Andrew Bybee is a financial advisor with Hightower Advisors in Houston, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Northwestern Mutual and the Law Firm of Jan Woodward Fox. He also worked briefly with Chungdahm Learning Academy. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Jonathan Cox is a financial advisor with Voya Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 credentials and bringing 18 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 involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse clientele, including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a variety of financial services, including financial planning, portfolio management, and plan-sponsor consulting, and delivers advice primarily through non-discretionary, recommendation-based programs.

Patrick Dickson is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and possessing 26 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2011. He is a co-owner of White Rhino Financial LLC, an investment-related business operating in Houston. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a mix of proprietary and third-party investment advisory programs.

Olanrewaju Shogbola is a financial advisor with Goldman Sachs Wealth Services in Houston, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at United Capital Financial Advisers, Wells Fargo Clearing, Wells Fargo Bank, and Northwestern Mutual. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients, utilizing centralized investment resources and a range of tailored offerings.

Omari Simpson is a financial advisor at Valic Financial Advisors in Houston, TX, with 19 years of industry experience. He has held the Series 66 designation and served in the United States Army from 2010 to 2019 before joining Valic Financial Advisors in 2014. 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.

Geoffrey Lanceley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes two decades at LPL Financial and a decade at Wealth Enhancement Brokerage Services and Wealth Enhancement Advisory Services. In addition to his advisory role, he is an oil and gas investor. 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 process combining passive and active strategies overseen by an internal Investment Committee.

Joshua Wheat is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has worked at Valic Financial Advisors since 2008 and is also associated with Agia, where he acts as an agent for 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 UMA models and operating at scale with over 1,200 advisors.

Jason Danziger is a CFP® and Series 66 credentialed financial advisor with 15 years of industry experience. He currently works at Corient and has prior experience at Avalon Wealth Management LLC and Goldman Sachs & Co./Mercer Allied. Corient provides investment advisory and financial planning services to 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 integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investment options.

James Larkin is a financial advisor at VALIC Financial Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VALIC Financial Advisors since 2007. The firm serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. VALIC Financial Advisors offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, managing roughly $29.2 billion and serving close to 300,000 clients.

Bradly Baxter is a CFP® and ChFC® with 11 years of industry experience. He has been affiliated with Wealth Enhancement Advisory Services, LLC and its related entities since 2016, and previously worked with LPL Financial, LLC. 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, risk-class based investment approach that blends passive and active management overseen by an internal Investment Committee.

Jonathan Copley is a financial advisor at Creative Planning with 10 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Creative Planning in 2022, he worked at JP Morgan Chase Bank and JP Morgan Securities from 2019 to 2021, and at TD Ameritrade from 2016 to 2019. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by tax-loss harvesting and private market exposure.

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.