Sarah Leota Gaona

John Canada is a financial advisor with Coppell Advisory Solutions LLC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience and has worked at Fusion Investment Advisors, LLC since 2012. In addition to his advisory role, he works as an insurance agent, enrolled agent, and mortgage broker, offering Medicare and elder care planning products as part of his services. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses a customized investment approach combining internally developed and third-party asset allocation models, implementing strategies with ongoing supervision and periodic rebalancing.

Cory Falade is a financial advisor at Wealth More Enterprise, Inc. with two years of industry experience. He holds a Series 65 credential and previously worked at Freeman Capital. Outside of his advisory role, he serves as an Accounting Manager at Stream Realty, a commercial real estate firm. Wealth More Enterprise provides investment advisory and financial planning services to individual U.S. investors through a primarily digital platform. The firm uses proprietary software and algorithms to manage discretionary, ETF- and mutual fund-based portfolios and offers clients tiered plans with in-app access to human advisors.

Michael Ragsdale is a financial advisor with Principal Financial Services who holds a Series 66 designation and has 21 years of industry experience. He has been with Principal Life Insurance Company since 2005 and Principal Securities Inc. since 2016. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, 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 asset allocation and separately managed account solutions.

Nkiruka Lazz Onyenobi is a financial advisor at Hightower Advisors with five years of industry experience. She holds a Series 66 designation and has worked at Lincoln Investment, Raymond James & Associates, Regions Bank, and Woodforest National Bank prior to joining Hightower in 2025. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, emphasizing manager selection and multi-manager solutions across discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Philip Merrifield is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66 and Series 63 designations and four years of industry experience. His prior roles include positions at Fidelity Investments and Transamerica Life Insurance Company. Merrifield’s background also includes four years at Wheaton College. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice programs and investment education services. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to guide asset allocation and retirement planning, primarily focusing on non-discretionary investment solutions.

Tamaris Conkleton is a financial advisor at Kestra Advisory with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including NextEra Energy, RegEd, Grove Point Advisors, and H. Beck. Outside the financial sector, she was involved with Perfume & Heels between 2018 and 2019. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and manages multiple platforms, serving clients from large institutional investors to sovereign wealth funds.