Christine Tran is a financial advisor with PNC Wealth Management in Houston, TX, holding Series 63 and Series 66 licenses and bringing six years of industry experience. Her prior roles include positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering for employees that relies on algorithm-driven risk assessment and deploys investments via approved model strategies managed by PNC or third parties.

Jeffrey Kacal is a CFP® and holds a Series 66 license with 26 years of industry experience. He has been with Mercer Global Advisors Inc. since 2015. The firm serves a broad client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. Mercer Global Advisors emphasizes a globally diversified investment approach grounded in Modern Portfolio Theory, offering a range of portfolio management and planning services.

Maximo Lopez is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 66, Series 65, and Series 63 credentials and bringing 23 years of industry experience. His career includes roles at firms such as Mutual of Omaha and Allstate Life and Financial Services LLC. Outside of his advisory work, Lopez is active in Toastmasters, serving as an area director where he mentors members and organizes speaking events. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management, financial planning, and unified managed account solutions through a large network of advisors. The firm utilizes technology-driven platforms and model-based strategies to manage billions in assets for a broad client base.

Luther Mccollister is a CFP® professional with 14 years of industry experience, currently affiliated with Valic Financial Advisors in Houston, TX. He has worked at Valic Financial Advisors since 2011 and also held a position at Austin First Mortgage from 2011 to 2016. Additionally, he serves as an agent for Agia, providing 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Brett Williams is a financial advisor with Corient in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Avalon Wealth Management and Avalon Advisors. Since 2010, he has served as a director of the Cyvia and Melvyn Wolff Family Foundation. 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, using a goals-based, team investment approach that includes both in-house and third-party strategies.

John Kaleh is a financial advisor with Oppenheimer in Houston, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a wide range of clients, including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services that encompass investment management, consulting, retirement services, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and various investment vehicles to tailor client solutions, with a distinctive role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

Vincent Nguyen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and based in Houston, TX. He has one year of industry experience and has held positions at The Post Oak Hotel at Uptown Houston and Future Financial South. He has also been affiliated with the University of Houston since 2022. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and employs a diversified investment process that blends passive and active management with quantitative, momentum, and fundamental analysis.

Kamran Ellini is a CFP® and ChFC® with 26 years of industry experience, currently affiliated with Primerica Advisors in Houston, TX. He has worked at Park Avenue Securities and The Guardian Life Insurance Company since 2011. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a variety of proprietary and third-party investment programs.

Thomas Sartor is a CFA® charterholder and holds a Series 65 license, with 10 years of industry experience. He has worked at The Financial Advisory Group Inc from 2014 to 2024 and has been with Wealth Enhancement Advisory Services, LLC since 2024. He serves as the Vice President of Programming for the CFA Society of Houston. 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 offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines active and passive management with quantitative and fundamental research.

Jo Grooms is a financial advisor at &Partners with 42 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management and financial planning through both discretionary and non-discretionary approaches using a range of proprietary and third-party strategies.

Graydon Oliver is a financial advisor at Corient with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Avalon Wealth Management, LLC and Avalon Advisors, LLC. Graydon has been with Corient and its related entities since 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 corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Raymond Hayes Jr. is a financial advisor with Voya Financial Advisors, Inc. He holds Series 66 and Series 63 licenses and has 27 years of industry experience. Prior to joining Voya in 2022, he worked at Kestra Advisory, NEXT Financial Group Inc., Ameriprise Financial Services, Inc., and Advisor Group - FSC Securities. He is also the Managing Director of Atra Vir Capital, LLC, a legal business entity. Voya Financial Advisors, Inc. serves a broad range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers diversified services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting through both discretionary and non-discretionary advisory methods.

Antonio Delagarza is a financial advisor with PNC Wealth Management based in Sugarland, TX, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, BBVA Securities Inc., and COMPASS Bank, spanning two decades. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital offering available by invitation to employees. The firm employs algorithmic risk assessments to select investment models managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Kevin Torralba is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Valic Financial Advisors since 2019 and also works with Agia, where he offers non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based 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 model portfolios and providing optional Tax and ESG overlay services.

Christopher Puckett is a financial advisor with Wealth Enhancement Advisory Services, LLC in Houston, TX. He holds a Series 65 designation and has two years of industry experience. His prior work includes roles at The Financial Advisory Group and positions related to education and recreational organizations. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement consulting, using a strategic investment approach that combines passive and active managers and incorporates quantitative and fundamental research.

David Anderson is a financial advisor at Principal Financial Services with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Princor Financial Services Corp and Principal Life Insurance Company since 2014. Outside of advising, he is involved in insurance brokerage activities related to life, fixed annuities, health, and group insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

James Mc Nair Sr. is a financial advisor with First Command Advisory Services in Houston, TX, holding a Series 66 designation and possessing 14 years of industry experience. He has been affiliated with First Command entities since 2011. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs utilizing model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Nicole Saldivar is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Agia, Allstate, Glorias, and Macys. Outside of financial advising, she creates social media content focused on travel and lifestyle brands across platforms such as Instagram, TikTok, and YouTube. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and offers managed-account programs, financial planning, and brokerage services. The firm uses Envestnet-developed UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets across about 1,239 advisors.

Braden Dawes is a financial advisor at Valic Financial Advisors in Houston, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Valic, he has held roles at Agia and Saudi Aramco. 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 clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, leveraging Envestnet-developed portfolio models and maintaining a large advisor base.

Courtney Fleming is a financial advisor at VALIC Financial Advisors in Houston, TX, holding a Series 66 designation with four years of industry experience. Prior to joining VALIC, Fleming worked at Pure IT (Insperity) and Long View Systems. Outside of finance, Fleming performs improvisational comedy with Comedy Sportz Houston, participating both on stage and in various front-of-house roles. 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 UMA models for portfolio construction.