Adedoyin Lawal is a financial advisor at Eagle Strategies (NY Life) in Houston, TX, holding Series 63 and Series 65 designations with one year of industry experience. Prior to joining Eagle Strategies, Lawal worked at New York Life Insurance Company, NYLife Securities LLC, and was self-employed, with earlier experience at ExxonMobil Corporation. Eagle Strategies serves a diverse client base, including individual investors, institutional clients, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Pedro Narvaez Garcia is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 15 years of industry experience. He has been with CitiBank, N.A. since 2011. 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 implements multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market roles.

Jeffrey Young is a financial advisor at Oppenheimer with 40 years of industry experience. He has held positions at Citigroup Global Markets and Stanford Group Company before joining Oppenheimer in 2009. His credentials include Series 63 and Series 65 licenses. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a variety of investment and advisory programs. The firm offers equity, balanced, and fixed-income portfolio management using strategic and tactical asset allocation along with consulting and retirement services, operating with both discretionary and non-discretionary account structures.

Joshua Penner is a financial advisor with Valic Financial Advisors in Houston, TX. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including a decade at AIG Capital Services, Inc. and Valic Financial Advisors. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm employs discretionary unified managed accounts using Envestnet’s platform and offers portfolio management and consulting services through a large network of investment advisor representatives.

Yasmina Rivera is a financial advisor at Hightower Advisors based in Houston, TX, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Gessner Wealth Strategies and entrepreneurial experience managing Kirby Ice House and Christian's Tailgate Bar & Grill. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers to deliver portfolio management, financial planning, and retirement plan consulting.

John Runnells is a CFP® and holds a Series 66 license, with 12 years of industry experience. He is currently with RBC Rochdale, LLC in Houston, TX, having previously worked at RIM Securities LLC. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs a multi-strategy investment approach that integrates quantitative and fundamental analysis, utilizing proprietary tools and collaborations with sub-advisors to construct tailored portfolios.

Susan Travis is a CFP® professional with eight years of industry experience. She has worked at Mercer Global Advisors Inc. since 2017 and previously spent 20 years at Kanaly Trust. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options and specialized services.

Natalie Schieb is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and having nine years of industry experience. Her career includes roles at Corebridge Capital Services and American General Life Insurance. She is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm employs discretionary unified managed accounts with a technology-driven approach and manages approximately $29.2 billion across over 1,200 advisors.

Patrick Isibor is a financial advisor with Transamerica Financial Advisors in Houston, TX. He holds Series 63 and Series 65 licenses and has experience working in financial services since 2022. His career includes roles at Worldwide Excellence Financial Services, LLC and Excel Tax and Accounting Services. 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.

Joseph Sayers III is a financial advisor at Cresset Asset Management, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Goldman, Sachs & Co. for nine years. Outside of his advisory role, Mr. Sayers serves on the advisory board for The General's Redoubt, a historical preservation group affiliated with Washington and Lee University, acting as a point of contact for Texas. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach using both active and passive strategies, supported by a structured due diligence program and a range of affiliated entities offering comprehensive wealth management and advisory services.

Pamela Martinez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Citigroup Global Markets since 2007. 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 and maintains in-house research and security-pricing functions, supporting large institutional scale and complex market roles.

Alexander Sanchez is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he held positions at Charles Schwab and Pennington Wealth Management. Sanchez also has experience in education, including roles at Texas A&M University, Lone Star College, Texas Tech University, and Cypress Ranch High School. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Gregory Benson is a Series 66-licensed financial advisor at Citigroup Global Markets with 11 years of industry experience. He has been with Citigroup since 2013 in their Houston, TX office. 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 both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Richard Ray is a financial advisor at Guardian Life with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities and Guardian Life in various roles since 2001. Outside of his advisory activities, he participates in a competitive BBQ cook team and provides life coaching focused on addiction recovery. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm combines discretionary management and model-based strategies across proprietary and third-party platforms, providing tailored financial planning and consulting solutions.

Curtis Wiley is a financial advisor at CWM, LLC with 25 years of industry experience. He holds the Series 63 and Series 66 credentials. His career includes roles at Wealth Standard Financial, LPL Financial, Amegy Bank/Zion Bank, Allstate Financial, BB&T, and Wells Fargo Clearing. Outside of finance, Wiley performs as a guitarist for Living Word Fellowship Church. CWM, LLC is an SEC‑registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm provides discretionary asset management, financial planning, annuity sub-account management, and retirement plan services, supported by an Investment Committee that constructs and monitors portfolios using both fundamental and technical analysis.

Bradley Mouser is a financial advisor at Empower Advisory Group in Houston, TX, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Empower, he worked at Prosperity Bank for seventeen years. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning services and manages a large client base relative to its advisor headcount.

Aaron Skutelsky is a financial advisor with Goldman Sachs Wealth Services in Houston, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at The AYCO Company, L.P./Mercer Allied, Bank of America, N.A., and Merrill Lynch Pierce Fenner & Smith Incorporated. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers customized financial planning and portfolio management, leveraging integrated teams and proprietary research tools within the broader Goldman Sachs ecosystem.

Miguel Delgado Rivero is a financial advisor with Eagle Strategies (NY Life) in Houston, TX, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has worked with Eagle Strategies since 2018 and has been affiliated with New York Life Insurance Company and NYLife Securities LLC since 2016. Additionally, he is involved in insurance brokering for non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored advice across multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Abraham Barrera is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, and COMPASS Bank prior to joining Wealth Enhancement Advisory Services in 2020. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting through a network of advisors, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Rebecca Wesley is a Series 66-licensed financial advisor with 20 years of industry experience, currently with Valic Financial Advisors. Her prior roles include positions at LPL Financial, Fidelity Investments, and Invesco Advisers, Inc. Outside of financial advising, she works as a licensed realtor, assisting clients with buying, selling, and leasing homes. Valic Financial Advisors primarily serves U.S. 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.