David Barnes is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has worked at Valic Financial Advisors since 2009 and has been associated with Agia since 2022, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, along with 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.

Alan Brubaker is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with VOYA since 2014. Outside of advising, he operates as an independent insurance agent specializing in fixed insurance products and is also a notary public. VOYA Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and advisory services through both discretionary and recommendation-based program structures.

Yonghui Huang is a CFP® credentialed financial advisor with 10 years of industry experience. He is currently with Corient in Houston, TX, where he has worked since 2023. His prior experience includes roles at Purshe Kaplan Sterling Investments and Stavis & Cohen Private Wealth. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and specialized alternative investment platforms.

Donald Zabak is a financial advisor with Valic Financial Advisors based in Houston, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Valic Financial Advisors since 1999 and is also associated with Agia, where he operates as an agent for non-securities insurance products. Valic Financial Advisors primarily serves 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, utilizing centralized technology and model solutions to manage assets for a large client base.

Rexsor Gonzalez is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at J.P. Morgan Chase, Merrill, and Bank of America. Outside of advising, he serves on the board of directors for a nonprofit focused on preventing violence against women. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Marlon Zavala is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Mariner Independent Advisor Network, Teamwork Financial Advisors, and LPL Financial. Zavala is a managing partner of Ascend Integrated Wealth, an investment advisory business based in Houston. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various managed account programs, utilizing a fiduciary-based advisory model with both proprietary and third-party investment solutions.

William Mc Nutt III is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Houston, TX. He has worked at Mercer Global Advisors and its affiliated entities since 2018 and previously held roles at Global Financial Private Capital, LLC, GF Investment Services, LLC, Outlook Wealth Advisors, LLC, and Edward Jones. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm uses a Modern Portfolio Theory-based approach with diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and offers additional services including retirement plan consulting, charitable advisory, and family office support.

Oguguomakwa Okolie is a financial advisor with Eagle Strategies (NY Life) in Sugar Land, TX, holding Series 63 and Series 65 licenses and having five years of industry experience. He has worked with several firms including New York Life Insurance Company and Nylife Securities LLC before operating under Linea Wealth Group, LLC D/B/A Linea, where he brokers non-registered insurance products. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm focuses on tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

James Trippon is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he led Trippon Wealth Management Group, LLC for 21 years and has operated a CPA firm, JM Trippon & Co., P.C., since 1990. Additionally, he manages several business interests including a publishing company and oil well investments. 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 employs a diversified, risk-class based investment process that blends passive and active management with oversight from an internal Investment Committee.

Lori Bennett is a financial advisor at Oppenheimer with 36 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Oppenheimer since 2015. The firm serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a range of advisory and brokerage services. Oppenheimer offers programs including asset management, consulting, and retirement services, using both discretionary and non-discretionary approaches across various portfolio types.

Adam Frinsco is a CFP® with 15 years of experience in financial advisory services, currently with Mercer Global Advisors Inc. in Houston, TX. His prior experience includes nine years at The Advocates. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, businesses, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with diversified, risk-appropriate portfolios and offers a range of implementation options along with financial planning, retirement plan consulting, tax planning, and estate coordination.

Michael Ferraro is a financial advisor at Valic Financial Advisors with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Sanford C. Bernstein & Co., Envestnet, and BlackRock. 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 advisors.

Jon Urruzuno is a financial advisor at Oppenheimer with 12 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for nine years before joining Oppenheimer in 2022. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with an emphasis on both discretionary and non-discretionary management.

Charles Luke is a financial advisor with RBC Rochdale, LLC in Houston, TX, holding the CFA® designation along with Series 66 and Series 63 licenses. He has 15 years of industry experience, including eight years at City National Rochdale and eight years at Avalon Advisors LLC. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations. The firm uses an active, multi-strategy investment approach that combines quantitative screening and fundamental analysis, implementing portfolios across various asset classes with tools such as proprietary asset-allocation models and Monte Carlo simulations.

Raya Kulkarni is a CFP® and Series 66-licensed financial advisor with 21 years of industry experience. She is currently with Creative Planning and has prior experience at TIAA-CREF and Sunbelt Securities, Inc. Kulkarni is also president of POINT FRONTIER, LLC, a business consulting firm focused on operations efficiency and business planning. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and offers a range of supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

Jennifer Frazier is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She previously worked at Frontier Investment Management Co from 2015 to 2020. Hightower Advisors serves a diverse client base including individual and institutional investors such as pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of advisory services with an emphasis on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and varied investment vehicles.

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.