John Quinn is a financial advisor at Valic Financial Advisors in Houston, TX, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Valic Financial Advisors since 2014. Since 2022, he has also served as an agent with Agia, focusing on 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Emily Christian is a financial advisor at Mercer Global Advisors Inc. in Houston, TX, with 10 years of industry experience. She holds a Series 65 designation and previously worked at Valic from 2014 to 2017 before joining Mercer Global Advisors. 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 employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts.

Haley Nguyen is a CFP® certificant with six years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities in Houston, TX. She has held various roles within Guardian Life and Park Avenue Securities since 2017 and operates an independent tax preparation and planning business. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, financial planning, and consulting services through proprietary programs and third-party platforms.

Hunter Hargraves is a financial advisor at Integrated Wealth Concepts LLC with 9 years of industry experience. He has worked previously at Wells Fargo Clearing Services LLC and Northwestern Mutual in various roles. Outside of finance, he serves as a firefighter for the City of Houston. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management and financial planning, employing customized portfolios that include mutual funds, ETFs, equities, and fixed income with a primarily long-term approach.

Andrea Camp is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. Her career includes roles at Agia and Ritter Insurance Agency prior to her current position. Outside of financial advising, she owns Faith Camp Communications/Faithful Vows, a business providing writing services for churches and non-profits, including original wedding and anniversary vows, and Stepz of Faith, a venture focused on designing and selling shoes with engraved scriptures and poetry. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm manages discretionary unified managed accounts using Envestnet’s platform and employs a technology-driven approach to serve a broad client base.

Erin Williams is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has prior work experience at Dell Technologies and Texas A&M University. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by a broad network of Goldman Sachs affiliates and proprietary research tools.

Robert Seeley is a financial advisor with Valic Financial Advisors in Houston, TX. He holds Series 63, 65, and 66 licenses and has one year of industry experience. Prior to joining Valic Financial Advisors, he owned and operated a trucking business and has worked in various roles including self-study for securities licensing and positions at Agia. Outside of finance, he is a professional scuba diver affiliated with Sport Divers of Houston, providing volunteer diving support and instruction assistance. 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 discretionary unified managed accounts using Envestnet’s platform, operating at scale with over 1,200 advisors and nearly 300,000 clients.

David Barnes is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has worked at Valic Financial Advisors since 2009 and has been associated with Agia since 2022, where he is 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, along with corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Alan Brubaker is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC. In addition to his advisory role, Brubaker operates as an independent insurance agent selling fixed insurance products and serves as a notary public. VOYA Financial Advisors, Inc. is an enterprise-scale firm that provides financial planning, portfolio management, and retirement advisory services to individuals—including high-net-worth clients—pension plans, charitable organizations, and corporations. The firm combines model portfolios, both in-house and external strategists, with technology-enabled tools, managing many accounts on a non-discretionary basis while also offering limited discretionary management through wrap and unified managed account programs.

Yonghui Huang is a CFP® credentialed financial advisor with 10 years of industry experience. He is currently with Corient in Houston, TX, where he has worked since 2023. His prior experience includes roles at Purshe Kaplan Sterling Investments and Stavis & Cohen Private Wealth. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and specialized alternative investment platforms.

Donald Zabak is a financial advisor with Valic Financial Advisors based in Houston, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Valic Financial Advisors since 1999 and is also associated with Agia, where he operates as an agent for 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, utilizing centralized technology and model solutions to manage assets for a large client base.

Rexsor Gonzalez is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at J.P. Morgan Chase, Merrill, and Bank of America. Outside of advising, he serves on the board of directors for a nonprofit focused on preventing violence against women. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Marlon Zavala is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Mariner Independent Advisor Network, Teamwork Financial Advisors, and LPL Financial. Zavala is a managing partner of Ascend Integrated Wealth, an investment advisory business based in Houston. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various managed account programs, utilizing a fiduciary-based advisory model with both proprietary and third-party investment solutions.

William Mc Nutt III is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Houston, TX. He has worked at Mercer Global Advisors and its affiliated entities since 2018 and previously held roles at Global Financial Private Capital, LLC, GF Investment Services, LLC, Outlook Wealth Advisors, LLC, and Edward Jones. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm uses a Modern Portfolio Theory-based approach with diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and offers additional services including retirement plan consulting, charitable advisory, and family office support.

James Trippon is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he led Trippon Wealth Management Group, LLC for 21 years and has operated a CPA firm, JM Trippon & Co., P.C., since 1990. Additionally, he manages several business interests including a publishing company and oil well investments. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment process that blends passive and active management with oversight from an internal Investment Committee.

Lori Bennett is a financial advisor at Oppenheimer with 36 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Oppenheimer since 2015. The firm serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a range of advisory and brokerage services. Oppenheimer offers programs including asset management, consulting, and retirement services, using both discretionary and non-discretionary approaches across various portfolio types.

Adam Frinsco is a CFP® with 15 years of experience in financial advisory services, currently with Mercer Global Advisors Inc. in Houston, TX. His prior experience includes nine years at The Advocates. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, businesses, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with diversified, risk-appropriate portfolios and offers a range of implementation options along with financial planning, retirement plan consulting, tax planning, and estate coordination.

Michael Ferraro is a financial advisor at Valic Financial Advisors with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including BlackRock Investments, Envestnet, and Sanford C. Bernstein. Based in Houston, TX, he joined Valic Financial Advisors in 2026. 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 discretionary unified managed accounts through a large network of advisors and emphasizes centralized technology and model solutions to serve a broad client base.

Jon Urruzuno is a financial advisor with Oppenheimer, holding a Series 66 designation and 13 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2022 before joining Oppenheimer in 2022. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of advisory programs and manages equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary approaches.

Charles Luke is a financial advisor at RBC Rochdale, LLC in Houston, TX, holding the CFA® designation along with Series 66 and Series 63 licenses. He has 15 years of industry experience, including eight years at City National Rochdale and eight years at Avalon Advisors LLC. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative screening and fundamental analysis, utilizing proprietary tools like the Galaxy asset-allocation system and Monte Carlo simulations to construct tailored portfolios across various asset classes.