Jordan Hannah is a CFP® professional with three years of industry experience, currently affiliated with Ameritas Advisory Services, LLC. He has prior experience with Community Health Choice and operates Hannah Financial Solutions, LLC, where he provides financial services. Additionally, he holds a role as an agent selling individual health insurance. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, utilizing a range of model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology to tailor investment solutions.

Christopher Halaska is a financial advisor with Corient in Houston, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Avalon Wealth Management LLC and Memorial Hermann Health System. He serves on the Advisory Board for The University of Texas at Austin Master's in Finance program, providing program guidance and career mentorship to students. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm utilizes a goals-based, team investment approach that integrates in-house strategies with third-party managers and specialized offerings through affiliated platforms.

Constantinos Parlas is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at AIG Capital Services since 2016 and with VALIC Financial Advisors since 2014. 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, utilizing Envestnet UMA models for portfolio construction.

Heather Ford is a CFP® professional with eight years of industry experience. She has been with Mercer Global Advisors Inc. since 2017, holding various roles within the firm. Prior to that, she worked at Kanaly Trust and Southwest Business Consultants. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.

Joseph Soltero is a financial advisor with PNC Wealth Management in Houston, TX, holding a Series 66 designation and 13 years of industry experience. His prior experience includes roles at Morgan Stanley, E*TRADE Securities LLC, and Chase Investment Services Corp. PNC Wealth Management provides retail brokerage and advisory services primarily through model-based digital programs, serving clients via algorithm-driven portfolio strategies that utilize mutual funds and ETFs with annual rebalancing. The firm’s offerings include an invitation-only discretionary model account accessible to employees with existing PNC Bank online credentials.

Angela Wascom Gantt is a financial advisor with Sanctuary Advisors, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She worked for BlackRock Investments, Inc. for 20 years prior to joining Sanctuary Advisors. Gantt serves as a volunteer board member for The Family Place, a nonprofit aiding families affected by domestic violence, where she contributes to fundraising and service projects. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of over 400 independent advisers. The firm offers portfolio management, retirement plan consulting, and financial planning, employing a variety of analytical approaches and maintaining fiduciary standards when agreements are in place.

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 credentials and bringing 34 years of industry experience. He has worked at VOYA Financial Advisors, Inc. since 2014 and previously spent six years with Voya Financial Partners, LLC. VOYA Financial Advisors, Inc. is a large advisory and broker-dealer affiliate of Voya Financial serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a broad network of representatives, utilizing both affiliated and unaffiliated products and combining in-house and external strategies with technology-driven tools to implement client recommendations.

Youhong Wang is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63, 65, and 66 credentials and bringing 13 years of industry experience. His background includes roles at Cameron International Corporation and operating an accounting and tax consulting business, YH Wang CPA LLC. He also serves as an accountant for Interstate Jordan Ranch LLC and established a private family foundation, the GT Wang Family Foundation. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary model portfolios and third-party managers.

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, and JPMorgan Securities LLC. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio 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 at Transamerica Financial Advisors with eight years of industry experience. He holds Series 65 and Series 63 licenses and operates Stanley T Tan PLLC, providing accounting, bookkeeping, and tax compliance services as a CPA. Tan is also active as a real estate sales agent in Texas and offers financial education workshops through Canyon Lake PWM LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides advisory and broker-dealer services through proprietary model portfolios and third-party money managers, delivering both discretionary and non-discretionary investment options.

Douglas White is a financial advisor at Farther with seven years of industry experience. He holds Series 65 and Series 66 registrations and has worked at NEXT Financial, TCG (HUB International), Family Houston, and Edward Jones. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform combined with in-person meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing proprietary model portfolios and algorithmic rebalancing, and offers additional services including retirement plan consulting and recommendations on private investment funds.

Terry Parham is a financial advisor at Private Advisor Group, LLC with 13 years of industry experience. He holds the CFP® and ChFC® designations along with Series 63 and Series 65 licenses. His prior experience includes roles at Innovative Wealth Building, LLC and Pruco Securities LLC, among others. He is also a licensed independent insurance agent and occasionally offers insurance products to clients. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment strategies and technology 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. Her prior experience includes roles at LPL Financial, PFS Investments Inc., JP Morgan Chase Bank, and Primerica Financial Services. Beltran is based 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 through a large advisor network and employs diversified, risk-class based investment strategies blending passive and active management.