Robert McDonough is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 42 years of industry experience and has been associated with firms including Core USA Group since 2013, United Planners' Financial Services since 2011, Insurance Designers of Central TX since 2005, and operates McDonough Financial since 2003. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering a range of advisory models and both fee-based and commission-based options.

Kevin Fuller is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Waypoint Financial, Bank of America, N.A., and Merrill. Outside of his advisory work, he is co-owner and manager of Aimee Fuller Photography LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management, retirement plan consulting, and access to proprietary and third-party investment solutions.

Gabriel Lerma is a financial advisor at TIAA-CREF with six years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for nine years. Lerma is based in Houston, TX. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers model and customized portfolio management and operates within a vertically integrated structure including affiliated funds.

Brian Petrov is a financial advisor with Eagle Strategies (New York Life) based in Pearland, TX. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 21 years with New York Life Insurance Company. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers multiple advisory program types and delivers predominantly non-discretionary asset management, often integrating advisory services with insurance and annuity products through its affiliation with New York Life.

Eric Jia is a CFP® with two years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Merrill and Bank of America. Outside of advising, he manages a rental property in Sugar Land, Texas. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Carine Smith is a financial advisor at TIAA-CREF with 21 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2006. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, and corporate entities. The firm distinguishes between point-in-time planning services and ongoing discretionary portfolio management, with an advisory model that includes both model-based and customized portfolios.

Eliot Passy Tolar is a financial advisor at Transamerica Financial Advisors with a Series 65 credential and one year of industry experience. His prior work history includes roles at Mathnasium Spring, Wfgia, Corseque LLC, Blue Science Pools, Advantage Storage, and service in the U.S. Navy. Outside of advisory work, he is involved with Corseque LLC. Transamerica Financial Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with various fee-based wrap programs, model portfolios, and access to third-party money managers.

Sharon Duncan is a CFP® with 21 years of industry experience, currently affiliated with Commonwealth Financial Network and co-owner of Selah Financial Services since 2009. She is also an author of two books, "52 Practical Money Tips" and "Crucial Retirement Questions," and owns Selah Stables, a horse boarding facility. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing a range of advisory programs and back-office support including operations, trading, compliance, and practice management. The firm offers diverse investment solutions and model portfolios managed by its Investment Management and Research team.

Jeremy Cacciatore is a financial advisor with PNC Wealth Management in Missouri City, TX, holding a Series 66 designation and 19 years of industry experience. His prior work experience includes roles at BBVA Wealth Solutions, Cadence Bank, LPL Financial, and Wells Fargo Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party managed investment models.

Mark Nash is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 designations and 17 years of industry experience. His career includes roles with the Louisiana Department of Revenue and the Internal Revenue Service. Outside of advising, Nash is involved in several entrepreneurial ventures, including owning a tax preparation and consulting firm, a music and filmmaking company, an insurance agency, and a church. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a variety of model portfolios and third-party managers.

Sudheer Indala is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 65 and Series 63 licenses and bringing six years of industry experience. He has been with Transamerica Financial Advisors since 2020 and also works as an environmental engineer at Chevron Phillips Chemical Company. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, and charitable organizations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program options.

Marcel Frey is a financial advisor with Eagle Strategies (NY Life) based in Sugar Land, TX, holding a Series 63 license and over 30 years of industry experience. He has been associated with Eagle Strategies and New York Life since 1995 and leads The Frey Financial Group, LLC since 2003. Outside of his advisory roles, he owns acreage supporting cattle ranching and mineral rights properties in Fort Bend and Austin Counties. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered primarily on a non-discretionary basis through a variety of program types within the New York Life affiliate structure.

Jordan Hannah is a CFP® professional with three years of industry experience, currently affiliated with Ameritas Advisory Services, LLC. He has prior experience with Community Health Choice and operates Hannah Financial Solutions, LLC, where he provides financial services. Additionally, he holds a role as an agent selling individual health insurance. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, utilizing a range of model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology to tailor investment solutions.

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.

Jacob Leon is a CFP® and PFS™ professional with 28 years of experience in the financial industry. He is currently affiliated with Kestra Advisory and has held positions at TLC Wealth Management and Kestra Investment Services, among others. Outside of his advisory role, he owns a tax and accounting practice and has held leadership roles in community organizations, including serving as past president of Jewish Family Service and as vice president of the Houston Jewish Community Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional investors. The firm offers fiduciary services and accesses multiple management platforms and third-party solutions, serving clients with over $79 billion in assets under management.

Johnathon James is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes positions at JPMorgan Securities LLC and PNC Investments LLC. Outside of financial services, he worked for Amped Fitness. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm operates with a limited-partnership ownership structure and provides advisory and brokerage services through independent representatives using various custodians and third-party managers.

Dali Fu is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and six years of industry experience. Fu has been involved with multiple insurance agencies and entrepreneurial ventures, including ownership of Lucky Agency and principal role at Luckshare Insurance Agency LLC. Additionally, Fu participates in college preparation educational initiatives through involvement with Kyros AI Corp. Transamerica Financial Advisors serves a diverse range of clients including individual investors, pension plans, trusts, and corporations. The firm offers advisory and broker-dealer services featuring proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

Gary Sagarnaga is a financial advisor with Kestra Advisory Services, LLC, holding a Series 63 designation and bringing 40 years of industry experience. His prior work includes 13 years at Girard Securities, Inc. He also operates as a sole proprietor managing insurance and investment recommendations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and employee education, and supports complex investment solutions through multiple management platforms.

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.