Lindsay Phillips is a Financial Consultant at Fidelity Investments, where she collaborates with clients to understand their short- and long-term financial goals and assists in developing tailored financial plans. She has been with Fidelity Investments since 2017, holding various roles including Investment Consultant, Planning Consultant, Relationship Manager, and Central Relationship Manager. Prior to joining Fidelity, she worked as a Retirement Specialist at VALIC from 2015 to 2017. Lindsay holds insurance licenses in Arkansas and California. Outside of her professional work, she is interested in family activities, parenthood, reading, and traveling.

Tyler Chandler is a financial advisor with Empower Advisory Group in Houston, TX, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He previously worked at GWFS Equities, Wells Fargo Clearing, and Wells Fargo Bank, N.A. Outside of his advisory role, Tyler owns and operates Chandler Carpet Care, a carpet cleaning business. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm offers integrated services connected to Empower’s recordkeeping platforms and emphasizes long-term portfolio returns with an optional managed account solution.

Joseph Webster is a CFP® credentialed financial advisor with five years of industry experience. He currently works at Cetera Planning Partners and has held roles at several affiliated firms including Cetera Wealth Services and Avantax. Webster is also involved with BCOR Administrative Services LLC, where he focuses on client service and collaboration with CPAs. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services within a diversified, document-driven investment process supported by a broad Cetera network.

Andrew Wood is a financial advisor with Valic Financial Advisors in Houston, TX, holding the Series 66 designation and having 10 years of industry experience. His prior firms include Axa Advisors and AGIA, where he is also involved in selling non-securities insurance products. Valic Financial Advisors is an SEC-registered adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning through a large advisor network, employing discretionary unified managed accounts with tax-aware and ESG overlay options.

Angelina Siller is a financial advisor at Citigroup Global Markets with 14 years of industry experience, holding Series 63 and Series 65 licenses. She worked at UBS Financial Services Inc. from 2011 to 2018 before joining Citigroup in 2018. Outside of her advisory role, she serves as the executor for an estate, managing fiduciary and probate responsibilities. 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 employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and oversight committees.

Bryant Tzul is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and previously worked in various roles including at Parawest Management and Luminate Financial. In addition to his advisory work, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves 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 advisors. The firm manages substantial assets and utilizes centralized technology and model solutions as part of its investment approach.

Deborah Jones is a CFP® professional with 33 years of experience in financial planning and wealth management. She is currently with Cetera Planning Partners and has an extensive background including over two decades at Avantax Advisory Services and running her own firm, Jones Tax & Financial Services, Inc. In addition to her advisory work, she serves on the board of a local office association. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers integrated services including tax planning, bookkeeping, payroll support, and estate planning through third-party providers, and utilizes a diversified, document-driven investment approach tailored to client objectives and risk tolerance.

Zhizhi Ma is a CFP® professional with 29 years of experience in the financial services industry. She is currently with Ameritas Advisory Services, LLC and has held roles at MIG-MA Investment Group and Ameritas Life Insurance Corp. Ma is also licensed as an independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides advisory and planning services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm employs a range of investment strategies, utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

Brian Joiner is a financial advisor with Hightower Advisors based in Houston, TX. He holds a Series 66 designation and has 13 years of industry experience. His career includes roles at Salient Partners, L.P. and its affiliated entities, as well as Hightower Securities LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment products.

Heather Holland is a financial advisor with Guardian Life, holding Series 65 and Series 66 licenses and one year of industry experience. Her prior roles include positions at Park Avenue Securities, United Planners via Trilogy Wealth Management, and tax specialist work at Dow Chemical. She also operates a tax preparation business serving individuals and a homeowners association in Houston. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party platforms, including digital advisory solutions and integrated lending options.

Brandon Cisneros is a financial advisor with Voya Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and two years of industry experience. His prior positions include roles at First Command Brokerage Services, J.P. Morgan Chase & Co, and State Farm Insurance. Outside of his advisory work, he is the owner of Mine Mind LLC, a content creation business on YouTube used for marketing purposes. Voya Financial Advisors, Inc. is a large advisory and broker-dealer affiliate serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services through a broad network of representatives, combining in-house and third-party strategies with technology-enabled tools.

William Hanf is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 25 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 21 years and at Ameriprise for two years. Hanf serves as a board member for Central Texas Artisans, a nonprofit community art organization. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser that serves a diverse client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of managed programs, financial planning, retirement consulting, and access to alternative investments, utilizing both fundamental and technical analysis as well as platform partnerships to deliver tailored investment solutions.

Carl Thompson is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 63 designation and 41 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and previously held roles at Independant Financial Partners and LPL Financial. Thompson manages his advisory services through Independent Advisor Alliance, an independent firm separate from LPL Financial. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model with independent advisory representatives and integrates multiple portfolio management strategies supported by technology platforms.

Donovan Mcgowen is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has been with Valic Financial Advisors since 2016 and has also worked with Agia since 2022. Outside of his advisory role, he works as a delivery driver for Shipt and is an agent offering non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning through a large network of advisors and utilizes centralized technology and model solutions to manage approximately $29.2 billion across nearly 300,000 clients.

Robyn Bruechert is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. Her prior roles include positions at JPMorgan Chase & Co. and Dominion Energy. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research and market roles, distinguishing it from many peers.

Gerardo Pena Magana is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and UBS Financial Services. He is a board member of ERAT North America LLC, a manufacturing business. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and other clients with a wide range of programs, including discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Steven Estrin is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 28 years of industry experience. He previously worked at The Financial Advisory Group, Inc. for 27 years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2024. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic allocation across risk classes with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

James Vance is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at Valic Financial Advisors since 2018 and has been an agent at Agia since 2022, where he is involved in 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, using Envestnet-developed UMA models to construct client portfolios.

Justin Williams is a financial advisor with Eagle Strategies (New York Life) based in Houston, TX. He holds the ChFC® designation and has five years of industry experience. Prior to his current role, he worked at Bayou Capital Strategies LLC and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2020. Additionally, he is appointed as an insurance broker for outside carriers, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and offers multiple advisory program types within an integrated New York Life structure.

Ian Glenn is a financial advisor at Allworth Financial, L.P. in Houston, TX, holding a Series 65 designation with two years of industry experience. His prior roles include positions at EY, Diamond Hill Capital Management, and Battelle, among others. Allworth Financial serves a broad client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and manages privately offered funds using a combination of quantitative and qualitative analysis to implement customized investment strategies.