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 with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 designations and has one year of industry experience. Prior to his current role, he worked at Corebridge Capital Services, Inc. and American General Life Insurance. Outside of finance, he is involved with ZenCosmic Jiu Jitsu. Voya Financial Advisors, Inc. serves a broad range of clients, including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures and non-discretionary advisory relationships.

Angela Bryant is a financial advisor with Voya Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 15 years of industry experience. She 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. Voya Financial Advisors, Inc. serves a wide range of clients, including individuals, retirement plan sponsors, charitable organizations, and corporations, offering financial planning, portfolio management, and various advisory program structures with a focus on recommendation-based, non-discretionary management.

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.

Xavier Smith is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group in 2024, he worked at Bank of America and Merrill from 2019 to 2024 and has held positions at City of Houston, CMG Financial, Bank of Texas, and Realty Associates. 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 account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and clients’ savings rates.

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.

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® with two years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. in Houston, TX. His prior experience includes roles at Willis Johnson & Associates, Briaud Financial Advisors, and Northwestern Mutual Investment Services. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm utilizes a combination of model and custom portfolio management strategies, employing a range of investment vehicles and overseen by an Investment Policy Committee.

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.