Karly Hughes is a financial advisor with Valic Financial Advisors in Houston, TX. She holds a Series 66 designation and joined the firm in 2025. Prior to her current role, Hughes worked in various positions primarily within dental and medical-related organizations. She is also appointed as an agent to sell non-securities insurance products. Valic Financial Advisors 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 to construct client portfolios.

Jeremy Joaquin is a financial advisor with VOYA Financial Advisors, Inc. and holds a Series 66 designation. He has 20 years of industry experience and has been with VOYA since 2014. Outside of advisory work, he is a commissioned Notary Public. VOYA Financial Advisors serves a diverse range of individual and institutional clients, offering financial planning, portfolio management, and retirement-plan consulting through multiple program structures. The firm operates both as an SEC-registered investment adviser and a broker-dealer, providing services primarily on a recommendation basis with non-discretionary arrangements.

Victoria Cooper is a financial advisor with Guardian Life in Houston, TX, holding Series 65 and Series 63 credentials and eight years of industry experience. She previously worked at Centric Advisors, LLC and StoneTurn Group, LLP. Outside of her advisory role, Cooper serves as Budget Chair for the Junior League of The Woodlands and provides consulting for divorce financial analysis through New Path Financials LLC. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage services, financial planning, retirement consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm employs both discretionary and non-discretionary advisory models and provides tailored financial services including subscription planning and ERISA 3(38) plan management.

Joseph Anderson is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has worked at Citigroup Global Markets since 2018 and previously held positions at The Monroe Vos Consulting Group, Mv Securities Group, and Insperity. Based in Houston, TX, Anderson serves clients through Citigroup Global Markets, an enterprise firm with over 2,400 advisors. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs along with execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including derivatives and futures services.

Dr. Michelle Lloyd is a financial advisor with Valic Financial Advisors based in Houston, TX, holding Series 66 and Series 63 licenses and 18 years of industry experience. She founded Lloyd Learning Labs, a coaching service that supports parents with anxiety related to their teens transitioning out of the home. Dr. Lloyd also serves as 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 provides portfolio management, financial planning, and consulting services through a large network of advisors and employs discretionary unified managed accounts using Envestnet’s platform and model managers.

Jitendra Worah is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with firms including WealthWave and S&B Engineers and Constructors Ltd. Outside of advisory work, he serves as an election official for Harris County and is a board member of the Harris County Municipal Utility District #118. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base that includes individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory strategies and operates an integrated retirement plan ecosystem through affiliated entities.

Keista Ransom is a financial advisor with Voya Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She has been with Voya Financial Advisors since 2015. Ransom is also involved in the sale and service of Voya's Health Reimbursement Arrangement (HRA) products. Voya Financial Advisors serves a diverse client base including individual and institutional investors, retirement plan sponsors, and high-net-worth individuals. The firm offers a variety of services such as financial planning, portfolio management, and plan-sponsor consulting, often providing non-discretionary recommendations through multiple program structures including wrap programs and third-party money manager access.

Vianne Dorak is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Valic, she held positions in the insurance and hospitality industries and has served as an agent selling non-securities insurance products. She also has a background that includes roles in education. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning services through a large network of advisors. The firm utilizes discretionary unified managed accounts and technology-driven model solutions to manage assets on a significant scale.

Marissa Kerns is a financial advisor at VALIC Financial Advisors in Houston, TX, with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with VALIC Financial Advisors since 2005. In addition to her advisory role, she is an agent with Agia, where she is involved in 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 to construct client portfolios.

Syed Majid is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Valic Financial Advisors in 2025, he worked at J.P. Morgan Securities for several years and has experience with Scottrade and Xnergy Financial LLC. 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.

Stephen Janak is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with TIAA-CREF since 2005. Outside of his advisory role, he is involved in land rental activities. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a fiduciary advisory model that separates point-in-time planning from ongoing discretionary management and serves as adviser to a donor-advised fund.

Journey Buitron is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Empower, Buitron held positions at ADP, Inc. and Paychex Inc, among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns, annual rebalancing, and client savings rates within plan lineups selected by plan sponsors.

Leslie Halpern is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Valic in 2022, Halpern worked at Horace Mann Companies and Futurity First, among other firms. Outside of advising, Halpern is an insurance agent with Agia. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed models and operating with a large advisory team.

Wei Wei is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Eagle Strategies (NY Life) since 2022. Prior to this, Wei has been associated with Nylife Securities LLC since 2014 and Abacus Financial Strategies LLC since 2011. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors, institutional sponsors, and corporate and charitable entities. The firm emphasizes tailored advisory solutions across multiple program types, with a significant portion of assets managed on a non-discretionary basis.

Ami Shah is a Series 66-licensed financial advisor at VALIC Financial Advisors with 10 years of industry experience. Shah has been with VALIC Financial Advisors since 2016 and previously worked at Oyster Consulting LLC. Based in Houston, TX, Shah provides financial advisory services within an established enterprise firm. VALIC Financial Advisors 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 and management.

James Weston is a financial advisor at Corient in Houston, TX, with one year of industry experience. He holds a Series 66 designation and has worked at Corient since 2024. His prior roles include positions at DC Hill Wealth Management and the University of North Texas, as well as experience in the music and marine industries. 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. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, employs extensive risk management tools, and offers specialized private fund and trustee services through affiliates.

Jaden Enbysk is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Valic Financial Advisors, he worked at Barnes & Noble and Skyways Media. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and leverages centralized technology and model solutions to manage assets at scale.

Fazley Rashid is a CFP® with nine years of industry experience currently affiliated with Allworth Financial, L.P. He has worked at Allworth Financial and AW Securities since 2022 and previously spent six years at Wells Fargo Clearing. Allworth Financial is a fee-based SEC-registered adviser serving individuals, high-net-worth clients, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using a variety of model strategies, discretionary and non-discretionary asset management, and leverages technology to manage held-away employer retirement accounts.

Danielle Lake Nestor is a financial advisor at Valic Financial Advisors with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at AIG Retirement Advisors and Agia. Outside of her advisory role, she is an agent involved in non-securities insurance products. Valic Financial Advisors 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 maintaining a large client base through a team of over 1,200 advisors.

David Jesulaitis is a financial advisor at Corient with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Avalon Advisors, LLC and Avalon Wealth Management LLC. Jesulaitis has been with Corient and its related entities since 2023. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers, continuously monitoring portfolios with risk management tools and incorporating alternative investments when appropriate.