James Larkin is a financial advisor at VALIC Financial Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VALIC Financial Advisors since 2007. The firm serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. VALIC Financial Advisors offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, managing roughly $29.2 billion and serving close to 300,000 clients.

Bradly Baxter is a CFP® and ChFC® with 11 years of industry experience. He has been affiliated with Wealth Enhancement Advisory Services, LLC and its related entities since 2016, and previously worked with LPL Financial, LLC. 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 assets and employs a diversified, risk-class based investment approach that blends passive and active management overseen by an internal Investment Committee.

Jonathan Copley is a financial advisor at Creative Planning with 10 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Creative Planning in 2022, he worked at JP Morgan Chase Bank and JP Morgan Securities from 2019 to 2021, and at TD Ameritrade from 2016 to 2019. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by tax-loss harvesting and private market exposure.

Danika Korenek is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and having 11 years of industry experience. She has been with Valic Financial Advisors since 2015 and is also engaged as an agent for Agia and works as a food deliverer for Uber Eats. 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 and operating at scale with over 1,200 advisors.

Aurora Barcenas is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2022. Her prior experience includes roles at Investec Wealth Strategies, PartnersInWealth, Inc., and Morgan Stanley, spanning a total of nine years. Outside of her advisory work, she is involved with YogaOne Houston, where she contributes as a yoga instructor and studio partner. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers supported by proprietary research and comprehensive portfolio construction strategies.

Alfred Mayes is a financial advisor at First Command Advisory Services with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at Valic Financial Advisors and Merrill. Outside of advisory work, he is involved with Our Daily Bread. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Ana Portillo is a financial advisor at VOYA Financial Advisors, Inc. with 19 years of industry experience. She holds a Series 66 designation and has been with VOYA and its affiliated entities since 2007. Outside of her advisory role, she is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and various advisory services through a large network of investment adviser representatives, using a combination of in-house and external strategists and technology-enabled tools to implement client recommendations.

Eduardo Segura is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Cresset, he worked at Sanford C. Bernstein & Co., LLC and S&K Global Solutions LLC, and has experience in the automotive sector with General Motors. Outside of finance, he owns and manages a residential rental property business. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across various asset classes.

Allen Lyttle is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63, 65, and 66 credentials and bringing 24 years of industry experience. His prior experience includes 22 years with Next Financial Group Inc. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including 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, leveraging centralized technology and model solutions to support its client base.

Daniel Scannell Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior firms include Morgan Stanley and Citigroup Global Markets. He serves as trustee for several irrevocable trusts and is the executor of his father’s estate. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations through a broad range of programs. The firm offers both discretionary and non-discretionary advisory services across equities, balanced, and fixed-income portfolios, with a notable portion of its assets managed on a non-discretionary basis.

Andrei Prada is a financial advisor at &PARTNERS in Houston, TX, holding a Series 66 designation with 14 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating ten years at Wells Fargo Clearing and four years at Wells Fargo Advisors. &PARTNERS 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 using a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Duane Hirsch is a financial advisor at Corient with 33 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments, CIPW Service Company, FSC Securities Corporation, and Stavis & Cohen Private Wealth. Outside of his advisory work, he owns a rental property management business in Charlotte, NC. 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 that integrates in-house strategies with third-party managers and employs risk management tools and alternative investment options where appropriate.

Duane Wagner is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has held roles at firms including TIP Group LLC and The Fitzpatrick Group. Outside of advisory work, Wagner is a passive investor in companies focused on leadership training and digital marketing. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs supported by fundamental, technical, and cyclical investment analysis.

William Newland is a CFP® with 10 years of experience at Principal Financial Services, where he has worked since 2016. He holds a Series 66 license and is based in Houston, TX. Outside of his advisory role, he teaches group fitness classes as a fitness instructor. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, businesses, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Donald Robertson is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience and has previously worked at Edward Jones, Southern Glazer's Wine and Spirits, and Uber. He is based in Houston, TX. Donald is affiliated with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Steven Jenkins is a financial advisor at Valic Financial Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, TIAA, and RE/MAX Commercial Advisors Group. Jenkins is based in Houston, TX. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving 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 across its platform.

David Dziadziola is a financial advisor with Oppenheimer based in Houston, TX, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has worked at Oppenheimer since 2018 and previously spent five years with Intelligent Capital Reserve Group. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers diverse investment programs and advisory services that include discretionary and non-discretionary portfolio management, with a notable portion of assets managed on a non-discretionary basis.

Michael Brown is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Valic Financial Advisors since 1998 and also has a role as an agent at 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Liliana Barajas is a financial advisor with PNC Wealth Management in Missouri City, TX, holding Series 63 and Series 65 licenses and having three years of industry experience. Before joining PNC, she worked at Wells Fargo Clearing Services and Wells Fargo Bank from 2018 to 2026. She also has experience in the food service and community sectors through roles at Craft Cuisine Ocala and Latinos Y Mas. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio management offering for employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs.

Robert Waddell Jr. is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC from 2003 to 2011. Outside of his advisory role, he operates as an independent insurance agent involved in the sales of fixed insurance products. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm combines model portfolios, technology-driven tools, and both discretionary and non-discretionary management approaches to support client investment strategies.