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.

Jennifer Frazier is a financial advisor at Hightower Advisors in Houston, TX, with 10 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Hightower Advisors since 2020, following roles at Frontier Investment Management Co and OPEX Capital Management, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection, multi-manager solutions, and incorporates both affiliated and third-party managers, utilizing proprietary research and a range of investment strategies.

Stephanie Clay is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing eight years of industry experience. Her career includes roles at Bank of America, Merrill, and Wells Fargo prior to joining Truist Advisory Services and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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.

Ryan Smith is a financial advisor with PNC Wealth Management based in Houston, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Merrill Lynch Pierce Fenner & Smith, Morgan Stanley, E*TRADE, and Scottrade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online, discretionary model account available by invitation to employees. The firm employs algorithm-driven risk assessments and delegates portfolio execution and proxy voting to third parties, utilizing mutual funds and ETFs with annual rebalancing.

Jessica Lim is a financial advisor at Corient with 19 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Avalon Wealth Management and Avalon Investment & Advisory before joining Corient in 2023. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that incorporates in-house management, third-party solutions, and risk management tools.

Cade Horton is a financial advisor with Valic Financial Advisors in Houston, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Valic Financial Advisors, he was an agent selling 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Constance Bolen is a Series 66-credentialed financial advisor with 11 years of industry experience, currently affiliated with Truist Advisory Services. Her prior roles include positions at Cetera and Hancock Whitney Bank. She serves as a board member and co-chair of the Volunteer and Mission Capacity Committee for the American Red Cross Louisiana Capital Area Chapter. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

Francisco Pastor is a financial advisor with Citigroup Global Markets in Houston, TX, holding Series 65 and Series 63 licenses and 12 years of industry experience. He has worked at Citigroup since 2017, following brief periods at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advising, Pastor is a partner in a technology consulting firm, PRXIMA Companies LLC. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs along with broker-dealer execution and custody services. The firm combines large-scale institutional capabilities with specialized market roles, including derivatives and futures services, and provides bespoke solutions for very large client relationships.

Daniel Tiprigan is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years at The AYCO Company, L.P./Mercer Allied. He serves as Treasurer of Christ Our Hope Community Church in Houston, where he oversees investments and manages the church’s financial affairs. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm uses centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary managers while offering specialized programs such as Executive Wealth and Private Family Office support.

Azar Azarpour is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. He has 21 years of industry experience and has been with Transamerica since 2012. Azarpour is also involved in marketing strategies for Sriya AI through SRIYA DXL LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm employs model portfolios and third-party managers to implement advisory services and operates an integrated retirement plan ecosystem with affiliated entities.

David Hill is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. His background includes roles at Fisher Investments, Raymond James Financial, and LPL Financial. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, implementing diversified, risk-class based allocations through a blend of passive and active strategies overseen by an internal Investment Committee.

Emely Benitez is a financial advisor at VALIC Financial Advisors with two years of industry experience. She holds a Series 66 designation and has worked with VALIC Financial Advisors since 2023. In addition to her advisory role, she is appointed as an agent to sell non-securities insurance products for Agia. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of investment advisors.

Samuel Nelson Archer is a ChFC® credentialed financial advisor with 31 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has held roles at multiple firms including Southeast Financial Services and Crisp Advisory. Archer is involved in several outside activities, including operating a website that provides disability insurance information for physicians and managing associations that offer financial information to medical and legal professionals. Ameritas Advisory Services, LLC delivers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Alexa Tejeda is a financial advisor with Voya Financial Advisors, Inc. She holds a Series 66 designation and has two years of industry experience. Alexa has held positions at Voya since 2020 and currently serves as Client Relations Manager at Houston Financial Wealth Management LLC. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm provides a variety of financial planning and portfolio management services, emphasizing recommendation-based advice primarily through non-discretionary arrangements.

Raymond Vitek Jr. is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and Series 63 license. He has 43 years of industry experience, having worked at firms including NY Life Insurance Company and Nylife Securities Inc. Outside of finance, he owns agricultural land in Texas that he leases for cattle grazing. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a range of program types, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.