Philip Onochie is a financial advisor with Hornor, Townsend & Kent, LLC in Houston, TX, holding Series 63 and Series 65 designations and bringing five years of industry experience. Prior to joining Hornor, Townsend & Kent, he worked with Penn Mutual Life Insurance Co and Transamerica Financial Advisors, among others. Outside of advising, he works as a pharmacist at UT MD Anderson Cancer Center. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates a dual registration as an SEC-registered adviser and broker-dealer and manages billions in assets while offering both discretionary and non-discretionary account options.

Teel Munson is a financial advisor at Valic Financial Advisors with one year of industry experience and holds a Series 66 designation. Prior to joining the firm, Munson held various roles across hospitality and service industries, including positions at Masfajitas Restaurant, Saltgrass Steakhouse, Hilton, and ABC Home and Commercial Services. Munson is also an appointed agent authorized 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 portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and utilizes centralized technology and model solutions to manage approximately $29.2 billion for nearly 300,000 clients.

Richard Alphonso is a financial advisor at Wealth Enhancement Advisory Services, LLC with 28 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Wealth Enhancement in 2024, he worked at The Financial Advisory Group, Inc. for 27 years. Alphonso is involved with The Practice Advisory Group, LLC, which provides medical and dental practice management services, and dedicates time to tax preparation through Wealth Enhancement Tax and Consulting Services, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized retirement plan consulting services.

Jose Jimenez Murat is a financial advisor with Voya Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Edward Jones, Merrill, Regions Bank, Cetera Investment Services, Wells Fargo Advisor, Prudential Securities, Morgan Stanley, and UBS Financial Services. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, retirement-plan advisory, and related services to individuals, pension plans, charitable organizations, and corporate clients. The firm structures client relationships around investment policy statements and model allocations, combining in-house and outside strategists with technology-enabled tools to implement recommendations.

Suzanne Rismiller is a CFP®-credentialed financial advisor with eight years of industry experience. She has worked at Oppenheimer & Co. Inc since 2017 and has prior experience at Grenoble Ecole de Management. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, as well as corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of investment and consulting services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management approaches.

Dale Pieper is a financial advisor with Guardian Life and Park Avenue Securities in Houston, TX, holding Series 63 and Series 66 credentials and having 20 years of industry experience. He has been associated with Guardian since 2007 and Park Avenue Securities since 2007, currently serving clients through both firms. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies across proprietary and third-party platforms.

Genevieve Zeletz is a financial advisor at Kestra Advisory in Houston, TX, holding a Series 66 designation with 18 years of industry experience. Her prior experience includes roles at Mosaic Advisors and Ameriprise Financial Services, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Ronald Graham is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Valic Financial Advisors since 2013 and also serves as an insurance agent with Agia. 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 to construct client portfolios.

Nathan Bowen is a CFP® professional with nine years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, having previously worked at The Financial Advisory Group Inc for twelve years. Bowen holds the Series 63 designation and is based in Houston, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active managers with both quantitative and fundamental research.

Darryl Nelson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at The Financial Advisory Group, Inc. for 17 years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2024. Wealth Enhancement Advisory Services is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach that combines passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Raffaele Cardone is a financial advisor at Citigroup Global Markets with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, Merrill, Alamo Angels, and Garcia Hamilton & Associates, along with a background involving Trinity University and ventures outside finance such as Candelaris Pizzeria V Ltd and The Briar Club. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Brian Monk is a financial advisor with Eagle Strategies (NY Life) based in Sugarland, TX, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has worked with Eagle Strategies since 2018 and operates under the DBA Linea Wealth Group, LLC, where he brokers non-registered insurance products related to investments. He has also been involved with Monk Financial Strategies Group since 2012. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors and emphasizes tailored, mostly non-discretionary solutions within an integrated New York Life affiliate structure.

Brandon Glasscock is a financial advisor with Concurrent Investment Advisors, LLC based in Houston, TX, holding Series 63 and Series 66 designations, and has 25 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Clearing Services. Glasscock is also the owner of BEC Financial, a personal business entity used for tax purposes. Concurrent Investment Advisors is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios incorporating ETFs, mutual funds, and alternative investments, supported by integrated operational tools and affiliated sub-advisory arrangements.

Karin Tyson is a CFP® and ChFC® with 31 years of experience in the financial advisory industry. She currently works at Prime Capital Financial and has held previous positions at Ameritas Investment Corp., 20/20 Financial Advisers Houston, and other investment firms. Outside of her advisory role, she serves on the board of the Future of Finance Scholarship Fund and the Memorial Drive Presbyterian Church finance committee, and conducts educational seminars on Social Security and IRA planning. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, family office offerings, and tax planning through an affiliated accounting subsidiary.

Karen Sotallaro is a CFP® with 20 years of industry experience and currently serves as a financial advisor at Cresset Asset Management, LLC. Her prior work includes roles at Oak Harvest Investment Services and D.H. Hill Securities, among others. She is a board member of the Rotary Club of Houston and also works as an independent consultant for Rodan + Fields. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, and corporations, employing a disciplined, risk-aware investment approach across public equities, fixed income, and a range of alternative asset classes.

Renato Alarcon is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been affiliated with New York Life and its related entities since 2002 and operates Alarcon Financial Strategies, LLC, where he brokers non-registered insurance products alongside NY Life offerings. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, primarily through non-discretionary asset management and a variety of program types tailored to client and plan sponsor objectives.

Zaid Siddiqui is a financial advisor at VALIC Financial Advisors with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Agia, Insight Management & Consulting, and Audi Central Houston. Outside of advising, he is an agent for non-securities insurance products at 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 portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and utilizes centralized technology and model solutions.

Viridiana Salamesainz is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds the Series 66 designation and has previously worked at Casa de Bolsa Finamex SAB de CV and Citibanamex. Outside of advisory work, she is a manager and partner at JOSADA LLC, a real estate holding company based in Houston and Montgomery, Texas. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies supported by internal oversight and integrates both discretionary and non-discretionary portfolio options.

Zhengrong Wang is a financial advisor at Transamerica Financial Advisors with CFP® and Series 63 credentials. Wang has experience in investment and consulting roles through entities such as SAKZ Investment LLC and SAKZ Consulting Inc. Outside of advisory work, Wang has been involved with World Financial Group Insurance Agency since 2020 and has experience in real estate and professional services in Texas. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm employs proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Sara Mortus is a financial advisor at Valic Financial Advisors with one year of industry experience. She holds a Series 66 designation and previously worked in educational roles and retail. Additionally, she is appointed as an agent to sell non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning through a large network of advisors, using discretionary unified managed accounts with a focus on technology and model solutions.