Michael Levy is a CFP® with more than 31 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory since 2016. He is also the president of TLC Wealth Management, Inc., where he has been involved in insurance product placement since 1997. Levy holds a Series 63 designation and is a member of the Board of Trustees for the Jewish Federation of Greater Houston. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets with specialized solutions for large institutional clients.

Allison Lyons is a CFP® professional with 22 years of industry experience, currently serving at Corient. She has held roles at several firms, including Purshe Kaplan Sterling Investments, FSC Securities Corporation, and Stavis & Cohen Private Wealth. Corient provides investment advisory and financial planning services to a broad client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party solutions and specialized offerings through affiliates.

Henry Lartigue III is a CFA® charterholder with 23 years of experience in the financial industry. He currently works at Corient, where he has been since 2023, following a 21-year tenure at Avalon Advisors, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party managers and incorporates risk management tools and alternative investments when appropriate.

Sarahbeth Pipkin is a Certified Financial Planner (CFP®) with 18 years of industry experience. She currently works at Hightower Advisors and previously held roles at STA Wealth Management, LLC, and UBS Financial Services. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, supported by proprietary research and a range of portfolio management options.

David Tran is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Valic Financial Advisors and Agia in 2025, he spent 20 years with Flowers Baking Company of Houston. He 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 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 investment advisor representatives.

Tyler Chandler is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior work includes roles at GWFS Equities, Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank, NA. Outside of finance, he owns and operates a carpet cleaning business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Oscar Gutierrez is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has prior experience with Wfg dating back to 2001. Additionally, Gutierrez operates a separate business as a certified trainer specializing in personal leadership. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, 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.

Joseph Webster is a CFP® designated financial advisor with four years of industry experience. He is currently with Cetera Planning Partners and has prior roles at Avantax-related firms and Davis & Associates CPA Firm. Outside of his advisory work, he is involved with BCOR Administrative Services LLC, where he works on client relationship management and collaborates with CPAs to support household financial needs. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, and retirement-related advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services within a larger Cetera network, utilizing diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.

Andrew Wood is a financial advisor with Valic Financial Advisors in Houston, TX, holding the Series 66 designation and having 10 years of industry experience. His prior firms include Axa Advisors and AGIA, where he is also involved in selling non-securities insurance products. Valic Financial Advisors is an SEC-registered adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning through a large advisor network, employing discretionary unified managed accounts with tax-aware and ESG overlay options.

Angelina Siller is a financial advisor at Citigroup Global Markets with 14 years of industry experience, holding Series 63 and Series 65 licenses. She worked at UBS Financial Services Inc. from 2011 to 2018 before joining Citigroup in 2018. Outside of her advisory role, she serves as the executor for an estate, managing fiduciary and probate responsibilities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and oversight committees.

Bryant Tzul is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and previously worked in various roles including at Parawest Management and Luminate Financial. In addition to his advisory work, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed accounts through a large network of advisors. The firm manages substantial assets and utilizes centralized technology and model solutions as part of its investment approach.

Deborah Jones is a CFP® professional with 33 years of experience in financial planning and wealth management. She is currently with Cetera Planning Partners and has an extensive background including over two decades at Avantax Advisory Services and running her own firm, Jones Tax & Financial Services, Inc. In addition to her advisory work, she serves on the board of a local office association. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers integrated services including tax planning, bookkeeping, payroll support, and estate planning through third-party providers, and utilizes a diversified, document-driven investment approach tailored to client objectives and risk tolerance.

Zhizhi Ma is a CFP®-designated financial advisor with 29 years of industry experience. She is currently with Ameritas Advisory Services, LLC and has held roles at MIG-MA Investment Group and Ameritas Life Insurance Corp. Ma is also licensed as an independent insurance agent to sell fixed insurance products through her ownership of MIG-MA Investment Group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and integrates multiple custodial platforms while supporting portfolio construction through internal and third-party resources.

Brian Joiner is a financial advisor with Hightower Advisors based in Houston, TX. He holds a Series 66 designation and has 13 years of industry experience. His career includes roles at Salient Partners, L.P. and its affiliated entities, as well as Hightower Securities LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment products.

Heather Holland is a financial advisor with Guardian Life and holds Series 65 and Series 66 licenses. She has one year of industry experience and has previously worked at United Planners via Trilogy Wealth Management. Outside of advisory services, she is involved in tax preparation through Holland & Co Financial LLC. Heather works with Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serving individuals, pensions, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, and advisory programs, including model portfolios and digital solutions.

Travis Rhoad is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, having previously worked at Trippon Wealth Management Group LLC for 13 years. Outside of his advisory role, he is also licensed to sell life and health insurance. 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 and employs a diversified investment approach combining passive and active managers, overseen by an internal Investment Committee.

Brandon Cisneros is a financial advisor with Voya Financial Advisors, Inc. in Houston, TX, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at First Command Advisory Services and J.P. Morgan Chase & Co. He is also the owner of Mine Mind LLC, where he creates content for marketing purposes on YouTube. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of advisory services through multiple program structures, often providing non-discretionary recommendations and maintaining both SEC-registered investment adviser and broker-dealer registrations.

William Hanf is a financial advisor at Osaic Advisory Services, LLC with 25 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 21 years before joining Osaic in 2024. Hanf serves on the board of Central Texas Artisans, a nonprofit community art organization. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers investment management, financial planning, retirement plan consulting, and related services through multiple advisory program models, utilizing both proprietary and third-party platforms.

Carl Thompson is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 63 designation and 41 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and previously held roles at Independant Financial Partners and LPL Financial. Thompson manages his advisory services through Independent Advisor Alliance, an independent firm separate from LPL Financial. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model with independent advisory representatives and integrates multiple portfolio management strategies supported by technology platforms.

Donovan Mcgowen is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has been with Valic Financial Advisors since 2016 and has also worked with Agia since 2022. Outside of his advisory role, he works as a delivery driver for Shipt and is an agent offering non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving 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 through a large network of advisors and utilizes centralized technology and model solutions to manage approximately $29.2 billion across nearly 300,000 clients.