Kell Grady is an advisor with Valic Financial Advisors holding Series 63 and Series 65 licenses. Based in Houston, TX, Grady has been with Valic Financial Advisors since 2025. Prior experience includes roles at Texas Financial Advisors, Target, and educational institutions such as Clarkson University and Southern Cayuga Central School. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and emphasizes centralized technology and model solutions.

Caleb Robinson is a financial advisor with Principal Financial Services in Houston, TX, holding a Series 66 designation and seven years of industry experience. He has held roles at Union Financial, Principal Securities Inc., Principal Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance Company. Outside of finance, he teaches part-time neuroscience and human anatomy courses at UTHealth Houston McGovern Medical School. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individuals, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Gary Sagarnaga is a financial advisor with Kestra Advisory Services, LLC, holding a Series 63 designation and bringing 40 years of industry experience. His prior work includes 13 years at Girard Securities, Inc. He also operates as a sole proprietor managing insurance and investment recommendations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and employee education, and supports complex investment solutions through multiple management platforms.

Nahif Chowdhury is a financial advisor at Cerity Partners LLC with a Series 65 credential and three years of industry experience. Prior to joining Cerity Partners in 2026, he worked for six years at Fisher Investments and has professional experience outside the financial industry at Walmart. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

La Tika Tillis is a financial advisor at Hightower Advisors with 18 years of industry experience. She holds a Series 66 designation and previously spent 10 years at Streettalk Advisors, LLC before joining Hightower in 2023. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment strategies.

Andrew Cashiola is a financial advisor at Independent Financial Group, LLC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley, Raymond James Financial Services, Ameriprise Financial Services, Hilltop Securities, Morgan Keegan & Company, and UBS Financial Services. Independent Financial Group, LLC serves a broad client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and programs, employing model-based strategies that combine active and passive investments across standard risk profiles.

Benjamin Almeda is a CFP®-certified financial advisor with 17 years of industry experience. He currently works at Hightower Advisors and Hightower Securities, LLC, joining the firm in 2024. His prior experience includes roles at TD Ameritrade Investment Management, Charles Schwab, Wells Fargo Clearing, Valic Financial Advisors, and Ameriprise. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

Hadi Kusumo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in several business activities including estate planning services through LSPN Pro, LLC, and managing office property as president of Dreambuilders Star LLC. Kusumo is also engaged with Inheritguard LLC, providing education and client communications related to estate planning. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s advisory approach primarily utilizes model portfolios and third-party managers, with a focus on integrated retirement plan solutions and affiliated mutual funds and insurance products.

Douglas Carroll is a CFP®-certified financial advisor with eight years of industry experience, currently with Mariner Wealth Advisors in Houston, TX. He previously worked at SMS Capital Management and MPR Associates. Carroll serves as treasurer for the Woodland Heights Community Association. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized discretionary portfolios supported by an internal team and third-party managers, with a notable integration of tax and accounting services.

Maynard Miller Jr. is a CFP® and ChFC® with 31 years of industry experience. He is currently with Primerica Advisors and has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2020. His prior experience includes positions at Horace Mann Investors, Inc. and MassMutual Life Insurance Company. Primerica Advisors serves a diverse retail client base, offering brokerage and advisory services along with financial planning and retirement-plan consulting. The firm utilizes a range of investment strategies, including proprietary model portfolios and third-party managers, and supports various account-level services such as lending solutions and donor-advised funds.

Nicholas Lyons is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He currently works at Mercer Global Advisors Inc. and previously spent 10 years at The Goff Financial Group. Lyons also served in the United States Army Reserve for seven years. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach utilizes Modern Portfolio Theory with globally diversified, risk-appropriate portfolios and employs a range of implementation options such as ETFs, mutual funds, and direct indexing.

Emiliano Saenz is a financial advisor at Valic Financial Advisors with Series 66 credentials. He joined the firm in 2025 and has prior experience as a student at the University of Texas Rio Grande Valley. 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, utilizing centralized technology and model solutions to support its client base.

Harrison Wilson is a CFP® and holds a Series 65 license with one year of industry experience. He currently works at Corient and previously worked at FMP Wealth Advisers for two years. His background also includes teaching positions at the University of Oklahoma and Second Baptist High School. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and incorporates risk management tools and alternative investments where appropriate.

Larry Mott is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2016. Outside of his advisory role, he provides continuing professional education seminars for CPAs and other professionals. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages approximately $15 billion in regulatory assets and supports a range of investment strategies and account services.

Brandon Atkinson is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Valic Financial Advisors since 2015 and also serves as an agent for non-securities insurance products with Agia since 2022. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Tom Lam is a financial advisor at VOYA Financial Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Corebridge Capital Services, Inc. and American General Life Insurance since 2025. Outside of finance, he is involved with ZenCosmic Jiu Jitsu. VOYA Financial Advisors, Inc. is a large enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement plan advisory services to individuals, institutional clients, and charitable organizations. The firm combines model portfolios, third-party managers, and technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Angela Bryant is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and with 15 years of industry experience. She has been with VOYA Financial Advisors since 2015. Bryant also serves as secretary for the nonprofit organization Q’ing for a Cause and operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm emphasizes investment policy statements, model allocations, and a combination of in-house and external strategists to deliver a range of managed account solutions through a large network of investment adviser representatives.

Alexander Spiller is a CFP® and Series 65-registered financial advisor at MAI Capital Management, LLC with eight years of industry experience. He previously worked at WCG Wealth Advisors, LLC and has been associated with Treloar & Heisel, LLC for over a decade, where he is involved in the sale of fixed insurance products. Spiller also served in the US Army for nine years. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers a range of portfolio strategies implemented through various management structures, integrating financial planning and tax services into many client relationships.

Zachary Davenport is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and previously worked at J.B. Hunt. Davenport also serves as an agent for AGIA, where he sells non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account services through a large network of advisors and uses advanced technology platforms to support its client solutions.

Gregory Rivine is a ChFC® credentialed financial advisor with 19 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Houston, TX. He has been with Eagle Strategies since 2016 and also maintains roles with Nylife Securities, LLC and New York Life Insurance since 2015. Outside of his advisory work, he invests personally in cryptocurrency offerings. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.