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 is involved as an independent insurance agent and assists with tax preparation through a local tax assistance center. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, corporations, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting services, delivering advice primarily through non-discretionary programs and a combination of advisory and broker-dealer channels.

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.

Todd Hanslik is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2019. Prior to this, he spent 15 years at Patriot Wealth Management, Inc. He is the sole managing member of QUE SERA ENTERPRISES, LLC, an investment-related business. Mariner Wealth Advisors serves a diverse client base including individuals, institutions, and charitable organizations, offering comprehensive investment management, financial planning, and coordinated tax and family office services. The firm combines in-house research with third-party managers to provide customized portfolios and robust operational solutions such as tax integration and financial wellness programs.

Christopher Bearden is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and nine years of industry experience. His prior work history includes roles at Bank of America, Merrill, and AGIA. Outside of his advisory work, he is also an agent involved with non-securities insurance products. Valic Financial Advisors serves primarily 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 using Envestnet’s platform, operating at scale with over 1,200 advisors managing approximately $29.2 billion.

Steven Chambers is a financial advisor at Creative Planning with six years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Creative Planning, he worked at Willis Johnson & Associates, Nrg, Direct Energy, Infinite Solutions, Ronald Blue Trust, Ronald Blue & Company, and Mercer Global Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Corinne Mc Nair is a financial advisor with First Command Advisory Services in Houston, TX, holding a Series 66 designation and nine years of industry experience. She has been with various First Command entities since 2016 and previously worked as an advisor at Jim McNair from 2015 to 2017. Outside of her advisory role, she manages rental properties with minimal time commitment. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and a range of wrap-fee asset management programs using model portfolios and third-party managers selected by an internal Investment Management Team.

Amanda Hales is a financial advisor at &Partners with 18 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she works occasionally as a delivery contractor for Uber Eats and provides dog walking and boarding services. &Partners serves individual and institutional clients across a broad spectrum, including high-net-worth individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a range of investment advisory and brokerage services, employing a mix of proprietary and third-party investment strategies and operates both as a registered investment adviser and broker-dealer.

Warren Caguioa is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. His prior work includes a decade with the Houston Texans and a current role with Agia involving non-securities insurance products. Valic Financial Advisors 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 to construct client portfolios.

Jared Kahler is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses with six years of industry experience. He has been with Valic Financial Advisors since 2020 and previously worked at Cadius Partners Limited from 2015 to 2018. Valic Financial Advisors 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 for portfolio construction and management.

Joshua Smith is a financial advisor at Hightower Advisors in Houston, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at GeoWealth, First Ascent Asset Management, and DeRoy & Devereaux Private Investment Counsel. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Francis Burrell is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 66 and Series 63 licenses and having two years of industry experience. Prior to joining Valic Financial Advisors, he worked at Amazon and several other organizations. He is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors, Inc. serves primarily 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 consulting services, utilizing discretionary unified managed accounts and overlay services through a large network of advisors.

Daniel Stahlie is a financial advisor at Oppenheimer with 27 years of industry experience. He has been with Oppenheimer since 2006 and holds a Series 66 designation. Outside of his advisory role, he serves as a trustee for The Grace Gentry Trust, overseeing its assets. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies, with a distinctive emphasis on non-discretionary management and its role as a qualified custodian.

Moses Lacour Jr. is a financial advisor with Money Concepts Capital Corp in Houston, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Money Concepts Capital Corp since 2011. Outside of his advisory role, he is an officer at LaCour Financial Services, Inc., a tax preparation and accounting business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs using model portfolios, IAR-designed portfolios, and third-party sub-advisers, combining fundamental and technical analysis with modern portfolio theory.

Carlos Tijerina Jr Jr. is a financial advisor at Fifth Third Securities, Inc. based in Houston, TX, with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Frost Brokerage Services, PNC Investments LLC, BBVA Wealth Solutions, and Wells Fargo Bank. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform and provides access to third-party portfolio managers, advisor-directed models, and tax-related investment strategies.

Charles Bracht is a ChFC® credentialed financial advisor with over 54 years of industry experience. He is currently with Kestra Advisory Services, LLC and NFP Wealth Management, having also held roles at USI Consulting Group and NFP Executive Benefits. Bracht serves as president of both the Delacroix Building Condominium Association and the Bracht-Verlander Family Foundation, reflecting his involvement in community and charitable organizations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves notable clients including sovereign wealth funds.

Lon Hao is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role at Transamerica, he worked at World Financial Group and has been employed by Chevron since 2005 as an application engineer. He is involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary model portfolios and third-party managers, with discretionary and non-discretionary program options.

Tyler Olson is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Trippon Wealth Management, BB&T, and Envision Wealth Planning. In addition to his advisory work, Olson is licensed to sell life and health insurance. 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 manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management overseen by an internal Investment Committee.