Gloria Ryan is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 13 years of industry experience. She has worked at Truist and its predecessor entities since 2017 and previously held roles at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and COMPASS Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships and integrates third-party platforms and AI-enabled tools to support investment decisions.

Scott Doyle is a financial advisor with Guardian Life and holds a Series 63 designation. He has 24 years of industry experience and has been associated with Park Avenue Securities and Guardian Life since 2016. In addition to his work at Guardian, he sells products from other providers when Guardian’s offerings are not suitable for clients. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Ryan Fletcher is a financial advisor at Corient with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Avalon Wealth Management LLC and Avalon Investment & Advisory. Fletcher has been with Corient and its related entities since 2023. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions, using risk management tools and alternative investments where appropriate.

Michael Modisette is a CFA® charterholder with 30 years of experience in the financial services industry. He is currently with Valic Financial Advisors, joining the firm in 2026, and has prior experience at PNC Investments, BBVA Wealth Solutions, and Invesco Advisers. 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 advisors, utilizing centralized technology and model solutions to manage its client base.

Charles Hays Jr. is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and two years of industry experience. He also serves as an agent for AGIA, selling 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.

Daniel Garza is a financial advisor with Hightower Advisors holding a Series 65 designation. He has professional experience at Riveron Consulting, Ernst & Young, and Ryan LLC, spanning roles from 2015 to 2024. Garza is based in Houston, TX. Hightower Advisors offers investment advisory and planning services to a diverse range of clients, including individuals, institutions, pension plans, and charitable organizations. The firm employs a multi-manager approach that combines affiliated and third-party managers, utilizing proprietary research and various investment vehicles such as mutual funds, ETFs, and alternative investments.

Ogheneruemu Ogunleye is a financial advisor at RBC Rochdale, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Corebridge Financial and Connor, Clark & Lunn. RBC Rochdale serves a diverse client base, including high net worth individuals, institutions, and government entities, offering discretionary and non-discretionary portfolio management, sub-advisory services, and model delivery. The firm employs an active, multi-strategy investment approach that combines quantitative and fundamental analysis to tailor portfolios across various asset classes.

Stephen Strake Sr. is a financial advisor with Hightower Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. His career includes roles at various Salient entities and Endowment Advisers, spanning nearly two decades prior to joining Hightower. 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, utilizing both affiliated and third-party managers alongside proprietary research and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

William Lee, Jr. is a CFA® charterholder with 25 years of industry experience. He has worked at Fayez Sarofim & Co. and its affiliated entities since 2010. Fayez Sarofim & Co. provides discretionary investment management to a diverse client base including pension plans, endowments, foundations, and registered investment companies. The firm employs a bottom-up research approach focused on large-cap, high-quality companies with a long-term investment horizon and offers various equity and fixed-income strategies while generally avoiding derivatives, leverage, and market timing.

Randall Hale is a financial advisor at Corient with one year of industry experience. He holds a Series 65 designation and has previous experience at PwC and Avalon Advisors. 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 both in-house and third-party strategies, risk management tools, and may include alternative investments where appropriate.

Ying Fang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at several major health insurance companies including United Health, Aetna Inc, and Humana, and is involved with Inheritguard, LLC, providing education and support on estate planning issues. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios and providing a range of discretionary and non-discretionary program options.

Travis Bashaw is a financial advisor with Independent Financial Group, LLC in Houston, TX. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Independent Financial Group in 2025, he worked for nine years at Better Homes and Gardens/Gary Greene. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and pension plans. The firm offers financial planning and portfolio management through multiple platforms, combining strategic asset allocation and multi-manager portfolios with both passive and active investment exposures.

Georgina Willis is a financial advisor with PNC Wealth Management in Houston, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at PNC Investments since 2021 and previously held roles at BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, BBVA Securities Inc., and Compass Bank from 2016 to 2021. Outside of her advisory role, she is a licensed notary public and works as a retail floor associate for Burlington. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Billie Murski III is a financial advisor with Mariner in Houston, TX, holding a Series 63 designation and 24 years of industry experience. He worked at Patriot Wealth Management, Inc. for 12 years before joining Mariner Wealth Advisors in 2019. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to specialized tax and family office services. The firm utilizes a discretionary, customized portfolio approach supported by in-house research and third-party managers, with a notable integration of tax and accounting services alongside traditional advisory offerings.

Jennifer Bauman is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. She has worked at Agia and Valic Financial Advisors since 2023. Outside of her advisory role, she is an appointed agent for non-securities insurance products with 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 nearly 300,000 clients with a technology-driven and model-based approach.

Austin De Shane is a CFP® and CFA® credentialed financial advisor with 12 years of industry experience. He has worked at Wealth Enhancement Advisory Services, LLC and related entities since 2021, and previously at LPL Financial and Equitable Advisors. Based in Houston, TX, De Shane also holds roles involving insurance and annuity sales. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management overseen by an internal Investment Committee.

Charles Mcrae III is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. Prior to joining Cerity Partners, he worked at Autumn Lane Advisors, LLC and Investec Wealth Strategies. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and direct security selection with access to alternative and private market solutions.

John Buchan is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 registrations and having three years of industry experience. His prior experience includes roles at Primerica Advisors, Primerica Financial Services, and eleven years with Katy ISD. Additionally, he serves as an agent selling non-securities insurance products for AGIA. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account solutions through a large network of advisors and employs a technology-driven approach to manage approximately $29.2 billion in assets.

Joshua Lewis is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential. He has experience in the financial industry since 2020, including roles at Westwood Holdings Group and Ameriprise Financial Services. Prior to his advisory career, he worked at the University of Houston and Bellaire High School. 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 through a network of advisors and employs a diversified investment approach blending passive and active managers, supported by an internal Investment Committee.

Todd Bornholtz is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and 12 years of industry experience. He has been with Valic Financial Advisors since 2016. Valic Financial Advisors, Inc. 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, utilizing discretionary unified managed accounts and technology-driven solutions.