Louis Mayor is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has five years of industry experience, including roles at Northwestern Mutual and MassMutual before joining Guardian Life and Park Avenue Securities. Based in Houston, TX, his background includes a mix of wealth management and investment services. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of investment advisory programs using both proprietary and third-party models.

Raymond James is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Charles Schwab, Bank of America/Merrill Lynch, JPMorgan Chase, and the University of Houston. He also owns Anbu Risk Consulting, a Houston-based firm providing general administrative and operational support. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with specialized market roles, including derivatives and futures services.

Robert Fuest is a financial advisor at Farther with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fuest & Klein Wealth Advisors LLC and Landor & Fuest Capital Managers. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory investment approach supported by algorithmic rebalancing and utilizes a range of investments including ETFs, mutual funds, and individual securities.

Tanya Ferguson is a financial advisor with Valic Financial Advisors in Houston, TX. She holds a Series 66 designation and has been in the financial industry since 2025. Prior to joining Valic, she worked at Agia and was involved with the Interfaith Child Development Center. Tanya is also the author of a children’s book published on Amazon. 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 and providing various overlay options for portfolio customization.

Caroline Shelton is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and five years of industry experience. Her career includes roles at Agia and Equitable Advisors, as well as work at Texas A&M University and Deer Park High School. She is also 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 clients, and offers discretionary managed-account programs, financial planning, and brokerage services. The firm utilizes Envestnet-developed UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets across its 1,239 advisors.

Pedro Narvaez Garcia is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 15 years of industry experience. He has been with CitiBank, N.A. since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market roles.

Joshua Penner is a financial advisor with Valic Financial Advisors in Houston, TX. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including a decade at AIG Capital Services, Inc. and Valic Financial Advisors. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm employs discretionary unified managed accounts using Envestnet’s platform and offers portfolio management and consulting services through a large network of investment advisor representatives.

Ernest Hammersley Jr. is a financial advisor with Primerica Advisors in Katy, TX, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company since 2005. Outside of his financial services career, he competes nationally as a member of the Guardians of BBQ cook-off team. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Yasmina Rivera is a financial advisor at Hightower Advisors based in Houston, TX, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Gessner Wealth Strategies and entrepreneurial experience managing Kirby Ice House and Christian's Tailgate Bar & Grill. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers to deliver portfolio management, financial planning, and retirement plan consulting.

John Runnells is a CFP® and holds a Series 66 license, with 12 years of industry experience. He is currently with RBC Rochdale, LLC in Houston, TX, having previously worked at RIM Securities LLC. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs a multi-strategy investment approach that integrates quantitative and fundamental analysis, utilizing proprietary tools and collaborations with sub-advisors to construct tailored portfolios.

Susan Travis is a CFP® professional with eight years of industry experience. She has worked at Mercer Global Advisors Inc. since 2017 and previously spent 20 years at Kanaly Trust. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options and specialized services.

Natalie Schieb is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and having nine years of industry experience. Her career includes roles at Corebridge Capital Services and American General Life Insurance. She is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm employs discretionary unified managed accounts with a technology-driven approach and manages approximately $29.2 billion across over 1,200 advisors.

Patrick Isibor is a financial advisor with Transamerica Financial Advisors in Houston, TX. He holds Series 63 and Series 65 licenses and has experience working in financial services since 2022. His career includes roles at Worldwide Excellence Financial Services, LLC and Excel Tax and Accounting Services. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Joseph Sayers III is a financial advisor at Cresset Asset Management, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Goldman, Sachs & Co. for nine years. Outside of his advisory role, Mr. Sayers serves on the advisory board for The General's Redoubt, a historical preservation group affiliated with Washington and Lee University, acting as a point of contact for Texas. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach using both active and passive strategies, supported by a structured due diligence program and a range of affiliated entities offering comprehensive wealth management and advisory services.

Pamela Martinez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, supporting large institutional scale and complex market roles.

Gregory Benson is a Series 66-licensed financial advisor at Citigroup Global Markets with 11 years of industry experience. He has been with Citigroup since 2013 in their Houston, TX office. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Jonathan Arnold is a financial advisor with First Command Advisory Services in Houston, TX. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior work includes roles at Charles Schwab and Fidelity. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Richard Ray is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked extensively with both firms since 2004, with prior roles also at Guardian Life between 2013 and 2018. Outside of his advisory work, he is active in competitive cooking as part of the Guardians Of BBQ Cook Team and is involved in life coaching focused on addiction recovery. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of investment advisory programs utilizing both proprietary and third-party portfolio models.

Miguel Delgado Rivero is a financial advisor with Eagle Strategies (NY Life) in Houston, TX, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has worked with Eagle Strategies since 2018 and has been affiliated with New York Life Insurance Company and NYLife Securities LLC since 2016. Additionally, he is involved in insurance brokering for non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored advice across multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Michael Lancaster is a CFP® professional based in Houston, TX, with 27 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and its affiliated entities since 2025. Prior to that, he spent a decade with Raymond James Financial Services and Lancaster Wealth Management. He has ownership in a non-investment related support company associated with his practice. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services.