Brandon Glasscock is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Advisors. He is also the owner of BEC Financial, a personal LLC based in Houston. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and various other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Karin Tyson is a CFP® and ChFC® with 31 years of experience in the financial advisory industry. She currently works at Prime Capital Financial and has held previous positions at Ameritas Investment Corp., 20/20 Financial Advisers Houston, and other investment firms. Outside of her advisory role, she serves on the board of the Future of Finance Scholarship Fund and the Memorial Drive Presbyterian Church finance committee, and conducts educational seminars on Social Security and IRA planning. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, family office offerings, and tax planning through an affiliated accounting subsidiary.

Karen Sotallaro is a CFP® with 20 years of industry experience and currently serves as a financial advisor at Cresset Asset Management, LLC. Her prior work includes roles at Oak Harvest Investment Services and D.H. Hill Securities, among others. She is a board member of the Rotary Club of Houston and also works as an independent consultant for Rodan + Fields. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, and corporations, employing a disciplined, risk-aware investment approach across public equities, fixed income, and a range of alternative asset classes.

Renato Alarcon is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been affiliated with New York Life and its related entities since 2002 and operates Alarcon Financial Strategies, LLC, where he brokers non-registered insurance products alongside NY Life offerings. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, primarily through non-discretionary asset management and a variety of program types tailored to client and plan sponsor objectives.

Zaid Siddiqui is a financial advisor at VALIC Financial Advisors with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Agia, Insight Management & Consulting, and Audi Central Houston. Outside of advising, he is an agent for non-securities insurance products at 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 discretionary unified managed accounts through a large network of advisors and utilizes centralized technology and model solutions.

Viridiana Salamesainz is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds the Series 66 designation and has previously worked at Casa de Bolsa Finamex SAB de CV and Citibanamex. Outside of advisory work, she is a manager and partner at JOSADA LLC, a real estate holding company based in Houston and Montgomery, Texas. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies supported by internal oversight and integrates both discretionary and non-discretionary portfolio options.

Zhengrong Wang is a financial advisor at Transamerica Financial Advisors with CFP® and Series 63 credentials. Wang has experience in investment and consulting roles through entities such as SAKZ Investment LLC and SAKZ Consulting Inc. Outside of advisory work, Wang has been involved with World Financial Group Insurance Agency since 2020 and has experience in real estate and professional services in Texas. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm employs proprietary and third-party model portfolios with discretionary and non-discretionary management options.

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.

Aaron Greene is a financial advisor at Creative Planning with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including PAX Equity and Fidelity, where he spent over two decades. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base ranging from individuals to corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective use of private market investments.

David Hanson is a CFP® and ChFC® with 40 years of industry experience. He is currently with Stratos Wealth Partners, Ltd and has prior experience at Sovereign Wealth Advisors, LLC, LPL Financial, and Securities America Advisors, Inc. Outside of his advisory work, he operates Hanson Enterprises, a business entity used for tax and investment purposes. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, managed wrap programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party investment strategies.

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.

Dylan Daggett is a financial advisor at Concurrent Investment Advisors, LLC with four years of industry experience. He holds the Series 66 credential and has worked at several firms including Raymond James Financial Services and Cetera. Daggett is also associated with Green Financial Group as an Associate Financial Advisor and provides client service at Winstone Wealth Partners. Concurrent Investment Advisors is a multi-team, SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized long-term investment portfolios utilizing ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

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 at Private Advisor Group, LLC with over 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at LPL Financial and Mariner Independent Advisor Network, LLC, and he has served as president of Equity Development Corporation since 1992. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates multiple investment strategies and utilizes both proprietary and third-party platforms to implement client solutions.

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.