Matthew Griggs is a financial advisor at VALIC Financial Advisors, Inc. based in Houston, TX, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining VALIC, he worked at Charles Schwab & Co., Inc. and has experience in relocation services and 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 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 using Envestnet’s platform, operating at scale with over 1,200 advisors and 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 with Oppenheimer in Houston, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with the Stanford Group Company since 2007. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and financial planning. The firm’s approach includes strategic and tactical asset allocation, manager selection, and a range of investment strategies tailored to documented client objectives.

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.

Mohammad Qureshi is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Merrill, Empower Retirement, and independent insurance-based financial advising. He is also appointed as an agent to sell non-securities insurance products for AGIA. 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 client portfolio construction.

Benjamin Heeren is a financial advisor at Hightower Advisors with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including CWM, LLC, Cetera Advisor Networks, Dome Holdings Inc, W&R Insurance Agencies, and Waddell & Reed, Inc. Heeren has been with Hightower since 2022. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers across various investment vehicles and strategies.

Lucia Cruz is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and having 21 years of industry experience. Her career includes roles at Agia, AIG Capital Services, American General Life Insurance, VALIC Financial Advisors, and JP Morgan. Outside of finance, she operates a photography business providing portrait, event, and art print services. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Jordan Hannah is a financial advisor at Ameritas Advisory Services, LLC with CFP® certification and Series 63 and 65 licenses. He has two years of industry experience and has been involved with Ameritas Advisory Services and Ameritas Investment Company since 2023. In addition to his role at Ameritas, he operates Hannah Financial Solutions, LLC, a financial firm he founded in 2021. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, utilizing both in-house model portfolios and third-party managers.

Christopher Halaska is a financial advisor at Corient with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Avalon Wealth Management and Memorial Herman Health System. He serves as an advisory board member for The University of Texas at Austin Master's in Finance program, providing mentorship and program guidance. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.

Constantinos Parlas is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at AIG Capital Services since 2016 and with VALIC Financial Advisors since 2014. 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 UMA models for portfolio construction.

Heather Ford is a CFP® professional with eight years of industry experience. She has been with Mercer Global Advisors Inc. since 2017, holding various roles within the firm. Prior to that, she worked at Kanaly Trust and Southwest Business Consultants. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.

Joseph Soltero is a financial advisor with PNC Wealth Management in Houston, TX, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Morgan Stanley, E*TRADE Capital Management, American Income Life, and Bank of Texas. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account available to employees with online banking credentials. The firm uses algorithm-driven questionnaires to recommend investment models managed by PNC or third-party strategists, utilizing mutual funds and ETFs with annual rebalancing.

Angela Wascom Gantt is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She spent 20 years at Blackrock Investments, Inc. before joining Sanctuary Advisors in 2026. Gantt serves as a volunteer board member for The Family Place, a nonprofit supporting families affected by domestic violence, assisting with fundraising and service projects. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm operates as part of Sanctuary Wealth with approximately $34.9 billion in assets under management and offers a range of investment solutions through a network of independent advisers and affiliated broker-dealer services.

Daniel Carter is a financial advisor with CIBC Private Wealth Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 designations and 19 years of industry experience. He has 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 employs a collaborative investment process involving internal teams and committees to build customized portfolios, combining proprietary and external strategies with specialized offerings such as options hedges and structured notes.

Jessica Knutson is a financial advisor with Valic Financial Advisors in Houston, TX. She holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Valic Financial Advisors, she worked at Cetera and Fidelity Investments, and has a background that includes roles outside the financial industry. 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 and other financial planning and brokerage services, utilizing Envestnet-developed UMA models and providing optional tax and impact overlay services.

David Linney is a financial advisor with Voya Financial Advisors, Inc. based in Houston, TX. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Linney has been with Voya Financial Advisors since 2014. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led programs using model portfolios and manager-driven strategies, combining an advisory platform with an active broker-dealer distribution model and a broad affiliate network.