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 the Series 63, Series 65, and Series 66 credentials. His prior work includes roles at Mariner Independent Advisor Network, LPL Financial LLC, Prudential Insurance Company of America, and several other firms. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, utilizing a range of investment strategies and technology platforms while offering both discretionary and non-discretionary services.

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.

Frank Duong is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 credentials. He has 11 years of industry experience and serves as CEO of Delta Family LLC, a business focused on assisting with Medicare and health insurance enrollment. He also has a background in financial education through his work with the Heartland Institute of Financial Education. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Rebekah Burns is a financial advisor at Mercer Global Advisors Inc. in Houston, TX, holding CFP® and ChFC® designations with 14 years of industry experience. Her prior experience includes roles at Houston Asset Management and Northwestern Mutual Investment Services LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, and non-profits, providing investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other investment vehicles, along with specialized services such as retirement plan consulting and charitable advisory.

Pedro Marquez is a financial advisor with Citigroup Global Markets in Houston, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Citibank since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including acting as a swap dealer and futures commission merchant.

Carlos Hernandez is a CFP®-certified financial advisor with 11 years of industry experience. He currently works at Mariner Wealth Advisors and previously held roles at Mercer Global Advisors and Foresters Advisory Services. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and access to various pooled and third-party investment vehicles. The firm combines discretionary, customized portfolio management with integrated tax, accounting, and family office services.

Blaine Dahl is a financial advisor with Guardian Life and holds a Series 66 designation. He has 16 years of industry experience, including roles at Guardian Life, Park Avenue Securities, Securian Financial Services, IMG Financial Group, and Minnesota Life Insurance Company. Dahl is also involved with Ash Brokerage, offering insurance products outside of those provided through Guardian. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement consulting, and various advisory programs, combining proprietary and third-party models.

Pedro Paulo Lourenco is a CFA® charterholder and holds the Series 66 designation, with six years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2022, and has prior experience at First Quadrant, L.P. from 2016 to 2019. Lourenco is based in Houston, TX. 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 offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches, supported by third-party platform arrangements.

Elelumhe Garuba Hawthorne is a financial advisor with VOYA Financial Advisors, Inc. and holds a Series 66 designation. He has 13 years of industry experience, including prior roles at Agia and VALIC Financial Advisors, Inc. He is also an independent insurance agent selling various life insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and a range of advisory programs that emphasize non-discretionary recommendations.

Kunal Vyas is a financial advisor with TIAA-CREF in Houston, TX, holding a Series 66 designation and 11 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm acts as adviser to the TIAA Donor Advised Fund and operates within a vertically integrated group using affiliated funds.

Tiffany Cao Sidoti is a financial advisor with Voya Financial Advisors, Inc. in Houston, TX. She holds a Series 66 designation and has 18 years of industry experience. Prior to joining Voya in 2015, she has been involved in the financial services sector for several years. Outside of her advisory role, she is active as an independent insurance agent. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides financial planning, portfolio management, and consulting services through various program structures, with a notable emphasis on non-discretionary investment recommendations.

Dan Sanders is a financial advisor with Independent Financial Group, LLC in Houston, TX, holding a Series 63 designation and 33 years of industry experience. He previously worked at firms including Merrill, Chase Investment Services, UBS Financial Services, and Executive Wealth Management. Sanders also owns Sanders Career Consulting, a business offering job advice and coaching. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management using both firm- and third-party models, combining passive and active strategies across various risk profiles.

Amy Zamikovsky is a CFP® with 16 years of industry experience currently affiliated with Focus Partners Wealth, LLC. Her work history includes roles at Kovitz Investment Group Partners, Transform Wealth, Woodson Wealth Management and Consulting, Merrill, and legal practice through Zamikovsky Law, PLLC. She has experience spanning both financial advisory and legal services. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, corporate, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and proprietary tools within an enhanced open architecture framework.

Daniel Goott is a CFP® professional with over 26 years of industry experience. He is currently with Cerity Partners LLC and Cerity Partners Retirement Plan Advisors, and has a long tenure at Investec Asset Management Group, where he also serves as Executive Vice President involved in selling and monitoring fixed insurance products. He holds the Series 63 and Series 65 licenses. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, combining proprietary quantitative screens with third-party managers and individual securities, and offers a range of services that include portfolio management, financial planning, retirement consulting, tax preparation, and access to alternative investments.

Bredawn Riley is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. She has been with VOYA Financial Advisors since 2014 and also owns Riley Financial, which involves insurance and investment sales. She serves as a board member for Galveston Municipal Utilities District 32, overseeing water and waste control administration. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes recommendation-based advice through various program structures, including Unified Managed Account wrap programs and third-party money manager access.

Raul Chavez is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 66 and Series 63 licenses. His prior positions include roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including swap dealing and futures commission activities.