Jacob Merrifield is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and based in Houston, TX. He has one year of industry experience, including prior roles at Trippon & Co CPA Firm, Sloane Financial Planning, and UBS. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets with a diversified investment approach that combines passive and active management overseen by an internal Investment Committee.

Scott Bishop is a financial advisor at Hightower Advisors with 30 years of industry experience. He holds the CFP®, PFS™, and Series 63 designations. Prior to joining Hightower in 2023, he worked for STA Wealth Management, LLC from 2014 to 2023. Outside of his advisory role, he manages Vandelay Financial Group, LLC, a holding company related to advisory and insurance revenue and expenses. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager investment solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Cy Cattan is a financial advisor with Hightower Advisors, holding a Series 66 credential and 24 years of industry experience. His prior roles include positions at Streettalk Advisors, Llc Dba Sta Wealth Management, SFS Interests, Inc., LPL Financial, and Osaic FA, Inc. Outside of his advisory work, he owns Arenosa Creek Ranch, a hunting preserve where he hosts guests. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients. The firm emphasizes multi-manager solutions and utilizes both affiliated and third-party managers, offering access to a broad range of investment vehicles and specialized portfolio management strategies.

Daniel Garza is a financial advisor with Hightower Advisors holding a Series 65 designation. He has professional experience at Riveron Consulting, Ernst & Young, and Ryan LLC, spanning roles from 2015 to 2024. Garza is based in Houston, TX. Hightower Advisors offers investment advisory and planning services to a diverse range of clients, including individuals, institutions, pension plans, and charitable organizations. The firm employs a multi-manager approach that combines affiliated and third-party managers, utilizing proprietary research and various investment vehicles such as mutual funds, ETFs, and alternative investments.

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.

Travis Bashaw is a financial advisor with Independent Financial Group, LLC in Houston, TX. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Independent Financial Group in 2025, he worked for nine years at Better Homes and Gardens/Gary Greene. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and pension plans. The firm offers financial planning and portfolio management through multiple platforms, combining strategic asset allocation and multi-manager portfolios with both passive and active investment exposures.

Charles Mcrae III is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. Prior to joining Cerity Partners, he worked at Autumn Lane Advisors, LLC and Investec Wealth Strategies. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and direct security selection with access to alternative and private market solutions.

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.

Joshua Patterson is a CFP® professional with 27 years of industry experience, currently with Concurrent Investment Advisors, LLC. His prior roles include positions at Wealth Partners Alliance, Avidian Wealth Solutions (formerly STA Wealth Management), IMS Securities, and Morgan Stanley. Outside of his advisory work, he is involved with Patterson Financial, LP, a personal finance business structure for which he serves as general partner. 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 emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other asset classes, supported by internal due diligence and platform integrations.

Matthew Murch is a CFP® professional with 14 years of experience in financial advising, currently with Cetera Planning Partners. His background includes roles at Avantax Advisory Services and various Cetera-affiliated firms. He is involved in Integrated Tax and Wealth Strategies, where he integrates tax planning with portfolio management, and also provides consulting and financial planning support to affiliated CPA firms. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s approach includes diversified allocations aligned with client objectives and risk tolerance, supported by a broader Cetera network that provides extensive custodial, clearing, and pension-related resources.

Chet Bogdan is a financial advisor at Private Advisor Group, LLC with 30 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior work includes roles at Mariner Independent Advisor Network, LPL Financial LLC, Prudential Insurance Company of America, and several other firms. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, utilizing a range of investment strategies and technology platforms while offering both discretionary and non-discretionary services.

Dan Sanders is a financial advisor with Independent Financial Group, LLC in Houston, TX, holding a Series 63 designation and 33 years of industry experience. He previously worked at firms including Merrill, Chase Investment Services, UBS Financial Services, and Executive Wealth Management. Sanders also owns Sanders Career Consulting, a business offering job advice and coaching. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management using both firm- and third-party models, combining passive and active strategies across various risk profiles.

Daniel Goott is a CFP® professional with 26 years of industry experience, currently serving at Cerity Partners LLC. He has held roles at Investec Asset Management Group since 2003 and worked at Prudential Equity Group from 1999 to 2003. In addition to his advisory work, he serves as Executive Vice President at Investec Asset Management Group, focusing on the sale and monitoring of fixed insurance products. Cerity Partners advises a diverse client base including individuals, families, business entities, charitable institutions, and various institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services with an investment approach based on client-specific profiles, asset allocation, and access to alternative and private market solutions through affiliated businesses.

Michael Brown is a financial advisor with Fifth Third Securities, Inc. in Houston, TX, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Ameriprise Financial Services, Cetera, Regions Bank, and Edward Jones. Outside of his advisory work, he is involved in managing an advisory business under Comerica. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers access to multiple investment programs on the Passageway Managed Account platform, utilizing various portfolio management strategies and tax-related services.

Alexander Creede is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has worked at Independent Financial Group, LLC since 2022 and previously spent eight years at International Assets Advisory. He volunteers with Segway Tours of Houston, assisting with driving and tour support. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm utilizes a combination of firm- and third-party investment models, blending passive and active strategies across risk profiles, with ongoing due diligence and monitoring.

Mark Marquez is a financial advisor at Sanctuary Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wealth Management Consultants Colorado, LLC and Wealth Management Consultants Inc. He serves as a trustee of a family irrevocable insurance trust. Sanctuary Advisors, LLC serves a broad range of clients including individuals, corporations, pension plans, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes various analytical approaches across discretionary and non-discretionary accounts.

Brandon Glasscock is a financial advisor with Concurrent Investment Advisors, LLC based in Houston, TX, holding Series 63 and Series 66 designations, and has 25 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Clearing Services. Glasscock is also the owner of BEC Financial, a personal business entity used for tax purposes. Concurrent Investment Advisors is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios incorporating ETFs, mutual funds, and alternative investments, supported by integrated operational tools and affiliated sub-advisory arrangements.

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.

Robert Wheeler is a financial advisor with Private Advisor Group, LLC in Houston, TX, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including long tenures at LPL Financial and Equity Development Corporation. Wheeler is also president of Equity Development Corporation, an active executive management role outside his current advisory position. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model using a range of investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

John Wilson is a financial advisor at Cetera Planning Partners with 27 years of industry experience. He holds a Series 63 designation and has held positions at firms including Raymond James Financial Services and Avantax Investment Services. Outside of his advisory role, Wilson is a partner in RKBW, LLC, a business involved in convenience store equipment leasing and sales. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees through investment management, financial planning, Social Security optimization, and retirement advice. The firm employs a diversified investment approach based on mutual funds and ETFs, and offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.