Samuel Nelson Archer is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 31 years of industry experience. He has been associated with Ameritas since 2010 in various capacities, including roles at Ameritas Life Insurance and Ameritas Investment Corp., and has operated multiple related businesses focusing on financial services for physicians and attorneys. He maintains leadership and agent roles in organizations serving medical and legal professionals and administers an informational website on disability insurance for physicians. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies and platforms, integrating model portfolios, mutual funds, ETFs, and individual securities, supported by a corporate structure that includes affiliated broker-dealer, investment, and insurance entities.

Gan Li is a financial advisor at Corient with a Series 65 designation and four years of industry experience. Prior to joining Corient, Gan worked at Avidian Wealth Solutions and held positions at several other firms including Next Financial and Provident Wealth Management. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based investment approach combining in-house strategies with third-party managers and actively monitors portfolios using risk management tools and stress testing.

Alexa Tejeda is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and two years of industry experience. She has worked with Voya in various capacities since 2020 and is currently associated with Houston Financial Wealth Management LLC. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate that serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services, using both affiliated and unaffiliated investment products and a mix of discretionary and non-discretionary account management.

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 at Voya Financial Advisors, Inc. in Houston, TX, with 11 years of industry experience. She holds the Series 66 credential and 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 tax assistance center. Voya Financial Advisors, Inc. is an enterprise-scale firm that provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment management solutions.

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 Carson Wealth in Houston, TX, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at Wealth Standard Financial, LPL Financial, Cetera Investment Services, Regions Bank, Citigroup Global Markets, Merrill, Banc of America Investment Services, and Waddell & Reed. Outside of advising, he owns and operates an apparel business called Unlike Regular People. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical analyses.

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.

John Bruno is a financial advisor with J. W. Cole Advisors, Inc. holding Series 63 and Series 65 credentials and 29 years of industry experience. He has previously worked at firms including Merrill, Stanford Group Company, Sanders Morris LLC, and Global Financial Services L.L.C. He is also involved with Level Four Advisory Services, LLC as an Investment Advisor Representative and business unit leader. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm uses a combination of fundamental and technical analysis, model or manager-based strategies, and digital advice platforms in managing client solutions.

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 with \u0026Partners and holds a Series 66 designation. She has 18 years of industry experience, including eight years at Wells Fargo Clearing prior to joining \u0026Partners. Outside of her advisory role, she works occasionally as a food delivery contractor and provides dog walking and boarding services. \u0026Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA consulting through both discretionary and non-discretionary approaches, utilizing a combination of fundamental, technical, and quantitative analyses.

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 at Valic Financial Advisors with Series 63 and Series 66 registrations and two years of industry experience. Prior to joining Valic, he worked at Amazon and several other organizations, including the University of Houston Clear Lake and Emerson Automation Solutions. He is also appointed as an agent to sell non-securities insurance products for Agia. 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 network of advisors, utilizing discretionary unified managed accounts and third-party model managers on the Envestnet platform.

Daniel Stahlie is a financial advisor at Oppenheimer with 28 years of industry experience. He has been with Oppenheimer since 2006 and previously worked at Merrill from 2004 to 2005. Stahlie holds the Series 66 designation. Outside his advisory role, he serves as a trustee for a private family trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services that include equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

David Lancaster is a financial advisor at Steward Partners Investment Advisory, LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Steward Partners in 2025, he worked for Raymond James Financial Services Advisors Inc. and Lancaster Wealth Management for ten years. Lancaster is also a partner at Lancaster Wealth Management, an independent support company. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services.