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.

Tommy Higgins is a CFP® professional with 11 years of experience in the financial industry, currently affiliated with Commonwealth Financial Network. He has been with Selah Financial Services since 2012 and is a co-owner of the firm. Outside of advisory work, he is involved in fixed insurance sales and co-owns Selah Real Estate, LLC, which manages commercial real estate. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, compliance, and technology support to its affiliated advisors.

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.

Diego Dominguez Yunes is a financial advisor with Citigroup Global Markets in Houston, TX, holding a Series 66 designation and with 10 years of industry experience. He has been with CitiBank since 2015. Outside of his advisory role, he is a co-owner of TEKVAD LLC with his wife. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with notable institutional scale and specialized market roles.

Steven Van Nostrand is a CFP® with 14 years of industry experience, currently advising at Concurrent Investment Advisors, LLC. His prior roles include positions at Raymond James & Associates, Goodman Financial Corporation, and TIAA-CREF. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

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.

David Broadwell is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds the Series 66 designation and previously worked for JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches and maintains in-house research and security-pricing capabilities.

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.

Aaron Ramirez is a financial advisor with Voya Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has nine years of industry experience. Ramirez has worked at Voya Financial Advisors since 2016 and is also involved with RJG Retirement Services, where he has been active since 2015. In addition to his advisory roles, he acts as an independent insurance agent specializing in fixed insurance and property and casualty insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting services through various program structures, emphasizing recommendation-based non-discretionary advice and maintaining a dual role as both an investment adviser and broker-dealer.

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 at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and has prior work experience with KMG Ventures and Volunteers of America. Outside of advising, he owns a clothing and branding business, Lawrence Glory LLC, which designs and manufactures promotional merchandise. 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.

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.

Braden Castano is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and one year of industry experience. He has previous experience with Scissortail Advisory Group, where he assisted participants of employer-sponsored retirement plans with account navigation and enrollment. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering comprehensive financial planning and portfolio management services through multiple program structures that emphasize recommendation-based advice.

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.

Autumn Valore is a Series 65-licensed financial advisor with two years of industry experience. She is currently affiliated with Primerica Advisors and has prior experience at Park Avenue Securities and Guardian Life Insurance Company. Valore serves as a board member of the Needville Education Foundation. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.

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.