Kyle Mason is a financial advisor with VALIC Financial Advisors in Houston, TX, holding CFP® and ChFC® designations and the Series 66 license. He has four years of industry experience, including roles at Bank of America, Merrill, and AGIA. Outside of financial advising, Mason participates in affiliate marketing through Pinterest, posting product images linked to Amazon.com. VALIC Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and leverages centralized technology and model solutions across its advisory services.

Laura Brantley is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2025. Prior to joining Hightower, she worked at Wealth Enhancement Brokerage Services LLC and Wealth Enhancement Advisory Services LLC for nine years, and LPL Financial, LLC for ten years. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a broad range of investment products and strategies.

Douglas Alder is a CFA® charterholder with 15 years of industry experience. He has been with Fayez Sarofim & Co. since 2002 and is currently affiliated with Sarofim International Management Company in Houston, TX. Sarofim International Management Company provides discretionary investment management primarily to non-U.S. institutional clients, including pension plans, endowments, and insurance companies, while also serving corporations and high-net-worth individuals. The firm employs a bottom-up investment process with an emphasis on high-quality, large-cap multinational equities and capital preservation in fixed income, managing portfolios with low turnover and committee oversight.

Charles Donnell is a financial advisor with PNC Wealth Management based in Houston, TX, holding a Series 66 designation and has 20 years of industry experience. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., and COMPASS Bank from 2015 to 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic recommendations and manages investments via mutual funds and ETFs.

Robert Gilliland is a financial advisor with Sanctuary Advisors, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Citigroup Global Markets. Outside of advising, he is president of an outdoor recreation services LLC focused on fishing apps and serves on the board of Northland Syllian Field. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement consulting with a range of investment approaches and a fiduciary standard when engaged by clients.

Lilian Cadore is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 13 years of industry experience. She has worked at VALIC Financial Advisors since 2015 and is currently affiliated with Corebridge Capital Services, Inc. Outside of her advisory role, Cadore serves as president of a St. Vincent de Paul chapter, where she leads group meetings and helps coordinate assistance for those in need. 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. The firm offers portfolio management, financial planning, and wrap programs through a large advisor network, utilizing discretionary unified managed accounts and optional tax-aware and ESG overlay services.

Carl Montano is a financial advisor at Transamerica Financial Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Transamerica Financial Advisors since 2013. Outside of his advisory role, Montano has been involved with the Heartland Institute of Financial Education and St. Andrew's Presbyterian Church of Beaumont. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, managing approximately $1.7 billion in regulatory assets under management.

Clark Henry is a financial advisor at Concurrent Investment Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously held roles at firms including Fidelity Brokerage Services LLC and Strategic Advisers LLC. Henry also serves as a relationship manager at Winstone Wealth Partners, assisting with client requests and supporting advisors. Concurrent Investment Advisors is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, individual securities, bonds, and alternative investments, supported by internal due diligence and a network of roughly 286 advisors.

Joseph Briggs is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Directed Trust Company and IRA Plus Southwest. Outside of his advisory work, he has experience as an agent selling non-securities insurance products for AGIA and operated a photography business for six years. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Griffin Weinstein is a CFP® and holds a Series 65 license, currently advising at Mariner with three years of industry experience. His prior roles include positions at Crestmont Private Wealth LLC and Mariner Wealth Advisors. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers across a range of asset classes and provides integrated tax, accounting, and administrative family office services.

Edwin Warren is a CFP® professional with 11 years of industry experience, currently serving at Truist Advisory Services. His prior roles include positions at Merrill and BB&T, where he worked both in advisory and securities capacities. He is based in Houston, TX. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary investment approaches and utilizes third-party platforms and AI-enabled research tools to support its manager selection and oversight processes.

Zachary Hayslip is a financial advisor at Sanctuary Advisors, LLC in Houston, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Turnkey Solutions, Norman CPA, Engie North America, and Texas A&M. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension plans, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers diverse portfolio management options and employs various analytical approaches while acting as a fiduciary under written advisory agreements.

Sonja Simmons is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Fidelity Investments, Prudential Insurance Company of America, and Pruco Securities, LLC. She has also worked for United Airlines for over 25 years and is appointed as an agent to sell 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.

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.

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.

Atabu Otobo is a financial advisor with TLG Advisors, Inc. based in Cypress, TX. He holds Series 65 and Series 63 licenses and has 11 years of industry experience. His prior work includes roles at Simplicity Investments, Avantax Investment Services, and multiple insurance firms. TLG Advisors serves a broad client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm employs a manager selection process using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, with many accounts managed through sub-advisors and program platforms, and also offers a direct-to-consumer digital investment program called Starlight Portfolios.

Lisette Mandwee Ndzie is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has held roles at Transamerica Employee Benefits and is involved with estate planning services through partnerships with InheritGuard, LLC and LegacyShield Solutions, Inc. Outside of her advisory work, she is engaged with GOD'S GARAGE, a nonprofit focused on poverty, where she is a board member. Transamerica Financial Advisors, LLC serves a broad client base including individuals, retirement plans, trusts, and businesses, offering investment advisory, brokerage, and retirement-plan services through a large network of advisors and multiple program platforms. The firm utilizes model portfolios and third-party managers to implement its advisory model.

Kathryn Bierschwale is a financial advisor with OSAIC Institutions, Inc. in Houston, TX. She holds Series 63 and Series 66 credentials and has six years of industry experience. Her prior roles include positions at Texas First Bank, LPL Enterprise, and The Prudential Insurance Company of America, among others. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning through its network of investment adviser representatives, operating a hybrid adviser/broker-dealer structure with a focus on client choice in account management.

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.