Kaleb Fleming is a CFP® with five years of industry experience, currently serving as an advisor at Truist Advisory Services in Houston, TX. His background includes roles at Charles Schwab Bank, Charles Schwab & Co., and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering a combination of discretionary and non-discretionary investment management supported by AI-enabled research tools and inter-affiliate integration.

Andrew Calhoun is a CFP® professional with three years of experience in financial advising. He is currently with Sequoia Financial Group, L.L.C. in Houston, TX, and has previously worked at firms including Briaud Financial Advisors, Northwestern Mutual, and New York Life. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a wide range of clients, including individuals, family offices, corporations, and charitable organizations. The firm employs both model and custom portfolio management strategies, utilizing various investment vehicles and an Investment Policy Committee to oversee client portfolios.

Rafael Carballo is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, MML Investors Services LLC, Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent, LLC. Outside of advisory work, he is involved in insurance brokerage through his role as an agent with 1847Financial. He is currently affiliated with Park Avenue Securities LLC, a firm that serves a broad retail client base with transaction-based brokerage and fee-based advisory services, including financial planning and retirement-plan consulting. The firm utilizes a mix of proprietary model portfolios, third-party strategists, and digital advice solutions to manage client accounts.

Alisa Smith is a financial advisor with Empower Advisory Group in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with GWFS Equities, Inc. since 2013. Outside of investment advisory, she assists with freelance writing, focusing on proofreading and fact-checking articles, and operates a temporary staffing business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Brian Branda is a CFP® and ChFC® with 45 years of experience at Equity Services, Inc. in Houston, TX, where he has worked since 1980. In addition to his financial advisory career, he is also an artist working in painting and ceramics, occasionally showing his work at local galleries. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans, utilizing multiple advisory platforms and a combination of long-term strategies with options for shorter-term trading.

Bradley Poff is a financial advisor with PNC Wealth Management in Houston, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior experience includes roles at Mercer Global Advisors, Morgan Stanley, and E*Trade Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy for employees that employs algorithm-driven risk assessment and discretionary investment management using mutual funds and ETFs.

Trang Chandler is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and having nine years of industry experience. She has been with Valic Financial Advisors since 2016 and is involved in a non-securities insurance products role at Agia. Additionally, she assists in managing bookings for a rental property business operated by her husband. 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 and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology to manage client assets.

David Huckin is a financial advisor with United Planners Financial Services of America and has 47 years of industry experience. He has been with United Planners since 2022 and has operated Huckin Financial Group since 1981. Outside of his advisory work, he owns Huckin Travel Agency, a personal venture with no recent income or expenses. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, retirement services, and brokerage solutions through a network of 477 independent advisors.

Steven Sheldon is a CFP® and CFA® based in Houston, TX, with 23 years of industry experience. He has worked at Mariner Wealth Advisors since 2019 and spent 17 years at SMS Capital Management prior to that. Sheldon serves on the boards of a medical device company and a charitable foundation and is also a published author. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm implements customized discretionary portfolios supported by in-house research and third-party managers and offers integrated tax and accounting services along with family office and financial wellness solutions.

Shazeen Taiyabi is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63, 65, and 66 licenses and five years of industry experience. She has worked at Agia and Valic Financial Advisors since 2022 and is also a homemaker. In addition to her advisory role, she is 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 for portfolio construction.

Karissa Peterson is a financial advisor at Allworth Financial, L.P. in Houston, TX, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. for 10 years. Outside of financial services, she owns Aphrodite's Emporium LLC, a business focused on creating natural self-care products and offering wellness workshops. Allworth Financial is a fee-based SEC-registered adviser serving a range of clients, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs customized investment strategies and integrates technology to manage assets, with notable involvement in airline industry clients and privately offered income funds.

Isabelle Liu is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX. She holds the PFS™ designation and Series 63 license and has four years of industry experience. Prior to joining Eagle Strategies, she worked at Belleview Consulting, LLC and John M. Thomas, P.C. Liu serves as an officer for the Houston Society of Chinese American CPAs, where she provides annual CPE training, and is a board member of the Nanjing University Alumni Association – Greater Houston. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large affiliated adviser network. The firm emphasizes tailored recommendations and manages the vast majority of its assets on a non-discretionary basis.

Krysanthe Dawes is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She previously worked at Lazard Asset Management and Lazard Asset Management Securities LLC for 14 years. Dawes serves as a committee member for the Houston chapter of the CAIA Association, contributing to educational programming and event logistics. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services, operating at scale with a large advisor network and utilizing discretionary unified managed accounts and overlay services.

Lejo Abraham is a financial advisor at Truist Advisory Services with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Ameriprise and Comerica Securities. Based in Houston, TX, he has been with Truist Advisory Services and Truist Investment Services since 2026. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, 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.

Carlos Guerra is a financial advisor with Oppenheimer, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has previously worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Wells Fargo Advisors. Outside of his advisory role, he serves on a board responsible for overseeing Galveston's tourism efforts, beach patrol, and coastal zone management. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and retirement services. The firm’s approach includes strategic and tactical asset allocation with a mix of discretionary and non-discretionary management tailored to client objectives.

Daniel Vosters is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at VALIC Financial Advisors since 2021 and previously held positions at BBVA Wealth Solutions, BBVA Securities, Compass Bank, and Cor Clearing. 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, utilizing discretionary unified managed accounts and centralized technology to support a large network of advisors.

Kenneth Kemp is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked with VALIC Financial Advisors since 2007 and is also an agent with Agia, 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Osereme Okojie is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX. He holds the ChFC® designation and Series 63 license, and has 21 years of industry experience. In addition to his role at Eagle Strategies, he operates OKOJIE Strategic Financial Solutions, LLC, offering financial services including New York Life products and non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through various program types and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Joshua Levy is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Prior to joining Voya in 2025, he worked at VALIC Financial Advisors and Agia. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures. The firm generally provides non-discretionary advisory services and operates both as an SEC-registered investment adviser and a broker-dealer.

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.