Danielle Sandoval is a CFP® and holds a Series 66 license with nine years of industry experience. She currently works at Creative Planning and has previously been associated with Hope City Live, Inc. She hosts the Kingdom Compounding Podcast, which discusses biblical principles. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutions. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Andrew Wood is a financial advisor with Valic Financial Advisors in Houston, TX, holding the Series 66 designation and having 10 years of industry experience. His prior firms include Axa Advisors and AGIA, where he is also involved in selling non-securities insurance products. Valic Financial Advisors is an SEC-registered adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning through a large advisor network, employing discretionary unified managed accounts with tax-aware and ESG overlay options.

Steve Mangold is a financial advisor at PNC Wealth Management with 28 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Tectonic Capital Advisors, Sanders Morris Harris, and Next Financial Group. PNC Wealth Management offers retail brokerage and advisory services featuring model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessments and discretionary management through mutual funds and ETFs.

Angelina Siller is a financial advisor at Citigroup Global Markets with 14 years of industry experience, holding Series 63 and Series 65 licenses. She worked at UBS Financial Services Inc. from 2011 to 2018 before joining Citigroup in 2018. Outside of her advisory role, she serves as the executor for an estate, managing fiduciary and probate responsibilities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and oversight committees.

Bryant Tzul is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and previously worked in various roles including at Parawest Management and Luminate Financial. In addition to his advisory work, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed accounts through a large network of advisors. The firm manages substantial assets and utilizes centralized technology and model solutions as part of its investment approach.

Brian Joiner is a financial advisor with Hightower Advisors based in Houston, TX. He holds a Series 66 designation and has 13 years of industry experience. His career includes roles at Salient Partners, L.P. and its affiliated entities, as well as Hightower Securities LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment products.

Heather Holland is a financial advisor with Guardian Life and holds Series 65 and Series 66 licenses. She has one year of industry experience and has previously worked at United Planners via Trilogy Wealth Management. Outside of advisory services, she is involved in tax preparation through Holland & Co Financial LLC. Heather works with Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serving individuals, pensions, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, and advisory programs, including model portfolios and digital solutions.

Travis Rhoad is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, having previously worked at Trippon Wealth Management Group LLC for 13 years. Outside of his advisory role, he is also licensed to sell life and health insurance. 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 manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, overseen by an internal Investment Committee.

Brandon Cisneros is a financial advisor with Voya Financial Advisors, Inc. in Houston, TX, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at First Command Advisory Services and J.P. Morgan Chase & Co. He is also the owner of Mine Mind LLC, where he creates content for marketing purposes on YouTube. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of advisory services through multiple program structures, often providing non-discretionary recommendations and maintaining both SEC-registered investment adviser and broker-dealer registrations.

William Hanf is a financial advisor at Osaic Advisory Services, LLC with 25 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 21 years before joining Osaic in 2024. Hanf serves on the board of Central Texas Artisans, a nonprofit community art organization. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers investment management, financial planning, retirement plan consulting, and related services through multiple advisory program models, utilizing both proprietary and third-party platforms.

Donovan Mcgowen is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at Valic Financial Advisors since 2016 and has also been associated with Agia since 2022. Outside of his advisory role, he works as a delivery driver for Shipt. Valic Financial Advisors serves primarily 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 with integrated tax and ESG overlay options.

Robyn Bruechert is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. Her prior roles include positions at JPMorgan Chase & Co. and Dominion Energy. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research and market roles, distinguishing it from many peers.

Steven Estrin is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 28 years of industry experience. He previously worked at The Financial Advisory Group, Inc. for 27 years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2024. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic allocation across risk classes with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Stanley Robare is a CFP® accredited financial advisor with 17 years of industry experience, currently affiliated with Osaic Advisory Services, LLC. His prior roles include positions at Triad Hybrid Solutions and Triad Advisors, Inc., where he worked for over a decade. He also operates The Robare Group, an investment-related business focused on asset allocation, manager research, and client reviews. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement consulting, and related services through multiple program models, utilizing a mix of proprietary guidance and third-party platforms.

James Vance 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. He has worked at Valic Financial Advisors since 2018 and has been an agent at 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, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, using Envestnet-developed UMA models to construct client portfolios.

Justin Williams is a financial advisor with Eagle Strategies (New York Life) based in Houston, TX. He holds the ChFC® designation and has five years of industry experience. Prior to his current role, he worked at Bayou Capital Strategies LLC and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2020. Additionally, he is appointed as an insurance broker for outside carriers, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and offers multiple advisory program types within an integrated New York Life structure.

Ian Glenn is a financial advisor at Allworth Financial, L.P. based in Houston, TX, holding a Series 65 designation with two years of industry experience. His prior work includes roles at EY and Diamond Hill Capital Management. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using model strategies and third-party sub-advisers, providing both discretionary and non-discretionary asset management along with comprehensive financial planning and specialized consulting services.

Dawson Moreno is a CFP® and holds a Series 66 designation with four years of industry experience. He is currently with Truist Advisory Services and has prior work history at The Mather Group and Zest Atlanta Catering, among other roles. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate 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.

Estephania Vazquez Ramirez is a financial advisor with Valic Financial Advisors, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Valic, she worked with Universal Processing and World Financial Group and has experience in the restaurant industry. She is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm utilizes discretionary unified managed accounts with Envestnet’s platform and offers tax-aware and ESG overlay services, operating at scale with over 1,200 advisors managing approximately $29.2 billion in client assets.

Dereik Smith is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63, 65, and 66 designations and bringing 20 years of industry experience. His prior roles include positions at Scottrade/TD Ameritrade and Greater Houston Partnership. He is also involved with Prevail Athletic Training, where he has been active for nine years. 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 a range of investment advisory and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology solutions.