Jeremy Matranga is a financial advisor with Carson Wealth and holds Series 63 and Series 65 licenses. He has 17 years of industry experience, including roles at Cetera Advisors LLC and Platinum Wealth Management. In addition to advising, he owns a business focused on writing and selling a book. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and providing tailored investment solutions.

John Lefler is a financial advisor at Centaurus Financial, Inc. with two years of industry experience. He holds a Series 66 designation and has previously been involved with McLane Partners, Conroe Cars and Classics, and Mad Lab Print Shop. Outside of his advisory work, he is the owner of Lefler Photography. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Barrett Evan is a financial advisor with Commonwealth Financial Network in Montgomery, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles in education with Troy ISD, Temple ISD, and Rogers ISD. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients, managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Elizabeth Eiroa is a financial advisor with Eagle Strategies (NY Life) based in Conroe, TX. She holds Series 65 and Series 63 licenses and has 14 years of industry experience. Her prior work includes roles at Lionshare Wealth Strategies, Assad Financial Group, and New York Life. Outside of finance, she was involved with Kat-El Ranch from 2015 to 2018. 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 advisers. The firm emphasizes tailored recommendations and maintains a predominantly non-discretionary asset base.

Austin Ayers is a financial advisor with Guardian Life and holds the CFP® and Series 63 designations. He has 16 years of industry experience and has worked at firms including Park Avenue Securities and Principal Life Insurance Company. He also serves as a non-public FINRA arbitrator. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, offering personalized financial planning and access to proprietary and third-party investment solutions.

Ralph Schroeder is a CFP® and ChFC® with 42 years of industry experience. He is currently an advisor at Osaic Advisory Services, LLC and has previously worked with Arbor Point Advisors, Securities America, Inc., and Ameriprise Financial Services, Inc. In addition to his advisory role, Schroeder serves as trustee for multiple family trusts and manages a tree farm. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of services such as representative-managed programs, third-party manager and wrap programs, retirement plan consulting, financial planning, and access to alternative investments, using a variety of investment strategies and platform integrations.

Robert Brown is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 designations. Before joining Empower Advisory Group, Brown worked at Greystone Alloys and Katz Deli. He is also the owner of Brown Sales Consultations LLC, a sales and services business operated in partnership with his wife. 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 uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Spencer Carlson is a financial advisor at Sanctuary Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Carlson has been with Sanctuary Advisors since 2023. Sanctuary Advisors, LLC serves a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, offering investment advisory and financial planning services through a large network of independent advisors. The firm provides a range of portfolio management options and retirement plan consulting while employing various analytical approaches and maintaining affiliations with several asset management firms.

Wesley Boudreaux is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at FSC Securities Corporation, Morgan Stanley, UBS Financial Services, and Fidelity. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active managers with quantitative, momentum, and fundamental analysis.

Khoren Ouzounian is a financial advisor with GWN Securities Inc. in Magnolia, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with GWN since 2016 and owns Ethos School of Music, a music education business specializing in instruction and performance. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs, financial planning, and third-party manager selection. The firm employs a combination of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies within its legacy programs.

Kaitlyn Janda is a financial advisor at &PARTNERS with a Series 66 designation and three years of industry experience. She previously worked at Edward Jones for three years and has held roles outside finance including at Buccees and Giddy Up Glamour. &PARTNERS serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolio management using both proprietary and third-party strategies.

Bradley Roeske is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 65 and Series 63 credentials and one year of industry experience. He has been affiliated with Concurrent Investment Advisors and Tailormade Wealth Counsel since 2024. 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 offers customized, primarily long-term investment portfolios using ETFs, mutual funds, and other assets, supported by a network of approximately 286 advisors serving over 13,000 clients.

Michael Mills is a financial advisor at Sanctuary Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Sanctuary Advisors, he worked at Bank of America and Merrill. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who offer a variety of portfolio management and consulting services using multiple analytical approaches and both discretionary and non-discretionary account management.

Kevan Gaug is a financial advisor with Money Concepts Capital Corp in The Woodlands, TX. He holds a Series 66 designation and has 25 years of industry experience, including five years at Ameriprise and over 20 years with his current firm. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation strategies, combining proprietary and sub-advised portfolio programs with both discretionary and non-discretionary management.

Rashaad Kaiser is a CFP®, ChFC®, and Series 66 licensed advisor with nine years of industry experience. He is currently with Creative Planning and previously worked with JP Morgan Securities LLC and JPMorgan Chase Bank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals and institutional entities. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Steffan Sitka is a financial advisor with Empower Advisory Group, holding a Series 66 designation and based in Conroe, TX. He has been with Empower since 2026 and has prior experience that includes roles outside the financial industry. From 2021 to 2025, he worked at River Pointe Church. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain retail brokerage clients. The firm operates an integrated service model aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Alan Wright is a financial advisor at Carson Wealth with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Cetera Advisor Networks, Pinnacle Financial Group, LPL Financial, and Ameritas Investment Company. Outside of his advisory role, he is a partner in an entity created to purchase group medical insurance. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and overseeing approximately $50.6 billion in assets. The firm offers discretionary asset management, financial planning, variable sub-account management for annuities, and retirement plan services, using a model portfolio approach guided by an Investment Committee and integrating technology and custodial partnerships.

Heath Herring is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and three years of industry experience. He has worked at Empower Financial Services since 2023 and previously held roles at Assurance IQ, AWL Insurance, Allstate Insurance, Farmers Insurance, and CSI Worldwide. 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 integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

William Lynch is a financial advisor with Osaic Advisory Services, LLC in The Woodlands, TX. He holds a Series 66 designation and has experience working at several firms, including National Life Group and 1st American Pension Services. Prior to his advisory career, he was employed at Mr. Jim's Pizza. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs, retirement plan consulting, financial planning, and access to alternative investments, utilizing both fundamental and technical analysis across discretionary and non-discretionary account management.

Michael Konzen is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Creative Planning since 2015. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in assets.