Blaine Dahl is a financial advisor with Guardian Life in Houston, TX, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Park Avenue Securities and Securian Financial Services Inc. He is also involved with Ash Brokerage, providing insurance products outside of those offered by Guardian. Guardian Life’s subsidiary Park Avenue Securities offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and digital advisory solutions, providing access to insurance products, alternative investments, and integrated lending options.

Pedro Paulo Lourenco is a CFA® charterholder and Series 66 licensee with seven years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2022, following three years at First Quadrant, L.P. He is based in Houston, TX. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration, to deliver its AMC Advantage manager-selection program and other investment solutions.

Elelumhe Garuba Hawthorne is a Series 66-registered financial advisor with 13 years of industry experience. She is currently with Voya Financial Advisors, Inc., having joined in 2025 after roles at Agia and VALIC Financial Advisors, Inc. She also works as an independent insurance agent, selling various life insurance products including whole life, variable life, indexed life, and term life policies. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary investment management through a large network of adviser representatives.

Kunal Vyas is a financial advisor with TIAA-CREF in Houston, TX, holding a Series 66 designation and 11 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm acts as adviser to the TIAA Donor Advised Fund and operates within a vertically integrated group using affiliated funds.

Tiffany Cao Sidoti is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. She has been with VOYA since 2015, following seven years at Valic Financial Advisors. Outside of her advisory work, she is involved as an independent insurance agent. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, managed account programs, and retirement advisory services through a large network of advisors, using both affiliated and unaffiliated investment products.

Dan Sanders is a financial advisor with Independent Financial Group, LLC in Houston, TX, holding a Series 63 designation and 33 years of industry experience. He previously worked at firms including Merrill, Chase Investment Services, UBS Financial Services, and Executive Wealth Management. Sanders also owns Sanders Career Consulting, a business offering job advice and coaching. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management using both firm- and third-party models, combining passive and active strategies across various risk profiles.

Amy Zamikovsky is a Certified Financial Planner (CFP®) with 16 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Transform Wealth, Woodson Wealth Management and Consulting, Oak Harvest Investment Services, Merrill, and Regatta Research & Money Management. She also maintained a law practice through Zamikovsky Law, PLLC from 2021 to 2024. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory services, financial and tax planning, and family office support. The firm uses an investment approach focused on long-term, tax- and fee-sensitive portfolio construction combining active and passive strategies, third-party managers, and private funds.

Daniel Goott is a CFP® professional with 26 years of industry experience, currently serving at Cerity Partners LLC. He has held roles at Investec Asset Management Group since 2003 and worked at Prudential Equity Group from 1999 to 2003. In addition to his advisory work, he serves as Executive Vice President at Investec Asset Management Group, focusing on the sale and monitoring of fixed insurance products. Cerity Partners advises a diverse client base including individuals, families, business entities, charitable institutions, and various institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services with an investment approach based on client-specific profiles, asset allocation, and access to alternative and private market solutions through affiliated businesses.

Bredawn Riley is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 licenses, and has 19 years of industry experience. She has been with VOYA Financial Advisors since 2014 and is also the owner of Riley Financial, an independent insurance agency focused on fixed annuities and life insurance. Additionally, she serves as a board member for the Galveston Municipal Utilities District 32, overseeing water and waste control administration. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement advisory services to a diverse client base. The firm combines in-house and outside strategists with technology-enabled tools to provide both discretionary and non-discretionary investment management through a large network of advisors.

Raul Chavez is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Citigroup in 2023, he worked at JPMorgan Chase Bank and J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, serving both discretionary and non-discretionary client needs.

Erin Patak is a financial advisor at Corient with eight years of industry experience. She holds the CFP® and CFA® designations along with Series 63 and Series 65 licenses. Prior to joining Corient in 2025, she worked at CNR Securities, Mosaic Advisors, Bank of America, Merrill, Goldman Sachs, and GS Trust Company. 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 uses a goals-based, team investment approach that incorporates in-house strategies alongside third-party manager solutions and customized asset allocation.

Jeng Yang Ling is a CFP® professional with 18 years of industry experience, currently affiliated with Transamerica Financial Advisors in Houston, TX. She has held roles at Top One Mortgage LLC since 2014 and United Healthcare since 2012, alongside her work at Transamerica Financial Advisors and Benefit Mall. Outside of advisory services, she is involved in the sale of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, delivering services through a large network of advisors and multiple program platforms. The firm employs model portfolios and third-party managers for investment management and offers integrated retirement plan services alongside affiliated mutual funds and insurance products.

Angele Watson is a financial advisor with Principal Financial Services in Houston, TX, holding a Series 66 license and three years of industry experience. She has worked at Principal Financial and related entities since 2020 and previously at Waste Connections and EY. Outside of her advisory role, she serves as a board member for the Houston East End Chamber Foundation and is involved in her local homeowners association as a member at large. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

David Burke is a financial advisor at Oppenheimer with 50 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2003, following a four-year tenure at CIBC World Markets Corp. Outside of his advisory role, he has involvement in oil and gas exploration through Harris Interest LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services, utilizing both discretionary and non-discretionary management approaches tailored to client objectives.

Gustavo Rueda is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 credential and has worked at Citibank NA since 2018, following earlier roles at Axelon Corporation and Automatic Data Processing. Based in Houston, TX, he serves clients through Citigroup's broad range of wealth management services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm integrates in-house research and operates significant market functions, including swap dealing and futures commission services, supporting tailored solutions for large relationships.

Daniel Deloney is a financial advisor with Valic Financial Advisors and holds a Series 66 designation. He has two years of industry experience, including roles at AGIA and Valic Financial Advisors, and prior positions in education and healthcare. Deloney 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 clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and emphasizes use of technology and model solutions.

Paul Wicks is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at Fidelity Investments and Valic, where he worked for over a decade. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a network of over 1,200 advisors. The firm uses discretionary unified managed accounts with technology and model solutions to support a high client-to-advisor ratio.

Myles Scott is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 credential and 20 years of industry experience. His prior experience includes roles at B. Riley Wealth Advisors, Inc., B. Riley Wealth Management, Inc., and U.S. Capital Advisors LLC. He is also the managing partner of Wealth Empowerment Financial Strategies, an independent financial consulting and advisory firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions.

Reynaldo Martinez Jr. is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials. He has military experience from a 23-year career with the US Army and has been with First Command since 2025. Martinez is also a partner in a vending machine business, managing inventory and servicing on weekends. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select and monitor portfolios and third-party managers.

Daren Antley is a financial advisor with Oppenheimer based in Houston, TX, holding Series 63 and Series 65 credentials and offering 33 years of industry experience. He has worked at Fahnestock & Co. Inc. for 23 years, which operates under the Oppenheimer umbrella. Oppenheimer serves a wide range of clients including individuals, corporations, and charitable organizations, providing investment management, consulting, and retirement services through both discretionary and non-discretionary programs. The firm combines custody of client assets with broker-dealer and advisory operations and manages a substantial portion of assets on a non-discretionary basis.