Weslie Hollas is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Valic Financial Advisors since 2010 and also has a role with Agia starting in 2022. Outside of his advisory work, he co-owns and operates Middle School Matchup Houston, a youth baseball tournament organization. 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, using Envestnet-developed UMA models to construct client portfolios.

Eric Brown is a financial advisor at Empower Advisory Group in Houston, TX, holding Series 66, Series 63, and Series 65 licenses with four years of industry experience. His prior work includes roles at Truist, USAA, Broadway Bank, LPL Financial, Amherst Holdings, Capco, and the Federal Reserve Bank of Boston. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Malcolm Ruben is a financial advisor with Principal Financial Services in Houston, TX, holding Series 63 and Series 66 licenses and having one year of industry experience. Prior to joining Principal, he worked in various roles including construction, real estate, hospitality, and education. Outside of his advisory work, he is an Uber driver and operates an Airbnb hosting business through Ruben Realty LLC. Principal Financial Services offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm provides financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Timothy Sampson is a financial advisor at United Planners' Financial Services of America, holding Series 66 and Series 63 licenses with four years of industry experience. His prior positions include roles at VALIC Financial Advisors, Agia, GWFS Equities, and AIG. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and utilizes various custodians and third-party money managers, with a significant portion of assets managed on a non-discretionary basis.

Melani Faulkner is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. She has four years of industry experience and previously spent a decade in full-time education. Faulkner is also involved with Ash Brokerage in an insurance-related role. Park Avenue Securities LLC, the firm where she practices, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

Michael Levy is a CFP® with more than 31 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory since 2016. He is also the president of TLC Wealth Management, Inc., where he has been involved in insurance product placement since 1997. Levy holds a Series 63 designation and is a member of the Board of Trustees for the Jewish Federation of Greater Houston. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets with specialized solutions for large institutional clients.

Allison Lyons is a CFP® professional with 22 years of industry experience, currently serving at Corient. She has held roles at several firms, including Purshe Kaplan Sterling Investments, FSC Securities Corporation, and Stavis & Cohen Private Wealth. Corient provides investment advisory and financial planning services to a broad client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party solutions and specialized offerings through affiliates.

Henry Lartigue III is a CFA® charterholder with 23 years of experience in the financial industry. He currently works at Corient, where he has been since 2023, following a 21-year tenure at Avalon Advisors, LLC. 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 corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party managers and incorporates risk management tools and alternative investments when appropriate.

Ishan Brew is a financial advisor with Steward Partners Investment Advisory, LLC in Houston, TX, holding Series 63 and Series 65 licenses and having eight years of industry experience. Prior to joining Steward Partners in 2025, he worked at The Vanguard Group for seven years and TD Bank for two years. Outside of finance, he owns Beautifully Rooted LLC, a business that creates hair and skin care products. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management solutions.

David Tran 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 Financial Advisors and Agia in 2025, he spent 20 years with Flowers Baking Company of Houston. He is also appointed as an agent to sell non-securities insurance products for 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 investment advisor representatives.

Gustavo Gaspar is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 65 licenses. His previous work includes seven years at Wells Fargo Clearing and nine years at Wells Fargo Bank, N.A. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates financial planning with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients' savings rates.

Jerry Adam Jr. is a financial advisor with TLG Advisors, Inc. in Richmond, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior work includes positions at Wells Fargo Advisors, LLC and Wells Fargo Clearing. Outside of his advisory role, he is involved as a managing member and partner in two insurance sales businesses. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Tyler Chandler is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior work includes roles at GWFS Equities, Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank, NA. Outside of finance, he owns and operates a carpet cleaning business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Danielle Sandoval is a CFP® and holds a Series 66 license with nine years of industry experience. She currently works at Creative Planning and has previously been associated with Hope City Live, Inc. She hosts the Kingdom Compounding Podcast, which discusses biblical principles. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutions. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Andrew Wood is a financial advisor with Valic Financial Advisors in Houston, TX, holding the Series 66 designation and having 10 years of industry experience. His prior firms include Axa Advisors and AGIA, where he is also involved in selling non-securities insurance products. Valic Financial Advisors is an SEC-registered adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning through a large advisor network, employing discretionary unified managed accounts with tax-aware and ESG overlay options.

Steve Mangold is a financial advisor at PNC Wealth Management with 28 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Tectonic Capital Advisors, Sanders Morris Harris, and Next Financial Group. PNC Wealth Management offers retail brokerage and advisory services featuring model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessments and discretionary management through mutual funds and ETFs.

Angelina Siller is a financial advisor at Citigroup Global Markets with 14 years of industry experience, holding Series 63 and Series 65 licenses. She worked at UBS Financial Services Inc. from 2011 to 2018 before joining Citigroup in 2018. Outside of her advisory role, she serves as the executor for an estate, managing fiduciary and probate responsibilities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and oversight committees.

Bryant Tzul is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and previously worked in various roles including at Parawest Management and Luminate Financial. In addition to his advisory work, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed accounts through a large network of advisors. The firm manages substantial assets and utilizes centralized technology and model solutions as part of its investment approach.

Zhizhi Ma is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameritas Advisory Services, LLC since 2021. Prior to this, Ma has been involved with MIG-MA Investment Group since 2006 and has held roles at Ameritas Life Insurance Corp. and Ameritas Investment Corp. since 2003. Outside of advisory services, Ma is licensed as an independent insurance agent focusing on fixed insurance products through MIG-MA Investment Group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management and retirement-plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a significant focus on plan sponsors and participants.

Brian Joiner is a financial advisor with Hightower Advisors based in Houston, TX. He holds a Series 66 designation and has 13 years of industry experience. His career includes roles at Salient Partners, L.P. and its affiliated entities, as well as Hightower Securities LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment products.