William Poindexter is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 32 years of industry experience. His career includes roles at Ameritas Life Insurance Corp and Ameritas Investment Corp, as well as independent insurance agencies specializing in fixed insurance products and disability insurance for physicians. Poindexter has operated his own financial services ventures since 1992. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners.

Juan Campos Ortiz is a financial advisor with PNC Wealth Management in Houston, TX, holding Series 63 and Series 65 licenses and with 14 years of industry experience. He has worked in various capacities within BBVA-affiliated firms from 2014 to 2021 before joining PNC Investments in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that utilizes algorithm-driven risk assessment and implements approved model strategies via mutual funds and ETFs with annual rebalancing.

Michelle Wilburn is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and 11 years of industry experience. She previously worked at Valic Financial Advisors for eight years and has been with Empower-related firms since 2023. Wilburn is also involved with Catbirds, a business she has been connected to for over a decade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm offers integrated services tied to its recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Quan Nguyen is a financial advisor at Eagle Strategies (NY Life) based in Houston, TX, holding Series 65 and Series 63 registrations with two years of industry experience. His prior work includes roles at NYLife Securities LLC and New York Life Insurance Company, as well as professional experience at ExxonMobil Chemical Company and Aramco Performance Materials LLC. Outside of finance, he is involved with QL Housing LLC. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, focusing largely on non-discretionary asset management and delivering tailored advice through various program types within an integrated New York Life affiliate structure.

Jacob Leon is a CFP® and PFS™ credentialed advisor with 27 years of industry experience. He currently serves at Kestra Advisory and has prior experience with Tlc Wealth Management and Kestra Investment Services, LLC. In addition to his advisory work, Leon is active in community service through leadership roles with the Houston Jewish Community Foundation and Jewish Family Service, including past presidencies and board memberships. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual investors. The firm provides fiduciary services, plan design, compliance testing, and access to multiple management platforms, serving clients with over $79 billion in assets under management.

Jason Davis is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is currently with Truist Advisory Services and has prior experience at SunTrust Advisor Services, BB&T, Community Trust Bank, and LPL Financial. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary and non-discretionary approaches and utilizes third-party platform and manager arrangements to support its AMC Advantage manager-selection program.

Bernice Castaneda is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and USAA. She is also involved as an agent offering non-securities insurance products through 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 provides discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Ashley Henderson is a financial advisor at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual Investment Management and LPL Financial, LLC. Henderson is based in Houston, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Meagan O'Shaughnessy is a financial advisor at Corient with 10 years of industry experience. She holds Series 66, Series 65, and Series 63 licenses. Her prior experience includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Morgan Stanley. 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 employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools to align portfolios with client objectives.

Connor Lo Cascio is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has previously worked at several firms including Jordan Park Group, Drive Wealth Advisers, and Brigham Capital. His background also includes multiple roles at Brigham Young University and experience outside the financial industry, such as work with The Church of Jesus Christ of Latter-Day Saints. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains unique market roles including in-house research and acting as a swap dealer and futures commission merchant.

Rich Eagar is a Series 65 licensed financial advisor at Prime Capital Financial with 13 years of industry experience. He has worked at Prime Capital Investment Advisors, LLC since 2017 and previously at Ascende Wealth Advisers, Inc. from 2011 to 2017. Outside of his advisory role, he is a member of CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors. 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 services, family office offerings, and uses both discretionary and non-discretionary investment approaches incorporating core/satellite, thematic, and tactical strategies.

Mark Johnson is a financial advisor with Cerity Partners LLC, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Aspiriant Independent Wealth Management, Presidio Wealth Partners/Hightower Advisors, and Durbin Bennett Private Wealth Management/Maslow Wealth Advisors. Outside of finance, he was involved with Pitch by Pitch Baseball Academy and has experience working at Southern University and A&M College. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing customized, diversified portfolios and access to alternative and private-market investments.

William Perry is a Certified Financial Planner (CFP®) with 32 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at firms including Mariner Independent Advisor Network, Teamwork Financial Advisors, and A.G. Edwards & Sons. Perry is also a partner at Ascend Integrated Tax, a tax review and preparation business based in Houston, TX. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, utilizing technology platforms and third-party managers to provide customized investment solutions.

Brian Watts is a financial advisor at VALIC Financial Advisors in Houston, TX, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Valic since 1999, including a role at SunAmerica Capital Services, Inc. since 2014. 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 through its broker-dealer operations.

Harold Perkins Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been associated with Fahnestock & Co. Inc. since 2003. Perkins serves as a board member of the Michael Hoctor Foundation, a nonprofit organization based in Houston. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory programs including asset management, consulting, and retirement services, utilizing strategic and tactical asset allocation along with manager selection and periodic portfolio reviews.

James Notzon is a financial advisor at PNC Wealth Management in Houston, TX, holding a Series 63 designation with 33 years of industry experience. Prior to joining PNC in 2021, he worked at Bbva Securities Inc., Bbva Wealth Solutions Inc., Bbva Compass Insurance Agency, Inc., and COMPASS Bank. Outside of his advisory role, he serves on the board of the Boys and Girls Club of Laredo, a nonprofit providing social services to disadvantaged youths, and is a board member at the Laredo Country Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessments and manages investments via approved model strategies executed by delegates using mutual funds and ETFs.

Dali Fu is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing six years of industry experience. In addition to his advisory role, he is involved in various insurance-related agencies and operates his own P&C insurance agency businesses. Fu also participates as a college success advisor for Kyros AI Corp, a college preparation platform using artificial intelligence. Transamerica Financial Advisors serves a diverse client base including individual investors, high-net-worth clients, and institutional entities, offering both advisory and broker-dealer services with a range of proprietary and third-party investment models. The firm manages substantial discretionary and non-discretionary assets and operates uniquely as both a registered broker-dealer and registered investment adviser with affiliated retirement solutions.

Justin Reed is a financial advisor at Focus Partners Wealth, LLC in Houston, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Focus Partners Wealth in 2025, he worked for Equitable Advisors, LLC for three years and was involved with the Lambda Chi Alpha Educational Foundation from 2019 to 2022. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Hua Zhang is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. Hua has worked at Transamerica Financial Advisors since 2012 and is also associated with the Copeland Group and World Financial Group. Outside of advising, Hua is involved in health insurance sales and enrollment assistance with firms including Copeland Insurance Group, Community Health Choice, and Ambetter. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Leah Bennett is a CFA® charterholder with 29 years of industry experience. She is currently Chief Investment Strategist at Concurrent Asset Management and an advisor with Concurrent Investment Advisors, LLC. Her prior experience includes roles at Westwood Advisors, Westwood Trust/Westwood Advisers, South Texas Money Management, and Rek Advisors. She serves on the boards of the Elevation Family Partner Foundation, Christus Foundation (as chair of the investment committee), Artpace (finance committee), Menil (Acquisitions Committee), and Performing Arts Houston. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers, supported by a network of roughly 286 advisors.