Valerie Roque is a CFP®-credentialed financial advisor at OSAIC Advisory Services, LLC with eight years of industry experience. She has worked with Triad Advisors and Triad Hybrid Solutions and maintains an ongoing role with The Robare Group, Ltd. Roque is also involved with Robare & Jones Wealth Management, focusing on client communication, investment recommendations, and financial planning. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing a range of proprietary and third-party platforms.

Reginald Muggley Jr. is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and 35 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC, Girard Securities, Inc., and Asset One, LLC. He is also the owner of a tax preparation and accounting firm, Muggley & Renzi & Co. PLLC. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that serves individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and utilizes multiple advisory programs and third-party asset managers.

Jorge Galeano is a financial advisor at Focus Advisor Solutions, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Buckingham Strategic Partners, Foreside Financial Services, LLC, and Loring Ward. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering fixed-income sub-advisory, retirement plan investment management, and administration for registered investment companies. The firm emphasizes diversified, systematically invested mutual fund and ETF model portfolios and combines enterprise scale with a relatively small advisor base.

John Bruno is a financial advisor at J. W. Cole Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Global Financial Services L.L.C. and Level Four Financial, LLC. He is also involved with Level Four Advisory Services, LLC as an investment advisor representative and business unit leader. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives, providing fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individuals, high-net-worth clients, and institutional accounts. The firm offers a range of discretionary and non-discretionary investment strategies, including model and manager-based approaches, as well as digital advice solutions.

David Lancaster is a financial advisor at Steward Partners Investment Advisory, LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Steward Partners in 2025, he worked for Raymond James Financial Services Advisors Inc. and Lancaster Wealth Management for ten years. Lancaster is also a partner at Lancaster Wealth Management, an independent support company. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services.

Paul Samuelson is a financial advisor at Voya Financial Advisors, Inc. with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Pruco Securities, The Prudential Insurance Company of America, and VALIC Financial Advisors. Voya Financial Advisors serves individual and institutional clients including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through multiple program structures that emphasize non-discretionary recommendations.

Leisl Dodson is a CFP® with eight years of industry experience currently affiliated with J. W. Cole Advisors, Inc. She has held positions at several firms including LPL Financial, LLC and The O.N. Equity Sales Company. Dodson also has a licensed assistant role with Zone 7 Financial Services. J. W. Cole Advisors, Inc. serves individuals, high-net-worth clients, and institutional accounts through a large network of independent advisers. The firm offers fee-based portfolio management, financial planning, retirement services, and access to various third-party investment platforms and strategies.

Miguel Palacios Jr Jr. is a financial advisor with Fifth Third Securities, Inc. in Houston, TX, holding Series 63 and Series 66 licenses with eight years of industry experience. His prior roles include positions at Frost Brokerage Services, PNC Investments, Wells Fargo, J.P. Morgan, and Bank of America / Merrill Lynch. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple program types on its Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to mutual fund, ETF, separately managed accounts, and direct indexing strategies.

Dada Jagiere is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds the Series 66 designation. His prior experience includes roles at Wfgia and Wells Fargo Bank, N.A., as well as work as an Uber driver. Transamerica Financial Advisors serves a broad client base that includes 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 both discretionary and non-discretionary program options.

Uugantsetseg Atondo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been with Transamerica since 2012 and is involved in various business activities, including serving as CEO of Legend LD Inc and participating in nonprofit work as a Mongolian Ambassador for Legend Impact. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and corporations, offering a mix of advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary options.

Gagan Singh is a financial advisor at PNC Wealth Management in Houston, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through model‑based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and approved investment models managed by PNC or third parties.

Clayton Mc Kenzie is a CFP® professional with six years of industry experience, currently with Osaic Advisory Services, LLC. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., and Ameriprise Financial Services, Inc. He also holds a notary appointment and is involved in insurance sales. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through multiple program models, utilizing both proprietary and third-party platforms.

Michael Brown is a Series 66-licensed financial advisor with nine years of industry experience. He currently works at Fifth Third Securities, Inc. and has previously been employed by Ameriprise Financial Services, Cetera, Regions Bank, and Edward Jones. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types, including mutual fund and ETF models, SMA strategies, and direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank.

Gabriel Hoyle is a financial advisor at J. W. Cole Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at Core Integrated Wealth and Klein Integrated Wealth. Outside of investment advising, he is involved with CORE Integrated Wealth in an administrative capacity. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, employing both discretionary and non-discretionary investment approaches.

Mark Marquez is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. Before joining Sanctuary Advisors in 2025, he worked at Wealth Management Consultants Colorado, LLC for 11 years. He also serves as a trustee for a family insurance trust. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a large network of independent advisory representatives using various portfolio management approaches and acting as a fiduciary when agreements exist.

Renato Alarcon is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been affiliated with New York Life and its related entities since 2002 and operates Alarcon Financial Strategies, LLC, where he brokers non-registered insurance products alongside NY Life offerings. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, primarily through non-discretionary asset management and a variety of program types tailored to client and plan sponsor objectives.

Ralph Schroeder is a CFP® and ChFC® with 42 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at Arbor Point Advisors, Securities America, Inc., and Ameriprise Financial Services, Inc. Outside of his advisory role, he serves as a trustee for multiple family trusts and manages a tree farm. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory services through multiple program models and leveraging both proprietary and third-party platforms.

Ashish Sam is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan & Chase and Axis Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Darryl Goolsby is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and 20 years of industry experience. He previously worked at Valic Financial Advisors and Transamerica subsidiaries before joining Empower. Outside of his advisory role, he is a partner in Darstens, a business focused on public speaking, coaching, and creating educational materials aimed at helping couples improve their marriages, finances, and medical situations. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with IRA and retail brokerage clients. The firm offers point-in-time financial plans and optional managed accounts through a platform integrated with Empower’s recordkeeping and administrative services.

N Naemeka Onuba is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and has 12 years of industry experience. He has been with Transamerica Financial Advisors since 2013 and has held various roles in companies including Premier Force Global LLC, National Association of Registered Social Security Analysts, and Technoria LLC. Outside of advisory work, Onuba is involved in IT consulting and social security analysis through independent business activities. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms. The firm primarily implements its advisory model through model portfolios and third-party managers, serving individual investors, retirement plans, trusts, and charitable organizations.