Steven Magehee is a financial advisor at J.W. Cole Advisors, Inc. with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones. Outside of his advisory role, Magehee serves as a lead pastor at Hope Unlimited Church. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of fundamental and technical analysis along with model or manager-based strategies and provides access to various custodial platforms and digital advice.

Diego Dominguez Yunes is a financial advisor with Citigroup Global Markets in Houston, TX, holding a Series 66 designation and with 10 years of industry experience. He has been with CitiBank since 2015. Outside of his advisory role, he is a co-owner of TEKVAD LLC with his wife. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with notable institutional scale and specialized market roles.

Steven Van Nostrand is a CFP® with 15 years of experience in the financial services industry. He is currently an advisor at Concurrent Investment Advisors, LLC and TAVO Wealth, having previously worked at Raymond James & Associates, Goodman Financial Corporation, and TIAA-CREF. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Jaime Castaneda is a financial advisor with Principal Financial Services in Houston, TX, holding a Series 66 designation and having two years of industry experience. His prior work includes roles at Amerant Bank and Uber. Outside of his advisory role, he works as a rideshare driver and an insurance agent specializing in fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation generally carried out on a discretionary basis by third-party managers.

David Broadwell is a Series 66 licensed financial advisor with 14 years of industry experience. He is currently with Citigroup Global Markets and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Wells Fargo Clearing. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and security-pricing activities.

Kelli Hernandez is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner. She has previously worked at Wealth Covenant Group LLC, Quest Capital Management, and Raymond James Financial Services, Inc. Hernandez is based in Houston, TX and holds a Series 63 license. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, tax services, and family office solutions. The firm employs discretionary, customized portfolios overseen by an Investment Committee, combining in-house research with third-party manager allocations and distinctive offerings such as tax integration and financial wellness platforms.

Bryson Mc Clain is a financial advisor at Prime Capital Financial in Houston, TX, holding a Series 65 designation with less than one year of industry experience. Prior to joining Prime Capital Financial, he gained diverse work experience including roles at the City of Fort Collins and Colorado State University. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through asset management, financial planning, and family office services. The firm employs a variety of investment strategies and offers integrated tax and financial administration solutions through its affiliated accounting subsidiary.

Aaron Ramirez is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 65 and Series 63 licenses with nine years of industry experience. He has been with Voya Financial Advisors since 2016 and is also involved with RJG Retirement Services, where he provides financial advisory and insurance services. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, corporate clients, and charitable organizations. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to manage accounts primarily on a non-discretionary basis while also providing discretionary management in certain programs.

Maria Grieco is a financial advisor at Principal Financial Services with 13 years of industry experience. She holds the Series 63 and Series 65 designations and has held positions at firms including Nationwide Financial and F&M Insurance Group. In addition to her advisory role, she works as a financial representative involved in selling property and casualty, life, annuity, disability income, health, and group insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation typically conducted on a discretionary basis by the third-party managers.

Juan Velderrain is a financial advisor at Centaurus Financial, Inc. He holds Series 63 and Series 65 licenses and has previously worked at Invesco and Metasys Technologies, Inc. He began his advisory career in 2026 and is based in Katy, Texas. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements.

Braden Castano is a financial advisor at VOYA Financial Advisors, Inc. with one year of industry experience and holds a Series 66 credential. Prior to joining VOYA, he worked with Glaser Financial Services and Scissortail Advisory Group, where he assisted participants of employer-sponsored retirement plans with account navigation and enrollment. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and third-party strategies with technology-enabled tools to deliver both discretionary and non-discretionary investment management.

Autumn Valore is a financial advisor at Guardian Life with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities and TIP Group LLC. Valore serves as a board member for the Needville Education Foundation. Guardian Life’s subsidiary, Park Avenue Securities, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Raquel Garza is a CFP® professional with 13 years of experience in the financial services industry. She is currently with Wealth Enhancement Advisory Services, LLC and has held prior roles at LPL Financial and Equitable Advisors. Garza is based in Houston, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by internal research and an Investment Committee.

Matthew Wells is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at MAI Capital Management, LLC, where he has worked since 2026. His prior experience includes roles at PNC Bank, First Horizon Advisors, and Mercer Global Advisors, among others. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a wide range of portfolio strategies and offers additional services such as trust administration and insurance through affiliated entities.

David Cade is a financial advisor with LPL Financial based in Houston, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 20 years and Raymond James Financial Services, Inc. for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, integrating proprietary research and third-party strategies.

Jeffrey Abel is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Chris Toomey is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked with firms including M Holdings Securities, Kestra Investment Services, and Raymond James Financial Services. Outside of finance, he has experience in real estate and fitness industries. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm’s program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Kashif Choudhary is a Financial Consultant at Fidelity Investments, a position he has held since 2019. He works closely with clients to understand their personal and financial needs and utilizes Fidelity's advanced technology to develop comprehensive financial plans that align with both client goals and Fidelity's core principles. Kashif maintains ongoing relationships with his clients to adjust their financial plans as their circumstances evolve over time. Prior to his current role, Kashif served as an Investment Consultant at Fidelity Investments from 2017 to 2019 and as a Relationship Manager at the same firm from 2015 to 2017. He began his career as a Client Relationship Specialist at Vanguard, where he worked from 2013 to 2015. Kashif holds an insurance license in Arkansas.

Yiller Auyon is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Yiller held various roles outside the financial sector, including positions at J.Crew and First Financial Group of America. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Stephen Ip is a financial advisor with Osaic Wealth who holds Series 63 and Series 65 licenses and has 44 years of industry experience. He previously worked for Lincoln Financial Securities Corporation for 17 years and has been self-employed since 1996. Outside of advising, he is involved in the sale of life, long-term care, annuities, and disability insurance through Fort Bend Financial. Osaic Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services across multiple platforms. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.