Oguguomakwa Okolie is a financial advisor with Eagle Strategies (NY Life) in Sugar Land, TX, holding Series 63 and Series 65 licenses and having five years of industry experience. He has worked with several firms including New York Life Insurance Company and Nylife Securities LLC before operating under Linea Wealth Group, LLC D/B/A Linea, where he brokers non-registered insurance products. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm focuses on tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

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.

Raymond Vitek Jr. is a financial advisor at Eagle Strategies (NY Life) with 44 years of industry experience and holds the ChFC® and Series 63 designations. He has been active in various roles including at Linea Wealth Group, LLC and Vitek Insurance Services, LLC. Outside of his advisory work, he owns rural land in Fayette County, Texas, from which he receives royalties. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Steven Chambers is a CFP®, CFA®, and Series 65-licensed advisor with six years of industry experience. He is currently with Creative Planning, where he has worked since 2025. His prior roles include positions at Willis Johnson & Associates, Nrg, Direct Energy, Infinite Solutions, Ronald Blue Trust, Ronald Blue & Company, and Mercer Global Advisors Inc. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Carlos Tijerina Jr Jr. is a financial advisor at Fifth Third Securities, Inc. based in Houston, TX, with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Frost Brokerage Services, PNC Investments LLC, BBVA Wealth Solutions, and Wells Fargo Bank. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform and provides access to third-party portfolio managers, advisor-directed models, and tax-related investment strategies.

Mary Chiang is a financial advisor with Eagle Strategies (NY Life), holding the CFP® and ChFC® designations and over 38 years of industry experience. She has been with Eagle Strategies since 2009 and maintains a role as a member of CMCD LLC, a tax and accounting services firm. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and manages a substantial portion of assets on a non-discretionary basis.

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.

Cameron Miller is a CFP® professional with six years of industry experience, currently affiliated with Cetera Planning Partners. He has held various roles at firms including Avantax and Jones Tax and Financial Services Inc., where he is also a board member of a family-owned business that provides tax preparation and bookkeeping services. Miller’s background includes work in financial advisory and client relationship management. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, and retirement-related advice. The firm integrates a formal planning process with diversified investment allocations and provides ancillary services such as tax planning, bookkeeping, and estate planning through affiliated providers.

Chris Cookson is a financial advisor with Truist Advisory Services based in Houston, TX, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. His prior roles include positions at BB&T Securities, UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory role, he is a partner at Telos Holdings, a holding company focused on real estate investment deal reviews and acquisition strategy. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Gregory Cleare is a financial professional with GWN Securities Inc. in Fresno, TX, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with GWN Securities since 2007. Outside of his advisory role, he is the owner and DJ of Rubber Room Entertainment, a mobile DJ service. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios through a large network of over 400 advisors.

Frank Duong is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 credentials. He has 11 years of industry experience and serves as CEO of Delta Family LLC, a business focused on assisting with Medicare and health insurance enrollment. He also has a background in financial education through his work with the Heartland Institute of Financial Education. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Kunal Vyas is a financial advisor with TIAA-CREF in Houston, TX, holding a Series 66 designation and 11 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm acts as adviser to the TIAA Donor Advised Fund and operates within a vertically integrated group using affiliated funds.

Brian Monk is a financial advisor with Eagle Strategies (NY Life) based in Sugarland, TX, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has worked with Eagle Strategies since 2018 and operates under the DBA Linea Wealth Group, LLC, where he brokers non-registered insurance products related to investments. He has also been involved with Monk Financial Strategies Group since 2012. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors and emphasizes tailored, mostly non-discretionary solutions within an integrated New York Life affiliate structure.

Chimtuo Ofomata is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 10 years of industry experience. His background includes roles at United Healthcare, Devoted Health Inc, and involvement with multiple businesses such as Amazing Grace Pharmacy, where he works as a pharmacist. He also has roles with LegacyShield Solutions, Inc and Transamerica Employee Benefits, reflecting a diverse professional portfolio. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, providing fee-based wrap programs, model portfolios, and access to third-party money managers through proprietary and third-party model suites.

Alfred Mayes is a financial advisor with First Command Advisory Services in Missouri City, TX, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His prior roles include positions at Valic Financial Advisors, Merrill, and LPL Enterprise. He is also involved with Our Daily Bread, a nonprofit organization. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Liliana Barajas is a financial advisor with PNC Wealth Management in Missouri City, TX, holding Series 63 and Series 65 licenses and having three years of industry experience. Before joining PNC, she worked at Wells Fargo Clearing Services and Wells Fargo Bank from 2018 to 2026. She also has experience in the food service and community sectors through roles at Craft Cuisine Ocala and Latinos Y Mas. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio management offering for employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs.

Andrew Haftek is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TIAA-CREF since 2016, following roles at LPL Financial and BB&T Investment Services. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and offers both model and customized portfolio management under a fiduciary standard.

Yuk Kin Kuan is a financial advisor with Eagle Strategies (NY Life) based in Missouri City, TX, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has worked with Eagle Strategies and affiliated New York Life entities since 2018 and previously with AIG Financial Network and Prudential. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers a range of advisory programs, primarily managing assets on a non-discretionary basis through an integrated New York Life affiliate structure.

Antonio Delagarza is a financial advisor with PNC Wealth Management based in Sugarland, TX, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, BBVA Securities Inc., and COMPASS Bank, spanning two decades. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital offering available by invitation to employees. The firm employs algorithmic risk assessments to select investment models managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Rodger Hoofnagle is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected through employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a fiduciary model separating one-time planning from ongoing managed accounts and serves as adviser to a donor-advised fund.