Danika Korenek is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and having 11 years of industry experience. She has been with Valic Financial Advisors since 2015 and is also engaged as an agent for Agia and works as a food deliverer for Uber Eats. 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 UMA models and operating at scale with over 1,200 advisors.

Aurora Barcenas is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2022. Her prior experience includes roles at Investec Wealth Strategies, PartnersInWealth, Inc., and Morgan Stanley, spanning a total of nine years. Outside of her advisory work, she is involved with YogaOne Houston, where she contributes as a yoga instructor and studio partner. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers supported by proprietary research and comprehensive portfolio construction strategies.

Alfred Mayes is a financial advisor with First Command Advisory Services in Missouri City, TX, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His prior roles include positions at Valic Financial Advisors and LPL Enterprise. He is also involved with Our Daily Bread, a nonprofit organization. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects preapproved third-party managers for its model portfolios.

Ana Portillo is a financial advisor with Voya Financial Advisors, Inc. based in Houston, TX, holding a Series 66 designation and 19 years of industry experience. She has been with Voya Financial Advisors since 2014. In addition to her advisory role, she is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through various program structures, emphasizing recommendation-based, non-discretionary advice.

Eduardo Segura is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Sanford C. Bernstein & Co., LLC, S&K Global Solutions LLC, and General Motors. Outside of his advisory role, he owns and manages a residential rental property business in Houston. Cresset Asset Management serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, and institutional investors. The firm employs a disciplined, risk-aware investment approach combining strategic asset allocation, manager selection, and both active and passive strategies across various asset classes and alternatives.

Allen Lyttle is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 66, Series 63, and Series 65 credentials. He has 24 years of industry experience, having worked at Next Financial Group Inc for 22 years before joining Valic Financial Advisors in 2026. 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 and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology to manage approximately $29.2 billion across nearly 300,000 clients.

Daniel Scannell Jr. is a financial advisor at Oppenheimer with 34 years of industry experience. He has been with Oppenheimer since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as trustee and executor for several family trusts and estates. Oppenheimer serves a wide range of clients including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation with a mix of discretionary and non-discretionary programs and acts as a qualified custodian for client assets.

Andrei Prada is a financial advisor with \u0026PARTNERS in Houston, TX, holding a Series 66 designation and 14 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, with a career spanning various roles at Wells Fargo Bank NA. \u0026PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing fundamental, technical, and quantitative analysis alongside proprietary and third-party manager solutions.

Duane Hirsch is a financial advisor at Corient with 33 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments, CIPW Service Company, FSC Securities Corporation, and Stavis & Cohen Private Wealth. Outside of his advisory work, he owns a rental property management business in Charlotte, NC. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investment options where appropriate.

Jesse Carrillo is a financial advisor with Lincoln Investment in Sugar Land, TX, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Lincoln Investment since 2016 and also has experience with Dearborn & Creggs dating back to 2015. Outside of his advisory role, Carrillo co-founded Rooted Life, an education consulting firm where he serves as a speaker and facilitator on topics related to his previous career in education. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and model portfolios while employing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

Duane Wagner is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has held roles at firms including TIP Group LLC and The Fitzpatrick Group. Outside of advisory work, Wagner is a passive investor in companies focused on leadership training and digital marketing. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs supported by fundamental, technical, and cyclical investment analysis.

William Newland is a CFP® with 10 years of experience at Principal Financial Services, where he has worked since 2016. He holds a Series 66 license and is based in Houston, TX. Outside of his advisory role, he teaches group fitness classes as a fitness instructor. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, businesses, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Donald Robertson is a financial advisor with Guardian Life and holds the Series 66 designation. He has two years of industry experience, including prior work at Edward Jones and Southern Glazer's Wine and Spirits LLC. Guardian Life’s subsidiary, Park Avenue Securities LLC, operates as both a broker-dealer and SEC-registered investment adviser, serving individual, corporate, and nonprofit clients with a range of financial planning and investment advisory services.

Steven Jenkins is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and 66 licenses and five years of industry experience. He has previously worked at Fidelity Investments, TIAA/TIAA-CREF, and several other firms. 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 wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and a combination of centralized technology and model solutions.

David Dziadziola is a financial advisor at Oppenheimer with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2018, following five years at Intelligent Capital Reserve Group. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary account management.

Michael Brown is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Valic Financial Advisors since 1998 and also has a role as an agent at 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Robert Waddell Jr. is a financial advisor with Voya Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he is also an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting, primarily through recommendation-based, non-discretionary arrangements.

Matthew Bartula is a financial advisor at Valic Financial Advisors in Houston, TX, with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Sparrowhawk LLC from 2016 to 2023. In addition to his advisory role, he is appointed as an agent to sell 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. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, using discretionary unified managed accounts and technology-driven model solutions.

Andrew Haftek is a financial advisor with TIAA-CREF in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with TIAA-CREF and its affiliate since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management through model-driven and customized approaches.

Kristi Cain is a financial advisor with Eagle Strategies (NY Life) in Houston, TX, holding the ChFC® designation and Series 63 license. She has 17 years of industry experience, including roles at New York Life Insurance Co and NYLIFE Securities, LLC since 2009. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored advice through multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities for retirement investors.