Tom Mitchell Jr. is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has been with First Command Advisory Services since 2015 and has concurrent experience at affiliated First Command entities dating back to 2014. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, including a focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team.

Kenneth Banks is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Equitable Advisors, Citibank, and USAA. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders. The firm offers integrated services tied to its recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Stacey Vincent Flores is a financial advisor with Empower Advisory Group who holds Series 63 and Series 66 licenses and has 12 years of industry experience. Her prior roles include positions at Martin Capital Advisors, LPL Financial LLC, Frost Brokerage Services, Stifel Nicolaus & Co Inc, J.P. Morgan Securities, and Edward Jones. Outside of her advisory work, she is an investor in a business based in Dubai, United Arab Emirates. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, alongside Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

Trent Connor is a CFP® professional with two years of industry experience, currently affiliated with Carson Wealth. He previously worked at Wise Counsel Wealth Management and has a background that includes roles at Southwestern University and Langham Creek Highschool. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, retirement plan services, and utilizes an Investment Committee to construct and monitor model portfolios, providing tailored solutions and ongoing portfolio oversight.

Scott Olson is a financial advisor with SPC and holds a Series 66 designation. He has 19 years of industry experience and has been with SPC and Sigma Financial Corp since 2011. Olson is a member of the Veterans of Foreign Wars in Georgetown, TX, and serves as a non-sitting elder at River Rock Bible Church. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and approximately $5.66 billion in assets under management. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management tailored to client needs.

Gregory Sanfacon is a financial advisor with Valic Financial Advisors in Round Rock, TX, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. He has worked at Valic Financial Advisors since 2017 and previously spent five years with Sun Life Financial Distributors, Inc. Outside of advisory work, he has been an agent for non-securities insurance products and also drives for Uber on weekends around Houston airports. Valic Financial Advisors primarily serves 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 unified managed accounts using Envestnet’s platform, operating at scale with over 1,200 advisors and managing roughly $29.2 billion in assets.

Warren Bausert is a CFP® and ChFC® with 40 years of experience in the financial services industry. He is currently an independent advisor with TLG Advisors, Inc. and holds prior experience at LPL Financial and Financial Resources Group Investment Services, LLC. He also serves as a Regional Director at VIP/Benefit Bank, focusing on building relationships with financial advisors for insurance-based solutions. TLG Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm emphasizes manager selection and ongoing portfolio monitoring, applying fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers a digital investment program called Starlight Portfolios.

Wendy Coleman is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 16 years of industry experience. Her career includes 16 years at Centaurus Financial, Inc., followed by roles at LPL Financial and Private Advisor Group since 2025. Outside of her advisory work, she is involved with The Benefit Group, LLC, focusing on non-variable insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm operates on a fiduciary-based advisory model, utilizing multiple investment strategies and technology platforms while often implementing advice through third-party managers.

Theresa Clements is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 66 and Series 63 licenses. Her prior work includes roles at Empower Financial Services, Colonial Life, Paycor, Konica Minolta Business Solutions, and Enterprise Rent-A-Car. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

George Pitra is a financial advisor with Independent Financial Group, LLC who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at Independent Financial Group since 2011 and previously held roles at Capital Financial Services, Inc., Barron Moore Advisors, Inc., and Salomon Grey Financial Corporation. Pitra serves as a board member for the nonprofit organization RedRoverVentures.org. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and combines strategic asset allocation with ongoing due diligence using a mix of active and passive investment models.

Ryan Gilchrist is a financial advisor with Valic Financial Advisors holding a Series 66 designation and five years of industry experience. He has worked at Valic Financial Advisors since 2020 and is also involved with Agia and owns Imperial Cashmere, a luxury cashmere apparel business selling handmade scarves, beanies, and gloves. Valic Financial Advisors serves primarily individual clients, including high net worth and ultra-high net worth investors, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts using Envestnet’s platform, operating at scale with more than 1,200 advisors and a focus on centralized technology and model-based investment solutions.

Robert Katchinoski is a financial advisor at SPC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. for 10 years. He is also an independently licensed insurance agent appointed with various insurance companies. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with an investment approach that includes discretionary management, periodic monitoring, and collaboration with third-party managers.

Rushma Gilchrist is a financial advisor with Valic Financial Advisors holding Series 65 and Series 63 licenses and has six years of industry experience. Prior to joining Valic Financial Advisors in 2019, she worked at Agia and held positions at the University of Cincinnati. Outside of her financial advisory role, she is a co-owner of Imperial Cashmere, a business selling handmade luxury cashmere products via e-commerce. 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 consulting services through a large network of advisors and employs discretionary unified managed accounts using third-party model managers and Envestnet’s platform.

Daniel Barajas is a financial advisor at TLG Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at The Leaders Group, Inc., VIP Insurance, Quest Capital Strategies, Inc., and Steve Lescher & Associates. Outside of his advisory work, he serves as a tennis official for the United States Tennis Association. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Richard Jackson is a financial advisor with Carson Wealth and holds Series 63 and Series 66 credentials. He has eight years of industry experience, including roles at Charles Schwab, Park Avenue Securities, and AXA Advisors. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios and customized investment solutions.

Charles Dial is a financial advisor at AE Wealth Management, LLC in Round Rock, TX. He holds a Series 65 designation and has been working in the industry since 2023. His prior experience includes roles at Alto Financial Group, Smarter With Money LLC, and Concordia University Texas. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes a platform approach, managing approximately $49.8 billion through standardized model and direct asset management programs.

Jeffrey Reynolds is a financial advisor at TLG Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including VOYA Financial Advisors and Travelers Insurance Group. He is also the owner and president of Reynolds Financial Group and serves as Business Development Director at VIP Insurance. TLG Advisors serves a wide range of clients, including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring, utilizing fundamental analysis and Modern Portfolio Theory, and offers both sub-advised accounts and a direct-to-consumer digital investment program.

Matthew Barr is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds a Series 66 credential and has worked at firms including United Health Group and The Boon Group. Outside of his advisory role, he operates Barr Tax & Bookkeeping Services LLC and is involved with New England Animal Action. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and selectively managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its investment solutions.

James Rye is a Series 66-credentialed financial advisor with Edward Jones in Georgetown, TX, holding two years of industry experience. Prior to joining Edward Jones in 2023, he served in the United States Army from 2009 to 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Joseph Woodward is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations, incorporating an ESG eligibility framework and leveraging broader derivatives and commodities capabilities.