Jacob Hilton is a financial advisor at Corient with five years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and Frgment. His background also includes roles at the University of Minnesota and several small businesses. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach combining in-house and third-party strategies, with continuous portfolio monitoring and risk management.

Russell Martin is a financial advisor with RBC Rochdale, LLC in Houston, TX, holding the CFP®, CFA®, and Series 66 designations. He has 13 years of industry experience and has been with CNR Securities, LLC since 2014. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and government entities. The firm employs a multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, often utilizing proprietary tools and working with third-party sub-advisors to tailor portfolios.

Timothy Harden is a financial advisor with PNC Wealth Management in Houston, TX, holding Series 63 and Series 66 licenses and 11 years of industry experience. Prior to joining PNC Wealth Management and PNC Bank in 2026, he worked at JPMorgan Securities LLC from 2014 to 2025 and JPMorgan Chase Bank NA from 2012 to 2021. He also spent a year homemaking from 2025 to 2026. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution currently available as an invitation-only pilot for PNC Bank employees. The firm uses approved model strategies executed via mutual funds and ETFs with algorithm-driven risk assessment and annual rebalancing.

Joseph Lacy is a financial advisor at Valic Financial Advisors in Houston, TX, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at AGIA, CarMax, and Fredy Kia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of representatives. The firm uses discretionary unified managed accounts with a focus on centralized technology and model solutions across its sizable client base.

Douglas Garrison is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. He previously worked at Investec Asset Management Group, Inc. and Investec Wealth Strategies for over a decade. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves individuals, families, trusts, corporations, charitable institutions, and other investors, offering a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments. Cerity emphasizes diversified asset allocation using proprietary quantitative screening and third-party managers, along with specialized private market programs and affiliated consulting and advisory services.

Tanner Patterson is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Agia, Sonic Automotive, The BoldMD, Mahindra Agriculture of North America, and Kubota North America. 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, utilizing Envestnet-developed UMA models for portfolio construction.

Jasmine Henderson is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and five years of industry experience. She has worked at Valic Financial Advisors since 2020 and has held roles at various other firms including Agia and Doordash. Outside of her advisory role, she is an agent for non-securities insurance products with Agia. 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 utilizes discretionary unified managed accounts through Envestnet’s platform and offers multiple wrap programs, portfolio management, and financial planning services supported by a large network of advisors.

Gianna Nunn is a CFP® professional at Corient with five years of industry experience. She has worked with Corient and its affiliates since 2023 and previously held roles at Avalon Wealth Management and BOK Financial. Gianna is based in Houston, TX. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management tools and alternative investment options where appropriate.

Christine Hoeller is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX. She holds the ChFC® designation and has 37 years of industry experience. Her career includes over two decades with New York Life and its affiliated entities. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, operating primarily on a non-discretionary asset management basis within an integrated New York Life affiliate structure.

Keith Brewer is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with American General Financial Group since 2000. Outside of his advisory role, Brewer participates as an independent representative in a network marketing company that markets technology 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 through its broker-dealer operations.

Russell Appelget is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and WealthWave since 2022. Outside of advising, he serves as a director for Harris County Municipal Utility District 264 and is an adjunct instructor at Prairie View A&M University, where he teaches a personal finance course. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services and supports its large advisor network through multiple program platforms.

Anthony Gracely is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at Fayez Sarofim & Co. since 2011. He holds the Series 66 designation and is based in Houston, TX. Fayez Sarofim & Co. provides discretionary investment management to institutional and individual clients, including pension plans, endowments, foundations, and registered investment companies. The firm employs a bottom-up research process focused on large-cap, high-quality companies and offers a range of equity and fixed-income strategies while generally avoiding derivatives, leverage, short selling, and market timing.

Johanan Farrington is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Valic Financial Advisors and Agia. Outside of finance, he engages in photography, providing portrait services to individuals and families on weekends. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated platform that emphasizes long-term portfolio returns, annual rebalancing, and clients' savings rates.

Michael Green is a financial advisor with Valic Financial Advisors in Houston, TX. He holds the Series 63 and Series 66 designations and has two years of industry experience. Prior to joining Valic Financial Advisors, he worked at Rethink Wealth and AGIA. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and employs a multi-model investment approach including unified managed accounts with tax- and ESG-aware overlay options.

Manuel Cuaresma is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His prior roles include positions at AIG Capital Services, American General Life Insurance, InsurMark, and WealthVest Marketing. Outside of his advisory work, he has worked as an Uber driver on weekends. 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.

Clayton Mcwherter is a financial advisor at Corient with seven years of industry experience. He holds a Series 65 designation and has worked previously at PineBridge Investments and Avalon Advisors. His career includes roles at multiple entities affiliated with Corient since 2023. Corient provides 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 combining in-house strategies and third-party managers, employing risk management tools and alternative investment options as appropriate.

James Baker is a financial advisor at Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include positions at Agia and various educational institutions. Additionally, he is appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and serves close to 300,000 clients with over 1,200 advisors, utilizing centralized technology and model-driven investment solutions.

Ryan Richardson is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has served on the Board of Directors for the City of Conroe Municipal Management District No. 3 since 2020 and works as a CrossFit coach outside of his advisory role. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, and provides discretionary managed-account programs, financial planning, and brokerage services through its broker-dealer operations.

Alexander Jimenez is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX. He holds Series 63 and Series 65 licenses and has four years of industry experience. His work history includes roles at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Co. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with a significant portion of assets managed on a non-discretionary basis.

David Harris is a financial advisor at Corient with 40 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at U.S. Capital Wealth Advisors, USCA Asset Management, and USCA Securities. 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 uses a goals-based, team investment approach combining in-house strategies and third-party manager solutions, with ongoing portfolio monitoring and risk management.