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.

Moses Lacour Jr. is a financial advisor with Money Concepts Capital Corp in Houston, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Money Concepts Capital Corp since 2011. Outside of his advisory role, he is an officer at LaCour Financial Services, Inc., a tax preparation and accounting business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs using model portfolios, IAR-designed portfolios, and third-party sub-advisers, combining fundamental and technical analysis with modern portfolio theory.

Carlos Tijerina Jr Jr. is a financial advisor at Fifth Third Securities, Inc. based in Houston, TX, with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Frost Brokerage Services, PNC Investments LLC, BBVA Wealth Solutions, and Wells Fargo Bank. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform and provides access to third-party portfolio managers, advisor-directed models, and tax-related investment strategies.

Charles Bracht is a ChFC® credentialed financial advisor with over 54 years of industry experience. He is currently with Kestra Advisory Services, LLC and NFP Wealth Management, having also held roles at USI Consulting Group and NFP Executive Benefits. Bracht serves as president of both the Delacroix Building Condominium Association and the Bracht-Verlander Family Foundation, reflecting his involvement in community and charitable organizations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves notable clients including sovereign wealth funds.

Lon Hao is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and has four years of industry experience. Prior to joining Transamerica, he was affiliated with World Financial Group and has worked at Chevron as an application engineer since 2005. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios, fee-based wrap programs, and commission-based products.

Tyler Olson is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Trippon Wealth Management, BB&T, and Envision Wealth Planning. In addition to his advisory work, Olson is 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 that combines passive and active management overseen by an internal Investment Committee.

Robert Harris is a CFP® with 30 years of experience in the financial services industry. He is currently with Hightower Advisors and has previously worked at STA Wealth Management and UBS Financial Services. Outside of advising, he owns and manages a lake home rental business. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutions, using a multi-manager investment approach that incorporates affiliated and third-party managers across various asset types.

Emerson Plauche III is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Mechanics Bank Auto Finance, Wells Fargo Auto, and Capital One Auto Finance. In addition to his advisory role, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves U.S.-domiciled individual investors, including 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 providing various overlay options for portfolio management.

Mary Chiang is a financial advisor with Eagle Strategies (NY Life), holding the CFP® and ChFC® designations and over 38 years of industry experience. She has been with Eagle Strategies since 2009 and maintains a role as a member of CMCD LLC, a tax and accounting services firm. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and manages a substantial portion of assets on a non-discretionary basis.

Sandra Montoya is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Houston, TX, and has four years of industry experience. Prior to joining Valic, she worked at Pipeline Machinery International and has held roles in education and catering. Outside of her advisory role, she assists with marketing and client correspondence for a seafood catering business. 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Izuka Nwuli is a financial advisor with VALIC Financial Advisors in Houston, TX, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. Nwuli has been with VALIC Financial Advisors since 2014. VALIC Financial Advisors, Inc. 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 and utilizes discretionary unified managed accounts with third-party model managers and overlay options.

Waseem Ansari is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has been with Valic Financial Advisors since 2015. 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, using Envestnet-developed UMA models and supporting optional tax and impact overlay services.

Jackson Gore is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Sanctuary Securities, Inc. from 2025 to present. Prior to entering the financial industry, he spent eight years in education at Woodville Middle and High Schools and Stephen F. Austin State University. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent adviser representatives who employ a variety of investment strategies and offers portfolio management, retirement plan consulting, and access to both onshore and offshore managed account solutions.

Long Duong is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been affiliated with NYLIFE Securities LLC since 2017 and with New York Life Insurance Company since 2014. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the vast majority of its regulatory assets on a non-discretionary basis.

Dana Weinstein is a financial advisor with Mariner Wealth Advisors in Houston, TX, holding a Series 63 designation and 22 years of industry experience. He worked at Patriot Wealth Management for 15 years before joining Mariner in 2019. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party manager allocations and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Lester Inniss is a financial advisor with Guardian Life based in Houston, TX, holding Series 63 and Series 65 licenses with seven years of industry experience. His career includes roles at Guardian Life, Park Avenue Securities, and Northwestern Mutual. He has also engaged in insurance sales through Ash Brokerage. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and nonprofit organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms, with a focus on tailored client relationships and access to insurance products and alternative investments.

Lauren Jones is a financial advisor at VALIC Financial Advisors, Inc. with two years of industry experience. She holds a Series 66 designation and has worked at VALIC Financial Advisors since 2023. Prior to that, she held roles at Refined Technologies Inc., Pure Inc Energy Services, and Kids R Kids. VALIC Financial Advisors, Inc. is an SEC-registered adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm manages roughly $29.2 billion through more than 1,200 advisors, utilizing centralized technology and model solutions across multiple wrap programs and unified managed accounts.

David Evans is a financial advisor with J.W. Cole Advisors, Inc. in Sugarland, TX, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been with J.W. Cole Advisors since 2009 and also operates David A Evans & Associates, focusing on tax services. Additionally, he serves as co-trustee of a family trust. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

William Britt is a financial advisor at Hightower Advisors in Houston, TX, holding a Series 65 designation with seven years of industry experience. His career includes positions at South Fork Wealth Management, Fortiter Wealth Management, Eagle Global Advisors, and Jackson Hill Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, using a multi-manager approach that combines proprietary research and access to affiliated and third-party managers. The firm serves pension plans, charitable organizations, corporations, trusts, pooled investment vehicles, and financial institutions with services including portfolio management, financial planning, and retirement plan consulting.