Robert Palmer is a CFP® and ChFC® with seven years of industry experience. He is currently with Allworth Financial, L.P. in Houston, TX, where he has worked since 2026. Prior to joining Allworth, he held positions at Avidian Wealth Solutions, Fidelity Brokerage Services LLC, and various insurance and financial services firms. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using a range of model strategies and employs technology to manage held-away employer retirement accounts without requiring client login information.

Michael Roche is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and five years of industry experience. He previously worked at AGIA and spent several years at the University of Houston. In addition to his advisory role, Roche serves as treasurer for a youth select baseball team, managing team funds and donations on a volunteer basis. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Andrew Tinsley is a financial advisor at Lincoln Investment with a Series 66 designation and 10 years of industry experience. He has been with Lincoln Investment since 2016 and also serves as a financial analyst at Adaptive Asset Management, where he supports investment strategy by reviewing current and potential investments. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory services, managing both discretionary and non-discretionary portfolios through a combination of strategic and tactical investment approaches.

Donald Taylor is a financial advisor at Primerica Advisors with 32 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with Park Avenue Securities, Guardian Life Insurance Company, and Cornerstone Financial Group since 2000. Outside of his advisory role, he serves as a co-trustee for his daughter's trust and as co-executor of his mother's estate. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies and platforms.

Fred Williams Jr. is a financial advisor with Hightower Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at multiple Salient entities and Hightower Securities LLC since 2018. Outside of his advisory work, he serves as vice chairman of the board of trustees at Star of Hope Mission and is a member of the University of Houston President's Advisory Council. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that includes both affiliated and third-party managers, with investment options spanning mutual funds, ETFs, alternatives, and custom indexing.

Anita Canales is a financial advisor with Principal Financial Services, holding a Series 66 designation and based in Houston, TX. She has been with Principal Securities, Inc. and Principal Life Insurance Company since 2026. Prior to her current role, she spent 30 years with Deer Park ISD. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Fatimah Uthman is a financial advisor at Valic Financial Advisors with seven years of industry experience. She holds the Series 66 designation and has previously worked at Corebridge Capital Services, J.P. Morgan Securities, Charles Schwab, and Bank of America. 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 unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions to manage approximately $29.2 billion for close to 300,000 clients.

Trevis Bonnett is a ChFC® with 17 years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. in Houston, TX. He previously worked at Nationwide Investment Services Corporation for nine years. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance and Medicare products. Voya Financial Advisors, Inc. serves a diverse client base, including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures. The firm primarily provides non-discretionary investment advice and operates both as an SEC-registered investment adviser and broker-dealer.

Alexandra Kantalis is a financial advisor at Hightower Advisors in Houston, TX, with 12 years of industry experience. She holds a Series 65 designation and has worked at HighTower Advisors since 2018. Prior to that, she was with Salient Private Client, LLC, Salient Capital Advisors, LLC, and Salient Partners, L.P. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a broad spectrum of portfolio management and financial planning services.

Maria Asher is a CFA® charterholder with three years of industry experience. She has been with Truist Advisory Services since 2024, following a decade at Westwood Wealth Management. Maria is based in Houston, TX. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary strategies and incorporates third-party manager platforms as part of its AMC Advantage program.

Anna Maria Jones is a CFP® with 22 years of experience in the financial services industry. She has worked at Mariner Wealth Advisors since 2019 and previously spent 15 years at Patriot Wealth Management. Jones is based in Houston, TX. Mariner serves a diverse range of clients including individuals, pension plans, trusts, and corporations, offering services such as investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized portfolio strategies overseen by an Investment Committee and integrates tax and accounting capabilities uncommon for firms of its size.

Judith Willoughby is a financial advisor at VOYA Financial Advisors, Inc. in Houston, TX, with 35 years of industry experience. She holds Series 63 and Series 65 credentials and has been with VOYA since 2014. Outside of her advisory role, she is an independent insurance agent specializing in fixed annuities and life insurance, and she also serves as a notary public. VOYA Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm offers various advisory services through multiple program structures, with a focus on recommendation-based relationships rather than discretionary asset management.

Allison Swantkowski is a financial advisor with Primerica Advisors, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. Her prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company, as well as five years at Ameriprise Financial Services. Between 2020 and 2024, she was a stay-at-home mom. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and offers various account-level services such as lending solutions and donor-advised fund options.

Selena Krampota is a financial advisor with Kestra Advisory in Houston, TX, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She has been with Kestra Advisory and Kestra Investment Services since 2016 and previously worked at VOYA Financial Advisors. Krampota also maintains a role as a financial advisor with Lifebridge Financial Group since 2013. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional clients. The firm offers fiduciary consulting, plan design, employee education, and manages substantial assets across multiple platforms and third-party solutions.

Christine Estelle is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 63 and Series 66 registrations. Her prior roles include positions at NYLife Securities LLC, New York Life Insurance Co, and JP Morgan Chase Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, serving a large client base through a streamlined and scale-driven model.

Alyssa Berry is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Valic Financial Advisors since 2018 and previously at Flight Services International. Outside of her advisory role, she is also an agent involved in non-securities insurance products. 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 for portfolio construction and management.

Michael Moreno is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Citigroup since 2022. Prior to that, he was with JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2014 to 2022. Citigroup Global Markets 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 specialized market roles and arrangements.

Priya Anthony is a financial advisor with PNC Wealth Management in Katy, TX, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She previously worked at various BBVA entities, including BBVA Wealth Solutions, BBVA Securities, and BBVA Compass Insurance Agency, from 2013 through 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to employees with existing PNC Bank online credentials. The firm employs approved model strategies managed internally or by third parties, with annual rebalancing and no direct trading by clients.

Jeffrey Kacal is a CFP® and holds a Series 66 license with 26 years of industry experience. He has been with Mercer Global Advisors Inc. since 2015. The firm serves a broad client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. Mercer Global Advisors emphasizes a globally diversified investment approach grounded in Modern Portfolio Theory, offering a range of portfolio management and planning services.

Maximo Lopez is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 66, Series 65, and Series 63 credentials and bringing 23 years of industry experience. His career includes roles at firms such as Mutual of Omaha and Allstate Life and Financial Services LLC. Outside of his advisory work, Lopez is active in Toastmasters, serving as an area director where he mentors members and organizes speaking events. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management, financial planning, and unified managed account solutions through a large network of advisors. The firm utilizes technology-driven platforms and model-based strategies to manage billions in assets for a broad client base.