Rodger Hoofnagle is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected through employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a fiduciary model separating one-time planning from ongoing managed accounts and serves as adviser to a donor-advised fund.

Patricia Peterson is a financial advisor with Concurrent Investment Advisors, LLC in Houston, TX, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Prudential Equity Group. She co-owns an online jewelry business, So Loved, LLC, based in Houston. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Peter Watson is a CFP® with nine years of industry experience, currently affiliated with Principal Financial Services in Houston, TX. He has worked with Principal Securities Inc and Principal Life Insurance Company since 2016 and operates Watson Wealth Management, an independent LLC. Prior to that, he was with Union Financial, Inc. for one year. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Christian Leger is a financial advisor with Valic Financial Advisors in Houston, TX. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining Valic, he worked at AGIA selling non-securities insurance products and has experience with Vector Marketing, Inc. and MidCity Beer Garden. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm manages approximately $29.2 billion across a large client base through a network of over 1,200 advisors, utilizing discretionary unified managed accounts and advanced overlay services to support portfolio management and financial planning.

Kyle Brickhouse is a financial advisor with Corient in Houston, TX, holding a Series 65 designation and one year of industry experience. Prior to joining Corient, he worked at Duncan Family Office for four years and Deloitte Tax, LLP for three years. Corient offers investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house and third-party strategies, supported by continuous portfolio monitoring and risk management tools.

Sarah Bracewell is a financial advisor at Corient in Houston, TX, holding a Series 65 designation with two years of industry experience. Her prior roles include positions at Avalon Wealth Management and TIAA. Corient provides investment advisory and financial planning services to a broad client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates individual security and fixed-income strategies with third-party managers, utilizing risk management tools and alternative investments as appropriate.

Bill Friedrich is a financial advisor at Oppenheimer with 27 years of industry experience. He has held a position at Fahnestock & Co. Inc. since 2003. Friedrich holds Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—as well as corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs covering equity, balanced, and fixed-income portfolios, employing strategic and tactical asset allocation along with manager selection and periodic portfolio reviews.

James Taravella is a CFP®-certified financial advisor with six years of industry experience, currently with Goldman Sachs Wealth Services in Houston, TX. He has worked at Goldman Sachs & Co. LLC since 2019, following roles at The Ayco Company, L.P./Mercer Allied and other firms. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutions. The firm uses centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth management solutions.

Ashley Dominguez is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has been with VOYA since 2014 and also owns Houston Financial Wealth Management LLC. Outside of her advisory work, she volunteers as a Court Appointed Advocate with Child Advocates, supporting children in CPS custody during court proceedings, and is a member of the International Association of Women, attending meetings to network and support the advancement of women in business. VOYA Financial Advisors serves a diverse client base, including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting through various program structures with a preference for recommendation-based, non-discretionary advice.

Jose De Villasante is a financial advisor with Oppenheimer in Houston, TX, holding the Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and UBS. De Villasante has been with Oppenheimer since 2019. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Pich Molyka Nhek is a financial advisor at Private Advisor Group, LLC with a Series 65 designation. Nhek has experience working at Weaver Capital Advisors, Sowell Management, and Vattanac Investment Limited, among other firms. Based in Houston, TX, Nhek has been active in the financial services industry since 2015. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model and utilizes multiple technology platforms and investment strategies, often implementing advice through third-party managers and TAMPs.

Mauricio Castillo is a financial advisor at Truist Advisory Services with four years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2024. Prior to that, he was with Insigneo Advisory Services LLC, PNC Investments LLC, PNC Bank, and BBVA USA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary arrangements supported by AI-enabled research tools.

Michael Churchill is a CFP® with eight years of industry experience, currently serving as an advisor at Hightower Advisors since 2023. He previously worked at STA Wealth Management, LLC for five years and ABIP, PC for four years. Outside of his advisory role, he is the president of Churchill Consolidated Group Inc., a company involved in accounting and tax preparation. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach includes manager selection through affiliated and third-party managers, proprietary research, and portfolio construction incorporating mutual funds, ETFs, alternative investments, and custom indexing.

Andrew Kanaly is a financial advisor with Mercer Global Advisors Inc. in Houston, TX, holding a Series 65 designation and seven years of industry experience. Prior to joining Mercer, he spent 34 years at Kanaly Trust. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios and employs various strategies including multi-factor tilts, low-cost index vehicles, and tax management.

Joshua Ellison is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Chalice Capital Partners, Texas Capital Bank, Raymond James Financial Services, and JP Morgan. Ellison is based in Houston, TX. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides solutions that include separately managed accounts, mutual funds, ETFs, alternative funds, and exposure to digital assets.

Brian Butler is a financial advisor at CWM, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at CWM since 2022, following prior roles at Wealth Standard Financial and LPL Financial. Outside of his advisory work, he serves as president and certified life coach at Boundless Mind Institute and is a board member of CHIP (Changing How Individuals Prosper). CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm employs model portfolios overseen by an in-house Investment Committee and offers various services such as portfolio management, financial planning, retirement-plan solutions, and access to alternative investments.

Vern Montross is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He has been with City National Rochdale and RIM SECURITIES since 2014. Montross is based in Houston, TX. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors. The firm employs a multi-strategy investment process that combines quantitative and fundamental analysis, managing portfolios across various asset classes with a focus on discretionary and sub-advisory services.

James Hromadka is a CFP® professional with 20 years of experience in financial advising, currently with Valic Financial Advisors since 2018. His prior experience includes roles at H.D. Vest Advisory Services, Lone Star College, and San Jacinto College. Outside of his advisory work, he serves as an officer in an outdoor activities club, including a recent role as president. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with a focus on discretionary portfolio management.

Michael Lauer is a financial advisor at VALIC Financial Advisors with 11 years of industry experience and holds the Series 66 designation. He previously worked at Next Financial Group, Inc. and JP Morgan Chase Bank. 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 consulting services through a large advisor network, utilizing discretionary unified managed accounts and third-party model managers on Envestnet’s platform.

Javier Ramirez Carstens is a Series 66-licensed financial advisor with Citigroup Global Markets, based in Houston, TX. He has six years of industry experience, including three years at Citibanamex before joining Citigroup Global Markets in 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm utilizes multi-asset, multi-manager strategies with internal oversight and manages bespoke discretionary solutions for large relationships.