Sara Manning Bracho is a financial advisor with NewEdge Advisors based in Katy, TX, holding Series 65 and Series 66 licenses and possessing 13 years of industry experience. She previously worked at Mid Atlantic Capital Corporation and WFG Investments. Outside of advisory work, she owns a photo booth rental business and co-owns a handmade crafts business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm provides a range of portfolio management, financial planning, and consulting services, emphasizing centralized due diligence and the use of technology to support advisors and clients.

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® with six years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. Her background includes roles at both firms and operating her own CPA firm focused on tax preparation and planning. She also works as an independent contractor offering insurance products outside of Guardian’s offerings. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships, utilizing model portfolios from various in-house and third-party managers.

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 Series 66 licensed financial advisor at Goldman Sachs Wealth Services with one year of industry experience. Prior to joining Goldman Sachs, Erin held positions at Dell Technologies and Texas A&M University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients, leveraging centralized investment resources and integrated financial group capabilities.

Robert Seeley is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63, 65, and 66 licenses and having one year of industry experience. Prior to joining Valic Financial Advisors and Agia in 2024, he was owner of Effective Industrial & Commercial Services LLC until its operations ceased in early 2024. Outside of finance, he is a professional scuba diver certified as a Rescue Diver, Deep Diver, Divemaster, and Assistant Instructor, assisting divers on a volunteer basis. 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 through a large advisor network and employs centralized technology and model solutions.

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. in Houston, TX, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with VOYA since 2014. Outside of advising, he operates as an independent insurance agent specializing in fixed insurance products and is also a notary public. VOYA Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and advisory services through both discretionary and recommendation-based program structures.

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 in Houston, TX, holding Series 63 and Series 65 licenses and has 13 years of industry experience. His prior roles include positions at Mariner Independent Advisor Network, Teamwork Financial Advisors, and LPL Financial, among others. He is also a managing partner at Ascend Integrated Wealth, providing investment advisory services. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and turnkey asset management platforms, supported by a range of analytical approaches and client customization options.

William Mc Nutt III is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Houston, TX. His prior roles include positions at Edward Jones and several wealth advisory firms before joining Mercer. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor tilts, and offers a range of implementation options alongside financial planning and retirement consulting services.

Oguguomakwa Okolie is a financial advisor with Eagle Strategies (New York Life) in Sugar Land, TX, holding Series 63 and Series 65 licenses and possessing four years of industry experience. He has worked with multiple firms including New York Life Insurance Company and Nylife Securities LLC. Okolie also operates under the DBA Linea Wealth Group for brokering non-registered insurance products alongside his advisory role. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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 Series 63 and Series 66 designations and has been with Oppenheimer since 2015. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

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.

Jon Urruzuno is a financial advisor with Oppenheimer in Houston, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Oppenheimer in 2022. Oppenheimer serves a diverse 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 solutions. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies, with client objectives documented and accounts reviewed regularly.

Raya Kulkarni is a CFP® and Series 66-licensed financial advisor with 21 years of industry experience. She is currently with Creative Planning and has prior experience at TIAA-CREF and Sunbelt Securities, Inc. Kulkarni is also president of POINT FRONTIER, LLC, a business consulting firm focused on operations efficiency and business planning. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and offers a range of supplemental strategies, supported by a large advisory team and centralized investment infrastructure.