Duane Hirsch is a financial advisor at Corient with 33 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments, CIPW Service Company, FSC Securities Corporation, and Stavis & Cohen Private Wealth. Outside of his advisory work, he owns a rental property management business in Charlotte, NC. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investment options where appropriate.

William Newland is a CFP® with 10 years of experience at Principal Financial Services, where he has worked since 2016. He holds a Series 66 license and is based in Houston, TX. Outside of his advisory role, he teaches group fitness classes as a fitness instructor. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, businesses, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Donald Robertson is a financial advisor with Guardian Life and holds the Series 66 designation. He has two years of industry experience, including prior work at Edward Jones and Southern Glazer's Wine and Spirits LLC. Guardian Life’s subsidiary, Park Avenue Securities LLC, operates as both a broker-dealer and SEC-registered investment adviser, serving individual, corporate, and nonprofit clients with a range of financial planning and investment advisory services.

Steven Jenkins is a financial advisor at Valic Financial Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, TIAA, and RE/MAX Commercial Advisors Group. Jenkins is based in Houston, TX. 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 portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and utilizes centralized technology and model solutions across its platform.

Michael Brown is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Valic Financial Advisors since 1998 and also has a role as an agent at Agia, focusing on 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Robert Waddell Jr. is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 credentials and has 39 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory work, he is also an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of financial services through multiple program structures, emphasizing recommendation-based, non-discretionary relationships alongside its roles as both an SEC-registered adviser and broker-dealer.

Louis Kelley is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and 25 years of industry experience. His previous roles include positions at Raymond James and LPL Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning services and manages a large participant base relative to its advisor count.

Matthew Bartula is a financial advisor at Valic Financial Advisors in Houston, TX, with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Sparrowhawk LLC from 2016 to 2023. In addition to his advisory role, he is appointed as an agent to sell non-securities insurance products. Valic Financial Advisors primarily serves 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 consulting services through a large network of advisors, using discretionary unified managed accounts and technology-driven model solutions.

Andrew Haftek is a financial advisor with TIAA-CREF in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with TIAA-CREF and its affiliate since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management through model-driven and customized approaches.

Kristi Cain is a financial advisor with Eagle Strategies (NY Life) in Houston, TX, holding the ChFC® designation and Series 63 license. She has 17 years of industry experience, including roles at New York Life Insurance Co and NYLIFE Securities, LLC since 2009. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored advice through multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities for retirement investors.

Jose Rodriguez is a financial advisor at Valic Financial Advisors in Houston, TX. He holds Series 63 and Series 66 licenses and has been with the firm since 2026. Prior to his advisory role, he worked in various positions including at University of Houston-Downtown and several restaurant chains. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging technology and model solutions to serve a substantial client base.

Corey Armstrong is a financial advisor at Valic Financial Advisors in Houston, TX, with three years of industry experience. He holds the Series 66, Series 63, and Series 65 licenses. His prior roles include positions at Agia, Tapfin/EY, and Guidehouse. Armstrong also works as a non-securities insurance agent for Agia and operates as a delivery driver. 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—and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts, leveraging technology and a centralized model-driven approach to serve a large client base.

Marie Cane is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Valic Financial Advisors since 2015 and also associated with American General Life Insurance and AIG Capital Services, Inc. during the same period. 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 manages approximately $29.2 billion across nearly 300,000 clients with a network of over 1,200 advisors, offering unified managed accounts, portfolio management, and financial planning services supported by centralized technology and model solutions.

Candace Johnson is a financial advisor at Valic Financial Advisors with four years of industry experience and holds a Series 66 designation. Her career includes roles at Agia, PNC Bank, BBVA USA, and State Farm. In addition to her advisory work, she is also an agent for non-securities insurance products. 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 wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts with tax-aware and impact/ESG overlay options.

Michael Nobles is a financial advisor with \u0026Partners in Houston, TX, holding Series 63, Series 65, and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. \u0026Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and municipal advisory services, employing a combination of fundamental, technical, and quantitative analysis alongside third-party and proprietary strategies.

N Naemeka Onuba is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and has 12 years of industry experience. He has been with Transamerica Financial Advisors since 2013 and has held various roles in companies including Premier Force Global LLC, National Association of Registered Social Security Analysts, and Technoria LLC. Outside of advisory work, Onuba is involved in IT consulting and social security analysis through independent business activities. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms. The firm primarily implements its advisory model through model portfolios and third-party managers, serving individual investors, retirement plans, trusts, and charitable organizations.

Esmeralda Gonzales is a financial advisor at Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior work includes a decade at Orion Real Estate and a role as an agent selling non-securities insurance products for AGIA. She is also the owner of a cleaning company, though it is not currently active. 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Brandon Hicks is a financial advisor at Hightower Advisors with a Series 65 designation. He joined the firm in 2024 and has prior work experience at Amazon and in the food service industry. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager investment approach that includes proprietary research and a variety of investment vehicles.

Francoise Price is a Series 66-licensed financial advisor with 24 years of industry experience, currently practicing at Citigroup Global Markets in Houston, TX. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale and unique market roles, including serving as a swap dealer and futures commission merchant.

Kate Cleveland is a Series 66-licensed financial advisor with Valic Financial Advisors in Houston, TX, having two years of industry experience. Her background includes roles outside of finance, such as in food service and education, and she is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily 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 approximately $29.2 billion and supports close to 300,000 clients across more than 1,200 advisors.