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.

Jorge Galeano is a financial advisor at Focus Advisor Solutions, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Buckingham Strategic Partners, Foreside Financial Services, LLC, and Loring Ward. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering fixed-income sub-advisory, retirement plan investment management, and administration for registered investment companies. The firm emphasizes diversified, systematically invested mutual fund and ETF model portfolios and combines enterprise scale with a relatively small advisor base.

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 at Voya Financial Advisors, Inc. with two years of industry experience. She holds a Series 66 designation and has worked at Voya since 2020. Prior to her current role, she was involved in client relations management 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 financial planning, portfolio management, and consulting services through multiple program structures, primarily emphasizing non-discretionary investment recommendations.

Raymond Vitek Jr. is a financial advisor at Eagle Strategies (NY Life) with 44 years of industry experience and holds the ChFC® and Series 63 designations. He has been active in various roles including at Linea Wealth Group, LLC and Vitek Insurance Services, LLC. Outside of his advisory work, he owns rural land in Fayette County, Texas, from which he receives royalties. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jennifer Kim is a financial advisor with Voya Financial Advisors, Inc. in Houston, TX, holding a Series 66 designation and 11 years of industry experience. She has been with Voya Financial Advisors since 2015. Outside of her advisory role, she operates as an independent insurance agent and is involved in a tax assistance service that helps clients complete IRS tax returns. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charities, corporations, and high-net-worth individuals. The firm provides a variety of financial services through multiple program structures, primarily offering non-discretionary advice and combining SEC-registered investment adviser and broker-dealer functions.

Erin Donnelly is a financial advisor at VALIC Financial Advisors with 25 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining VALIC Financial Advisors in 2025, she worked at Merrill for six years and Nuveen Investments for four years, and also held a position at New York University. 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, utilizing Envestnet-developed UMA models and operating with approximately $26.4 billion in discretionary assets.

Carlos Mejia is a financial advisor at Hightower Advisors with eight years of industry experience. He holds the CFP® designation as well as Series 65 and Series 66 licenses. His prior roles include positions at Crestmont Private Wealth LLC, UBS Financial Services, FCA Corp, NextGenVest, and the University of Houston. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Nicholas Zdeblick is a CFA® charterholder with 14 years of industry experience. He has been with Fayez Sarofim & Co. since 2006. The firm provides discretionary investment management to institutional and individual clients, including pension plans, endowments, foundations, and registered investment companies. Fayez Sarofim & Co. employs a bottom-up research process focused on high-quality, large-cap companies and offers a range of equity and fixed-income strategies while generally avoiding derivatives, leverage, and market timing.

Paul Boudwin is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior work includes roles at Wealth Standard Financial, LPL Financial, Cetera Investment Services, and Regions Bank. Outside of advising, he is the owner and CEO of an apparel business, Unlike Regular People. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios guided by an in-house Investment Committee and combines fundamental and technical analysis, third-party sub-advisors, and customization tools.