Michael Porter is a financial advisor with Eagle Strategies (NY Life) in Houston, TX, holding the ChFC® designation and Series 63 license. He has 30 years of industry experience, including over 18 years with Eagle Strategies and affiliations with New York Life Insurance Co. Since 1995, he has also been appointed with various outside insurance carriers for brokering non-registered products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Kell Grady is an advisor with Valic Financial Advisors, holding Series 65 and Series 63 licenses and based in Houston, TX. Grady has less than one year of industry experience, having previously worked at Texas Financial Advisors, Target, and Fort Worth Country Day, among other roles. Valic Financial Advisors, Inc. 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 multiple wrap programs through a large network of advisors, utilizing technology-driven unified managed accounts and third-party model managers.

Caleb Robinson is a financial advisor with Principal Financial Services in Houston, TX, holding a Series 66 designation and seven years of industry experience. He has held roles at Union Financial, Principal Securities Inc., Principal Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance Company. Outside of finance, he teaches part-time neuroscience and human anatomy courses at UTHealth Houston McGovern Medical School. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individuals, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Kartik Jambulapati is a financial advisor with Prime Capital Financial in Houston, TX, holding a Series 65 designation and eight years of industry experience. He has worked at Prime Capital Investment Advisors, LLC since 2018 and previously spent four years with Ascende Wealth Advisers, Inc. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, utilizing both discretionary and non-discretionary management strategies.

Gary Sagarnaga is a financial advisor with Kestra Advisory Services, LLC, holding a Series 63 designation and bringing 40 years of industry experience. His prior work includes 13 years at Girard Securities, Inc. He also operates as a sole proprietor managing insurance and investment recommendations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and employee education, and supports complex investment solutions through multiple management platforms.

Nahif Chowdhury is a financial advisor at Cerity Partners LLC with a Series 65 credential and three years of industry experience. Prior to joining Cerity Partners in 2026, he worked for six years at Fisher Investments and has professional experience outside the financial industry at Walmart. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

La Tika Tillis is a financial advisor at Hightower Advisors with 18 years of industry experience. She holds a Series 66 designation and previously spent 10 years at Streettalk Advisors, LLC before joining Hightower in 2023. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment strategies.

Andrew Cashiola is a financial advisor at Independent Financial Group, LLC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Ameriprise Financial Services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, managing approximately $11.3 billion in regulatory assets through a national network of Investment Adviser Representatives.

Hadi Kusumo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in several business activities including estate planning services through LSPN Pro, LLC, and managing office property as president of Dreambuilders Star LLC. Kusumo is also engaged with Inheritguard LLC, providing education and client communications related to estate planning. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s advisory approach primarily utilizes model portfolios and third-party managers, with a focus on integrated retirement plan solutions and affiliated mutual funds and insurance products.

Douglas Carroll is a CFP®-certified financial advisor with eight years of industry experience, currently with Mariner Wealth Advisors in Houston, TX. He previously worked at SMS Capital Management and MPR Associates. Carroll serves as treasurer for the Woodland Heights Community Association. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized discretionary portfolios supported by an internal team and third-party managers, with a notable integration of tax and accounting services.

Nicholas Lyons is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He currently works at Mercer Global Advisors Inc. and previously spent 10 years at The Goff Financial Group. Lyons also served in the United States Army Reserve for seven years. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach utilizes Modern Portfolio Theory with globally diversified, risk-appropriate portfolios and employs a range of implementation options such as ETFs, mutual funds, and direct indexing.

Larry Mott is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2016. Outside of his advisory role, he provides continuing professional education seminars for CPAs and other professionals. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages approximately $15 billion in regulatory assets and supports a range of investment strategies and account services.

Brandon Atkinson is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Valic Financial Advisors since 2015 and also serves as an agent for non-securities insurance products with Agia since 2022. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Tom Lam is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Corebridge Capital Services, Inc. and American General Life Insurance, as well as involvement with ZenCosmic Jiu Jitsu. Voya Financial Advisors, Inc. serves individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through a variety of program structures, emphasizing recommendation-based, non-discretionary advice.

Angela Bryant is a financial advisor at VOYA Financial Advisors, Inc. in Houston, TX, with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has been with VOYA Financial Advisors since 2015. Outside of her advisory role, she serves as secretary for the nonprofit organization Q'ING FOR A CAUSE and works as an independent insurance agent. VOYA Financial Advisors serves a diverse client base, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a variety of advisory services through multiple program structures, emphasizing recommendation-based relationships and a combination of advisory and brokerage services.

Alexander Spiller is a CFP® and Series 65-registered financial advisor at MAI Capital Management, LLC with eight years of industry experience. He previously worked at WCG Wealth Advisors, LLC and has been associated with Treloar & Heisel, LLC for over a decade, where he is involved in the sale of fixed insurance products. Spiller also served in the US Army for nine years. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers a range of portfolio strategies implemented through various management structures, integrating financial planning and tax services into many client relationships.

Zachary Davenport is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and previously worked at J.B. Hunt. Davenport also serves as an agent for AGIA, where he sells non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account services through a large network of advisors and uses advanced technology platforms to support its client solutions.

Gregory Rivine is a ChFC® credentialed financial advisor with 19 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Houston, TX. He has been with Eagle Strategies since 2016 and also maintains roles with Nylife Securities, LLC and New York Life Insurance since 2015. Outside of his advisory work, he invests personally in cryptocurrency offerings. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Zachary Turman is a financial advisor at Corient with a Series 66 designation and three years of industry experience. His prior roles include positions at Avalon Wealth Management LLC and Baker Hughes. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.

Marilyn Osborne is a financial advisor at VALIC Financial Advisors in Houston, TX, with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at VALIC Financial Advisors since 2014 and AIG Capital Services since 2015. VALIC Financial Advisors primarily serves U.S.-based 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, employing Envestnet-developed UMA models for portfolio construction.