Fazley Rashid is a CFP® with nine years of industry experience currently affiliated with Allworth Financial, L.P. He has worked at Allworth Financial and AW Securities since 2022 and previously spent six years at Wells Fargo Clearing. Allworth Financial is a fee-based SEC-registered adviser serving individuals, high-net-worth clients, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using a variety of model strategies, discretionary and non-discretionary asset management, and leverages technology to manage held-away employer retirement accounts.

Danielle Lake Nestor is a financial advisor at Valic Financial Advisors with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at AIG Retirement Advisors and Agia. Outside of her advisory role, she is an agent involved in 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 UMA models and maintaining a large client base through a team of over 1,200 advisors.

Robert Cumming is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 26 years of industry experience. He previously worked at Morgan Stanley from 2004 to 2011 before joining Private Advisor Group and LPL Financial in 2011. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while providing access to proprietary and third-party managed account solutions.

David Jesulaitis is a financial advisor at Corient with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Avalon Advisors, LLC and Avalon Wealth Management LLC. Jesulaitis has been with Corient and its related entities since 2023. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers, continuously monitoring portfolios with risk management tools and incorporating alternative investments when appropriate.

Kirsten Williams is a financial advisor with Cerity Partners LLC, holding a Series 65 designation and beginning her industry career in 2026. Prior to joining Cerity Partners, she worked four years at Heb and has experience in both education and the hospitality sector. Cerity Partners provides customized wealth management services to a wide range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection processes, combining proprietary quantitative screens with third-party managers and individual securities.

Joanne Nguyen is a financial advisor at Prime Capital Financial with 14 years of industry experience. She holds the Series 65 and Series 63 licenses and has previously worked at Goldman Sachs and Cetera Advisor Networks. Outside of her advisory role, she is a partner in CHHSZ Holdings, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth and ultra-high-net-worth clients—trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, family office offerings, and manages accounts using a mix of core/satellite, thematic, and tactical strategies.

Derek Platt is a CFP®-certified financial advisor with 10 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC in Houston, TX. His prior roles include positions at LPL Financial, Equitable Advisors, and Axa Advisors. He also serves as a Senior Vice President in a fixed insurance capacity at Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Kyle Mason is a financial advisor with VALIC Financial Advisors in Houston, TX, holding CFP® and ChFC® designations and the Series 66 license. He has four years of industry experience, including roles at Bank of America, Merrill, and AGIA. Outside of financial advising, Mason participates in affiliate marketing through Pinterest, posting product images linked to Amazon.com. VALIC Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and leverages centralized technology and model solutions across its advisory services.

Noel Thomas is a financial advisor at TIAA-CREF with a Series 66 credential and ten years of industry experience. He has previously worked at firms including MassMutual, Fidelity, TD Ameritrade, Merrill Lynch, and Agia. Outside of the financial sector, he is the owner of a collision auto repair business in Houston. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving those with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services including model portfolios and customized portfolio management under a fiduciary standard.

Douglas Alder is a CFA® charterholder with 15 years of industry experience. He has been with Fayez Sarofim & Co. since 2002 and is currently affiliated with Sarofim International Management Company in Houston, TX. Sarofim International Management Company provides discretionary investment management primarily to non-U.S. institutional clients, including pension plans, endowments, and insurance companies, while also serving corporations and high-net-worth individuals. The firm employs a bottom-up investment process with an emphasis on high-quality, large-cap multinational equities and capital preservation in fixed income, managing portfolios with low turnover and committee oversight.

Charles Donnell is a financial advisor with PNC Wealth Management based in Houston, TX, holding a Series 66 designation and has 20 years of industry experience. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., and COMPASS Bank from 2015 to 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic recommendations and manages investments via mutual funds and ETFs.

Lilian Cadore is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 13 years of industry experience. She has worked at VALIC Financial Advisors since 2015 and is currently affiliated with Corebridge Capital Services, Inc. Outside of her advisory role, Cadore serves as president of a St. Vincent de Paul chapter, where she leads group meetings and helps coordinate assistance for those in need. Valic Financial Advisors primarily serves 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 wrap programs through a large advisor network, utilizing discretionary unified managed accounts and optional tax-aware and ESG overlay services.

Carl Montano is a financial advisor at Transamerica Financial Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Transamerica Financial Advisors since 2013. Outside of his advisory role, Montano has been involved with the Heartland Institute of Financial Education and St. Andrew's Presbyterian Church of Beaumont. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, managing approximately $1.7 billion in regulatory assets under management.

Clark Henry is a financial advisor at Concurrent Investment Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously held roles at firms including Fidelity Brokerage Services LLC and Strategic Advisers LLC. Henry also serves as a relationship manager at Winstone Wealth Partners, assisting with client requests and supporting advisors. Concurrent Investment Advisors is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, individual securities, bonds, and alternative investments, supported by internal due diligence and a network of roughly 286 advisors.

Joseph Briggs is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Directed Trust Company and IRA Plus Southwest. Outside of his advisory work, he has experience as an agent selling non-securities insurance products for AGIA and operated a photography business for six years. 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-developed UMA models for portfolio construction and management.

Griffin Weinstein is a CFP® and holds a Series 65 license, currently advising at Mariner with three years of industry experience. His prior roles include positions at Crestmont Private Wealth LLC and Mariner Wealth Advisors. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers across a range of asset classes and provides integrated tax, accounting, and administrative family office services.

Christopher Owen is a financial advisor with Private Advisor Group, LLC in Houston, TX. He holds a Series 65 designation and has experience in the industry since 2023. His background includes roles at Ascend Integrated Wealth and Teamwork Financial Group, as well as prior education-related experience at the University of Texas at Austin and Culver Military Academy. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model and leverages multiple strategies and third-party managers to meet client objectives.

Kris Lloyd Jr. is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds Series 65 and Series 66 licenses and has been involved in financial planning and wealth management through his roles at AE Wealth Management, The Lloyd Financial Group, LLC, and Lloyd Tax Planning, LLC. In addition to his advisory work, he is active in financial education as an educator and speaker for nonprofit organizations such as the American Financial Educators Alliance and the Society for Financial Awareness. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and delivers services through a platform-focused approach serving a large number of clients with standardized investment solutions.

Edwin Warren is a CFP® and Series 66 licensed financial advisor with 10 years of industry experience. He currently works at Truist Advisory Services and Truist Investment Services, where he has been since 2018, following three years at Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled tools to support its investment approach.

Sonja Simmons is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Fidelity Investments, Prudential Insurance Company of America, and Pruco Securities, LLC. She has also worked for United Airlines for over 25 years and is appointed as an agent to sell non-securities insurance products. 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 for portfolio construction.