Clark Henry is a financial advisor at Concurrent Investment Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously held roles at firms including Fidelity Brokerage Services LLC and Strategic Advisers LLC. Henry also serves as a relationship manager at Winstone Wealth Partners, assisting with client requests and supporting advisors. Concurrent Investment Advisors is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, individual securities, bonds, and alternative investments, supported by internal due diligence and a network of roughly 286 advisors.

Joseph Briggs is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Directed Trust Company and IRA Plus Southwest. Outside of his advisory work, he has experience as an agent selling non-securities insurance products for AGIA and operated a photography business for six years. 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, utilizing Envestnet-developed UMA models for portfolio construction and management.

Griffin Weinstein is a CFP® and holds a Series 65 license, currently advising at Mariner with three years of industry experience. His prior roles include positions at Crestmont Private Wealth LLC and Mariner Wealth Advisors. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers across a range of asset classes and provides integrated tax, accounting, and administrative family office services.

Christopher Owen is a financial advisor with Private Advisor Group, LLC in Houston, TX. He holds a Series 65 designation and has experience in the industry since 2023. His background includes roles at Ascend Integrated Wealth and Teamwork Financial Group, as well as prior education-related experience at the University of Texas at Austin and Culver Military Academy. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model and leverages multiple strategies and third-party managers to meet client objectives.

Kris Lloyd Jr. is a financial advisor with AE Wealth Management, LLC based in Houston, TX, holding Series 65 and Series 66 licenses and with four years of industry experience. He is also the founder and CEO of Lloyd Tax Planning, LLC and The Lloyd Financial Group, LLC, and has a longstanding role as owner and CEO of TCMG, LP dba The College Money Guys, which focuses on insurance sales. In addition, he serves as an educator with nonprofit organizations that provide financial education to community venues. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes a platform approach with model portfolios and discretionary management strategies, serving over 127,000 clients with approximately 444 advisors.

Edwin Warren is a CFP® professional with 11 years of industry experience, currently serving at Truist Advisory Services. His prior roles include positions at Merrill and BB&T, where he worked both in advisory and securities capacities. He is based in Houston, TX. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary investment approaches and utilizes third-party platforms and AI-enabled research tools to support its manager selection and oversight processes.

Zachary Hayslip is a financial advisor at Sanctuary Advisors, LLC in Houston, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Turnkey Solutions, Norman CPA, Engie North America, and Texas A&M. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension plans, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers diverse portfolio management options and employs various analytical approaches while acting as a fiduciary under written advisory agreements.

Sonja Simmons is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Fidelity Investments, Prudential Insurance Company of America, and Pruco Securities, LLC. She has also worked for United Airlines for over 25 years and is appointed as an agent to sell 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-developed UMA models for portfolio construction.

Juan Perez Hernandez is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at MassMutual Greater Houston and Progressive. Outside of advisory work, he is also an insurance agent with 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Michael Branham is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and having seven years of industry experience. He has worked at Valic Financial Advisors since 2018 and concurrently serves as an agent with Agia, focusing on non-securities insurance products. Prior to his advisory roles, he spent five years with Villasport Athletic Club & Spa. Valic Financial Advisors serves primarily 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, utilizing Envestnet-developed UMA models for portfolio construction.

Scott Burman is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Valic Financial Advisors and affiliated AIG entities since 2014. Outside of finance, Burman is the owner of Burman Vocal Productions, a voice-over talent business he has operated since 2008. 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 and operating at scale with over 1,200 advisors.

Atabu Otobo is a financial advisor with TLG Advisors, Inc. based in Cypress, TX. He holds Series 65 and Series 63 licenses and has 11 years of industry experience. His prior work includes roles at Simplicity Investments, Avantax Investment Services, and multiple insurance firms. TLG Advisors serves a broad client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm employs a manager selection process using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, with many accounts managed through sub-advisors and program platforms, and also offers a direct-to-consumer digital investment program called Starlight Portfolios.

Lisette Mandwee Ndzie is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has held roles at Transamerica Employee Benefits and is involved with estate planning services through partnerships with InheritGuard, LLC and LegacyShield Solutions, Inc. Outside of her advisory work, she is engaged with GOD'S GARAGE, a nonprofit focused on poverty, where she is a board member. Transamerica Financial Advisors, LLC serves a broad client base including individuals, retirement plans, trusts, and businesses, offering investment advisory, brokerage, and retirement-plan services through a large network of advisors and multiple program platforms. The firm utilizes model portfolios and third-party managers to implement its advisory model.

William Sum is a ChFC® credentialed financial advisor with eight years of industry experience, currently affiliated with Eagle Strategies (New York Life) in Houston, TX. His career background includes roles at New York Life Insurance Company and NYLIFE Securities LLC. Outside of his advisory work, he owns and operates William & Associates Insurance Agency LLC, brokering non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers solutions through multiple program types, including fee-based advice and co-advisory relationships, managing the majority of its assets on a non-discretionary basis.

Kathryn Bierschwale is a financial advisor with OSAIC Institutions, Inc. in Houston, TX. She holds Series 63 and Series 66 credentials and has six years of industry experience. Her prior roles include positions at Texas First Bank, LPL Enterprise, and The Prudential Insurance Company of America, among others. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning through its network of investment adviser representatives, operating a hybrid adviser/broker-dealer structure with a focus on client choice in account management.

Jeremie Alley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. He has previously worked with LPL Financial, Edward Jones, and other firms. Outside of his advisory role, he serves as Director of Member Care at Hope City Live in Houston, TX. 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 approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Diego Dominguez Yunes is a financial advisor with Citigroup Global Markets in Houston, TX, holding a Series 66 designation and with 10 years of industry experience. He has been with CitiBank since 2015. Outside of his advisory role, he is a co-owner of TEKVAD LLC with his wife. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with notable institutional scale and specialized market roles.

Steven Van Nostrand is a CFP® with 15 years of experience in the financial services industry. He is currently an advisor at Concurrent Investment Advisors, LLC and TAVO Wealth, having previously worked at Raymond James & Associates, Goodman Financial Corporation, and TIAA-CREF. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Jaime Castaneda is a financial advisor with Principal Financial Services in Houston, TX, holding a Series 66 designation and having two years of industry experience. His prior work includes roles at Amerant Bank and Uber. Outside of his advisory role, he works as a rideshare driver and an insurance agent specializing in fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation generally carried out on a discretionary basis by third-party managers.

David Broadwell is a Series 66 licensed financial advisor with 14 years of industry experience. He is currently with Citigroup Global Markets and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Wells Fargo Clearing. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and security-pricing activities.