Dawson Moreno is a CFP® and holds a Series 66 designation with four years of industry experience. He is currently with Truist Advisory Services and has prior work history at The Mather Group and Zest Atlanta Catering, among other roles. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Estephania Vazquez Ramirez is a financial advisor at Valic Financial Advisors in Houston, TX, with one year of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Universal Processing and World Financial Group. She is also 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 discretionary unified managed accounts through a large network of advisors and leverages centralized technology and third-party model managers.

Dereik Smith is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63, 65, and 66 designations and bringing 20 years of industry experience. His prior roles include positions at Scottrade/TD Ameritrade and Greater Houston Partnership. He is also involved with Prevail Athletic Training, where he has been active for nine years. 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 a range of investment advisory and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology solutions.

Joseph Armstrong is a financial advisor with GWN Securities Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Armstrong also serves as a notary public, providing this service to clients when delivering trust documents. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm operates a large network of advisors and manages billions in assets, delivering advice through a variety of managed-account programs and model portfolios.

Vernon Perry is a CFA® charterholder with 20 years of industry experience, currently serving at Sarofim International Management Co. in Houston, TX. He has worked at Fayez Sarofim & Co. since 2013. Sarofim International Management Company provides discretionary investment management primarily to non-U.S. institutional clients, including pension plans, retirement systems, endowments, and insurance companies, while also serving corporations, small businesses, and individual accounts. The firm emphasizes fundamental research and manages equity and fixed-income portfolios with a focus on capital preservation, low turnover, and a bottom-up investment process.

Michael Bubel is a financial advisor with Allworth Financial, L.P. in Houston, TX, holding Series 63 and Series 65 licenses and 24 years of industry experience. He previously worked at Valic Financial Advisors for nine years before joining AW Securities, where he has been since 2022. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm provides a range of services such as financial and wealth planning, portfolio management, and retirement plan consulting, using both quantitative and qualitative analysis to implement customized investment strategies.

Vincent Arnold III is a CFP® with four years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC and TAVO Wealth. He previously worked at Raymond James & Associates, Inc., and has held diverse roles including service positions at Saltgrass Steak House and Sweetwater Country Club. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other asset types, supported by a network of over 280 advisors and extensive platform integrations.

Diana Williams is a financial advisor with Valic Financial Advisors who holds Series 63 and Series 66 licenses and has four years of industry experience. Her prior roles include positions at Fidelity Investments, RIA Advisors, and Ameriprise Financial Services Inc. She is the owner of Raydarian Notary Service, a notary business planned to begin operations in late 2025. 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, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Aleasia Thomas is a Series 66-licensed advisor with Valic Financial Advisors in Houston, TX, holding four years of industry experience. She previously worked at Travelers Insurance Company for 23 years and has been involved with Agia since 2022. Outside of financial advising, she is a partner in People First Medical Supply, a retail medical equipment business, where she handles accounting and limited sales. 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 consulting services through a large network of advisors and utilizes discretionary unified managed accounts with centralized technology and model solutions.

Amanda Muse is a CFP® with 12 years of industry experience, currently with Mercer Global Advisors Inc. She has previously worked at Bogart Wealth, LLC, The Mather Group, LLC, FSC Securities Corp, and Willis Johnson & Associates. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, using diversified, risk-appropriate portfolios implemented through ETFs, index funds, separate account managers, and other specialized strategies.

Quang Tran is a financial advisor at Valic Financial Advisors based in Houston, TX, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank, NA, and Invesco Ltd. Outside of his advisory work, he is also appointed as an agent to sell non-securities insurance products for 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 offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at a large scale with over 1,200 advisors.

Charlotte Campbell is a financial advisor at Kestra Advisory with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Hancock Bank, and Cetera. Outside of her advisory role, she consults on an educational channel focused on financial literacy content for teens and provides strategic input on content and branding. Kestra Advisory offers investment advisory and retirement-plan consulting services to a broad range of institutional and individual clients, supporting fiduciary services and utilizing multiple management platforms to serve very large institutional investors, including sovereign wealth funds.

Christopher Carter is a financial advisor at Corient with eight years of industry experience. He holds the CFA® designation and Series 63 license. His prior roles include positions at Avalon Advisors, LLC and Seix Investment Advisors. 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 uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and specialized offerings through affiliated entities.

Karen Dixon is a financial advisor with Truist Advisory Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Her career includes roles at SunTrust Investment Services, BB&T Securities, BBVA Securities, and Compass Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Hiram Cortes is a financial advisor with Oppenheimer in Houston, TX, holding a Series 66 designation and bringing 21 years of industry experience. Prior to joining Oppenheimer in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2014 to 2019, and at Citigroup Global Markets from 2012 to 2014. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment programs and advisory services that include strategic and tactical asset allocation, manager selection, and customized consulting and retirement planning, operating both discretionary and non-discretionary accounts.

Jacob Hilton is a financial advisor at Corient with five years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and Frgment. His background also includes roles at the University of Minnesota and several small businesses. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach combining in-house and third-party strategies, with continuous portfolio monitoring and risk management.

Russell Martin is a financial advisor with RBC Rochdale, LLC in Houston, TX, holding the CFP®, CFA®, and Series 66 designations. He has 13 years of industry experience and has been with CNR Securities, LLC since 2014. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and government entities. The firm employs a multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, often utilizing proprietary tools and working with third-party sub-advisors to tailor portfolios.

Timothy Harden is a financial advisor with PNC Wealth Management in Houston, TX, holding Series 63 and Series 66 licenses and 11 years of industry experience. Prior to joining PNC Wealth Management and PNC Bank in 2026, he worked at JPMorgan Securities LLC from 2014 to 2025 and JPMorgan Chase Bank NA from 2012 to 2021. He also spent a year homemaking from 2025 to 2026. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution currently available as an invitation-only pilot for PNC Bank employees. The firm uses approved model strategies executed via mutual funds and ETFs with algorithm-driven risk assessment and annual rebalancing.

Joseph Lacy is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes six years at CarMax and time at Fredy Kia. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm uses centralized technology and model solutions to manage approximately $29.2 billion for close to 300,000 clients.

Douglas Garrison is a CFP® professional with 15 years of industry experience, currently serving at Cerity Partners LLC since 2022. Prior to this, he spent over a decade with Investec Asset Management Group, Inc. and Investec Wealth Strategies. He holds a Series 65 license and is based in Houston, TX. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services through a client-specific investment framework that combines quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.