Tiffany Hart is a financial advisor at Valic Financial Advisors in Houston, TX, holding a Series 66 designation with one year of industry experience. She previously worked at Amegy Bank, Goosehead Insurance, and Wells Fargo Bank. Outside of her advisory role, she has been involved with Whiskey Time Farm since 2019. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jeffrey Swantkowski is a Series 65-credentialed advisor at Mariner with 22 years of industry experience. He has worked at Mariner since 2019 and previously spent 16 years at Patriot Wealth Management, Inc. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations through investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm offers coordinated tax services, Core Family Office services, and employer financial-wellness tools alongside customized portfolio management supported by an internal team and external platforms.

Chimtuo Ofomata is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 10 years of industry experience. His background includes roles at United Healthcare, Devoted Health Inc, and involvement with multiple businesses such as Amazing Grace Pharmacy, where he works as a pharmacist. He also has roles with LegacyShield Solutions, Inc and Transamerica Employee Benefits, reflecting a diverse professional portfolio. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, providing fee-based wrap programs, model portfolios, and access to third-party money managers through proprietary and third-party model suites.

Zarir Sethna is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX, holding Series 63 and Series 66 licenses and with 39 years of industry experience. He has worked with Eagle Strategies since 2001 and operates under the DBA Sethna Financial Group, brokering non-registered insurance products alongside his advisory role. Sethna is also an investor in NYLARC Holding Co. Inc., which reinsures life insurance policy risks. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored recommendations and multiple program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Laible is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to joining Valic Financial Advisors in 2017, he worked at Texas A&M University for one year and has held an agent role at Agia since 2022, focusing on non-securities insurance products. Valic Financial Advisors serves a broad range of U.S. clients, including high and ultra-high net worth individuals and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and a technology-driven approach.

Samuel Onstead is a Series 65-licensed advisor at Corient in Houston, TX, with two years of industry experience. His background includes roles at Corient Services LLC, CIPW Service Company, LLC, and Avalon Investment & Advisory, as well as four years at Abilene Christian University. 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 manager solutions and incorporates risk management tools and alternative investment options when appropriate.

Marcia Locher is a financial advisor with Oppenheimer in Houston, TX, holding a Series 63 designation and 44 years of industry experience. She has worked at Oppenheimer since 2004 and previously at UBS Financial Services from 2000 to 2004. 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 broad range of programs with both discretionary and non-discretionary management, spanning equity, balanced, and fixed-income portfolios, and maintains custody of client assets as a qualified custodian.

Alexander Ling is a financial advisor with Hightower Advisors based in Houston, TX. He holds a Series 65 designation and has one year of industry experience. Prior to joining Hightower, he worked at The Menard Financial Group, LLC and Willis Johnson & Associates, and he operated Sandra Ling Designs for seven years. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing proprietary research and offering access to various investment vehicles including mutual funds, ETFs, and alternative investments.

Alexis Murillo is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 65 and Series 63 licenses and possessing one year of industry experience. Prior to his current role, he has held positions at Valic Financial Advisors, Agia, Stellar Bank, Soft Touch Dental Spa, Comerica Bank, Men’s Wearhouse, and McDonald’s. 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 consulting through a large network of advisors, utilizing discretionary unified managed accounts with advanced technology and model solutions.

Andrew Bybee is a financial advisor with Hightower Advisors in Houston, TX, holding a Series 66 designation and three years of industry experience. His work history includes roles at Hightower Securities and Hightower Advisors since 2021, as well as positions in education and food service prior to that. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection, multi-manager solutions, and the use of both affiliated and third-party managers, supported by proprietary research and operational strategies.

Jonathan Cox is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at VOYA Financial Advisors since 2014, with prior experience at Morgan Stanley and MSI Financial Services. He is also an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate offering financial planning, portfolio management, and retirement services to individuals, pension plans, charitable organizations, and corporate clients. The firm integrates in-house and third-party strategies and technology-enabled tools to manage accounts primarily on a non-discretionary basis while also providing some discretionary management options.

Patrick Dickson is a financial advisor with Guardian Life and holds a Series 66 designation. He has 26 years of industry experience, including prior roles at Ameriprise and Mass Mutual Investors Services. He is a co-owner of White Rhino Financial LLC and is involved with Rethink Wealth LLC, both operating under Guardian. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary and third-party investment solutions, as well as integrated lending options and a digital advisory platform.

Olanrewaju Shogbola is a financial advisor with Goldman Sachs Wealth Services in Houston, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at United Capital Financial Advisers, Wells Fargo Clearing, Wells Fargo Bank, and Northwestern Mutual. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients, utilizing centralized investment resources and a range of tailored offerings.

Omari Simpson is a financial advisor at Valic Financial Advisors in Houston, TX, with 19 years of industry experience. He has held the Series 66 designation and served in the United States Army from 2010 to 2019 before joining Valic Financial Advisors in 2014. 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.

Geoffrey Lanceley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes two decades at LPL Financial and a decade at Wealth Enhancement Brokerage Services and Wealth Enhancement Advisory Services. In addition to his advisory role, he is an oil and gas investor. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process combining passive and active strategies overseen by an internal Investment Committee.

Joshua Wheat is a financial advisor at Valic Financial Advisors in Houston, TX, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Valic Financial Advisors since 2008. In addition to his advisory role, Wheat is an agent for non-securities insurance products with Agia. 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 services through a large network of advisors and employs a technology-driven approach with discretionary unified managed accounts using Envestnet’s platform.

Jason Danziger is a CFP® and Series 66 credentialed financial advisor with 15 years of industry experience. He currently works at Corient and has prior experience at Avalon Wealth Management LLC and Goldman Sachs & Co./Mercer Allied. Corient provides investment advisory and financial planning services to 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 integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investment options.

James Larkin is a financial advisor at VALIC Financial Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VALIC Financial Advisors since 2007. The firm serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. VALIC Financial Advisors offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, managing roughly $29.2 billion and serving close to 300,000 clients.

Bradly Baxter is a CFP® and ChFC® with 11 years of industry experience. He has been affiliated with Wealth Enhancement Advisory Services, LLC and its related entities since 2016, and previously worked with LPL Financial, LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that blends passive and active management overseen by an internal Investment Committee.

Jonathan Copley is a financial advisor at Creative Planning with 10 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Creative Planning in 2022, he worked at JP Morgan Chase Bank and JP Morgan Securities from 2019 to 2021, and at TD Ameritrade from 2016 to 2019. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by tax-loss harvesting and private market exposure.