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.

Antonio Delagarza is a financial advisor with PNC Wealth Management based in Sugarland, TX, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, BBVA Securities Inc., and COMPASS Bank, spanning two decades. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital offering available by invitation to employees. The firm employs algorithmic risk assessments to select investment models managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

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.

Christopher Puckett is a financial advisor with Wealth Enhancement Advisory Services, LLC in Houston, TX. He holds a Series 65 designation and has two years of industry experience. His prior work includes roles at The Financial Advisory Group and positions related to education and recreational organizations. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement consulting, using a strategic investment approach that combines passive and active managers and incorporates quantitative and fundamental research.

Zainab Gandhi is a CFP® professional with 17 years of industry experience, currently serving as a wealth advisor at CWM, LLC. Her career includes 15 years at Raymond James Financial Services and associated firms, with her current roles since 2023 involving advisory and brokerage services within various CWM entities. Outside of her advisory work, she is a co-owner of Allied Shipping and Chemicals LLC and Gifted Homezz LLC, engaging in ventures related to chemical company automation and real estate partnerships. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong operational focus on retirement plan and institutional services.

David Anderson is a financial advisor at Principal Financial Services with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Princor Financial Services Corp and Principal Life Insurance Company since 2014. Outside of advising, he is involved in insurance brokerage activities related to life, fixed annuities, health, and group insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

James Mc Nair Sr. is a financial advisor with First Command Advisory Services in Houston, TX, holding a Series 66 designation and possessing 14 years of industry experience. He has been affiliated with First Command entities since 2011. 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 utilizing model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Nicole Saldivar is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Agia, Allstate, Glorias, and Macys. Outside of financial advising, she creates social media content focused on travel and lifestyle brands across platforms such as Instagram, TikTok, and YouTube. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and offers managed-account programs, financial planning, and brokerage services. The firm uses Envestnet-developed UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets across about 1,239 advisors.

Matt Mc Intosh is a CFP® credentialed financial advisor with 10 years of industry experience at Brookstone Capital Management LLC in Houston, TX. He has been with Brookstone since 2016. Outside of advising, he is involved in insurance and annuity sales through multiple carriers. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse clientele, including individuals, retirement plans, corporations, trusts, and other business entities. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models, and offers portfolio management through its turnkey platform and wrap-fee program.

Braden Dawes is a financial advisor at Valic Financial Advisors in Houston, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Valic, he has held roles at Agia and Saudi Aramco. He is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, leveraging Envestnet-developed portfolio models and maintaining a large advisor base.

Courtney Fleming is a financial advisor at VALIC Financial Advisors in Houston, TX, holding a Series 66 designation with four years of industry experience. Prior to joining VALIC, Fleming worked at Pure IT (Insperity) and Long View Systems. Outside of finance, Fleming performs improvisational comedy with Comedy Sportz Houston, participating both on stage and in various front-of-house roles. 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 for portfolio construction.

Joseph Johnston III is a financial advisor at Integrated Wealth Concepts LLC in Houston, TX, holding the ChFC® designation and Series 63 and 65 licenses, with 23 years of industry experience. Before joining Integrated Wealth Concepts in 2020, he worked for Northwestern Mutual and its affiliates from 2002 to 2020. Outside of his advisory role, Johnston is involved in life coaching and serves as a softball coach for the West University Softball Association. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, consulting, and family office services, employing a long-term investment approach with customized portfolios that include mutual funds, ETFs, individual equities, and fixed income.

Karen Waters is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Valic Financial Advisors in 2025, she worked at Classic Auto Group Galveston and Catalyst Trading Company. She is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, leveraging technology and model solutions to manage roughly $29.2 billion for close to 300,000 clients.

Rodger Hoofnagle is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected through employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a fiduciary model separating one-time planning from ongoing managed accounts and serves as adviser to a donor-advised fund.

Christopher Davis is a financial advisor with Sanctuary Advisors, LLC in Houston, TX. He holds Series 65 and Series 66 designations and has four years of industry experience. His prior roles include positions at The Colony Group, InterOcean Capital, and CD Consulting. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management through various account types and employs multiple analytical approaches, operating as a fiduciary under written advisory agreements.

Peter Watson is a CFP®-certified financial advisor with nine years of industry experience. He is currently affiliated with Principal Financial Services and has held roles at Union Financial, Inc. and EY. Watson is the owner of Watson Wealth Management LLC, an independent business based in Houston. Principal Financial Services provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Christian Leger is a financial advisor with Valic Financial Advisors in Houston, TX. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining Valic, he worked at AGIA selling non-securities insurance products and has experience with Vector Marketing, Inc. and MidCity Beer Garden. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving 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 a large client base through a network of over 1,200 advisors, utilizing discretionary unified managed accounts and advanced overlay services to support portfolio management and financial planning.