Garrett Gowan is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked at Valic Financial Advisors since 2011 and is also associated with Agia in a non-securities insurance capacity. 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.

Ishmel Slaughter is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 65 and Series 63 licenses. He has two years of experience in the industry and has previously worked at Valic Financial AIG and PrimeWay Federal Credit Union. Valic Financial Advisors, Inc. 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 discretionary unified managed accounts through a large network of advisors and utilizes centralized technology and model solutions to manage client portfolios.

Robert Frater is a financial advisor at Allworth Financial, L.P. with 45 years of industry experience. He holds the CFP® designation and has worked at firms including HA Management, LLC and Sagepoint Financial, Inc. Frater serves on the board of directors for the Houston Center for Musical Arts and manages funds for The Rotary Club of Houston Heights Charitable Foundation. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs third-party sub-advisers as needed.

Cody Hamrick is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and six years of industry experience. He has worked at Valic Financial Advisors since 2018 and previously at Academy from 2012 to 2018. Outside of his advisory role, he is also an agent for 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, using Envestnet-developed UMA models to construct client portfolios.

Zachary Borens is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. He has worked at VALIC Financial Advisors since 2018 and also holds a position with AGIA, where he is involved in non-securities insurance products. 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 uses discretionary unified managed accounts and offers portfolio management and financial planning services through a large network of advisors, operating at scale with a significant client base and a reliance on centralized technology and model solutions.

Claire Marsh is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and 26 years of industry experience. She previously worked at Comerica Securities for 16 years and Ameriprise for three years. Marsh is also registered with Ameriprise Financial as a Registered Client Services Associate. FIFTH THIRD SECURITIES, Inc. serves a range of individual and institutional clients through both investment advisory and brokerage channels. The firm offers multiple program types on its Passageway Managed Account platform, including advisor-directed mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing options.

Pedram Kaivani is a financial advisor with Eagle Strategies (NY Life) in Houston, TX, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He has been operating Kaivani Wealth Strategies, LLC since 2017 and has worked with Eagle Strategies since 2014, along with longstanding roles at Nylife Securities and New York Life Insurance Company. Outside of advisory work, he brokers non-registered insurance products through various outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Ashton Brown is a Series 66 licensed financial advisor with Valic Financial Advisors in Houston, TX, with one year of industry experience. Prior to joining Valic, he worked at Comerica Bank for seven years and has held roles at Uber and Agia. Outside of his advisory work, he is appointed as an agent to sell non-securities insurance products and also works as a driver for Uber. 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 with various overlay options.

Michael Ellington Jr. is a financial advisor at Cresset Asset Management, LLC with 27 years of industry experience. He holds a Series 66 designation and previously worked for 25 years at Sanford C. Bernstein & Co., LLC and Alliance Capital Management LP. Outside of his advisory role, he is a partner in Ellington Family Partners, LLC, a non-investment related business. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets, serving individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm focuses on diversified, asset-allocation-driven portfolio construction using a combination of active and passive strategies, supported by a structured due-diligence program and multiple affiliated entities.

Akanni Jones is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Next Financial Group, Inc. and TIAA-CREF. Based in Houston, TX, he has been with Valic Financial Advisors since 2023. Valic Financial Advisors 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 UMA models for portfolio construction and management.

Dana Smith is a financial advisor at Valic Financial Advisors with 11 years of industry experience. She holds the CFP® designation and a Series 66 license. Dana has been with Valic Financial Advisors since 2015 and has additional experience with AGIA since 2022. Outside of finance, she is involved in affiliate marketing focused on beauty products such as skincare and makeup, creating and sharing product-related content on social media. 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 and financial planning services via a large network of advisors, implementing discretionary unified managed accounts with a reliance on centralized technology and model solutions.

Griffin Rathgeb is a financial advisor with Sanctuary Advisors, LLC in Houston, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Thrivent Investment Management, Bank of America, and Merrill Lynch. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing various analytical approaches and maintains distinctive features such as performance-based fee negotiations and multi-custodian arrangements.

Elizabeth Spiller is a financial advisor with \u0026Partners, holding a Series 66 designation and six years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a mix of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Maxwell Mims is a financial advisor at Rockefeller Financial LLC holding a Series 66 designation. He has one year of industry experience and previously worked at the University of Texas at Arlington and Southwestern University. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

William Hill is a CFP®, CFA®-designated financial advisor with 19 years of industry experience, currently with Hightower Advisors. He has worked at several firms including Salient Private Client, Salient Capital, and Salient Partners. Hill serves as chair of the board of trustees for River Oaks Baptist School Endowment, where he helps oversee investment decisions for the school’s funds. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, offering discretionary and non-discretionary portfolio management, retirement plan consulting, and access to various pooled investment vehicles. The firm employs a multi-manager approach utilizing both affiliated and third-party managers and incorporates proprietary research and custom portfolio construction.

Israel Cruz Gonzalez is a CFP® professional with experience at Mercer Global Advisors, Inc., Westwood Wealth Management, and Wealth Development Strategies LLC. He is based in Houston, TX, and has been active in the financial services industry since 2018. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of advisory and planning services. The firm follows an investment approach based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through various strategies including low-cost ETFs and direct indexing.

Larry Nemoto Jr. is a CFP® and Series 63 credentialed financial advisor with 31 years of industry experience. He has been with J.W. Cole Financial, Inc. and Jonathan Roberts Advisory Group, Inc. since 2003. Outside of his advisory roles, he operates a consulting business focused on accounting and taxes. J.W. Cole Advisors, Inc. supports a large network of independent advisors, offering fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms. The firm serves individuals, high-net-worth clients, and institutional accounts through both discretionary and non-discretionary strategies that incorporate fundamental and technical analysis.

Yancey Mbolda is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked with several firms, including Mercor and Transamerica Employee Benefits. Mbolda is involved in employee benefits consulting for small businesses through Transamerica Employee Benefits. Transamerica Financial Advisors serves a wide range of clients, including individual investors and institutional entities, offering both advisory and brokerage services through proprietary and third-party investment models.

Juliana Ramirez is a financial advisor at Empower Advisory Group in Katy, TX, holding a Series 66 designation. She has one year of industry experience with prior roles including positions at Mariner Finance and Empower Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Min Hu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has additional roles as a health insurance agent with Anthem Blue Cross and Benefit Mall. Hu is also a co-owner of the R.C. and M.G. Hu Family Trust. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm’s advisory approach primarily uses model portfolios and third-party managers, supported by a large network of advisors and multiple program platforms.