Brent Chappell is a financial advisor at Sanctuary Advisors, LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he is involved as a managing member of an estate planning entity and engages in small-scale property development projects. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports over 400 independent investment adviser representatives who employ a variety of analytical approaches and offer discretionary and non-discretionary account management.

Dane Blakeley is a financial advisor with Truist Advisory Services holding a Series 66 designation and seven years of industry experience. He has previously worked at Wells Fargo Clearing Services, Wells Fargo Bank, JP Morgan Chase Bank, J.P. Morgan Securities, Merrill Lynch, and Bank of America. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm’s approach includes a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements and AI-enabled research tools.

Stanley Pena is a CFP® professional with 24 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. Pena operates under the DBA Schroeder Wealth Advisors. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers diverse investment programs and financial planning services, combining fundamental and technical analysis with access to alternative investments and institutional platforms.

Kyle Roeske is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 65 designation and with one year of industry experience. Prior to joining Concurrent Investment Advisors, he was with TailorMade Wealth Counsel. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios utilizing ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers.

Kyle Renick is a financial advisor with Eagle Strategies (NY Life) in Montgomery, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been affiliated with New York Life Insurance Co and Nylife Securities LLC since 2013. In addition to advisory work, he is involved in insurance brokering with various carriers. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ryan Woods is a financial advisor with Empower Advisory Group in Conroe, TX. He holds Series 63 and Series 66 designations and has three years of industry experience. His prior work includes roles at Northwestern Mutual and Canto Software. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Heidi Deloit is a financial advisor with Principal Financial Services, holding a Series 66 designation and 13 years of industry experience. She has worked at Principal Securities Inc. since 2018 and has been affiliated with Principal Life Insurance Company since 2017. Her prior experience includes roles at Bank of America and Merrill. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kimberly Steed is a CFP® with nine years of industry experience, currently affiliated with Commonwealth Financial Network in Conroe, TX. She has held roles at Crowl Wealth Management, LLC, where she is an owner, as well as positions at Avantax Investment Services and 1st Global Advisors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides advisory support, managed-account programs, access to third-party asset managers, and custody services to individual and institutional clients.

Keith Huberman is a CFP® professional with 28 years of experience in financial advising. He is currently a vice president at Concurrent Investment Advisors, LLC and has held various roles in wealth management and financial services, including positions at Raymond James Financial Services and TailorMade Financial, Inc. He also serves as president of TailorMade Twenty, LLC, a holding company related to his wealth management activities. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios and a range of wealth management and financial planning services, supported by a network of approximately 286 advisors.

Lingfeng Lu is a financial advisor at Eagle Strategies (NY Life) based in Conroe, TX, holding Series 65 and Series 63 licenses with six years of industry experience. His prior roles include positions at Lumina Wealth LLC, OpenWin Financial & Insurance Services, LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory work, Lu serves as president of the North Houston Chinese Association, organizing events that celebrate traditional Chinese holidays. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Bradley Chappell is a financial advisor at Sanctuary Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Outside of his advisory work, he is involved in managing a rental property with his wife. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, and institutional entities, offering investment advisory and financial planning services. The firm supports a wide range of strategies and employs multiple analytical approaches, providing both discretionary and non-discretionary account management through a network of over 400 independent advisers.

Devon Beamesderfer is a financial advisor at Guardian Life with Series 63 and Series 65 designations and six years of industry experience. His prior roles include positions at Park Avenue Securities, Eagle Strategies, New York Life Insurance Company, LPL, and Raymond James Financial Services. He is also involved in tax planning and preparation through Live Oak Financial Management. Guardian Life’s subsidiary Park Avenue Securities provides brokerage and advisory services to individuals, retirement plan sponsors, and organizations. The firm offers tailored financial planning, discretionary and model-based investment management, and access to proprietary and third-party advisory solutions.

Kory Pippin is a financial advisor at Guardian Life with 24 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Pippin’s career includes tenure at Park Avenue Securities, Guardian Life Insurance Company, IMG Financial Group, and Minnesota Life Insurance Co. He is also the owner of EP3 Insurance Group LLC, which offers property and casualty insurance products. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies, offering a range of financial planning, consulting, and investment solutions tailored to client needs.

James Smith is a financial advisor with Eagle Strategies (NY Life) based in Montgomery, TX, holding Series 63 and Series 66 licenses. He has 27 years of industry experience, with prior roles at Nylife Securities Inc. and New York Life dating back to 1998. His activities include brokering non-registered insurance products through various outside carriers. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services with a focus on tailored solutions and mostly non-discretionary asset management.

David Belanger is a financial advisor at First Command Advisory Services with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Citigroup, Wells Fargo Clearing Services, Merrill, Raymond James & Associates, USAA Financial Planning Services, and Charles Schwab. 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, using a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Clayton Mc Kenzie is a CFP® professional with six years of experience in the financial services industry. He currently works with Osaic Advisory Services, LLC and has previous experience at Arbor Point Advisors and Ameriprise Financial Services, Inc. Clayton holds a notary position in The Woodlands, TX. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment and financial planning services, utilizing fundamental and technical analysis, and access to alternative investments through integrated platforms.

Austin Brown is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and bringing nine years of industry experience. He previously worked at Mariner Independent Advisor Network, LLC for ten years and has been associated with LPL Financial, LLC for the same period. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and a range of managed account solutions. The firm employs a fiduciary advisory model that combines direct portfolio management and access to third-party strategists, utilizing multiple investment methods and technology platforms.

Manuel Mares is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2015. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm utilizes an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

David Mateski is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Fortune Financial Services and Thrivent Investment Management. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, discretionary digital portfolio managed via approved model strategies and executed with mutual funds and ETFs.

Bryce Thalacker is a financial advisor at Empower Advisory Group with five years of industry experience. He has worked previously at MissionSquare Retirement, Fisher Investments, and Northwestern Mutual in various capacities. 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’s services emphasize long-term portfolio returns and annual rebalancing, with an integrated model tied to Empower’s recordkeeping and administrative platforms.