Dada Jagiere is a financial advisor with Transamerica Financial Advisors holding a Series 66 designation and beginning their career in 2024. Prior to joining Transamerica, they held positions at Wells Fargo Bank, N.A., and Woodforest National Bank. Outside of advisory work, Jagiere has experience as an Uber driver and is involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors and employer-sponsored retirement plans. The firm’s advisory approach utilizes model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365.

Travis Bashaw is a financial advisor at Independent Financial Group, LLC in Houston, TX, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Independent Financial Group in 2025, he spent nine years at Better Homes and Gardens/Gary Greene. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors through investment advisory programs, financial planning, and retirement plan services. The firm combines in-house and third-party investment models and operates as both a registered investment adviser and an active broker-dealer.

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.

Charles Mcrae III is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Cerity Partners LLC since 2022 and previously held roles at Autumn Lane Advisors, LLC and Investec Wealth Strategies. He is based in Houston, TX. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other investors. The firm manages approximately $126.9 billion in client assets and offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

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.

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.

David Gregory is a financial advisor with Goldman Sachs Wealth Services in Houston, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent seven years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and integrated strategies across affiliates to deliver tailored wealth management solutions.

Rodney Christ is a financial advisor at SPC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sigma Financial Corporation since 2014. Outside of advising, he is an independently licensed insurance agent appointed with various insurance companies. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisors and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services with a range of discretionary and nondiscretionary options.

Erica Falcomata is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and possessing 19 years of industry experience. She has worked at various Truist and BB&T entities since 2015. Outside of her advisory role, she serves as the president and a member of the St. Rose of Lima School Advisory Committee and is the administrator of her late father’s estate. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled equity research, to manage client portfolios and fiduciary responsibilities.

Kyle Gregory is a financial advisor at Fifth Third Securities, Inc. in Houston, TX, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Frost Brokerage Services and JPMorgan Chase. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, enabling clients to select strategies ranging from mutual funds and ETFs to SMA and direct indexing options.

Daniel Legaye is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at AIG Capital Services, America General Life Insurance, Linden Thomas and Company Securities, and Moody Securities, among others. Valic Financial Advisors 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, utilizing Envestnet-developed UMA models for portfolio construction.

Sanjay George is a financial advisor at Corient with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Rock & Co LLC, Rockefeller Financial LLC, and Raymond James & Associates. George is based in Houston, TX. 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 that integrates in-house strategies with third-party managers and employs risk management tools and ongoing portfolio monitoring.

Matthew Dorsey is a CFP® and holds a Series 66 license, with four years of industry experience. He currently works with Wealth Enhancement Advisory Services, LLC and has prior experience at Morgan Stanley, Egon Zehnder, and Buffalo Bayou Brewing Company. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment process combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research.

Chet Bogdan is a financial advisor at Private Advisor Group, LLC with 30 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Mariner Independent Advisor Network and LPL Financial. Bogdan provides investment advisory services through an independent registered investment advisor firm, Mariner Independent Advisor Network. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm supports a wide range of investment approaches and provides access to third-party asset managers and a firm-managed separately managed account program.

Jimmiral Taylor Lucas is a financial advisor with Empower Advisory Group in Houston, TX, holding Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at Empower Financial Services, Empower, Vdart, and SolidState Operations. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrated service delivery tied to Empower’s administrative platforms.

William Marks is a financial advisor at Corient with 13 years of industry experience. He holds the Series 66 designation and previously worked for Avalon Wealth Management LLC and Avalon Investment & Advisory for ten years. Marks joined Corient and its related entities in 2023. 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 employs a goals-based, team investment approach that integrates individual security and fixed-income strategies with third-party manager solutions and customized asset allocation.

Alan McClain is a financial advisor at Prime Capital Financial with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisor Networks, Girard Securities, and United Capital Financial Advisers. McClain also serves as an insurance agent, focusing on the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through asset management, financial planning, and qualified retirement plan services. The firm employs a range of investment strategies and offers family office services, tax advisory through an affiliated accounting subsidiary, and consolidated reporting for complex client portfolios.

Christopher Ochs is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Citigroup since 2010. Outside of his advisory role, he is a general partner of Two Ochs GP, a business investment entity with no active duties reported. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with unique market roles and arrangements.