Scott Burman is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Valic Financial Advisors and affiliated AIG entities since 2014. Outside of finance, Burman is the owner of Burman Vocal Productions, a voice-over talent business he has operated since 2008. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

Lisette Mandwee Ndzie is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has held roles at Transamerica Employee Benefits and is involved with estate planning services through partnerships with InheritGuard, LLC and LegacyShield Solutions, Inc. Outside of her advisory work, she is engaged with GOD'S GARAGE, a nonprofit focused on poverty, where she is a board member. Transamerica Financial Advisors, LLC serves a broad client base including individuals, retirement plans, trusts, and businesses, offering investment advisory, brokerage, and retirement-plan services through a large network of advisors and multiple program platforms. The firm utilizes model portfolios and third-party managers to implement its advisory model.

William Sum is a ChFC® credentialed financial advisor with eight years of industry experience, currently affiliated with Eagle Strategies (New York Life) in Houston, TX. His career background includes roles at New York Life Insurance Company and NYLIFE Securities LLC. Outside of his advisory work, he owns and operates William & Associates Insurance Agency LLC, brokering non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers solutions through multiple program types, including fee-based advice and co-advisory relationships, managing the majority of its assets on a non-discretionary basis.

Kathryn Bierschwale is a financial advisor at OSAIC Institutions, INC. with five years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms including Texas First Bank, LPL Enterprise, and The Prudential Insurance Co. of America. Outside of finance, she was involved with Club Pilates from 2018 to 2021. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm’s investment approach includes fundamental and technical analysis, asset allocation, and the use of third-party managers and alternative investments, with a notable emphasis on non-discretionary assets.

Jeremie Alley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. He has previously worked with LPL Financial, Edward Jones, and other firms. Outside of his advisory role, he serves as Director of Member Care at Hope City Live in Houston, TX. 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 approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Diego Dominguez Yunes is a financial advisor with Citigroup Global Markets in Houston, TX, holding a Series 66 designation and with 10 years of industry experience. He has been with CitiBank since 2015. Outside of his advisory role, he is a co-owner of TEKVAD LLC with his wife. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with notable institutional scale and specialized market roles.

Jaime Castaneda is a financial advisor with Principal Financial Services in Houston, TX, holding a Series 66 designation and having two years of industry experience. His prior work includes roles at Amerant Bank and Uber. Outside of his advisory role, he works as a rideshare driver and an insurance agent specializing in fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation generally carried out on a discretionary basis by third-party managers.

David Broadwell is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds the Series 66 designation and previously worked for JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. 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 with both discretionary and non-discretionary approaches and maintains in-house research and security-pricing capabilities.

Bryant Johnson is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Valic Financial Advisors since 2016 and is also associated with Agia, where he is involved in 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, offering wrap programs, portfolio management, and financial planning services through a large network of advisors. The firm uses Envestnet’s platform for discretionary unified managed accounts and provides additional overlay services for taxable equity sleeves.

Kelli Hernandez is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner. She has previously worked at Wealth Covenant Group LLC, Quest Capital Management, and Raymond James Financial Services, Inc. Hernandez is based in Houston, TX and holds a Series 63 license. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, tax services, and family office solutions. The firm employs discretionary, customized portfolios overseen by an Investment Committee, combining in-house research with third-party manager allocations and distinctive offerings such as tax integration and financial wellness platforms.

Bryson Mc Clain is a financial advisor at Prime Capital Financial in Houston, TX, holding a Series 65 designation with less than one year of industry experience. Prior to joining Prime Capital Financial, he gained diverse work experience including roles at the City of Fort Collins and Colorado State University. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through asset management, financial planning, and family office services. The firm employs a variety of investment strategies and offers integrated tax and financial administration solutions through its affiliated accounting subsidiary.

Aaron Ramirez is a financial advisor with Voya Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has nine years of industry experience. Ramirez has worked at Voya Financial Advisors since 2016 and is also involved with RJG Retirement Services, where he has been active since 2015. In addition to his advisory roles, he acts as an independent insurance agent specializing in fixed insurance and property and casualty insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting services through various program structures, emphasizing recommendation-based non-discretionary advice and maintaining a dual role as both an investment adviser and broker-dealer.

Maria Grieco is a financial advisor at Principal Financial Services with 13 years of industry experience. She holds the Series 63 and Series 65 designations and has held positions at firms including Nationwide Financial and F&M Insurance Group. In addition to her advisory role, she works as a financial representative involved in selling property and casualty, life, annuity, disability income, health, and group insurance products. 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 plan consulting, and access to third-party money manager programs, with investment implementation typically conducted on a discretionary basis by the third-party managers.

Brian Wolf is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 65 and Series 63 licenses and having 11 years of industry experience. He has worked at Valic Financial Advisors since 2014 and at SagePoint Financial since 2015. In addition to his advisory role, he is involved with Agia as an agent offering non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts, operating at scale with a large network of advisors and centralized technology solutions.

Lawrence Francis III is a financial advisor with Valic Financial Advisors in Houston, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Valic, he worked at KMG Ventures and Volunteers of America, and he owns a clothing and branding business, Lawrence Glory LLC. 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.

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.