Abraham Barrera is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, and COMPASS Bank prior to joining Wealth Enhancement Advisory Services in 2020. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting through a network of advisors, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Rebecca Wesley is a Series 66-licensed financial advisor with 20 years of industry experience, currently with Valic Financial Advisors. Her prior roles include positions at LPL Financial, Fidelity Investments, and Invesco Advisers, Inc. Outside of financial advising, she works as a licensed realtor, assisting clients with buying, selling, and leasing homes. Valic Financial Advisors primarily serves U.S. 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.

Dana Narcisse is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Hornor, Townsend & Kent in 2022, Narcisse held roles at The Penn Mutual Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, Pruco Securities LLC, and The Prudential Insurance Company of America. Outside of advising, Narcisse serves on the board of directors for the Houston Cardiac Association and holds positions in medical services as a C.T. technologist. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside a platform that includes third-party asset manager relationships and both discretionary and non-discretionary account options.

Ruben Garcia is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner, he worked at Storehouse Financial LLC and Interstate Truck Center. Outside of advising, he is involved in eCommerce through eBay and serves as a baseball coach at the Parker County Baseball Academy. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm uses discretionary, customized portfolios supported by an internal investment team and third-party managers, with notable integration of tax and accounting services alongside traditional portfolio management.

John Goott is a CFP® with 24 years of industry experience and is currently affiliated with Cerity Partners LLC. He previously worked for Investec Wealth Strategies for 21 years and serves as President of Investec Asset Management Group, a non-investment-related business involved in fixed insurance products. Cerity Partners provides customized wealth management and related services to a national client base, including individuals, families, trusts, business entities, and institutional investors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative and private-market investments, using proprietary quantitative screens alongside third-party managers and individual securities.

Christopher Perego is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. His prior roles include positions at Avondale Wealth Management LLC, Crestmont Private Wealth LLC, and Grinding Technology, LLC. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, employing both affiliated and third-party managers along with proprietary research and custom portfolio construction techniques.

Henry Kettler is a CFP® professional with 4 years of industry experience, currently affiliated with Osaic Advisory Services, LLC. His prior experience includes roles at Triad Advisors and Integrated Financial. He also assists financial advisors as an advisory associate at Robare & Jones Wealth Management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and access to alternative investments through various advisory programs.

Thomas Archer is a financial advisor with TLG Advisors, Inc. in Houston, TX, holding the ChFC® designation and Series 63 and 66 licenses. He has 44 years of industry experience, including roles at The Leaders Group Inc, CONCOURSE FINANCIAL GROUP SECURITIES INC, and VOYA Financial Advisors. Outside of his advisory work, Archer is CEO of Archer Insurance Tech and serves as first vice president of Elite Insurance Agency Inc. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through a combination of investment supervisory, portfolio management, and ERISA fiduciary services, employing fundamental analysis and Modern Portfolio Theory in its portfolio construction.

Weslie Hollas is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Valic Financial Advisors since 2010 and also has a role with Agia starting in 2022. Outside of his advisory work, he co-owns and operates Middle School Matchup Houston, a youth baseball tournament organization. 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, using Envestnet-developed UMA models to construct client portfolios.

Malcolm Ruben is a financial advisor with Principal Financial Services in Houston, TX, holding Series 63 and Series 66 licenses and having one year of industry experience. Prior to joining Principal, he worked in various roles including construction, real estate, hospitality, and education. Outside of his advisory work, he is an Uber driver and operates an Airbnb hosting business through Ruben Realty LLC. Principal Financial Services offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm provides financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Melani Faulkner is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. She has four years of industry experience and previously spent a decade in full-time education. Faulkner is also involved with Ash Brokerage in an insurance-related role. Park Avenue Securities LLC, the firm where she practices, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

Michael Levy is a CFP® with more than 31 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory since 2016. He is also the president of TLC Wealth Management, Inc., where he has been involved in insurance product placement since 1997. Levy holds a Series 63 designation and is a member of the Board of Trustees for the Jewish Federation of Greater Houston. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets with specialized solutions for large institutional clients.

Allison Lyons is a CFP® professional with 22 years of industry experience, currently serving at Corient. She has held roles at several firms, including Purshe Kaplan Sterling Investments, FSC Securities Corporation, and Stavis & Cohen Private Wealth. Corient provides investment advisory and financial planning services to a broad client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party solutions and specialized offerings through affiliates.

Henry Lartigue III is a CFA® charterholder with 23 years of experience in the financial industry. He currently works at Corient, where he has been since 2023, following a 21-year tenure at Avalon Advisors, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, 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 combines in-house strategies with third-party managers and incorporates risk management tools and alternative investments when appropriate.

Sarahbeth Pipkin is a Certified Financial Planner (CFP®) with 18 years of industry experience. She currently works at Hightower Advisors and previously held roles at STA Wealth Management, LLC, and UBS Financial Services. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, supported by proprietary research and a range of portfolio management options.

Ishan Brew is a financial advisor with Steward Partners Investment Advisory, LLC in Houston, TX, holding Series 63 and Series 65 licenses and having eight years of industry experience. Prior to joining Steward Partners in 2025, he worked at The Vanguard Group for seven years and TD Bank for two years. Outside of finance, he owns Beautifully Rooted LLC, a business that creates hair and skin care products. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management solutions.

David Tran is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Valic Financial Advisors and Agia in 2025, he spent 20 years with Flowers Baking Company of Houston. 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 discretionary unified managed accounts through a large network of investment advisor representatives.

Luz Velasquez is a financial advisor at PNC Wealth Management with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill and J.P. Morgan Private Bank. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only online portfolio strategy offering for employees that uses algorithmic risk assessment and invests primarily in mutual funds and ETFs with annual rebalancing.

Oscar Gutierrez is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has prior experience with Wfg dating back to 2001. Additionally, Gutierrez operates a separate business as a certified trainer specializing in personal leadership. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, managing approximately $1.7 billion in regulatory assets under management.

Robert Massa is a financial advisor at Prime Capital Financial with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Massa has worked at Prime Capital Investment Advisors since 2017 and previously spent seven years at Ascende Wealth Advisers and Employee Benefit Solutions. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through asset management, financial planning, qualified retirement plan services, and third-party manager selection. The firm employs a variety of investment strategies and offers family office services, tax advisory through an affiliated subsidiary, and consolidated reporting for complex financial holdings.