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.

Kyle Hilsberg is a CFP® with nine years of industry experience, currently serving as a financial advisor at AE Wealth Management, LLC. He has worked at firms including Ameriprise Financial Services, LLC and Wells Fargo Clearing Services. In addition to his advisory role, he is involved with State of Mind Productions and Asset Marketing Systems. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical analyses with diverse investment strategies.

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.

Sydney Motes is a CFP® and holds a Series 65 license with 22 years of industry experience. She has worked at Mariner Wealth Advisors since 2019 and previously spent 12 years with Patriot Wealth Management, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm uses customized, discretionary portfolios supported by both in-house research and third-party managers, and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Eric Soto Fernandez is a financial advisor with Valic Financial Advisors in Houston, TX. He holds Series 63 and Series 66 licenses and has been working in the financial services industry since 2022, including roles at Bank of Texas and Ameriprise Financial. He is also appointed as an agent to sell non-securities insurance products for 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-developed UMA models for portfolio construction.

Aleedra Duncan is a financial advisor at Voya Financial Advisors, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at AGIA, Valic Financial Advisors, Foresters Financial Services, Appreciation Financial, Horace Mann Companies, and Aflac. In addition to her advisory role, she is an independent insurance agent specializing in fixed insurance products, including life, disability, and annuities. Voya Financial Advisors serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides various advisory services through multiple program structures, primarily offering non-discretionary recommendations and combining SEC-registered investment adviser and broker-dealer functions.

Anna Nieto is a financial advisor at Citigroup Global Markets with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citigroup since 2019, following roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with in-house research and compliance oversight, supporting both discretionary and non-discretionary client solutions.

Marlana Splettstosser is a financial advisor with Citigroup Global Markets, holding a Series 66 credential and 18 years of industry experience. She has been with Citigroup Global Markets since 2016. Outside of her advisory role, she owns a land, cattle, and timber business, and also holds ownership positions as a notary public and in health insurance. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and futures commission services.

Sara Parrish is a financial advisor with Integrated Wealth Concepts LLC in Houston, TX, holding a Series 66 designation and 17 years of industry experience. She previously worked at Equitable Advisors and Axa Advisors, LLC. Parrish is also the owner of Sara Wealth Management, LLC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a primarily long-term investment approach.

Serena Cruz is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has been with Valic Financial Advisors since 2010. 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.

Nestor Barrera is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Valic Financial Advisors since 2008 and previously held positions at AIG Capital Services, Inc. and AIG Retirement Advisors, Inc. Outside of his advisory role, Barrera is an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs and financial planning services, utilizing Envestnet-developed models for portfolio construction and oversight.

Michael Sheffler is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and having 21 years of industry experience. He has been with Valic Financial Advisors since 2005 and also holds an agent position at Agia, where he is involved with non-securities insurance products. 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 consulting services, utilizing discretionary unified managed accounts and centralized technology to support a large client base.

Rickey Carlson is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has previously worked at firms including AIG Capital Services, Inc., LPL Financial, and Symphony Financial, Ltd. Co. Outside of advisory services, he is appointed as an agent to sell non-securities insurance products for 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-developed UMA models with a focus on diversified asset allocation and periodic rebalancing.

Christopher Sizemore is a financial advisor with Principal Financial Services in Houston, TX, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has worked at Principal Financial Services and Principal Life Insurance Company since 2000. Sizemore serves as a board member of the Hoover Country Club. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs with discretionary investment implementation.

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.