Ryan Morehead is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at firms including American Heritage Financial and The O.N. Equity Sales Company. Outside of advisory roles, he is also involved in entrepreneurship through Morehead Cleaning LLC and serves as a sports official. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and uses a range of analytical methods and investment strategies to serve its clients.

Daniel Diiorgi is a financial advisor with Eagle Strategies (NY Life) based in Missouri City, TX. He holds Series 63 and Series 65 designations and has 20 years of industry experience. Since 2014, he has been affiliated with New York Life Insurance Company. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the vast majority of its assets on a non-discretionary basis.

Timothy Sampson is a financial advisor with United Planners' Financial Services of America, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at VALIC Financial Advisors, Inc., Agia, GWFS Equities, Inc., and AIG. United Planners Financial Services is a national wealth-management firm serving a diverse client base through independent Investment Adviser Representatives, using a variety of custodians and third-party programs to implement mostly non-discretionary investment strategies across individual, corporate, and institutional accounts.

Michael Levy is a CFP® with more than 31 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory since 2016. He is also the president of TLC Wealth Management, Inc., where he has been involved in insurance product placement since 1997. Levy holds a Series 63 designation and is a member of the Board of Trustees for the Jewish Federation of Greater Houston. 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 investment advice, managing approximately $79.8 billion in assets with specialized solutions for large institutional clients.

Jonathan Tran is a financial advisor at Transamerica Financial Advisors with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Transamerica Financial Advisors since 2017. Outside of his advisory role, he is involved with VN Pro Life LLC and JJ & D Enterprises, LLC. 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 both advisory and broker-dealer services, providing access to proprietary and third-party investment models with discretionary and non-discretionary program options.

Timothy Hannah is a CFP® professional with 39 years of experience in financial planning and investment advisory. He is associated with Ameritas Advisory Services, LLC since 2021 and also operates Hannah Financial Solutions and Lone Star Advisory Group, which he has led since 2004 and 1999, respectively. His career includes long-term roles with Ameritas Life Insurance Corp. and Ameritas Investment Corp. Outside of his advisory work, he is licensed to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, while managing operational practices to optimize costs and broaden investment options.

Ramesh Cherivirala is a financial advisor with Eagle Strategies (NY Life) based in Sugarland, TX, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with Eagle Strategies and New York Life since 2001 and operates RCherry Financial Group, LLC, focusing on New York Life products and non-registered insurance brokering. Outside of his advisory role, he is active in community organizations, serving as a board member or secretary for several local charitable, religious, and community groups, and volunteers with a South Asian political radio forum. Eagle Strategies serves a diverse range of individual and institutional clients, 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.

Charlotte Campbell is a financial advisor at Kestra Advisory with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Hancock Bank, and Cetera. Outside of her advisory role, she consults on an educational channel focused on financial literacy content for teens and provides strategic input on content and branding. Kestra Advisory offers investment advisory and retirement-plan consulting services to a broad range of institutional and individual clients, supporting fiduciary services and utilizing multiple management platforms to serve very large institutional investors, including sovereign wealth funds.

Priyanka Singhal is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Transamerica since 2017. Outside of advisory work, she is involved in rental property management and serves as a landlord with the Houston Housing Authority. Transamerica Financial Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Shawn Grimm is a financial advisor with Lincoln Investment in Sugar Land, TX, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at Fidelity Brokerage Services since 2007 and previously at Chase Investment Services Corp. for one year. Outside of his advisory role, Grimm serves as a branch administrator for Dearborn & Creggs, overseeing daily operations of the branch office. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team and a layered delivery model that includes fiduciary ERISA/retirement advice.

Chloe Lander is a financial advisor at Empower Advisory Group with one year of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Empower Advisory Group, she was affiliated with Empower Financial Services, Inc. and worked with One Love Travel Club for nine years. Empower Advisory Group provides financial planning and investment management services 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 integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Renee Lander Ruff is a financial advisor with Empower Advisory Group in Fresno, TX, holding Series 63 and Series 66 credentials and 20 years of industry experience. Her career includes roles at Advised Assets Group, GWFS Equities, Wells Fargo Clearing, and Wachovia Bank. She is also a notary public signing agent in the State of Texas operating as RLR Interests. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as certain retail brokerage account holders. The firm’s approach integrates financial planning with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Katrina Chambers is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and nine years of industry experience. She has worked at Truist BANK since 2012 and transitioned to Truist Advisory Services and Truist Investment Services in 2026. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate service arrangements.

Stephen Janak is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with TIAA-CREF since 2005. Outside of his advisory role, he is involved in land rental activities. 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. The firm operates a fiduciary advisory model that separates point-in-time planning from ongoing discretionary management and serves as adviser to a donor-advised fund.

Rex Richards is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. He has been with Commonwealth since 2009. His other business activities include fixed insurance sales conducted at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services. The firm offers discretionary model portfolios, customized program structures, and a platform that includes operations, trading, technology, compliance, and practice-management support.

Robert Cumming is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 26 years of industry experience. He previously worked at Morgan Stanley from 2004 to 2011 before joining Private Advisor Group and LPL Financial in 2011. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while providing access to proprietary and third-party managed account solutions.

Noel Thomas is a financial advisor at TIAA-CREF with a Series 66 credential and ten years of industry experience. He has previously worked at firms including MassMutual, Fidelity, TD Ameritrade, Merrill Lynch, and Agia. Outside of the financial sector, he is the owner of a collision auto repair business in Houston. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving those with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services including model portfolios and customized portfolio management under a fiduciary standard.

Michelle Hannah is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. She has worked with Ameritas since 2018 in various capacities and operates Hannah Financial Solutions, an insurance brokerage and administrative assistant business that she has maintained since 2004. Michelle also had a role with Community Health Choice Insurance Company in 2022. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of portfolio construction methods and program platforms, offering a broad range of investment options supported by an affiliated corporate structure.

Daniel Lee is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments, TD Ameritrade, and Oracle. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

William Sum is a ChFC® credentialed financial advisor with eight years of industry experience, currently affiliated with Eagle Strategies (New York Life) in Houston, TX. His career background includes roles at New York Life Insurance Company and NYLIFE Securities LLC. Outside of his advisory work, he owns and operates William & Associates Insurance Agency LLC, brokering non-registered insurance products. 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 delivers solutions through multiple program types, including fee-based advice and co-advisory relationships, managing the majority of its assets on a non-discretionary basis.