Natalie Schieb is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and having nine years of industry experience. Her career includes roles at Corebridge Capital Services and American General Life Insurance. She is also 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 wrap programs, portfolio management, and financial planning through a large network of advisors. The firm employs discretionary unified managed accounts with a technology-driven approach and manages approximately $29.2 billion across over 1,200 advisors.

Patrick Isibor is a financial advisor with Transamerica Financial Advisors in Houston, TX. He holds Series 63 and Series 65 licenses and has experience working in financial services since 2022. His career includes roles at Worldwide Excellence Financial Services, LLC and Excel Tax and Accounting Services. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Joseph Sayers III is a financial advisor at Cresset Asset Management, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Goldman, Sachs & Co. for nine years. Outside of his advisory role, Mr. Sayers serves on the advisory board for The General's Redoubt, a historical preservation group affiliated with Washington and Lee University, acting as a point of contact for Texas. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach using both active and passive strategies, supported by a structured due diligence program and a range of affiliated entities offering comprehensive wealth management and advisory services.

Pamela Martinez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, supporting large institutional scale and complex market roles.

Alexander Sanchez is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he held positions at Charles Schwab and Pennington Wealth Management. Sanchez also has experience in education, including roles at Texas A&M University, Lone Star College, Texas Tech University, and Cypress Ranch High School. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Gregory Benson is a Series 66-licensed financial advisor at Citigroup Global Markets with 11 years of industry experience. He has been with Citigroup since 2013 in their Houston, TX office. 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 implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Richard Ray is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked extensively with both firms since 2004, with prior roles also at Guardian Life between 2013 and 2018. Outside of his advisory work, he is active in competitive cooking as part of the Guardians Of BBQ Cook Team and is involved in life coaching focused on addiction recovery. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of investment advisory programs utilizing both proprietary and third-party portfolio models.

Curtis Wiley is a financial advisor at CWM, LLC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including LPL Financial, Amegy Bank/Zion Bank, and Allstate Financial. Outside of his advisory work, Curtis plays guitar as a musician for Living Word Fellowship Church. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm provides portfolio management, financial planning, sub-advisory, and retirement plan services, employing a discretionary approach with model portfolios supported by an in-house Investment Committee and various customization tools.

Bradley Mouser is a financial advisor at Empower Advisory Group in Houston, TX, holding Series 66 and Series 63 credentials with two years of industry experience. Prior to joining Empower, he spent 17 years at Prosperity Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning services.

Aaron Skutelsky is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Goldman Sachs & Co. LLC since 2019. His prior experience includes roles at The AYCO Company, L.P./Mercer Allied, Bank of America, N.A., and Merrill Lynch Pierce Fenner & Smith Incorporated. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, utilizing both strategic and tactical allocation models and a range of fee arrangements.

Miguel Delgado Rivero is a financial advisor with Eagle Strategies (NY Life) in Houston, TX, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has worked with Eagle Strategies since 2018 and has been affiliated with New York Life Insurance Company and NYLife Securities LLC since 2016. Additionally, he is involved in insurance brokering for non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored advice across multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Abraham Barrera is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, and COMPASS Bank prior to joining Wealth Enhancement Advisory Services in 2020. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting through a network of advisors, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Rebecca Wesley is a Series 66-licensed financial advisor with 20 years of industry experience, currently with Valic Financial Advisors. Her prior roles include positions at LPL Financial, Fidelity Investments, and Invesco Advisers, Inc. Outside of financial advising, she works as a licensed realtor, assisting clients with buying, selling, and leasing homes. Valic Financial Advisors primarily serves U.S. 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-developed UMA models for portfolio construction.

Ruben Garcia is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner, he worked at Storehouse Financial LLC and Interstate Truck Center. Outside of advising, he is involved in eCommerce through eBay and serves as a baseball coach at the Parker County Baseball Academy. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm uses discretionary, customized portfolios supported by an internal investment team and third-party managers, with notable integration of tax and accounting services alongside traditional portfolio management.

John Goott is a CFP® with 24 years of industry experience and is currently affiliated with Cerity Partners LLC. He previously worked for Investec Wealth Strategies for 21 years and serves as President of Investec Asset Management Group, a non-investment-related business involved in fixed insurance products. Cerity Partners provides customized wealth management and related services to a national client base, including individuals, families, trusts, business entities, and institutional investors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative and private-market investments, using proprietary quantitative screens alongside third-party managers and individual securities.

Christopher Perego is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. His prior roles include positions at Avondale Wealth Management LLC, Crestmont Private Wealth LLC, and Grinding Technology, LLC. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, employing both affiliated and third-party managers along with proprietary research and custom portfolio construction techniques.

Weslie Hollas is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Valic Financial Advisors since 2010 and also has a role with Agia starting in 2022. Outside of his advisory work, he co-owns and operates Middle School Matchup Houston, a youth baseball tournament organization. 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, using Envestnet-developed UMA models to construct client portfolios.

Eric Brown is a financial advisor at Empower Advisory Group in Houston, TX, holding Series 66, Series 63, and Series 65 licenses with four years of industry experience. His prior work includes roles at Truist, USAA, Broadway Bank, LPL Financial, Amherst Holdings, Capco, and the Federal Reserve Bank of Boston. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Malcolm Ruben is a financial advisor with Principal Financial Services in Houston, TX, holding Series 63 and Series 66 licenses and having one year of industry experience. Prior to joining Principal, he worked in various roles including construction, real estate, hospitality, and education. Outside of his advisory work, he is an Uber driver and operates an Airbnb hosting business through Ruben Realty LLC. Principal Financial Services offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm provides financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Timothy Sampson is a financial advisor at United Planners' Financial Services of America, holding Series 66 and Series 63 licenses with four years of industry experience. His prior positions include roles at VALIC Financial Advisors, Agia, GWFS Equities, and AIG. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and utilizes various custodians and third-party money managers, with a significant portion of assets managed on a non-discretionary basis.