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 financial advisor with Private Advisor Group, LLC in Houston, TX, holding CFP®, ChFC®, and Series 66 credentials and bringing 10 years of industry experience. Prior to joining Private Advisor Group in 2026, Parham worked at Innovative Wealth Building LLC and Prudential Financial. Parham is the founder and CEO of NourishHer Health, a nonprofit organization. Private Advisor Group serves a range of clients including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and integrates various investment strategies and third-party managers supported by technology platforms.

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.

Jacob Merrifield is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and based in Houston, TX. He has one year of industry experience, including prior roles at Trippon & Co CPA Firm, Sloane Financial Planning, and UBS. 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 with a diversified investment approach that combines passive and active management overseen by an internal Investment Committee.

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 with Hightower Advisors, holding a Series 66 credential and 24 years of industry experience. His prior roles include positions at Streettalk Advisors, Llc Dba Sta Wealth Management, SFS Interests, Inc., LPL Financial, and Osaic FA, Inc. Outside of his advisory work, he owns Arenosa Creek Ranch, a hunting preserve where he hosts guests. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients. The firm emphasizes multi-manager solutions and utilizes both affiliated and third-party managers, offering access to a broad range of investment vehicles and specialized portfolio management strategies.

Donna Guerrero is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with Oppenheimer since 2009 and previously worked at Stanford Group Company, Wells Fargo Clearing, and Prudential Equity Group, LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs spanning equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

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 at Citigroup Global Markets with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citi Bank since 2018, following prior roles at J.P. Morgan Securities and JPMorgan Chase Bank NA. She also operated Dhaliwal Concepts for ten years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

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 with Hightower Advisors in Houston, TX, holding Series 63 and Series 66 designations and 11 years of industry experience. His prior roles include positions at Granite Harbor Advisors, Strategic Advisers LLC, and Fidelity, where he held various capacities from 2015 through 2025. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, proprietary research, and customized portfolio construction strategies.

Chris Cookson is a financial advisor with Truist Advisory Services based in Houston, TX, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. His prior roles include positions at BB&T Securities, UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory role, he is a partner at Telos Holdings, a holding company focused on real estate investment deal reviews and acquisition strategy. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Kenneth Fiawoo is a financial advisor at Valic Financial Advisors with 25 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Corebridge Capital Services, Inc. and American General Life Insurance for 11 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 wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.