Robyn Bruechert is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. Her prior roles include positions at JPMorgan Chase & Co. and Dominion Energy. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research and market roles, distinguishing it from many peers.

Gerardo Pena Magana is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley Private Bank and UBS Financial Services. He is also a board member and partner of ERAT North America LLC, a manufacturing company. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs with both discretionary and non-discretionary advisory services, maintaining custody of client assets while operating broker-dealer and advisory businesses.

Steven Estrin is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 28 years of industry experience. He previously worked at The Financial Advisory Group, Inc. for 27 years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2024. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic allocation across risk classes with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

James Vance is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at Valic Financial Advisors since 2018 and has been an agent at Agia since 2022, where he is involved in 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, using Envestnet-developed UMA models to construct client portfolios.

Justin Williams is a financial advisor with Eagle Strategies (New York Life) based in Houston, TX. He holds the ChFC® designation and has five years of industry experience. Prior to his current role, he worked at Bayou Capital Strategies LLC and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2020. Additionally, he is appointed as an insurance broker for outside carriers, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and offers multiple advisory program types within an integrated New York Life structure.

Ian Glenn is a financial advisor at Allworth Financial, L.P. based in Houston, TX, holding a Series 65 designation with two years of industry experience. His prior work includes roles at EY and Diamond Hill Capital Management. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using model strategies and third-party sub-advisers, providing both discretionary and non-discretionary asset management along with comprehensive financial planning and specialized consulting services.

Dawson Moreno is a CFP® and holds a Series 66 designation with four years of industry experience. He is currently with Truist Advisory Services and has prior work history at The Mather Group and Zest Atlanta Catering, among other roles. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Estephania Vazquez Ramirez is a financial advisor with Valic Financial Advisors, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Valic, she worked with Universal Processing and World Financial Group and has experience in the restaurant industry. She is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm utilizes discretionary unified managed accounts with Envestnet’s platform and offers tax-aware and ESG overlay services, operating at scale with over 1,200 advisors managing approximately $29.2 billion in client assets.

Dereik Smith is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63, 65, and 66 designations and bringing 20 years of industry experience. His prior roles include positions at Scottrade/TD Ameritrade and Greater Houston Partnership. He is also involved with Prevail Athletic Training, where he has been active for nine years. 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 a range of investment advisory and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology solutions.

Joseph Armstrong is a financial advisor with GWN Securities Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Armstrong also serves as a notary public, providing this service to clients when delivering trust documents. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm operates a large network of advisors and manages billions in assets, delivering advice through a variety of managed-account programs and model portfolios.

Vernon Perry is a CFA® charterholder with 20 years of industry experience, currently serving at Sarofim International Management Co. in Houston, TX. He has worked at Fayez Sarofim & Co. since 2013. Sarofim International Management Company provides discretionary investment management primarily to non-U.S. institutional clients, including pension plans, retirement systems, endowments, and insurance companies, while also serving corporations, small businesses, and individual accounts. The firm emphasizes fundamental research and manages equity and fixed-income portfolios with a focus on capital preservation, low turnover, and a bottom-up investment process.

Michael Bubel is a financial advisor with Allworth Financial, L.P. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Valic Financial Advisors for nine years before joining AW Securities in 2022. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including model-based approaches and third-party sub-advisers, and provides both discretionary and non-discretionary asset management alongside financial planning and specialized consulting services.

Vincent Arnold III is a financial advisor with Concurrent Investment Advisors, LLC based in Houston, TX. He holds the CFP® designation and Series 66 license and has three years of industry experience. Prior to joining Concurrent, he worked at Raymond James & Associates, Inc. and has held roles outside the financial sector, including positions at Saltgrass Steak House and Sweetwater Country Club. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Diana Williams is a financial advisor with Valic Financial Advisors who holds Series 63 and Series 66 licenses and has four years of industry experience. Her prior roles include positions at Fidelity Investments, RIA Advisors, and Ameriprise Financial Services Inc. She is the owner of Raydarian Notary Service, a notary business planned to begin operations in late 2025. 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.

Aleasia Thomas is a Series 66-licensed advisor with Valic Financial Advisors in Houston, TX, holding four years of industry experience. She previously worked at Travelers Insurance Company for 23 years and has been involved with Agia since 2022. Outside of financial advising, she is a partner in People First Medical Supply, a retail medical equipment business, where she handles accounting and limited sales. 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 utilizes discretionary unified managed accounts with centralized technology and model solutions.

Quang Tran is a financial advisor at Valic Financial Advisors based in Houston, TX, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank, NA, and Invesco Ltd. Outside of his advisory work, 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 and operating at a large scale with over 1,200 advisors.

Charlotte Campbell is a financial advisor at Kestra Advisory with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Hancock Bank, and Cetera. Outside of her advisory role, she consults on an educational channel focused on financial literacy content for teens and provides strategic input on content and branding. Kestra Advisory offers investment advisory and retirement-plan consulting services to a broad range of institutional and individual clients, supporting fiduciary services and utilizing multiple management platforms to serve very large institutional investors, including sovereign wealth funds.

Christopher Carter is a financial advisor at Corient with eight years of industry experience. He holds the CFA® designation and Series 63 license. His prior roles include positions at Avalon Advisors, LLC and Seix Investment Advisors. 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 corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and specialized offerings through affiliated entities.

Karen Dixon is a financial advisor at Truist Advisory Services with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple related firms, including Suntrust Investment Services, BB&T Securities, and BBVA Securities. Karen is based in Houston, TX. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting with third-party platform support and uses AI-enabled research tools to assist in manager selection and ongoing oversight.

Hiram Cortes is a financial advisor with Oppenheimer in Houston, TX, holding a Series 66 designation and bringing 21 years of industry experience. Prior to joining Oppenheimer in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2014 to 2019, and at Citigroup Global Markets from 2012 to 2014. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment programs and advisory services that include strategic and tactical asset allocation, manager selection, and customized consulting and retirement planning, operating both discretionary and non-discretionary accounts.