Jordan Hannah is a financial advisor at Ameritas Advisory Services, LLC with CFP® certification and Series 63 and 65 licenses. He has two years of industry experience and has been involved with Ameritas Advisory Services and Ameritas Investment Company since 2023. In addition to his role at Ameritas, he operates Hannah Financial Solutions, LLC, a financial firm he founded in 2021. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, utilizing both in-house model portfolios and third-party managers.

Mark Countryman is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005. Based in Sugar Land, TX, Mark holds Series 63 and Series 65 licenses. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor- and firm-managed investment programs that utilize both strategic and dynamic approaches.

Adrian Gonzalez is a financial advisor with Lincoln Investment in Sugar Land, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining Lincoln Investment, Adrian worked with organizations including Operation HOPE and AltruVista. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of advisory programs supported by a combination of in-house and third-party investment strategies.

Caitlin Little is a financial advisor at Lincoln Investment with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Capital Analysts, Dearborn & Creggs, and CBS News. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a variety of advisory programs utilizing both strategic and dynamic investment approaches.

Ryan Griswold is a financial advisor at Kestra Advisory with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Invesco and Axa Advisors, LLC. His background also includes roles outside the financial industry at Samuels Jewelers and Texas Christian University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a mix of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Johnathon James is a financial advisor at United Planners' Financial Services of America, holding Series 63 and Series 66 credentials with eight years of industry experience. His prior roles include positions at PNC Investments, Avantax Advisory Services, Truist Advisory Services, and JPMorgan Securities. Outside of financial services, he is involved with Amped Fitness. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and employs a mix of custodians, third-party money managers, and platform programs to implement investment strategies.

Benjamin Almeda is a CFP® with 17 years of experience in the financial industry. He is currently with Hightower Advisors and has prior experience at TD Ameritrade Investment Management, Charles Schwab, and Td Ameritrade. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Xavier Smith is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group in 2024, he worked at Bank of America and Merrill from 2019 to 2024 and has held positions at City of Houston, CMG Financial, Bank of Texas, and Realty Associates. 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 offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Summer Rose is a financial advisor with PNC Wealth Management in Houston, TX, holding a Series 66 designation and eight years of industry experience. Her career includes roles at BBVA Wealth Solutions, BBVA Insurance Agency, BBVA Securities, and Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithmic risk assessments and delegates portfolio management and proxy voting to third parties.

Oguguomakwa Okolie is a financial advisor with Eagle Strategies (New York Life) in Sugar Land, TX, holding Series 63 and Series 65 licenses and possessing four years of industry experience. He has worked with multiple firms including New York Life Insurance Company and Nylife Securities LLC. Okolie also operates under the DBA Linea Wealth Group for brokering non-registered insurance products alongside his advisory role. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Melissa Christensen is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. Outside of her advisory role, she works as an independent contractor for DoorDash. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail clients. The firm emphasizes long-term portfolio returns and annual rebalancing through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Austin Pratt is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Selah Financial Services and various small businesses across different sectors. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, along with operational, trading, technology, and compliance support to affiliated advisors.

John Westerman is a CFP® with 13 years of industry experience, currently serving at Commonwealth Financial Network since 2012. He is also co-owner of Selah Financial Services and has authored two books, "52 Practical Money Tips" and "Crucial Retirement." Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, providing a range of advisory programs, technology, and operational support. The firm offers discretionary model portfolios and various program structures to affiliated advisors who serve retail and institutional clients.

Elizabeth Kassen is a financial advisor at Hornor, Townsend & Kent, LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Citigroup, Bank of America, Merrill, and LPL Financial. Outside of her advisory role, she tutors individuals preparing for FINRA exams and manages a horse boarding business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing a majority of client assets on a non-discretionary basis.

Steven Chambers is a financial advisor at Creative Planning with six years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Creative Planning, he worked at Willis Johnson & Associates, Nrg, Direct Energy, Infinite Solutions, Ronald Blue Trust, Ronald Blue & Company, and Mercer Global Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Jason Adams is a Series 66 credentialed financial advisor with six years of industry experience. He has worked with Commonwealth Financial Network and Selah Financial Services since 2025 and previously held roles at Valic Financial Advisors, AIG Capital Services, Inc., and American General Life Insurance. Adams is based in Friendswood, Texas. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm manages roughly $213 billion in client assets and offers a broad platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Stewart Jacobson is a CFP® professional with 41 years of experience, currently affiliated with Lincoln Investment in Sugar Land, TX. He has held positions at First Colony Municipal Utility District and PMP Research and manages Dearborn & Creggs Insurance Agency, Inc. He serves on the Sugar Land City Council and is a board member of the ARC of Fort Bend County, a nonprofit supporting individuals with intellectual and developmental disabilities. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisory programs utilizing both strategic and dynamic investment approaches.

David Evans is a financial advisor with J.W. Cole Advisors, Inc. in Sugarland, TX, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been with J.W. Cole Advisors since 2009 and also operates David A Evans & Associates, focusing on tax services. Additionally, he serves as co-trustee of a family trust. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Samaura Mc Cloe is a financial advisor at PNC Wealth Management in Houston, TX, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining PNC in 2026, Mc Cloe worked at Charles Schwab & Co., Inc. from 2024 to 2026. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital portfolio solution that uses algorithm-driven risk assessments and implements investments via mutual funds and ETFs with annual rebalancing.

James Matthews is a Series 66 licensed financial advisor at OSAIC Institutions, Inc. with three years of industry experience. His prior roles include positions at Cetera, J.P. Morgan Securities, and Morgan Stanley. Outside of his advisory work, Matthews is a part owner of an automotive business, Matthews, Inc., where he provides business development assistance. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services, including customized financial planning and access to alternative investments through the CAIS platform. The firm’s approach blends fundamental and technical analysis with a strong emphasis on non-discretionary assets and integrates lending and cash-management solutions.