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.

Candace Whitaker is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and having entered the industry in 2025. Her prior work experience includes positions at Hewlett Packard Enterprise and service in the US Army from 1999 to 2020. She is involved in charitable work through Honduran Hearts, Inc. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services with proprietary and third-party investment models, supporting individual and institutional investors.

Derek Thorp is a financial advisor with Commonwealth Financial Network in Houston, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. His career includes prior roles at LPL Financial LLC, Wells Fargo Clearing, and Chase Investment Services Corp. Thorp is also the owner of MFG Wealth, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs and access to third-party asset managers, offering a range of investment options and back-office services.

Travis Smith is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. His career includes roles at Eagle Strategies, Nylife Securities LLC, The Menard Financial Group, and New York Life Insurance Company. He is also involved in insurance brokering with various outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advisory solutions through multiple program types and manages a significant portion of assets on a non-discretionary basis, with a focus on fiduciary responsibilities to retirement investors.

Alberto Chavez is a financial advisor with Fifth Third Securities, Inc. based in Houston, TX. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, with previous roles at JPMorgan Securities and Frost Investment Services. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers access to multiple managed account programs and portfolio management strategies via its Passageway platform, supported by a network of advisors.

Emily Allen is a CFP® with 14 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. She previously worked at Buckingham Asset Management for nine years and held positions at Posey Capital, Brennan Wealth Advisors, FSC Securities Corporation, and Oppenheimer. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Christopher Sarofim is a financial advisor at Fayez Sarofim & Co. with 29 years of industry experience and holds a Series 65 designation. He has been with Fayez Sarofim & Co. and its affiliated entities since 2010, including Sarofim International Management Company and Sarofim Trust Co. Fayez Sarofim & Co. provides discretionary investment management to a diverse group of institutional and individual clients, including pension plans, endowments, foundations, and registered investment companies. The firm employs a bottom-up research process with a focus on large-cap, high-quality companies and offers a range of equity and fixed-income strategies while generally avoiding derivatives, leverage, short selling, and market timing.