ADVISOR BIO

Kristal Rios Jimenez is a financial advisor with Ameriprise Financial Services, LLC. Kristal has been in the financial services industry for over 6 years and has experience working with a range of clients, including individuals, families, businesses, and retirement plans. Kristal holds Series 7 and 66 licenses and has passed the SIE Exam. Kristal is registered with the state of Texas. Kristal is committed to providing personalized financial advice and helping her clients achieve their financial goals.

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ADVISOR BIO

Kristen Sprenger is a financial advisor with UBS Financial Services Inc. Kristen is registered with FINRA and has been in the industry since 2012. Kristen offers a variety of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Kristen is located in Houston, TX and has a branch office in Midland, San Antonio and Plano.

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ADVISOR BIO

Kristi Lynn Cain is a financial professional with over 15 years of experience in the industry. Kristi is currently registered with Eagle Strategies LLC in Houston, Texas. Kristi is a Chartered Financial Consultant and holds a Series 6, 7, 26, and 63 license. Kristi has experience working with high-net-worth individuals, corporations, and charitable organizations. Kristi specializes in providing financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Kristian Leigh Taylor is a financial advisor with over 20 years of experience in the industry. Kristian currently works at Allworth Financial, LP, where they have been a registered representative and investment advisor representative since April 2020. Previously, Kristian was a registered representative with SAGEPOINT FINANCIAL, INC. from October 2005 to April 2020. Kristian holds a Series 6, 7, 24, 52, 53, 63 and 65 licenses. Kristian is also a Certified Financial Planner (CFP). Kristian has experience providing financial planning, portfolio management, and investment advisory services to individual and institutional clients.

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ADVISOR BIO

Kristina Lopez is a registered representative with Citigroup Global Markets Inc., a firm that offers a wide range of financial services. Kristina is licensed in Texas and has passed the Series 63, Series 79TO, and SIE exams. Kristina's areas of expertise include asset allocation advice, financial planning, and portfolio management for both businesses and individuals.

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ADVISOR BIO

Kristina Recker is a financial advisor with over 20 years of experience in the industry. Kristina is registered with UBS Financial Services Inc. and has a current Series 7 and Series 66 registration. She is a registered investment advisor in Texas, Pennsylvania, and Maryland. Kristina has been with UBS Financial Services Inc since 2010, and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Kristina specializes in working with high-net-worth individuals, corporations, and institutions. She provides a variety of financial services including investment management, financial planning, and retirement planning.

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ADVISOR BIO

Kyle Caid-loos is a registered representative with Citigroup Global Markets Inc., a broker-dealer with a focus on providing investment advice and portfolio management services. Kyle has held positions at several financial institutions, most recently at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kyle holds several industry licenses, including Series 7, 63, 66 and 79. Kyle specializes in providing financial advice and portfolio management services to a range of clients, including high-net-worth individuals, corporations, and charitable organizations. Kyle is currently registered with the state of Texas.

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ADVISOR BIO

Kyndal Martin is a financial advisor with Ameriprise Financial Services, LLC, based in Houston, TX. Kyndal is a registered representative and investment advisor representative and has been working in the industry since June 19, 2016. Kyndal has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and AXA Advisors, LLC. Kyndal specializes in asset allocation, financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.

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ADVISOR BIO

Lance Terrell Hutchins is a financial advisor registered with UBS Financial Services Inc. Lance has been in the industry since 1992 and has experience with Morgan Stanley, Citigroup Global Markets Inc., Bank United Securities Corp., Woodlands Securities Corporation and Transamerica Fund Distributors, Inc. Lance holds multiple securities licenses including Series 6, 7, 31 and 63. Lance is also a registered investment advisor and holds Series 65. Lance specializes in financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Lance Roberts is a financial advisor with RIA Global Research, LLC and RIA Wealth Advisors, LLC. Lance is a Registered Investment Advisor in Texas and has worked in the industry since 1999. Lance has worked in the financial services industry in various roles and has expertise in Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, and Educational Seminars.

SPECIALIZATIONS