Amy Zamikovsky is a CFP® with 16 years of industry experience currently affiliated with Focus Partners Wealth, LLC. Her work history includes roles at Kovitz Investment Group Partners, Transform Wealth, Woodson Wealth Management and Consulting, Merrill, and legal practice through Zamikovsky Law, PLLC. She has experience spanning both financial advisory and legal services. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, corporate, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and proprietary tools within an enhanced open architecture framework.

Daniel Goott is a CFP® professional with over 26 years of industry experience. He is currently with Cerity Partners LLC and Cerity Partners Retirement Plan Advisors, and has a long tenure at Investec Asset Management Group, where he also serves as Executive Vice President involved in selling and monitoring fixed insurance products. He holds the Series 63 and Series 65 licenses. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, combining proprietary quantitative screens with third-party managers and individual securities, and offers a range of services that include portfolio management, financial planning, retirement consulting, tax preparation, and access to alternative investments.

Bredawn Riley is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. She has been with VOYA Financial Advisors since 2014 and also owns Riley Financial, which involves insurance and investment sales. She serves as a board member for Galveston Municipal Utilities District 32, overseeing water and waste control administration. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes recommendation-based advice through various program structures, including Unified Managed Account wrap programs and third-party money manager access.

Michael Brown is a financial advisor with Fifth Third Securities, Inc. in Houston, TX, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Ameriprise Financial Services, Cetera, Regions Bank, and Edward Jones. Outside of his advisory work, he is involved in managing an advisory business under Comerica. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers access to multiple investment programs on the Passageway Managed Account platform, utilizing various portfolio management strategies and tax-related services.

Raul Chavez is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 66 and Series 63 licenses. His prior positions include roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including swap dealing and futures commission activities.

Erin Patak is a financial advisor at Corient with eight years of industry experience. She holds the CFP® and CFA® designations along with Series 63 and Series 65 licenses. Prior to joining Corient in 2025, she worked at CNR Securities, Mosaic Advisors, Bank of America, Merrill, Goldman Sachs, and GS Trust Company. 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 incorporates in-house strategies alongside third-party manager solutions and customized asset allocation.

Jeng Yang Ling is a CFP® professional with 18 years of industry experience, currently affiliated with Transamerica Financial Advisors in Houston, TX. She has held roles at Top One Mortgage LLC since 2014 and United Healthcare since 2012, alongside her work at Transamerica Financial Advisors and Benefit Mall. Outside of advisory services, she is involved in the sale of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, delivering services through a large network of advisors and multiple program platforms. The firm employs model portfolios and third-party managers for investment management and offers integrated retirement plan services alongside affiliated mutual funds and insurance products.

Angele Watson is a financial advisor with Principal Financial Services in Houston, TX, holding a Series 66 license and three years of industry experience. She has worked at Principal Financial and related entities since 2020 and previously at Waste Connections and EY. Outside of her advisory role, she serves as a board member for the Houston East End Chamber Foundation and is involved in her local homeowners association as a member at large. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

David Burke is a financial advisor at Oppenheimer with 50 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2003, following a four-year tenure at CIBC World Markets Corp. Outside of his advisory role, he has involvement in oil and gas exploration through Harris Interest LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services, utilizing both discretionary and non-discretionary management approaches tailored to client objectives.

Gustavo Rueda is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 credential and has worked at Citibank NA since 2018, following earlier roles at Axelon Corporation and Automatic Data Processing. Based in Houston, TX, he serves clients through Citigroup's broad range of wealth management services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm integrates in-house research and operates significant market functions, including swap dealing and futures commission services, supporting tailored solutions for large relationships.

Daniel Deloney is a financial advisor with Valic Financial Advisors and holds a Series 66 designation. He has two years of industry experience, including roles at AGIA and Valic Financial Advisors, and prior positions in education and healthcare. Deloney is also 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. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and emphasizes use of technology and model solutions.

Paul Wicks is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at Fidelity Investments and Valic, where he worked for over a decade. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a network of over 1,200 advisors. The firm uses discretionary unified managed accounts with technology and model solutions to support a high client-to-advisor ratio.

Myles Scott is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 credential and 20 years of industry experience. His prior experience includes roles at B. Riley Wealth Advisors, Inc., B. Riley Wealth Management, Inc., and U.S. Capital Advisors LLC. He is also the managing partner of Wealth Empowerment Financial Strategies, an independent financial consulting and advisory firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions.

Daren Antley is a financial advisor with Oppenheimer based in Houston, TX, holding Series 63 and Series 65 credentials and offering 33 years of industry experience. He has worked at Fahnestock & Co. Inc. for 23 years, which operates under the Oppenheimer umbrella. Oppenheimer serves a wide range of clients including individuals, corporations, and charitable organizations, providing investment management, consulting, and retirement services through both discretionary and non-discretionary programs. The firm combines custody of client assets with broker-dealer and advisory operations and manages a substantial portion of assets on a non-discretionary basis.

Aujulon Mackey is a financial advisor at Valic Financial Advisors in Houston, TX. He holds Series 65, Series 63, and Series 66 licenses and has recently transitioned into the advisory industry after six years at Tacodeli and earlier experience in education and the food service sector. 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 discretionary unified managed accounts through a large network of advisors and uses centralized technology and model solutions to manage approximately $29.2 billion in assets.

Rachel Justice is a financial advisor with PNC Wealth Management in Houston, TX, holding Series 63 and Series 66 licenses and four years of industry experience. She previously worked at Bank of America and Merrill. Outside of finance, she operates an online home decor business, works as an independent travel agent, and is a licensed manicurist in Texas. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm uses algorithmic risk assessments and third-party managers to implement investments primarily via mutual funds and ETFs.

Karen Jochimsen is a financial advisor with Oppenheimer in Houston, TX, holding a Series 63 designation and 42 years of industry experience. She worked at Merrill from 1984 to 2008 before joining Oppenheimer in 2009. Jochimsen serves as a trustee for the Jack & Karen Jochimsen Living Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and services—including asset management, consulting, and retirement planning—delivered through both discretionary and non-discretionary arrangements.

Race Haas is a financial advisor with Valic Financial Advisors in Houston, TX. He holds a Series 66 designation and has been with Valic Financial Advisors since 2025. Prior to his advisory role, he served in the Army from 2023 to 2025 and has a background in full-time education from 2015 to 2025. Outside of his advisory work, he teaches tennis at the Houston Jewish Community Center. 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, employing Envestnet-developed UMA models to construct client portfolios.

Muhammad Ali is a financial advisor at VALIC Financial Advisors with Series 63 and Series 65 designations and seven years of industry experience. He has worked at VALIC Financial Advisors since 2018 and is currently also an agent at Agia. Outside of advising, he is a partner at ALI-FERRINGTON LLC, involved in developing residential properties. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm uses discretionary unified managed accounts and a range of portfolio management and financial planning services delivered through a large network of advisors.

Alexander Creede is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has worked at Independent Financial Group, LLC since 2022 and previously spent eight years at International Assets Advisory. He volunteers with Segway Tours of Houston, assisting with driving and tour support. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm utilizes a combination of firm- and third-party investment models, blending passive and active strategies across risk profiles, with ongoing due diligence and monitoring.