Juan Perez Hernandez is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at MassMutual Greater Houston and Progressive. Outside of advisory work, he is also an insurance agent with Agia, focusing on 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 and management.

Michael Branham is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and having seven years of industry experience. He has worked at Valic Financial Advisors since 2018 and concurrently serves as an agent with Agia, focusing on non-securities insurance products. Prior to his advisory roles, he spent five years with Villasport Athletic Club & Spa. Valic Financial Advisors serves primarily 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, utilizing Envestnet-developed UMA models for portfolio construction.

Scott Burman is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Valic Financial Advisors and affiliated AIG entities since 2014. Outside of finance, Burman is the owner of Burman Vocal Productions, a voice-over talent business he has operated since 2008. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

Lisette Mandwee Ndzie is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has held roles at Transamerica Employee Benefits and is involved with estate planning services through partnerships with InheritGuard, LLC and LegacyShield Solutions, Inc. Outside of her advisory work, she is engaged with GOD'S GARAGE, a nonprofit focused on poverty, where she is a board member. Transamerica Financial Advisors, LLC serves a broad client base including individuals, retirement plans, trusts, and businesses, offering investment advisory, brokerage, and retirement-plan services through a large network of advisors and multiple program platforms. The firm utilizes model portfolios and third-party managers to implement its advisory model.

Kathryn Bierschwale is a financial advisor at OSAIC Institutions, INC. with five years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms including Texas First Bank, LPL Enterprise, and The Prudential Insurance Co. of America. Outside of finance, she was involved with Club Pilates from 2018 to 2021. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm’s investment approach includes fundamental and technical analysis, asset allocation, and the use of third-party managers and alternative investments, with a notable emphasis on non-discretionary assets.

Jaime Castaneda is a financial advisor with Principal Financial Services in Houston, TX, holding a Series 66 designation and having two years of industry experience. His prior work includes roles at Amerant Bank and Uber. Outside of his advisory role, he works as a rideshare driver and an insurance agent specializing in fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation generally carried out on a discretionary basis by third-party managers.

Bryant Johnson is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Valic Financial Advisors since 2016 and is also associated with Agia, where he is involved in non-securities insurance products. 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, offering wrap programs, portfolio management, and financial planning services through a large network of advisors. The firm uses Envestnet’s platform for discretionary unified managed accounts and provides additional overlay services for taxable equity sleeves.

Kelli Hernandez is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner. She has previously worked at Wealth Covenant Group LLC, Quest Capital Management, and Raymond James Financial Services, Inc. Hernandez is based in Houston, TX and holds a Series 63 license. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, tax services, and family office solutions. The firm employs discretionary, customized portfolios overseen by an Investment Committee, combining in-house research with third-party manager allocations and distinctive offerings such as tax integration and financial wellness platforms.

Bryson Mc Clain is a financial advisor at Prime Capital Financial in Houston, TX, holding a Series 65 designation with less than one year of industry experience. Prior to joining Prime Capital Financial, he gained diverse work experience including roles at the City of Fort Collins and Colorado State University. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through asset management, financial planning, and family office services. The firm employs a variety of investment strategies and offers integrated tax and financial administration solutions through its affiliated accounting subsidiary.

Maria Grieco is a financial advisor at Principal Financial Services with 13 years of industry experience. She holds the Series 63 and Series 65 designations and has held positions at firms including Nationwide Financial and F&M Insurance Group. In addition to her advisory role, she works as a financial representative involved in selling property and casualty, life, annuity, disability income, health, and group insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation typically conducted on a discretionary basis by the third-party managers.

Brian Wolf is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 65 and Series 63 licenses and having 11 years of industry experience. He has worked at Valic Financial Advisors since 2014 and at SagePoint Financial since 2015. In addition to his advisory role, he is involved with Agia as 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 clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts, operating at scale with a large network of advisors and centralized technology solutions.

Lawrence Francis III is a financial advisor with Valic Financial Advisors in Houston, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Valic, he worked at KMG Ventures and Volunteers of America, and he owns a clothing and branding business, Lawrence Glory LLC. He is also appointed as an agent to sell non-securities insurance products for AGIA. 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.

Reynaldo Reza is a CFA® charterholder with 25 years of industry experience, currently serving at Sarofim Trust Co. since 2010. He has also held roles within Sarofim International Management Company, Sarofim Advisors Group, Inc., and Fayez Sarofim & Co. during his career. Sarofim Trust Co. is a Texas-chartered trust company and SEC-registered investment adviser providing discretionary investment management, trustee, and custodial services to institutional and private clients. The firm employs a bottom-up, fundamental research approach focused on high-quality large-capitalization companies, serving a diverse clientele that includes pension plans, endowments, charitable organizations, and high-net-worth individuals.

Clayton Nieman is a financial advisor with Valic Financial Advisors in Houston, TX. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Clayton has worked at Valic Financial Advisors since 2013, with a brief period of unemployment in 2021, and currently holds a position with Agia related to 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.

Raquel Garza is a CFP® professional with 13 years of experience in the financial services industry. She is currently with Wealth Enhancement Advisory Services, LLC and has held prior roles at LPL Financial and Equitable Advisors. Garza is based in Houston, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by internal research and an Investment Committee.

Danique Van Der Velden is a financial advisor at Cresset Asset Management, LLC with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at AllianceBernstein for several years. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse clientele, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach using active and passive strategies, supported by a structured due-diligence program and multiple affiliated entities.

Troy Crone is a financial advisor with Valic Financial Advisors holding a Series 66 designation. He has prior experience at Aon plc and Alliantgroup LP, along with nearly a decade at Mossman, Kumar & Tyler, P.C. 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 services through a large network of advisors and employs centralized technology and model solutions to manage assets for a broad client base.

Matthew Wells is a financial advisor at MAI Capital Management, LLC in Houston, TX, holding the CFA® designation along with Series 66 and Series 63 licenses. He has 12 years of industry experience with prior roles at PNC Bank, First Horizon Advisors, and Mercer Global Advisors, among others. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and serves in both product-sponsor and advisory roles, managing significant assets and affiliated private funds.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

Alexandria Jones is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 credential and has been with Morgan Stanley Smith Barney LLC since 2013. Outside of her advisory role, she manages a rental property business as a sole proprietor. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, supporting clients with tailored financial plans.