Sara Mortus is a financial advisor at Valic Financial Advisors in Houston, TX, holding a Series 66 designation. She has been with Valic Financial Advisors since 2025 and previously worked in education and retail. Additionally, she is appointed as an agent to sell non-securities insurance products. 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 discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

David Hanson is a financial advisor with Sovereign Wealth Advisors LLC and holds the CFP® and ChFC® designations, along with a Series 63 license. He has 39 years of industry experience and has worked at Stratos Wealth Partners, Ltd since 2025, Sovereign Wealth Advisors, LLC from 2015 to 2025, and LPL Financial LLC since 2010. Sovereign Wealth Advisors, LLC serves individuals, trusts, retirement plans, and corporate clients by offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm employs a combination of fundamental and technical analysis, offers both discretionary portfolio management and advisory programs, and provides a broad range of services including real estate analysis and tax-aware model portfolios.

Kristopher Mosley is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Valic, he has worked in education and music, including roles as a music educational consultant and voice-over business owner. Outside of financial advising, Mosley operates Kris Mosley Studios, providing voice-over services, and works as an agent selling non-securities insurance products. 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 discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

My Le is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and having 13 years of industry experience. They have worked with Valic Financial Advisors since 2014 and also serve as an agent for 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, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Robert Wheeler is a financial advisor with Private Advisor Group, LLC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience and has been associated with firms including LPL Financial and Mariner Independent Advisor Network, LLC. He is also president of Equity Development Corporation, a company he has managed since 1992. Private Advisor Group serves a diverse client base, including individuals, trusts, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting. The firm offers access to third-party asset managers, turnkey asset management platforms, and proprietary model portfolios supported by strategists such as Fidelity and BlackRock.

Megan Mcwhorter is a financial advisor with Valic Financial Advisors in Houston, TX. She holds Series 63 and Series 65 licenses and has recently begun her career in the industry. Prior to joining Valic Financial Advisors, Megan worked at Wellby Financial and holds an agent position selling non-securities insurance products for AGIA. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Miguel Cano is a financial advisor at Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Valic, he has held roles including agent for AGIA, where he sells non-securities insurance products. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Catherine Franklin is a financial advisor at Mercer Global Advisors Inc. in Houston, TX, with four years of industry experience. She holds a Series 65 designation and has worked primarily with Mercer Global Advisors since 2018, with a brief tenure at Legacy Chief Financial Office and HFG Wealth Management. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach that emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts and a range of implementation options such as ETFs, mutual funds, and separate account solutions.

Marko Majstorovic is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and four years of industry experience. His work history includes roles at Agia and positions in university housing departments at The University of Texas at Tyler and Tyler Junior College. He is also an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. 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 UMA models to construct client portfolios.

Joel Garrett is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 66 and Series 63 credentials and five years of industry experience. His prior work includes roles at CWM, LLC, Wealth Standard Financial, LPL Financial, and Lamar CISD. Outside of advising, he co-owns Actikare, a caregiving agency serving elderly and disabled clients. Valic Financial Advisors primarily serves 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, leveraging technology and model solutions at scale.

Jamie Andersen is a financial advisor at Valic Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors, Lincoln Financial Distributors, Inc., and Nationwide Financial. 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 with options for tax and impact overlay services.

Kendra Mccartney is a financial advisor with Goldman Sachs Wealth Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and spent 22 years at The Ayco Company, L.P. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored solutions such as private family office support and retirement plan education.

Vyvyann Wong is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. She has been with Valic Financial Advisors since 2013 and also holds a role as an agent with 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, financial planning, consulting, and brokerage services through its broker-dealer operations.

Zachary Gardner is a financial advisor at Cresset Asset Management, LLC with 16 years of industry experience. His prior roles include positions at Sanford C. Bernstein & Co., LLC and Salient Capital Advisors, LLC. Gardner holds Series 63 and Series 65 licenses and is based in Houston, TX. Cresset Asset Management, LLC is an SEC-registered adviser managing approximately $71.9 billion in assets for a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies and emphasizes structured due diligence across public and private markets.

Hengzhe Li is a CFA® charterholder with five years of experience at Fayez Sarofim & Co. He previously held positions at Columbia University and Wells Fargo NA. He is based in Houston, TX. Fayez Sarofim & Co. provides discretionary investment management to institutional and individual clients, including pension plans, endowments, and mutual funds. 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, avoiding derivatives, leverage, and short selling.

Jordan Jewell is a CFP® with six years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC. Prior to joining Cresset, he worked at AllianceBernstein and Manske Wealth Management. Cresset Asset Management, LLC is an SEC-registered adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and provides a range of services including discretionary portfolio management, financial planning, private fund advisory, and family office services.

Clinton Oliphant is a financial advisor at Principal Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked for Gates Used Cars, Inc. for 34 years. In addition to his advisory role, he is licensed to sell and service outside fixed insurance products, including life, annuities, disability, long-term care, health, and group insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various investment arrangements.

Jorge Bastarrachea Gutierrez is a financial advisor at Citigroup Global Markets with four years of industry experience. His career includes a decade at Citibanamex followed by his current role at Citigroup since 2020. He holds a Series 66 designation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, operating at a large institutional scale with specialized market roles.

Brandon Shaughnessy is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has been with Valic Financial Advisors since 2007 and also has experience with AIG Capital Services. Outside of his advisory work, he is involved in a family office investment vehicle and works in automotive sales on evenings and weekends. Valic Financial Advisors primarily 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models and supporting optional tax and ESG overlay services.

Juan Arce is a financial advisor with Citigroup Global Markets in Houston, TX, holding a Series 66 designation and 13 years of industry experience. He has worked at Citigroup Global Markets since 2012. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including security-based swap dealing and futures commission merchant activities.