Advisors Inc. in Houston, TX, with four years of industry experience. She holds a Series 65 designation and has worked primarily with Mercer Global Advisors since 2018, with a brief tenure at Legacy Chief Financial Office and HFG Wealth Management. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach that emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts and a range of implementation options such as ETFs, mutual funds, and separate account solutions.

Marko Majstorovic is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and four years of industry experience. His work history includes roles at Agia and positions in university housing departments at The University of Texas at Tyler and Tyler Junior College. He is also an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. individual investors, including 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 UMA models to construct client portfolios.

Joel Garrett is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 66 and Series 63 credentials and five years of industry experience. His prior work includes roles at CWM, LLC, Wealth Standard Financial, LPL Financial, and Lamar CISD. Outside of advising, he co-owns Actikare, a caregiving agency serving elderly and disabled clients. Valic Financial Advisors primarily serves 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 discretionary unified managed accounts through a large network of advisors, leveraging technology and model solutions at scale.

Jamie Andersen is a financial advisor at Valic Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors, Lincoln Financial Distributors, Inc., and Nationwide Financial. 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 with options for tax and impact overlay services.