Braden Castano is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and one year of industry experience. He has previous experience with Scissortail Advisory Group, where he assisted participants of employer-sponsored retirement plans with account navigation and enrollment. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering comprehensive financial planning and portfolio management services through multiple program structures that emphasize recommendation-based advice.

Clayton Nieman is a financial advisor with Valic Financial Advisors in Houston, TX. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Clayton has worked at Valic Financial Advisors since 2013, with a brief period of unemployment in 2021, and currently holds a position with Agia related to 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Autumn Valore is a Series 65-licensed financial advisor with two years of industry experience. She is currently affiliated with Primerica Advisors and has prior experience at Park Avenue Securities and Guardian Life Insurance Company. Valore serves as a board member of the Needville Education Foundation. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.

Raquel Garza is a CFP® professional with 13 years of experience in the financial services industry. She is currently with Wealth Enhancement Advisory Services, LLC and has held prior roles at LPL Financial and Equitable Advisors. Garza is based in Houston, TX. 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 approach combining passive and active management, supported by internal research and an Investment Committee.

Danique Van Der Velden is a financial advisor at Cresset Asset Management, LLC with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at AllianceBernstein for several years. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse clientele, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach using active and passive strategies, supported by a structured due-diligence program and multiple affiliated entities.

Troy Crone is a financial advisor with Valic Financial Advisors holding a Series 66 designation. He has prior experience at Aon plc and Alliantgroup LP, along with nearly a decade at Mossman, Kumar & Tyler, P.C. 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 consulting services through a large network of advisors and employs centralized technology and model solutions to manage assets for a broad client base.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

Jeffrey Abel is a financial advisor at Ameriprise in Houston, TX, holding a Series 63 designation with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice, primarily for clients with assets managed within Ameriprise.

Yiller Auyon is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, Yiller held positions at J.Crew, First Financial Group of America, and Baylor University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model combining advisory and brokerage channels to deliver tailored financial solutions.

Bradley Garrett is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s approach involves structured planning tools and modeling techniques, with a broad set of investment and advisory services.

Keith Keener is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been affiliated with Primerica Advisors since 1981 and Primerica Financial Services since 1991. Outside of investment advisory, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, offering model-delivery strategies and limited separately managed accounts primarily to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with trading delegated to BNY Mellon Advisors.

Daniel Feiler is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at IMG Financial Group and Minnesota Life prior to his current role. Outside of advisory work, he also serves as an agent/broker involved in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets with a nationwide network of more than 10,000 advisors.

Samuel Cook is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America and Katy Independent School District. Outside of finance, he was involved with Saren Distribution LLC for ten years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Edmund Steinert is a Financial Advisor at Merrill Lynch Wealth Management, specializing in comprehensive wealth management strategies. He works with individuals, families, and businesses to develop personalized financial plans that address investment planning, retirement planning, tax-efficient strategies, and risk management. Edmund emphasizes a client-centric approach, focusing on building long-term relationships grounded in trust and a clear understanding of each client's unique financial goals. With professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Accredited Asset Management Specialist (AAMS), and Personal Investment Advisor (PIA), Edmund leverages his expertise and the extensive resources of Merrill Lynch to provide guidance tailored to life’s changes. His practice concentrates on areas such as education planning, family wealth management, legacy planning, retirement income, and catering to women and wealth. He holds a Bachelor's Degree from Franklin College. Outside of his professional role, Edmund is involved in the community through Rotary. He also enjoys boating, fishing, and spending time with his family.

Jagger Newton is a financial advisor with LPL Financial holding a Series 66 designation and has been in the industry since 2025. Prior to joining LPL and PCC Wealth Partners, he was involved in several businesses including restaurants and food processing. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Kevin Clark is a financial advisor with Charles Schwab in Houston, TX, holding Series 66, 63, and 65 designations and bringing 27 years of industry experience. His prior work includes 13 years at J.P. Morgan Institutional Investments Inc. and J.P. Morgan Investment Management Inc., and he has been with Charles Schwab since 2025. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s model combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, employing multi-asset model portfolios with strategic asset allocation and due diligence on alternative investments.

Christene Barratt is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. Her prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. She has been with Ameriprise since 2018. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering detailed Recommendation Reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to support its clients.

Richard Brown is a financial advisor at Cetera with eight years of industry experience and holds Series 63 and Series 65 designations. Prior to joining Cetera in 2025, he worked at Raymond James Financial Services Advisors, Inc. and VALIC Financial Advisors, Inc. His professional background spans multiple firms within the financial services industry. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party investment managers.

George Hawkins is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Hawkins serves on multiple boards and committees for Legacy Community Health, including its Endowment Board and Finance Committee. Equitable Advisors offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs for a diverse client base that includes individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm operates as both an SEC-registered investment adviser and a broker-dealer, delivering advisory and brokerage solutions primarily through LPL-sponsored programs and endorsed third-party managers.

Brian Bergeron is a financial advisor with RBC Capital Markets based in Houston, TX. He holds the CFP® designation and has six years of industry experience. His prior roles include positions at Bergeron Wealth Management Co., Needham & Company LLC, and Bergeron Turboff & Company LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, retirement plans, corporations, and charitable organizations. The firm offers various advisory programs with customized strategies using both in-house and third-party investment managers, supported by an extensive capital-markets platform.