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.

Robert Burks is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. His prior roles include positions at Raymond James Financial Services, J.P. Morgan Securities, and Chase Investment Services. He is also involved with Green Financial Group and Winstone Wealth Partners as a financial advisor. Concurrent Investment Advisors, LLC is a multi-team SEC-registered 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, individual securities, bonds, alternative investments, and independent sub-advisers, supported by operational tools and a network of approximately 286 advisors.

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.

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.

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.

John Grover is a financial advisor at Concurrent Investment Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services and Performance Group. Grover is also an independent contractor with Winstone Wealth Partners, where he manages his clients. Concurrent Investment Advisors, LLC is a multi-team 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 other investments, supported by a network of approximately 286 advisors.

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.

John Kaleh is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc., a division of Oppenheimer, for 23 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a variety of programs that include discretionary and non-discretionary portfolio management, consulting, and retirement services across equity, balanced, and fixed-income portfolios.

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.

Thomas Sartor is a CFA® charterholder and holds a Series 65 license, with 10 years of industry experience. He has worked at The Financial Advisory Group Inc from 2014 to 2024 and has been with Wealth Enhancement Advisory Services, LLC since 2024. He serves as the Vice President of Programming for the CFA Society of Houston. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines active and passive management with quantitative and fundamental research.

Jo Grooms is a financial advisor at &Partners with 42 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management and financial planning through both discretionary and non-discretionary approaches using a range of proprietary and third-party strategies.

Graydon Oliver is a financial advisor at Corient with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Avalon Wealth Management, LLC and Avalon Advisors, LLC. Graydon has been with Corient and its related entities since 2023. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Raymond Hayes Jr. is a financial advisor with Voya Financial Advisors, Inc. He holds Series 66 and Series 63 licenses and has 27 years of industry experience. Prior to joining Voya in 2022, he worked at Kestra Advisory, NEXT Financial Group Inc., Ameriprise Financial Services, Inc., and Advisor Group - FSC Securities. He is also the Managing Director of Atra Vir Capital, LLC, a legal business entity. Voya Financial Advisors, Inc. serves a broad range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers diversified services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting through both discretionary and non-discretionary advisory methods.

Kevin Torralba is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Valic Financial Advisors since 2019 and also works with Agia, where he offers non-securities insurance products. 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, financial planning, and brokerage services, utilizing Envestnet-developed model portfolios and providing optional Tax and ESG overlay services.