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 at Valic Financial Advisors with 12 years of industry experience. He holds Series 65 and Series 63 designations and has been with the firm since 2014. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm manages approximately $29.2 billion and supports nearly 300,000 clients through a network of over 1,200 advisors, offering wrap programs, portfolio management, and financial planning services with a focus on discretionary unified managed accounts.

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 at Guardian Life with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northwestern Mutual and Citadel LLC prior to his current roles at Guardian Life and Park Avenue Securities. Outside of his advisory duties, he is involved with Ash Brokerage, where he sells life insurance and annuities. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, institutional clients, and charitable organizations with brokerage services, financial planning, retirement consulting, and investment advisory programs that include both proprietary and third-party models.

Stewart Jacobson is a CFP® professional with 41 years of experience, currently affiliated with Lincoln Investment in Sugar Land, TX. He has held positions at First Colony Municipal Utility District and PMP Research and manages Dearborn & Creggs Insurance Agency, Inc. He serves on the Sugar Land City Council and is a board member of the ARC of Fort Bend County, a nonprofit supporting individuals with intellectual and developmental disabilities. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisory programs utilizing both strategic and dynamic investment approaches.

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 Series 65 credentialed financial advisor with seven years of industry experience. He is currently with Hightower Advisors, where he has worked since 2022. Prior to joining Hightower, he held positions at South Fork Wealth Management LLC, 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. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with an emphasis on manager selection and multi-manager solutions using both affiliated and third-party managers.

Kayla Dillon is a financial advisor at Commonwealth Financial Network with four years of industry experience. She holds a Series 66 designation and has worked at Commonwealth since 2020. Prior to her advisory career, she was involved in the hospitality industry at Patrick's Pub & Eatery and attended the University of New Hampshire. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform with managed-account programs, access to third-party asset managers, and custody services, managing roughly $212.7 billion in client assets.

Rachel Delgado is a financial advisor with Valic Financial Advisors in Houston, TX. She holds a Series 66 designation and has two years of industry experience. Prior to her current role, she was 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 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, utilizing Envestnet-developed models for portfolio construction and management.

Kennah Parham is a CFP®, ChFC®, and Series 66-licensed advisor with 10 years of industry experience. She is currently with Private Advisor Group, LLC and previously worked at Innovative Wealth Building LLC and Prudential Financial. Outside of financial advising, she is the founder and CEO of NourishHer Health, a nonprofit organization. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm offers access to multiple advisory programs and third-party asset managers, utilizing various analytical approaches and trading strategies.

Christopher Richey is a financial advisor with Principal Financial Services based in Houston, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Union Financial Inc and Union Financial of Texas. Outside of his advisory work, he is an ordained minister who officiates weddings and funerals. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under advisory and promoter arrangements.

Josue Cruz is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. His work history includes positions at Agia, VALIC Financial Advisors, Justin Thomas State Farm, and The UPS Store. Outside of his advisory role, he is also an agent for non-securities insurance products with Agia. 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, utilizing Envestnet-developed UMA models to construct client portfolios.

Miguel Palacios Jr Jr. is a financial advisor with Fifth Third Securities, Inc. in Houston, TX, holding Series 63 and Series 66 licenses with eight years of industry experience. His prior roles include positions at Frost Brokerage Services, PNC Investments, Wells Fargo, J.P. Morgan, and Bank of America / Merrill Lynch. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple program types on its Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to mutual fund, ETF, separately managed accounts, and direct indexing strategies.

Scott Bishop is a financial advisor at Hightower Advisors with 30 years of industry experience. He holds the CFP®, PFS™, and Series 63 designations. Prior to joining Hightower in 2023, he worked for STA Wealth Management, LLC from 2014 to 2023. Outside of his advisory role, he manages Vandelay Financial Group, LLC, a holding company related to advisory and insurance revenue and expenses. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager investment solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Jennifer Allison is an advisor at Fifth Third Securities, Inc. based in Houston, TX, holding a Series 66 designation with one year of industry experience. Her prior experience includes roles at Comerica Bank, Ameriprise, Comerica Securities Inc., and IMG Financial Group Inc. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, combining advisor-directed models, SMA strategies, tax-overlay services, and direct-indexing options.

Joanna Fetter is a financial advisor at Corient with 12 years of industry experience. She holds a Series 66 designation and has worked at Corient and affiliated entities since 2023, following nine years with Avalon Investment & Advisory and Avalon Wealth Management. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm utilizes a goals-based, team investment approach that integrates in-house strategies with third-party managers, employing risk management tools and stress testing to align portfolios with client objectives.

Cy Cattan is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds a Series 66 designation and previously spent 10 years with Streettalk Advisors, LLC dba STA Wealth Management. Outside of advising, he owns Arenosa Creek Ranch, a hunting preserve where he occasionally takes guests hunting. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers a variety of portfolio construction options including mutual funds, ETFs, and alternative investments.