Joshua Ellison is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Chalice Capital Partners, Texas Capital Bank, Raymond James Financial Services, and JP Morgan. Ellison is based in Houston, TX. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides solutions that include separately managed accounts, mutual funds, ETFs, alternative funds, and exposure to digital assets.

Brian Butler is a financial advisor at CWM, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at CWM since 2022, following prior roles at Wealth Standard Financial and LPL Financial. Outside of his advisory work, he serves as president and certified life coach at Boundless Mind Institute and is a board member of CHIP (Changing How Individuals Prosper). CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm employs model portfolios overseen by an in-house Investment Committee and offers various services such as portfolio management, financial planning, retirement-plan solutions, and access to alternative investments.

Vern Montross is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He has been with City National Rochdale and RIM SECURITIES since 2014. Montross is based in Houston, TX. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors. The firm employs a multi-strategy investment process that combines quantitative and fundamental analysis, managing portfolios across various asset classes with a focus on discretionary and sub-advisory services.

James Hromadka is a CFP® professional with 20 years of experience in financial advising, currently with Valic Financial Advisors since 2018. His prior experience includes roles at H.D. Vest Advisory Services, Lone Star College, and San Jacinto College. Outside of his advisory work, he serves as an officer in an outdoor activities club, including a recent role as president. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with a focus on discretionary portfolio management.

Michael Lauer is a financial advisor at VALIC Financial Advisors with 11 years of industry experience and holds the Series 66 designation. He previously worked at Next Financial Group, Inc. and JP Morgan Chase Bank. 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 advisor network, utilizing discretionary unified managed accounts and third-party model managers on Envestnet’s platform.

Javier Ramirez Carstens is a Series 66-licensed financial advisor with Citigroup Global Markets, based in Houston, TX. He has six years of industry experience, including three years at Citibanamex before joining Citigroup Global Markets in 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm utilizes multi-asset, multi-manager strategies with internal oversight and manages bespoke discretionary solutions for large relationships.

Kira Hill is a financial advisor with Valic Financial Advisors, holding a Series 66 credential and seven years of industry experience. She has worked previously at LPL Financial and has served as an agent for AGIA, selling non-securities insurance products. Outside of financial services, she works part-time as an internet safety rater, evaluating YouTube videos for age appropriateness and misinformation. 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 for portfolio construction and management.

Samuel Frankfort is a financial advisor with Corient, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He previously worked at Rock & Co LLC and Rockefeller Financial LLC from 2020 to 2024, and at Raymond James & Associates from 2016 to 2020. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, utilizing continuous portfolio monitoring and risk management tools.

Tatyana Sokolova is a financial advisor at Goldman Sachs Wealth Services, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Ayco and Meltser Law Group. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, and institutional clients, offering comprehensive financial planning and portfolio management with access to specialized wealth programs and alternative investments.

Ryan Thompson is a financial advisor at Truist Advisory Services with four years of industry experience. He holds the Series 66 designation and has been with Truist and its predecessor firms since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program implemented through both discretionary and non-discretionary strategies.

Dylan Mc Dowell is a financial advisor at Corient with seven years of industry experience. He holds the CFP® designation and Series 66 license. His prior roles include positions at Avalon Advisors, LPL Financial, and AXA Advisors. Corient offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines proprietary and third-party strategies with ongoing risk management and customized asset allocation.

Amanda Pilkerton is a CFP® professional with 19 years of industry experience, currently serving at Prime Capital Financial. She has worked at Prime Capital Investment Advisors, Cetera Advisor Networks, United Capital Financial Advisers, and Giriard Securities. In addition to her advisory role, she provides referrals for Medicare Supplement plans and is an insurance agent involved in 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. The firm offers a range of services including asset management, financial planning, and family office solutions, utilizing a variety of investment strategies and maintaining an affiliated tax advisory subsidiary.

Matthew Speed is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at LPL Financial for 10 years and Texas Dow Employees Credit for 15 years. Outside of his advisory role, he volunteers teaching personal finance and economics to high school students at the Bluebonnet Homeschool Scholars Cooperative. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers a range of portfolio management and financial planning services, utilizing both firm and third-party models to create tailored investment strategies.

Louis Mayor is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has five years of industry experience, including roles at Northwestern Mutual and MassMutual before joining Guardian Life and Park Avenue Securities. Based in Houston, TX, his background includes a mix of wealth management and investment services. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of investment advisory programs using both proprietary and third-party models.

Raymond James is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Charles Schwab, Bank of America/Merrill Lynch, JPMorgan Chase, and the University of Houston. He also owns Anbu Risk Consulting, a Houston-based firm providing general administrative and operational support. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with specialized market roles, including derivatives and futures services.

Tanya Ferguson is a financial advisor with Valic Financial Advisors in Houston, TX. She holds a Series 66 designation and has been in the financial industry since 2025. Prior to joining Valic, she worked at Agia and was involved with the Interfaith Child Development Center. Tanya is also the author of a children’s book published on Amazon. 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 providing various overlay options for portfolio customization.

Michael Hoctor is a financial advisor at Oppenheimer with 48 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services, delivering both discretionary and non-discretionary portfolio management and consulting.

Yevgeny Tunitsky is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2012. He previously worked at Morgan Keegan & Company, LLC from 2009 to 2012. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and consulting services across equity, balanced, and fixed-income portfolios, with a notable emphasis on non-discretionary account management and custody of client assets.

Caroline Shelton is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and five years of industry experience. Her career includes roles at Agia and Equitable Advisors, as well as work at Texas A&M University and Deer Park High School. She 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 clients, and offers discretionary managed-account programs, financial planning, and brokerage services. The firm utilizes Envestnet-developed UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets across its 1,239 advisors.

Pedro Narvaez Garcia is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 15 years of industry experience. He has been with CitiBank, N.A. since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market roles.