Terry Parham is a CFP® and ChFC® with 13 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and has previously worked at Innovative Wealth Building, LLC, Pruco Securities LLC, and The Prudential Insurance Company of America. Parham is also an independent licensed insurance agent who occasionally offers insurance products to advisory clients. Private Advisor Group serves a diverse client base that includes individuals, businesses, trusts, estates, and charitable organizations. The firm provides portfolio management, financial planning, and retirement-plan consulting through various advisory programs, offering access to third-party asset managers and proprietary model portfolios supported by well-known strategists and platforms.

Braxton Bartlett is a CFP® with seven years of industry experience, currently serving at Hightower Advisors. He has previously worked at STA Wealth Management, Wealth Enhancement Advisory Services, and LPL Financial. Bartlett is based in Houston, TX. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm employs a manager selection approach with multi-manager solutions, offering access to affiliated and third-party managers, proprietary research, and a range of investment vehicles.

Yesenia Beltran is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. She has worked at several firms, including LPL Financial, PFS Investments Inc., and JP Morgan Chase Bank. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers, overseen by an internal Investment Committee.

Candace Whitaker is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and having entered the industry in 2025. Her prior work experience includes positions at Hewlett Packard Enterprise and service in the US Army from 1999 to 2020. She is involved in charitable work through Honduran Hearts, Inc. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services with proprietary and third-party investment models, supporting individual and institutional investors.

Derek Thorp is a financial advisor with Commonwealth Financial Network in Houston, TX, holding the Series 63 and Series 66 designations and bringing 19 years of industry experience. His career includes roles at Meservey Financial Group, LPL Financial, and Wells Fargo Advisors. He is also the owner of MFG Wealth, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody services.

Travis Smith is a financial advisor with Eagle Strategies (NY Life) in Houston, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Eagle Strategies since 2018 and has been affiliated with New York Life and related entities since 2011. In addition to his advisory role, he is also involved in insurance brokering with various outside carriers. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Emily Allen is a CFP® and holds a Series 66 license with 13 years of industry experience. She is currently an advisor at Focus Partners Wealth, LLC, having joined the firm in 2024 after nine years at Buckingham Asset Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with various specialized offerings.

Christopher Sarofim is a Series 65-licensed financial advisor at Sarofim Trust Co. in Houston, TX, with 28 years of industry experience. He has worked with Fayez Sarofim & Co., Sarofim International Management Company, Sarofim Trust Co., and Sarofim Advisors Group, Inc. since 2010. Sarofim Trust Co. is a Texas-chartered trust company and SEC-registered investment adviser serving institutional and private clients such as pension and profit-sharing plans, endowments, foundations, corporations, charitable organizations, banks, trusts, and high-net-worth individuals. The firm employs a predominantly bottom-up, fundamental research process with a focus on high-quality large-capitalization companies and offers discretionary investment management, trustee, custodial services, and access to private placements.

Tharindu Wanigatunga is a financial advisor with Valic Financial Advisors in Houston, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Valic Financial Advisors, he worked in various roles across multiple industries, including medical technology and laboratory services. 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, leveraging centralized technology and model solutions to support its large client base.

Robert Hodgkiss Jr. is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been affiliated with Eagle Strategies since 2012 and has longstanding ties to New York Life Insurance Company and its related entities since 2000. Outside of his advisory work, Hodgkiss serves as a board member for the American College Alumni Board and participates on the Greens Committee at Medinah Country Club. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing most assets on a non-discretionary basis and maintaining relationships with a broad range of institutional sponsors.

John Lytle is a financial advisor at Corient in Houston, TX, holding a Series 66 designation with 12 years of industry experience. He previously worked for Avalon Wealth Management LLC and Avalon Investment & Advisory for 10 years. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and corporations. The firm employs a goals-based, team investment approach integrating in-house strategies, third-party managers, and risk management tools, with capabilities in private funds and affiliated trust services.

Megan Assenmacher is a CFP®-certified financial advisor with 12 years of industry experience. She is currently with Empower Advisory Group and Empower Financial Services, Inc., having joined in 2023. Prior to that, she worked at Bank of America, N.A. and Merrill from 2014 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders. The firm uses an integrated service model linked to its recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Gregory Kallus is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior experience includes roles at Penn Mutual Life Insurance Company, Calderwood Financial Strategies, and several other firms. In addition to his advisory work, he is active as an insurance agent, focusing on insurance sales and service, including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, supporting a range of investment strategies with discretionary and non-discretionary account options.

Marlon Scott is a financial advisor at CWM, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Wealth Standard Financial, LPL Financial, and Ameriprise Financial Services. Outside of his advisory role, he serves as President of the UNT Alumni Association and Vice President of the INROADS Houston Alumni Association. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement plan services, typically managing accounts on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Patrick Reilly is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 66, Series 63, and Series 65 licenses with five years of industry experience. Prior to joining Valic in 2023, he worked in the automotive sector and at 42 Floors. Outside of his advisory role, he is involved as an agent for non-securities insurance products with AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm utilizes discretionary unified managed accounts via Envestnet’s platform and emphasizes technology and model solutions to manage a substantial client base.

William Poindexter is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 32 years of industry experience. His career includes roles at Ameritas Life Insurance Corp and related entities dating back to 1992. In addition to his advisory work, he operates an online resource providing disability insurance quotes tailored for physicians. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a range of discretionary and non-discretionary programs, combining in-house model portfolios with third-party managers, and maintains integration with affiliated broker-dealer and investment advisory entities.

Juan Campos Ortiz is a financial advisor with PNC Wealth Management in Houston, TX, holding Series 63 and Series 65 licenses and with 14 years of industry experience. He has worked in various capacities within BBVA-affiliated firms from 2014 to 2021 before joining PNC Investments in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that utilizes algorithm-driven risk assessment and implements approved model strategies via mutual funds and ETFs with annual rebalancing.

Michelle Wilburn is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and 11 years of industry experience. She previously worked at Valic Financial Advisors for eight years and has been with Empower-related firms since 2023. Wilburn is also involved with Catbirds, a business she has been connected to for over a decade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm offers integrated services tied to its recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Quan Nguyen is a financial advisor at Eagle Strategies (NY Life) based in Houston, TX, holding Series 65 and Series 63 registrations with two years of industry experience. His prior work includes roles at NYLife Securities LLC and New York Life Insurance Company, as well as professional experience at ExxonMobil Chemical Company and Aramco Performance Materials LLC. Outside of finance, he is involved with QL Housing LLC. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, focusing largely on non-discretionary asset management and delivering tailored advice through various program types within an integrated New York Life affiliate structure.

Jacob Leon is a CFP® and PFS™ credentialed advisor with 27 years of industry experience. He currently serves at Kestra Advisory and has prior experience with Tlc Wealth Management and Kestra Investment Services, LLC. In addition to his advisory work, Leon is active in community service through leadership roles with the Houston Jewish Community Foundation and Jewish Family Service, including past presidencies and board memberships. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual investors. The firm provides fiduciary services, plan design, compliance testing, and access to multiple management platforms, serving clients with over $79 billion in assets under management.