Corey Steinmann is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 registrations. He has 10 years of industry experience and has been with Valic Financial Advisors since 2016. Additionally, he has a role as an agent at AGIA, where he works with non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts with overlay services for taxable equity portfolios.

Tiffany Hart is a financial advisor at Valic Financial Advisors in Houston, TX, holding a Series 66 designation with one year of industry experience. She previously worked at Amegy Bank, Goosehead Insurance, and Wells Fargo Bank. Outside of her advisory role, she has been involved with Whiskey Time Farm since 2019. 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 managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jeffrey Swantkowski is a Series 65-credentialed advisor at Mariner with 22 years of industry experience. He has worked at Mariner since 2019 and previously spent 16 years at Patriot Wealth Management, Inc. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations through investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm offers coordinated tax services, Core Family Office services, and employer financial-wellness tools alongside customized portfolio management supported by an internal team and external platforms.

Chimtuo Ofomata is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. His background includes roles at Devoted Health Inc, United Health Care, and Transamerica Employee Benefits. Outside of advising, he works as a pharmacist at Amazing Grace Pharmacy and is involved with Chosen J-X Incorporated in a medical administrative capacity. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers, delivering services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program, with regulatory assets under management around $1.7 billion.

Zarir Sethna is a financial advisor with Eagle Strategies (NY Life) in Houston, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He operates Sethna Financial Group, through which he brokers non-registered insurance products and sells New York Life products and services. Sethna has worked with Eagle Strategies since 2001 and has been associated with New York Life Insurance Company and its affiliated entities since 1988. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides customized advice through multiple program types, emphasizing tailored recommendations and managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Laible is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to joining Valic Financial Advisors in 2017, he worked at Texas A&M University for one year and has held an agent role at Agia since 2022, focusing on non-securities insurance products. Valic Financial Advisors serves a broad range of U.S. clients, including high and ultra-high net worth individuals and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and a technology-driven approach.

Samuel Onstead is a Series 65-licensed advisor at Corient in Houston, TX, with two years of industry experience. His background includes roles at Corient Services LLC, CIPW Service Company, LLC, and Avalon Investment & Advisory, as well as four years at Abilene Christian University. 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 manager solutions and incorporates risk management tools and alternative investment options when appropriate.

Marcia Locher is a Series 63 licensed advisor with Oppenheimer in Houston, TX, where she has worked since 2004. She has 44 years of industry experience. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a wide range of advisory programs and services, including portfolio management, consulting, and financial planning. The firm employs diverse investment strategies and offers both discretionary and non-discretionary account management.

Alexis Murillo is a financial advisor with Valic Financial Advisors based in Houston, TX. Holding Series 63 and Series 65 licenses, Murillo has one year of industry experience. Prior to joining Valic, Murillo held positions at Agia and Stellar Bank. Outside of advising, Murillo is appointed as an agent 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 consulting services through a network of over 1,200 advisors, leveraging discretionary unified managed accounts and centralized technology solutions.

Andrew Bybee is a financial advisor with Hightower Advisors in Houston, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Northwestern Mutual and the Law Firm of Jan Woodward Fox. He also worked briefly with Chungdahm Learning Academy. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Jonathan Cox is a financial advisor with Voya Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he is also an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse clientele, including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a variety of financial services, including financial planning, portfolio management, and plan-sponsor consulting, and delivers advice primarily through non-discretionary, recommendation-based programs.

Patrick Dickson is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and possessing 26 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2011. He is a co-owner of White Rhino Financial LLC, an investment-related business operating in Houston. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a mix of proprietary and third-party investment advisory programs.

Olanrewaju Shogbola is a financial advisor with Goldman Sachs Wealth Services in Houston, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at United Capital Financial Advisers, Wells Fargo Clearing, Wells Fargo Bank, and Northwestern Mutual. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients, utilizing centralized investment resources and a range of tailored offerings.

Omari Simpson is a financial advisor at Valic Financial Advisors in Houston, TX, with 19 years of industry experience. He has held the Series 66 designation and served in the United States Army from 2010 to 2019 before joining Valic Financial Advisors in 2014. 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.

Geoffrey Lanceley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes two decades at LPL Financial and a decade at Wealth Enhancement Brokerage Services and Wealth Enhancement Advisory Services. In addition to his advisory role, he is an oil and gas investor. 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 investment process combining passive and active strategies overseen by an internal Investment Committee.

Joshua Wheat is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has worked at Valic Financial Advisors since 2008 and is also associated with Agia, where he acts as an agent for 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 UMA models and operating at scale with over 1,200 advisors.

Jason Danziger is a CFP® and Series 66 credentialed financial advisor with 15 years of industry experience. He currently works at Corient and has prior experience at Avalon Wealth Management LLC and Goldman Sachs & Co./Mercer Allied. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investment options.

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.