Fatimah Uthman is a financial advisor at Valic Financial Advisors with seven years of industry experience. She holds the Series 66 designation and has previously worked at Corebridge Capital Services, J.P. Morgan Securities, Charles Schwab, and Bank of America. 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 unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions to manage approximately $29.2 billion for close to 300,000 clients.

Trevis Bonnett is a financial advisor with Voya Financial Advisors, Inc., holding the ChFC® designation and Series 63 and 66 licenses. He has 17 years of industry experience, including nine years at Nationwide Investment Services Corporation and four years at Voya Financial Advisors. In addition to his advisory role, Bonnett operates as an independent insurance agent selling fixed insurance and Medicare products. Voya Financial Advisors serves a diverse client base that includes individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers services like financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, emphasizing recommendation-based advice over discretionary management.

Alexandra Kantalis is a financial advisor at Hightower Advisors in Houston, TX, with 12 years of industry experience. She holds a Series 65 designation and has worked at HighTower Advisors since 2018. Prior to that, she was with Salient Private Client, LLC, Salient Capital Advisors, LLC, and Salient Partners, L.P. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a broad spectrum of portfolio management and financial planning services.

Maria Asher is a CFA® charterholder with three years of industry experience. She has been with Truist Advisory Services since 2024, following a decade at Westwood Wealth Management. Maria is based in Houston, TX. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary strategies and incorporates third-party manager platforms as part of its AMC Advantage program.

Anna Maria Jones is a CFP® with 22 years of experience in the financial services industry. She has worked at Mariner Wealth Advisors since 2019 and previously spent 15 years at Patriot Wealth Management. Jones is based in Houston, TX. Mariner serves a diverse range of clients including individuals, pension plans, trusts, and corporations, offering services such as investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized portfolio strategies overseen by an Investment Committee and integrates tax and accounting capabilities uncommon for firms of its size.

Judith Willoughby is a financial advisor at Voya Financial Advisors, Inc. in Houston, TX, with 35 years of industry experience. She holds Series 63 and Series 65 designations and has been with Voya since 2014. Outside of her advisory role, she operates as an independent insurance agent specializing in fixed annuity and life insurance sales and is also a licensed notary public. Voya Financial Advisors serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of services such as financial planning, portfolio management, and plan-sponsor consulting, primarily delivering advice through recommendation-based, non-discretionary arrangements.

Allison Swantkowski is a financial advisor with Primerica Advisors, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. Her prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company, as well as five years at Ameriprise Financial Services. Between 2020 and 2024, she was a stay-at-home mom. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and offers various account-level services such as lending solutions and donor-advised fund options.

Selena Krampota is a financial advisor with Kestra Advisory in Houston, TX, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She has been with Kestra Advisory and Kestra Investment Services since 2016 and previously worked at VOYA Financial Advisors. Krampota also maintains a role as a financial advisor with Lifebridge Financial Group since 2013. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional clients. The firm offers fiduciary consulting, plan design, employee education, and manages substantial assets across multiple platforms and third-party solutions.

Christine Estelle is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 63 and Series 66 registrations. Her prior roles include positions at NYLife Securities LLC, New York Life Insurance Co, and JP Morgan Chase Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, serving a large client base through a streamlined and scale-driven model.

Alyssa Berry is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Valic Financial Advisors since 2018 and previously at Flight Services International. Outside of her advisory role, she is also an agent involved in 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 and management.

Michael Moreno is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Citigroup since 2022. Prior to that, he was with JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2014 to 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

Christine Tran is a financial advisor with PNC Wealth Management in Houston, TX, holding Series 63 and Series 66 licenses and bringing six years of industry experience. Her prior roles include positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering for employees that relies on algorithm-driven risk assessment and deploys investments via approved model strategies managed by PNC or third parties.

Priya Anthony is a financial advisor with PNC Wealth Management in Katy, TX, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She previously worked at various BBVA entities, including BBVA Wealth Solutions, BBVA Securities, and BBVA Compass Insurance Agency, from 2013 through 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to employees with existing PNC Bank online credentials. The firm employs approved model strategies managed internally or by third parties, with annual rebalancing and no direct trading by clients.

Jeffrey Kacal is a CFP® and holds a Series 66 license with 26 years of industry experience. He has been with Mercer Global Advisors Inc. since 2015. The firm serves a broad client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. Mercer Global Advisors emphasizes a globally diversified investment approach grounded in Modern Portfolio Theory, offering a range of portfolio management and planning services.

Maximo Lopez is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 66, Series 65, and Series 63 credentials and bringing 23 years of industry experience. His career includes roles at firms such as Mutual of Omaha and Allstate Life and Financial Services LLC. Outside of his advisory work, Lopez is active in Toastmasters, serving as an area director where he mentors members and organizes speaking events. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management, financial planning, and unified managed account solutions through a large network of advisors. The firm utilizes technology-driven platforms and model-based strategies to manage billions in assets for a broad client base.

Manh Le is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also maintains a long-standing affiliation with Wfg. In addition to advisory work, he is involved in the sale of insurance and non-insurance products through companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its services, supported by a network of over 1,000 advisors and approximately $1.7 billion in regulatory assets under management.

Luther Mccollister is a CFP® professional with 14 years of industry experience, currently affiliated with Valic Financial Advisors in Houston, TX. He has worked at Valic Financial Advisors since 2011 and also held a position at Austin First Mortgage from 2011 to 2016. Additionally, he serves as an agent for Agia, providing 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.

Brett Williams is a financial advisor with Corient in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Avalon Wealth Management and Avalon Advisors. Since 2010, he has served as a director of the Cyvia and Melvyn Wolff Family Foundation. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities, using a goals-based, team investment approach that includes both in-house and third-party strategies.

Vincent Nguyen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and based in Houston, TX. He has one year of industry experience and has held positions at The Post Oak Hotel at Uptown Houston and Future Financial South. He has also been affiliated with the University of Houston since 2022. 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 regulatory assets and employs a diversified investment process that blends passive and active management with quantitative, momentum, and fundamental analysis.

Kamran Ellini is a CFP® and ChFC® with 26 years of industry experience, currently affiliated with Primerica Advisors in Houston, TX. He has worked at Park Avenue Securities and The Guardian Life Insurance Company since 2011. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a variety of proprietary and third-party investment programs.