Clayton McKenzie is a CFP® with six years of industry experience currently serving at Osaic Advisory Services, LLC. His previous roles include positions at Arbor Point Advisors, Securities America, Inc., and Ameriprise Financial Services, Inc. He is also commissioned in insurance sales and holds a notary public designation. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and custody arrangements primarily through Schwab and Fidelity.

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.

Jeremy Matranga is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has worked at CWM, LLC since 2022, previously spent nine years with Cetera Advisors LLC, and has operated Matranga Tax Advisors, LLC since 2004. He is involved in writing and selling a book as a business activity outside of advising. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages portfolios primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.

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 work history includes roles at Lionshare Wealth Strategies, Assad Financial Group, and New York Life, as well as involvement with Kat-El Ranch. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to meet client objectives and plan sponsor criteria.

Austin Ayers is a CFP® with 15 years of industry experience, currently affiliated with Primerica Advisors in Montgomery, TX. He has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2022, and previously worked at Principal Life Insurance Company and Princor Financial Services Corporation from 2015 to 2022. Ayers also serves as a non-public, non-employee FINRA arbitrator. Park Avenue Securities LLC serves a broad retail client base, including individual investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services such as lending solutions and donor-advised funds.

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.

Robert Brown is a financial advisor at Empower Advisory Group in Conroe, TX, holding Series 63 and Series 66 credentials with two years of industry experience. Prior to joining Empower Advisory Group, he worked at Greystone Alloys and Katz Deli. He is also the owner of Brown Sales Consultations LLC, a non-investment related business operated in partnership with his wife. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

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 in The Woodlands, TX, holding Series 65 and Series 63 licenses. He has one year of industry experience and concurrently serves in a divisional vice president role with Tailormade Wealth Counsel. Prior to his advisory roles, he attended Oklahoma State University and Concordia Lutheran High School. Concurrent Investment Advisors is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, 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.

Robert Lenertz is a financial advisor with SPC in Spring, TX, holding a Series 66 credential and 17 years of industry experience. His work history includes roles at firms such as J.P. Morgan Securities, LPL Financial, and Retirement Planners of America. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice primarily through the SIGMA Managed Account and other account programs.

Forest Busby Jr. is a financial advisor at SPC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James Financial Services Advisors and J.P. Morgan Securities. Busby also serves as Vice President of Woodforest Wealth Strategies, an affiliate of Woodforest National Bank. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm operates a large advisory network and offers tailored, discretionary investment advice through various account programs.