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 40 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC from 2003 to 2011. Outside of his advisory role, he operates as an independent insurance agent involved in the sales of fixed insurance products. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm combines model portfolios, technology-driven tools, and both discretionary and non-discretionary management approaches to support client investment strategies.

Matthew Bartula is a financial advisor at Valic Financial Advisors in Houston, TX, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Valic Financial Advisors in 2025, he worked for Sparrowhawk LLC from 2016 to 2023. 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 financial planning, portfolio management, and discretionary unified managed accounts using Envestnet’s platform, operating at scale with more than 1,200 advisors managing approximately $29.2 billion.

Andrew Haftek is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TIAA-CREF since 2016, following roles at LPL Financial and BB&T Investment Services. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and offers both model and customized portfolio management under a fiduciary standard.

Kristi Cain is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX. She holds the ChFC® and Series 63 designations and has 18 years of industry experience. Her career includes roles at New York Life Insurance Co and NYLIFE Securities, LLC, where she has worked since 2009. Eagle Strategies serves a diverse client base, including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.

Jose Rodriguez is a financial advisor with Valic Financial Advisors in Houston, TX. He holds Series 66 and Series 63 licenses and has one year of experience in the industry. His prior work includes roles in education at the University of Houston-Downtown and Houston Community College, as well as service positions in the food industry. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and multiple wrap programs, utilizing discretionary unified managed accounts and a blend of technology and model solutions to support its large client base.

Corey Armstrong is a financial advisor at Valic Financial Advisors with three years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at firms including Agia and Tapfin/EY. Outside of his advisory role, he is also an agent for non-securities insurance products with Agia and works as a delivery driver. 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 and utilizes discretionary unified managed accounts supported by centralized technology and model solutions.

Marie Cane is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Valic Financial Advisors since 2015 and also associated with American General Life Insurance and AIG Capital Services, Inc. during the same period. 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 manages approximately $29.2 billion across nearly 300,000 clients with a network of over 1,200 advisors, offering unified managed accounts, portfolio management, and financial planning services supported by centralized technology and model solutions.

Candace Johnson is a financial advisor at Valic Financial Advisors with four years of industry experience and holds a Series 66 designation. Her career includes roles at Agia, PNC Bank, BBVA USA, and State Farm. In addition to her advisory work, she is also an agent for non-securities insurance products. 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 with tax-aware and impact/ESG overlay options.

Michael Nobles is a financial advisor at &Partners with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Wells Fargo Clearing for eight years before joining &Partners. &Partners serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, retirement-plan consulting, and brokerage services. The firm employs a variety of analytic approaches and portfolio management options, including third-party managers, and operates under dual registration as both a registered investment adviser and a broker-dealer.

N Naemeka Onuba is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and has 12 years of industry experience. He has been with Transamerica Financial Advisors since 2013 and has held various roles in companies including Premier Force Global LLC, National Association of Registered Social Security Analysts, and Technoria LLC. Outside of advisory work, Onuba is involved in IT consulting and social security analysis through independent business activities. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms. The firm primarily implements its advisory model through model portfolios and third-party managers, serving individual investors, retirement plans, trusts, and charitable organizations.

Alan Christensen is a CFA® charterholder with 16 years of experience in investment management. He has worked at Fayez Sarofim & Co. and its affiliated entities since 2010. Based in Houston, TX, he has been involved with multiple facets of the firm’s investment operations over this period. Fayez Sarofim & Co. provides discretionary investment management to institutional and individual clients, including pension plans, endowments, foundations, and registered investment companies. The firm is known for its centralized investment committee, bottom-up research approach focusing on large-cap, high-quality companies, and its role as a manager and sub-adviser to various investment funds.

Esmeralda Gonzales is a financial advisor at Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior work includes a decade at Orion Real Estate and a role as an agent selling non-securities insurance products for AGIA. She is also the owner of a cleaning company, though it is not currently active. 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Brandon Hicks is a financial advisor at Hightower Advisors with a Series 65 designation. He joined the firm in 2024 and has prior work experience at Amazon and in the food service industry. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager investment approach that includes proprietary research and a variety of investment vehicles.

Francoise Price is a Series 66-licensed financial advisor with 24 years of industry experience, currently practicing at Citigroup Global Markets in Houston, TX. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale and unique market roles, including serving as a swap dealer and futures commission merchant.

Kate Cleveland is a Series 66-licensed financial advisor with Valic Financial Advisors in Houston, TX, having two years of industry experience. Her background includes roles outside of finance, such as in food service and education, and she 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 clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and supports close to 300,000 clients across more than 1,200 advisors.

Robert Palmer is a CFP® and ChFC® with seven years of experience in the financial industry. He has worked with Allworth Financial since 2026 and previously held roles at Avidian Wealth Solutions, Fidelity Brokerage Services LLC, and several other firms. Palmer is based in Houston, TX. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers comprehensive financial planning and portfolio management using a combination of quantitative and qualitative analysis, managing both discretionary and non-discretionary accounts across various asset classes.

Michael Roche is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and five years of industry experience. He previously worked at AGIA and spent several years at the University of Houston. In addition to his advisory role, Roche serves as treasurer for a youth select baseball team, managing team funds and donations on a volunteer basis. 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 through a large network of advisors.

Andrew Tinsley is a financial advisor with Lincoln Investment in Houston, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Lincoln Investment since 2016 and also works as a financial analyst at Adaptive Asset Management, where he supports investment strategy through analysis and reporting. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that designs strategic model portfolios and adaptive strategies.

Donald Taylor is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and 65 designations and over 30 years of industry experience. He has been with Park Avenue Securities and Guardian Life since 2000. In addition to his advisory work, he serves as co-trustee for his daughter’s trust and co-executor of his mother’s estate. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments.