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.

Donna Guerrero is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm offers a variety of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and investment vehicles such as mutual funds, ETFs, and fixed-income and equity strategies.

Rachel Elliott is a financial advisor at IEQ Capital, LLC in Houston, TX, with three years of industry experience. She holds the Series 66 designation and has previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and nonprofit organizations. The firm’s investment process involves centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party managers, and private alternatives.

Robert Williams is a financial advisor with Valic Financial Advisors in Houston, TX. He holds a Series 66 designation and has been in the industry since 2025. Prior to joining Valic Financial Advisors, he worked at Agia and has experience in non-securities insurance products as an appointed agent. 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, consulting, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Maribelda Dhaliwal is a financial advisor with Citigroup Global Markets in Houston, TX, holding Series 63 and Series 66 credentials and 17 years of industry experience. Her career includes roles at J.P. Morgan Securities and JP Morgan Chase Bank NA, as well as founding Dhaliwal Concepts. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services with a focus on multi-asset, multi-manager strategies supported by internal oversight and research.

Kathy Rosado is a financial advisor at VALIC Financial Advisors in Houston, TX, holding a Series 66 designation with 29 years of industry experience. She has worked with VALIC Financial Advisors since 2006 and has concurrent experience with Woodbury Financial Services, Sagepoint Financial, Royal Alliance Associates, and FSC Securities Corporation since 2014. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with National Financial Services as the clearing custodian.

Michael Alexander is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at Blackrock Investments, Inc. for 19 years before joining Sanctuary Advisors and Sanctuary Securities in 2022. Based in Houston, TX, he has been with his current firms for four years. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a range of investment approaches through a network of more than 400 independent adviser representatives and offers portfolio management, retirement plan consulting, and financial planning services with a fiduciary duty under written agreements.

Michael Branda is a CFP® and ChFC® with over 32 years of experience in the financial services industry. He has been with Equity Services, Inc. since 1993 and has worked with National Life of Vermont since 1989. Outside of his advisory role, he volunteers with the University of St. Thomas as part of its development and planned giving committee and serves on the board of his local homeowners association. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms that combine long-term strategies with options for shorter-term trading and utilizes both discretionary and non-discretionary management approaches.

Perry Huang is a financial advisor at Truist Advisory Services with five years of industry experience. He holds a Series 66 designation and has previously worked at First Republic Investment Management, UBS Financial Services, and other firms. Outside of finance, he has experience in optometry and has spent time involved in extended travel. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a range of third-party platform arrangements.

Samuel Gagne is a financial advisor at Hightower Advisors with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various roles at Fidelity and Granite Harbor Advisors before joining Hightower Advisors in 2026. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, as well as proprietary research and various investment strategies.