Race Haas is a financial advisor with Valic Financial Advisors in Houston, TX. He holds a Series 66 designation and has been with Valic Financial Advisors since 2025. Prior to his advisory role, he served in the Army from 2023 to 2025 and has a background in full-time education from 2015 to 2025. Outside of his advisory work, he teaches tennis at the Houston Jewish Community Center. 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, employing Envestnet-developed UMA models to construct client portfolios.

Muhammad Ali is a financial advisor at VALIC Financial Advisors with Series 63 and Series 65 designations and seven years of industry experience. He has worked at VALIC Financial Advisors since 2018 and is currently also an agent at Agia. Outside of advising, he is a partner at ALI-FERRINGTON LLC, involved in developing residential properties. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm uses discretionary unified managed accounts and a range of portfolio management and financial planning services delivered through a large network of advisors.

Alexander Creede is a CFA® charterholder with 11 years of industry experience. He is currently affiliated with Independent Financial Group, LLC and has held prior roles at International Assets Advisory and The Doctor's Advisor. Outside of his advisory work, he volunteers with Segway Tours of Houston, assisting with driving and tour support. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, and financial planning services through a national network of Investment Adviser Representatives and utilizes multiple advisory platforms and third-party asset managers.

Philip Onochie is a financial advisor at Hornor, Townsend & Kent, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Penn Mutual Life Insurance Co and Transamerica Financial Advisors. In addition to his advisory role, Onochie works as a pharmacist at UT MD Anderson Cancer Center. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and FINRA-member broker-dealer, providing a combination of custody, execution, brokerage services, and investment advice.

Teel Munson is a financial advisor at Valic Financial Advisors with one year of industry experience and holds a Series 66 designation. Prior to joining the firm, Munson held various roles across hospitality and service industries, including positions at Masfajitas Restaurant, Saltgrass Steakhouse, Hilton, and ABC Home and Commercial Services. Munson is also an appointed agent authorized 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 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 approximately $29.2 billion for nearly 300,000 clients.

Richard Alphonso is a financial advisor at Wealth Enhancement Advisory Services, LLC with 28 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Wealth Enhancement in 2024, he worked at The Financial Advisory Group, Inc. for 27 years. Alphonso is involved with The Practice Advisory Group, LLC, which provides medical and dental practice management services, and dedicates time to tax preparation through Wealth Enhancement Tax and Consulting Services, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized retirement plan consulting services.

Suzanne Rismiller is a CFP® with eight years of industry experience, currently serving as a financial advisor at Oppenheimer & Co. Inc since 2017. Prior to joining Oppenheimer, she spent a year at Grenoble Ecole de Management. Oppenheimer serves individuals, including high-net-worth clients, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor, incorporating strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Dale Pieper is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Guardian and Park Avenue Securities since 2007. Pieper is involved in client education events through Skopos, LLC. Park Avenue Securities serves a wide range of clients including individual investors, high-net-worth clients, charitable organizations, and corporations. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Genevieve Zeletz is a financial advisor at Kestra Advisory in Houston, TX, holding a Series 66 designation with 18 years of industry experience. Her prior experience includes roles at Mosaic Advisors and Ameriprise Financial Services, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Ronald Graham is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Valic Financial Advisors since 2013 and also serves as an insurance agent with Agia. 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 to construct client portfolios.

Nathan Bowen is a CFP® professional with nine years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, having previously worked at The Financial Advisory Group Inc for twelve years. Bowen holds the Series 63 designation and is based in Houston, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active managers with both quantitative and fundamental research.

Darryl Nelson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at The Financial Advisory Group, Inc. for 17 years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2024. Wealth Enhancement Advisory Services is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach that combines passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Raffaele Cardone is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Alamo Angels, and Garcia Hamilton & Associates. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market roles.

Brian Monk is a financial advisor with Eagle Strategies (NY Life) based in Sugarland, TX, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has worked with Eagle Strategies since 2018 and operates under the DBA Linea Wealth Group, LLC, where he brokers non-registered insurance products related to investments. He has also been involved with Monk Financial Strategies Group since 2012. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors and emphasizes tailored, mostly non-discretionary solutions within an integrated New York Life affiliate structure.

Karin Tyson is a CFP® and ChFC® with 31 years of experience in the financial advisory industry. She currently works at Prime Capital Financial and has held previous positions at Ameritas Investment Corp., 20/20 Financial Advisers Houston, and other investment firms. Outside of her advisory role, she serves on the board of the Future of Finance Scholarship Fund and the Memorial Drive Presbyterian Church finance committee, and conducts educational seminars on Social Security and IRA planning. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, family office offerings, and tax planning through an affiliated accounting subsidiary.

Karen Sotallaro is a CFP® with 20 years of industry experience and currently serves as a financial advisor at Cresset Asset Management, LLC. Her prior work includes roles at Oak Harvest Investment Services and D.H. Hill Securities, among others. She is a board member of the Rotary Club of Houston and also works as an independent consultant for Rodan + Fields. 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, and corporations, employing a disciplined, risk-aware investment approach across public equities, fixed income, and a range of alternative asset classes.

Renato Alarcon is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been affiliated with New York Life and its related entities since 2002 and operates Alarcon Financial Strategies, LLC, where he brokers non-registered insurance products alongside NY Life offerings. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, primarily through non-discretionary asset management and a variety of program types tailored to client and plan sponsor objectives.

Zaid Siddiqui is a financial advisor at VALIC Financial Advisors with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Agia, Insight Management & Consulting, and Audi Central Houston. Outside of advising, he is an agent for non-securities insurance products at 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 offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and utilizes centralized technology and model solutions.

Viridiana Salamesainz is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds the Series 66 designation and has previously worked at Casa de Bolsa Finamex SAB de CV and Citibanamex. Outside of advisory work, she is a manager and partner at JOSADA LLC, a real estate holding company based in Houston and Montgomery, Texas. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies supported by internal oversight and integrates both discretionary and non-discretionary portfolio options.

Zhengrong Wang is a CFP® professional with one year of experience, currently with Transamerica Financial Advisors in Houston, TX. Prior to joining Transamerica, Wang has held roles at Wu&HU Texas LLC, SAKZ Consulting Inc., and World Financial Group Insurance Agency. Outside of financial advising, Wang is involved with SAKZ Consulting Inc. and SAKZ Investment LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm utilizes proprietary and third-party model portfolios and provides discretionary and non-discretionary investment options.