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.

Mary Chiang is a CFP® and ChFC® with 37 years of industry experience. She has been with Eagle Strategies (NY Life) since 2009 and is also a member of CMCD LLC, where she provides tax and accounting services. Additionally, she holds registrations with Nylife Securities Inc. and New York Life Insurance Company. Eagle Strategies serves a wide range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Kenneth Holder is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 designations and eight years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, VALIC Financial Advisors, Vivint Smart Homes, and Darden. 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 select retail brokerage clients. The firm offers an integrated service model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.

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.

Chris Cookson is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services since 2017, including roles at BB&T Securities and UBS Financial Services. He is also a partner at Telos Holdings, a holding company focused on real estate investments, where he contributes to deal reviews and acquisition strategy. 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, combining discretionary and non-discretionary approaches supplemented by AI-enabled research and oversight from its Investment Advisory Group.

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.

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 in Houston, TX, holding Series 63 and Series 65 licenses and 10 years of industry experience. He is also CEO of Delta Family LLC, a health insurance and Medicare enrollment service, and serves as a college consultant with the Heartland Institute of Financial Education. Duong has worked at Transamerica Financial Advisors since 2015 and has additional experience with World Financial Group, Inc. since 2008. 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 that emphasize model portfolios and third-party managers.

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.

Reynaldo Martinez Jr. is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials. He has military experience from a 23-year career with the US Army and has been with First Command since 2025. Martinez is also a partner in a vending machine business, managing inventory and servicing on weekends. 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 offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select and monitor portfolios and third-party managers.

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.

Christopher Cooper Jr. is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and five years of industry experience. He has been with Bankers Life Advisory Services since 2019 and has worked at Bankers Life & Casualty since 2008, where he manages a sales team of insurance agents. Bankers Life Advisory Services provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Derrick Callis is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. He has been with Commonwealth and Selah Financial Services since 2013. Outside of his advisory work, he has worked as a delivery driver for Uber Eats. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custodial services.

Nicole Stahl is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 license and bringing 11 years of industry experience. She has been affiliated with Bankers Life and its related entities since 2009. Stahl also acts as a 1099 agent for Bankers Life and Casualty Company, with appointments to offer Medicare Supplement, annuity, life insurance, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary investment consulting, as well as retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management based on clients’ goals, risk tolerances, and time horizons.

Chimtuo Ofomata is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. His background includes roles at Devoted Health Inc, United Health Care, and Transamerica Employee Benefits. Outside of advising, he works as a pharmacist at Amazing Grace Pharmacy and is involved with Chosen J-X Incorporated in a medical administrative capacity. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers, delivering services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program, with regulatory assets under management around $1.7 billion.

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 and LPL Enterprise. He is also involved with Our Daily Bread, a nonprofit organization. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects preapproved third-party managers for its model portfolios.

Jesse Carrillo is a financial advisor with Lincoln Investment in Sugar Land, TX, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Lincoln Investment since 2016 and also has experience with Dearborn & Creggs dating back to 2015. Outside of his advisory role, Carrillo co-founded Rooted Life, an education consulting firm where he serves as a speaker and facilitator on topics related to his previous career in education. 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 model portfolios while employing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

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.