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 affiliated with Private Advisor Group, LLC and has held prior roles at Innovative Wealth Building, LLC, Pruco Securities LLC, and The Prudential Insurance Company of America. He is also an independent licensed insurance agent and occasionally offers insurance products to advisory clients. 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 managed account solutions. The firm employs a fiduciary-based advisory model and uses multiple investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

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.

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® with 14 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. She previously worked at Buckingham Asset Management for nine years and held positions at Posey Capital, Brennan Wealth Advisors, FSC Securities Corporation, and Oppenheimer. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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 13 years of industry experience. She is currently with Empower Advisory Group and has previously worked at Bank of America and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients, using an integrated service model connected to Empower’s administrative platforms.

Ryan Griswold is a financial advisor at Kestra Advisory with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Invesco and Axa Advisors, LLC. His background also includes roles outside the financial industry at Samuels Jewelers and Texas Christian University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a mix of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

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 21 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Merrill, Ameriprise Financial Services, LPL Financial, and UBS Financial Services. 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, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, typically managing accounts on a discretionary basis using model portfolios and employing a combination of fundamental and technical analysis, third-party sub-advisors, and customized investment tools.

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.

Hugh Hamilton is a financial advisor at Concurrent Investment Advisors, LLC with 26 years of industry experience. He holds the CFA® designation along with Series 63 and Series 65 licenses. Prior to joining Concurrent, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 15 years, as well as RBC Capital Markets and Wells Fargo Clearing. He is also involved with Hamilton Capital Partners LLC, an entity created to hold a share of a vacation property. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, emphasizing customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other investment vehicles.