Matthew Altenau is a CFA® charterholder and financial advisor at Fayez Sarofim & Co. in Houston, TX, with 12 years of industry experience. He has been with Fayez Sarofim & Co. since 2010. Fayez Sarofim & Co. is an SEC-registered investment adviser serving institutions, retirement plans, endowments, corporations, and high net worth individuals. The firm emphasizes bottom-up fundamental research and manages large-cap, liquid equity portfolios with a multi-year investment horizon, offering a range of equity and fixed income strategies tailored to institutional and qualified investors.

Austyn Kay is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Valic, Kay worked at Agia and has experience in the non-securities insurance sector as an appointed agent. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed accounts through a large network of investment advisor representatives.

Richard Bateman Jr. is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Valic Financial Advisors and has previously worked at Cambridge Investment Research Advisors Inc., Next Financial Group, Inc., and J.P. Morgan Securities. 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Corey Wilcox is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and having one year of industry experience. His prior roles include positions at Team FESA, Guardify Insurance Group, and Retirement Education Partners. 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 clients, and supports corporate and retirement-plan participants through discretionary managed-account programs, financial planning, and brokerage services. The firm utilizes Envestnet-developed UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets.

Steven Morris is a financial advisor at VALIC Financial Advisors in Houston, TX, holding a Series 66 designation with over 11 years of experience. His prior roles include positions at S&P Global and Aramco Americas. 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, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Richard Becker is a CFP® with 18 years of experience in the financial services industry. He is currently affiliated with GWN Securities Inc. and has previously worked at Ameriprise, American Tax Group, and Planmember Securities Corporation. Becker is also involved in independent insurance brokering with multiple life and disability insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice through a variety of managed-account programs on the Fidelity-supported FMAX platform.

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.

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.