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. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Voya Financial Advisors since 2014. Voya Financial Advisors, Inc. serves a diverse range of clients, including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services including financial planning, portfolio management, wrap programs, and plan-sponsor consulting, often delivering advice through non-discretionary recommendations across multiple program structures.

Mark Countryman is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005. Based in Sugar Land, TX, Mark holds Series 63 and Series 65 licenses. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor- and firm-managed investment programs that utilize both strategic and dynamic approaches.

Youhong Wang is a financial advisor at Transamerica Financial Advisors with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked in accounting and tax consulting through his firm, YH Wang CPA LLC, since 2017. Wang also has involvement with the GT Wang Family Foundation, a private family charity, which he established but no longer manages. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services, featuring proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Justin Kibler is a financial advisor at First Command Advisory Services with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, Merrill, JPMorgan Securities LLC, and Citibank. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios and select approved third-party managers.

Jared Sandlin is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 registrations and eight years of industry experience. He has worked at Valic Financial Advisors since 2017 and also holds a position as an agent with Agia, where he is involved in non-securities insurance products. Prior to Valic, he was employed with NCSA Next College Student Athlete. 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 and operating with approximately $26.4 billion in discretionary assets under management.

Matthew Crouch is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Valic Financial Advisors since 2014 and is also associated with Agia as an agent for non-securities insurance products. 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 UMA models to construct client portfolios.

Jared Waldrup is a CFP® professional with four years of industry experience, currently serving at Sequoia Financial Group, L.L.C. since 2024. He previously worked at AltruVista, LLC for five years and at Texas A&M University for five years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by ongoing research and an Investment Policy Committee.

Meredith Rice is a CFP® professional with 19 years of industry experience. She has worked at Mariner Wealth Advisors since 2019 and previously spent 12 years at Patriot Wealth Management, Inc. She is based in Houston, TX. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, combining in-house research with third-party managers across a range of asset classes and strategies.

Stanley Tan is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 65 and Series 63 licenses and eight years of industry experience. He is also the owner of Stanley T Tan PLLC, providing tax compliance, bookkeeping, and CPA-related services, and he conducts financial education workshops through Canyon Lake PWM LLC. Additionally, he is active as a real estate sales agent with Sprout Realty, LLC. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, and charitable organizations, offering advisory and broker-dealer services with proprietary and third-party model portfolios. The firm operates as both an RIA and a broker-dealer, providing discretionary and non-discretionary program options.

Douglas White is a financial advisor at Farther with seven years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at NEXT Financial, TCG (HUB International), and Family Houston. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm applies Modern Portfolio Theory using proprietary model portfolios and algorithmic rebalancing, employing a range of investment vehicles including ETFs, mutual funds, individual equities, and fixed income.

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.

Adrian Gonzalez is a financial advisor with Lincoln Investment in Sugar Land, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining Lincoln Investment, Adrian worked with organizations including Operation HOPE and AltruVista. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of advisory programs supported by a combination of in-house and third-party investment strategies.

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.