Kirsten Williams is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Cerity Partners in 2026, she worked at Heb for four years and has a background that includes education and service in the hospitality sector. Cerity Partners advises a diverse range of clients, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs an investment framework that integrates proprietary quantitative screening, third-party strategies, and direct security selection, with specialized access to alternative and private market solutions for qualified clients.

Joanne Nguyen is a financial advisor with Prime Capital Financial in Houston, TX, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. Her career includes roles at Goldman Sachs and Cetera Advisor Networks. She is a partner in CHHSZ Holdings, LLC, the parent company of Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through asset management, financial planning, and family office services. The firm utilizes a mix of investment strategies and provides tax planning and consolidated reporting through its affiliated accounting subsidiary.

Patrick Burdick is a financial advisor at Corient with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Capital Advisors, Inc. and Belpointe Asset Management, LLC. Burdick is based in Houston, TX. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that combines proprietary strategies with third-party solutions, and employs continuous portfolio monitoring and risk management tools to align investments with client objectives.

Derek Platt is a CFP®-certified financial advisor with 10 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC in Houston, TX. His prior roles include positions at LPL Financial, Equitable Advisors, and Axa Advisors. He also serves as a Senior Vice President in a fixed insurance capacity at Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Laura Brantley is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2025. Prior to joining Hightower, she worked at Wealth Enhancement Brokerage Services LLC and Wealth Enhancement Advisory Services LLC for nine years, and LPL Financial, LLC for ten years. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a broad range of investment products and strategies.

Charles Donnell is a financial advisor with PNC Wealth Management based in Houston, TX, holding a Series 66 designation and has 20 years of industry experience. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., and COMPASS Bank from 2015 to 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic recommendations and manages investments via mutual funds and ETFs.

Michelle Hannah is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. She has worked with Ameritas since 2018 in various capacities and operates Hannah Financial Solutions, an insurance brokerage and administrative assistant business that she has maintained since 2004. Michelle also had a role with Community Health Choice Insurance Company in 2022. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of portfolio construction methods and program platforms, offering a broad range of investment options supported by an affiliated corporate structure.

Robert Gilliland is a financial advisor with Sanctuary Advisors, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Citigroup Global Markets. Outside of advising, he is president of an outdoor recreation services LLC focused on fishing apps and serves on the board of Northland Syllian Field. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement consulting with a range of investment approaches and a fiduciary standard when engaged by clients.

Carl Montano is a financial advisor at Transamerica Financial Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Transamerica Financial Advisors since 2013. Outside of his advisory role, Montano has been involved with the Heartland Institute of Financial Education and St. Andrew's Presbyterian Church of Beaumont. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, managing approximately $1.7 billion in regulatory assets under management.

Clark Henry is a financial advisor at Concurrent Investment Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously held roles at firms including Fidelity Brokerage Services LLC and Strategic Advisers LLC. Henry also serves as a relationship manager at Winstone Wealth Partners, assisting with client requests and supporting advisors. Concurrent Investment Advisors is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, individual securities, bonds, and alternative investments, supported by internal due diligence and a network of roughly 286 advisors.

Griffin Weinstein is a CFP® and holds a Series 65 license, currently advising at Mariner with three years of industry experience. His prior roles include positions at Crestmont Private Wealth LLC and Mariner Wealth Advisors. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers across a range of asset classes and provides integrated tax, accounting, and administrative family office services.

Christopher Owen is a financial advisor with Private Advisor Group, LLC in Houston, TX. He holds a Series 65 designation and has experience in the industry since 2023. His background includes roles at Ascend Integrated Wealth and Teamwork Financial Group, as well as prior education-related experience at the University of Texas at Austin and Culver Military Academy. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model and leverages multiple strategies and third-party managers to meet client objectives.

Kris Lloyd Jr. is a financial advisor with AE Wealth Management, LLC based in Houston, TX, holding Series 65 and Series 66 licenses and with four years of industry experience. He is also the founder and CEO of Lloyd Tax Planning, LLC and The Lloyd Financial Group, LLC, and has a longstanding role as owner and CEO of TCMG, LP dba The College Money Guys, which focuses on insurance sales. In addition, he serves as an educator with nonprofit organizations that provide financial education to community venues. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes a platform approach with model portfolios and discretionary management strategies, serving over 127,000 clients with approximately 444 advisors.

Edwin Warren is a CFP® professional with 11 years of industry experience, currently serving at Truist Advisory Services. His prior roles include positions at Merrill and BB&T, where he worked both in advisory and securities capacities. He is based in Houston, TX. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary investment approaches and utilizes third-party platforms and AI-enabled research tools to support its manager selection and oversight processes.

Zachary Hayslip is a financial advisor at Sanctuary Advisors, LLC in Houston, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Turnkey Solutions, Norman CPA, Engie North America, and Texas A&M. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension plans, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers diverse portfolio management options and employs various analytical approaches while acting as a fiduciary under written advisory agreements.

Daniel Lee is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments, TD Ameritrade, and Oracle. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

Lisette Mandwee Ndzie is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has held roles at Transamerica Employee Benefits and is involved with estate planning services through partnerships with InheritGuard, LLC and LegacyShield Solutions, Inc. Outside of her advisory work, she is engaged with GOD'S GARAGE, a nonprofit focused on poverty, where she is a board member. Transamerica Financial Advisors, LLC serves a broad client base including individuals, retirement plans, trusts, and businesses, offering investment advisory, brokerage, and retirement-plan services through a large network of advisors and multiple program platforms. The firm utilizes model portfolios and third-party managers to implement its advisory model.

William Sum is a ChFC® credentialed financial advisor with eight years of industry experience, currently affiliated with Eagle Strategies (New York Life) in Houston, TX. His career background includes roles at New York Life Insurance Company and NYLIFE Securities LLC. Outside of his advisory work, he owns and operates William & Associates Insurance Agency LLC, brokering non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers solutions through multiple program types, including fee-based advice and co-advisory relationships, managing the majority of its assets on a non-discretionary basis.

Kathryn Bierschwale is a financial advisor with OSAIC Institutions, Inc. in Houston, TX. She holds Series 63 and Series 66 credentials and has six years of industry experience. Her prior roles include positions at Texas First Bank, LPL Enterprise, and The Prudential Insurance Company of America, among others. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning through its network of investment adviser representatives, operating a hybrid adviser/broker-dealer structure with a focus on client choice in account management.

Jeremie Alley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. He has previously worked with LPL Financial, Edward Jones, and other firms. Outside of his advisory role, he serves as Director of Member Care at Hope City Live in Houston, TX. 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 with quantitative, momentum, and fundamental analysis.