Christine Hoeller is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX. She holds the ChFC® designation and has 37 years of industry experience. Her career includes over two decades with New York Life and its affiliated entities. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, operating primarily on a non-discretionary asset management basis within an integrated New York Life affiliate structure.

Keith Brewer is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with American General Financial Group since 2000. Outside of his advisory role, Brewer participates as an independent representative in a network marketing company that markets technology 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, consulting, and brokerage services through its broker-dealer operations.

Russell Appelget is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and WealthWave since 2022. Outside of advising, he serves as a director for Harris County Municipal Utility District 264 and is an adjunct instructor at Prairie View A&M University, where he teaches a personal finance course. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services and supports its large advisor network through multiple program platforms.

Benny Ongkobudidjojo is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at Transamerica Financial Advisors since 2012, as well as positions with Benefit Mall and WFGIA, where he provides health insurance options. Outside of advising, he manages enterprise resource planning software at Ineos USA LLC and is involved in estate planning communications through Lspn Pro LLC. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach across multiple advisory platforms, managing about $1.7 billion in regulatory assets under management.

Michael Green is a financial advisor with Valic Financial Advisors in Houston, TX. He holds the Series 63 and Series 66 designations and has two years of industry experience. Prior to joining Valic Financial Advisors, he worked at Rethink Wealth and AGIA. 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 plans. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and employs a multi-model investment approach including unified managed accounts with tax- and ESG-aware overlay options.

Lauren Hoffman is a financial advisor at IEQ Capital, LLC with 12 years of industry experience. She holds the Series 66 and Series 65 designations. Her prior work includes roles at JPMorgan Chase Bank, N.A., Jpmorgan Securities LLC, Bank of America, N.A., and Merrill. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm uses a centralized macroeconomic research process and constructs portfolios with a combination of liquid strategies, third-party independent managers, and private alternative investments.

Manuel Cuaresma is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His prior roles include positions at AIG Capital Services, American General Life Insurance, InsurMark, and WealthVest Marketing. Outside of his advisory work, he has worked as an Uber driver on weekends. 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.

Paige Arbuckle is a CFP® and Series 66-licensed financial advisor with five years of industry experience. She has worked at Creative Planning since 2023 and previously spent nine years at UBS Financial Services Inc. Creative Planning is an enterprise advisory firm managing approximately $217 billion in client assets. The firm serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, offering a financial planning-led investment process with an emphasis on low-cost indexing, supplemented by strategies such as direct indexing and tax-loss harvesting.

Clayton Mcwherter is a financial advisor at Corient with seven years of industry experience. He holds a Series 65 designation and has worked previously at PineBridge Investments and Avalon Advisors. His career includes roles at multiple entities affiliated with Corient since 2023. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies and third-party managers, employing risk management tools and alternative investment options as appropriate.

James Baker is a financial advisor at Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include positions at Agia and various educational institutions. Additionally, he is 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, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and serves close to 300,000 clients with over 1,200 advisors, utilizing centralized technology and model-driven investment solutions.

Ryan Richardson is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has served on the Board of Directors for the City of Conroe Municipal Management District No. 3 since 2020 and works as a CrossFit coach outside of his advisory role. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, and provides discretionary managed-account programs, financial planning, and brokerage services through its broker-dealer operations.

Alexander Jimenez is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX. He holds Series 63 and Series 65 licenses and has four years of industry experience. His work history includes roles at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Co. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with a significant portion of assets managed on a non-discretionary basis.

David Harris is a financial advisor at Corient with 40 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at U.S. Capital Wealth Advisors, USCA Asset Management, and USCA Securities. 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 uses a goals-based, team investment approach combining in-house strategies and third-party manager solutions, with ongoing portfolio monitoring and risk management.

Jesal Patel is a financial advisor with Eagle Strategies (NY Life) based in Houston, Texas, holding Series 63 and Series 65 licenses and with 21 years of industry experience. He has worked with Eagle Strategies since 2010 and has been affiliated with New York Life and Nylife Securities Inc. since the early 2000s. Patel is a shareholder of NYLARC Holding Company, which reinsures life insurance policies written with New York Life. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, managing a significant portion of assets on a non-discretionary basis while operating within an integrated New York Life affiliate structure.

Eduardo Martinez is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. He has worked at firms including Triad Hybrid Solutions and Triad Advisors. Outside of his advisory role, Martinez assists financial advisors as an advisory associate with Robare & Jones Wealth Management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm offers a range of investment management and financial planning services delivered through multiple program models, utilizing both proprietary and third-party platforms.

Jason Cohen is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Valic Financial Advisors since 2020 and previously spent seven years with TIAA-CREF. 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.

Michael Contant is a Series 65-licensed financial advisor with 17 years of industry experience. He has worked at Mariner Wealth Advisors since 2019 and previously spent eight years at Patriot Wealth Management, Inc. Mariner serves a diverse client base, including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach overseen by an Investment Committee and combines in-house research with third-party managers, while also providing integrated tax, accounting, and family office services.

Fabian Palomino is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Citigroup since 2019. Prior to that, he was with JP Morgan Chase Bank NA and JP Morgan Securities LLC from 2015 to 2019. Outside of his advisory work, he is involved in youth soccer coaching through S & N Soccer, LLC, providing private lessons to boys and girls. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with specialized market roles.

Janet Sabio is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and four years of industry experience. She has been with Transamerica Financial Advisors since 2021 and has been involved with World Financial Group and World System Builder since 2017. Outside of financial advising, she is the managing member of Gari-Pulse Entertainment LLC, a company focused on publishing her poetry and supporting Garifuna cultural activities. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm primarily uses model portfolios and third-party managers for investment advisory services and integrates retirement plan administration with affiliated entities.

Mohammed Bajwa is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Transamerica Financial Advisors since 2017 and also has experience with World Financial Group. In addition to his advisory role, Bajwa serves as a project manager at the Texas Commission on Environmental Quality, where he assesses and oversees the cleanup of contaminated sites. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, retirement plans, trusts, and businesses. The firm’s advisory approach utilizes model portfolios and third-party managers, supported by a large network of advisors and multiple program platforms.