Tawny Hollaway Badger

Melissa Perez Leblanc is a financial advisor at Anchor & Oak Wealth Advisors, LLC with six years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Girard Securities and Global Investment Advisory. Leblanc is also the owner of Leblanc Wealth Management Group, an investment-related business. Anchor & Oak Wealth Advisors, LLC provides discretionary portfolio management to individuals and advisory and pension consulting services to employee benefit plans, using model portfolios and third-party managers as part of its investment approach.

Cameron Jensen is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Cross Financial Advisors. His prior experience includes roles at Fidelity Investments and Strategic Advisors Inc. Outside of his advisory work, he owns By The Tree Designs, LLC, a business focused on awards and commemoration. Cross Financial Advisors provides investment management and financial planning services to individuals, high-net-worth clients, small businesses, estates, charitable organizations, and other institutions. The firm offers tailored portfolios and a variety of advisory solutions through custodial and model platforms, operating within an ownership structure affiliated with an accounting-firm holding company.

Lucien Craig is a financial advisor with United Advisors America who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at several firms, including LPL Financial and Level Four Advisory Services, and is also an insurance agent with Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm uses a Modern Portfolio Theory-based approach with customized asset allocations and model portfolios, primarily employing mutual funds and ETFs.

Joshua Coughran is a financial advisor with Titan Retirement Advisors LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Titan Retirement Advisors since 2012 and is also involved in real estate brokerage through Coughran Commercial, Inc., which he has managed since 2004. Titan Retirement Advisors serves individuals, high-net-worth clients, corporate retirement-plan sponsors, and trusts, providing portfolio management and a range of retirement-plan services. The firm employs strategic and tactical asset-allocation techniques primarily through ETFs and mutual funds and emphasizes ERISA fiduciary services with a small advisory team managing a large discretionary asset base.

Johnathan Aelmore is a CFP® professional with 16 years of industry experience, currently serving as an advisor at CGN Advisors, LLC since 2019. He previously worked at Mariner Wealth Advisors and Mercer Global Advisors. Outside of his financial advisory role, he owns and operates Raider Ranch, a registered Texas Longhorn cattle breeding business. CGN Advisors provides comprehensive advisory services to individuals, families, businesses, and charitable organizations, employing a long-term, globally diversified investment approach that incorporates Modern Portfolio Theory, core‑plus‑satellite, and active management strategies. The firm emphasizes fiduciary duty, regular portfolio reviews, and may utilize institutional third-party managers.

Juan Flores Saldana is a financial advisor with Eagle Strategies (NY Life) based in Fulshear, TX, holding Series 65 and Series 63 registrations and 10 years of industry experience. He has been affiliated with Eagle Strategies since 2026 and with NYLIFE Securities LLC and New York Life Insurance Company since 2017. Additionally, he works as an insurance broker for non-registered insurance products with outside carriers. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm delivers tailored solutions across multiple program types and manages the majority of its assets on a non-discretionary basis.