Azar Azarpour is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. He has 21 years of industry experience and has been with Transamerica since 2012. Azarpour is also involved in marketing strategies for Sriya AI through SRIYA DXL LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm employs model portfolios and third-party managers to implement advisory services and operates an integrated retirement plan ecosystem with affiliated entities.

David Hill is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. His background includes roles at Fisher Investments, Raymond James Financial, and LPL Financial. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, implementing diversified, risk-class based allocations through a blend of passive and active strategies overseen by an internal Investment Committee.

Emely Benitez is a financial advisor at VALIC Financial Advisors with two years of industry experience. She holds a Series 66 designation and has worked with VALIC Financial Advisors since 2023. In addition to her advisory role, she is 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, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of investment advisors.

Samuel Nelson Archer is a ChFC® credentialed financial advisor with 31 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has held roles at multiple firms including Southeast Financial Services and Crisp Advisory. Archer is involved in several outside activities, including operating a website that provides disability insurance information for physicians and managing associations that offer financial information to medical and legal professionals. Ameritas Advisory Services, LLC delivers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Alexa Tejeda is a financial advisor with Voya Financial Advisors, Inc. She holds a Series 66 designation and has two years of industry experience. Alexa has held positions at Voya since 2020 and currently serves as Client Relations Manager at Houston Financial Wealth Management LLC. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm provides a variety of financial planning and portfolio management services, emphasizing recommendation-based advice primarily through non-discretionary arrangements.

Raymond Vitek Jr. is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and Series 63 license. He has 43 years of industry experience, having worked at firms including NY Life Insurance Company and Nylife Securities Inc. Outside of finance, he owns agricultural land in Texas that he leases for cattle grazing. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a range of program types, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Jennifer Kim is a financial advisor with Voya Financial Advisors, Inc. in Houston, TX, holding a Series 66 designation and 11 years of industry experience. She has been with Voya Financial Advisors since 2015. Outside of her advisory role, she is involved as an independent insurance agent and assists with tax preparation through a local tax assistance center. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, corporations, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting services, delivering advice primarily through non-discretionary programs and a combination of advisory and broker-dealer channels.

Erin Donnelly is a financial advisor at VALIC Financial Advisors with 25 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining VALIC Financial Advisors in 2025, she worked at Merrill for six years and Nuveen Investments for four years, and also held a position at New York University. 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, utilizing Envestnet-developed UMA models and operating with approximately $26.4 billion in discretionary assets.

Carlos Mejia is a financial advisor at Hightower Advisors with eight years of industry experience. He holds the CFP® designation as well as Series 65 and Series 66 licenses. His prior roles include positions at Crestmont Private Wealth LLC, UBS Financial Services, FCA Corp, NextGenVest, and the University of Houston. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Nicholas Zdeblick is a CFA® charterholder with 14 years of industry experience. He has been with Fayez Sarofim & Co. since 2006. The firm provides discretionary investment management to institutional and individual clients, including pension plans, endowments, foundations, and registered investment companies. Fayez Sarofim & Co. employs a bottom-up research process focused on high-quality, large-cap companies and offers a range of equity and fixed-income strategies while generally avoiding derivatives, leverage, and market timing.

Paul Boudwin is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior work includes roles at Wealth Standard Financial, LPL Financial, Cetera Investment Services, and Regions Bank. Outside of advising, he is the owner and CEO of an apparel business, Unlike Regular People. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios guided by an in-house Investment Committee and combines fundamental and technical analysis, third-party sub-advisors, and customization tools.

Todd Hanslik is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2019. Prior to this, he spent 15 years at Patriot Wealth Management, Inc. He is the sole managing member of QUE SERA ENTERPRISES, LLC, an investment-related business. Mariner Wealth Advisors serves a diverse client base including individuals, institutions, and charitable organizations, offering comprehensive investment management, financial planning, and coordinated tax and family office services. The firm combines in-house research with third-party managers to provide customized portfolios and robust operational solutions such as tax integration and financial wellness programs.

Christopher Bearden is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and nine years of industry experience. His prior work history includes roles at Bank of America, Merrill, and AGIA. Outside of his advisory work, he is also an agent involved with non-securities insurance products. 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 using Envestnet’s platform, operating at scale with over 1,200 advisors managing approximately $29.2 billion.

Steven Chambers is a financial advisor at Creative Planning with six years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Creative Planning, he worked at Willis Johnson & Associates, Nrg, Direct Energy, Infinite Solutions, Ronald Blue Trust, Ronald Blue & Company, and Mercer Global Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Corinne Mc Nair is a financial advisor with First Command Advisory Services in Houston, TX, holding a Series 66 designation and nine years of industry experience. She has been with various First Command entities since 2016 and previously worked as an advisor at Jim McNair from 2015 to 2017. Outside of her advisory role, she manages rental properties with minimal time commitment. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and a range of wrap-fee asset management programs using model portfolios and third-party managers selected by an internal Investment Management Team.

Amanda Hales is a financial advisor at &Partners with 18 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she works occasionally as a delivery contractor for Uber Eats and provides dog walking and boarding services. &Partners serves individual and institutional clients across a broad spectrum, including high-net-worth individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a range of investment advisory and brokerage services, employing a mix of proprietary and third-party investment strategies and operates both as a registered investment adviser and broker-dealer.

Warren Caguioa 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. His prior work includes a decade with the Houston Texans and a current role with Agia involving non-securities insurance products. Valic Financial Advisors 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, utilizing Envestnet-developed UMA models to construct client portfolios.

Jared Kahler is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses with six years of industry experience. He has been with Valic Financial Advisors since 2020 and previously worked at Cadius Partners Limited from 2015 to 2018. Valic Financial Advisors 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, utilizing Envestnet-developed UMA models for portfolio construction and management.

Joshua Smith is a financial advisor at Hightower Advisors in Houston, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at GeoWealth, First Ascent Asset Management, and DeRoy & Devereaux Private Investment Counsel. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Francis Burrell is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 66 and Series 63 licenses and having two years of industry experience. Prior to joining Valic Financial Advisors, he worked at Amazon and several other organizations. He is also appointed as an agent to sell non-securities insurance products for Agia. 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, utilizing discretionary unified managed accounts and overlay services through a large network of advisors.