Caitlin Little is a financial advisor at Lincoln Investment with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Capital Analysts, Dearborn & Creggs, and CBS News. 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 variety of advisory programs utilizing both strategic and dynamic investment approaches.

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 12 years of industry experience. She is currently with Empower Advisory Group and Empower Financial Services, Inc., having joined in 2023. Prior to that, she worked at Bank of America, N.A. and Merrill from 2014 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders. The firm uses an integrated service model linked to its recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Gregory Kallus is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company, Calderwood Financial Strategies, and several other firms. Kallus is also involved in insurance brokerage activities, focusing on insurance sales and service related to Penn Mutual Life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice.

Marlon Scott is a financial advisor at CWM, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Wealth Standard Financial, LPL Financial, and Ameriprise Financial Services. Outside of his advisory role, 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, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement plan services, typically managing accounts on a discretionary basis using model portfolios governed by an in-house Investment Committee.

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.

William Poindexter is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 32 years of industry experience. His career includes roles at Ameritas Life Insurance Corp and related entities dating back to 1992. In addition to his advisory work, he operates an online resource providing disability insurance quotes tailored for physicians. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a range of discretionary and non-discretionary programs, combining in-house model portfolios with third-party managers, and maintains integration with affiliated broker-dealer and investment advisory entities.

Juan Campos Ortiz is a financial advisor with PNC Wealth Management in Houston, TX, holding Series 63 and Series 65 licenses and with 14 years of industry experience. He has worked in various capacities within BBVA-affiliated firms from 2014 to 2021 before joining PNC Investments in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that utilizes algorithm-driven risk assessment and implements approved model strategies via mutual funds and ETFs with annual rebalancing.

Michelle Wilburn is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and 11 years of industry experience. She previously worked at Valic Financial Advisors for eight years and has been with Empower-related firms since 2023. Wilburn is also involved with Catbirds, a business she has been connected to for over a decade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm offers integrated services tied to its recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Quan Nguyen is a financial advisor at Eagle Strategies (NY Life) based in Houston, TX, holding Series 65 and Series 63 registrations with two years of industry experience. His prior work includes roles at NYLife Securities LLC and New York Life Insurance Company, as well as professional experience at ExxonMobil Chemical Company and Aramco Performance Materials LLC. Outside of finance, he is involved with QL Housing LLC. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, focusing largely on non-discretionary asset management and delivering tailored advice through various program types within an integrated New York Life affiliate structure.

Jacob Leon is a CFP® and PFS™ credentialed advisor with 27 years of industry experience. He currently serves at Kestra Advisory and has prior experience with Tlc Wealth Management and Kestra Investment Services, LLC. In addition to his advisory work, Leon is active in community service through leadership roles with the Houston Jewish Community Foundation and Jewish Family Service, including past presidencies and board memberships. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual investors. The firm provides fiduciary services, plan design, compliance testing, and access to multiple management platforms, serving clients with over $79 billion in assets under management.

Jason Davis is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is currently with Truist Advisory Services and has prior experience at SunTrust Advisor Services, BB&T, Community Trust Bank, and LPL Financial. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary and non-discretionary approaches and utilizes third-party platform and manager arrangements to support its AMC Advantage manager-selection program.

Bernice Castaneda is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and USAA. She is also involved as an agent offering non-securities insurance products through Agia. 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 provides discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Ashley Henderson is a financial advisor at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual Investment Management and LPL Financial, LLC. Henderson is based in Houston, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Meagan O'Shaughnessy is a financial advisor at Corient with 10 years of industry experience. She holds Series 66, Series 65, and Series 63 licenses. Her prior experience includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Morgan Stanley. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools to align portfolios with client objectives.

Connor Lo Cascio is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has previously worked at several firms including Jordan Park Group, Drive Wealth Advisers, and Brigham Capital. His background also includes multiple roles at Brigham Young University and experience outside the financial industry, such as work with The Church of Jesus Christ of Latter-Day Saints. 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 both discretionary and non-discretionary programs and maintains unique market roles including in-house research and acting as a swap dealer and futures commission merchant.

Rich Eagar is a Series 65 licensed financial advisor at Prime Capital Financial with 13 years of industry experience. He has worked at Prime Capital Investment Advisors, LLC since 2017 and previously at Ascende Wealth Advisers, Inc. from 2011 to 2017. Outside of his advisory role, he is a member of CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan services, family office offerings, and uses both discretionary and non-discretionary investment approaches incorporating core/satellite, thematic, and tactical strategies.