Kyle Hilsberg is a CFP® with nine years of industry experience, currently serving as an advisor at AE Wealth Management, LLC. He has worked at several firms including Ameriprise Financial Services, Merrill, and Wells Fargo Clearing Services. Outside of his advisory role, he is involved with Asset Marketing Systems, working as an insurance agent. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Ashish Sam is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan & Chase and Axis Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Catherine Mc Daniel is a CFP®-certified financial advisor with nine years of industry experience, currently with Cetera Planning Partners in Houston, TX. She has previously worked at Avantax Advisory Services, Raymond James Financial Services, and Core+ Financial Strategies. 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 provides ancillary services including tax planning, bookkeeping, and estate-planning support through a third-party provider, with an investment approach centered on diversified allocations tailored to clients’ objectives and risk tolerance.

Catrina Beauchamp is a financial advisor at TLG Advisors, Inc. with six years of industry experience. She holds a Series 65 designation and has worked at firms including Boulevard Family Wealth and MAS Advisors LLC. Beauchamp is also president of Bobcat Business Ventures, where she educates advisors and clients on life insurance. TLG Advisors serves a diverse client base that includes individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm employs an investment process focused on manager selection and fundamental analysis, offering both traditional portfolio management and a direct-to-consumer digital program.

Brian Stephens is a CFP® and PFS™ credentialed advisor with 30 years of experience in the financial services industry. He is currently with Cetera Planning Partners and has held previous roles within the Cetera network as well as other financial and accounting-related positions. Stephens also serves in various trustee and fiduciary roles and is involved in community organizations such as the Lafayette Place Section Two Property Owners Association. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm employs a diversified investment approach using mutual funds and ETFs tailored to client objectives, supported by an integrated network of affiliated custodial and advisory resources.

N Naemeka Onuba is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and has 12 years of industry experience. He has been with Transamerica Financial Advisors since 2013 and has held various roles in companies including Premier Force Global LLC, National Association of Registered Social Security Analysts, and Technoria LLC. Outside of advisory work, Onuba is involved in IT consulting and social security analysis through independent business activities. 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. The firm primarily implements its advisory model through model portfolios and third-party managers, serving individual investors, retirement plans, trusts, and charitable organizations.

Brandon Hicks is a financial advisor at Hightower Advisors with a Series 65 designation. He joined the firm in 2024 and has prior work experience at Amazon and in the food service industry. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager investment approach that includes proprietary research and a variety of investment vehicles.

Lindsay Lambert is a financial advisor with Concurrent Investment Advisors, LLC based in Houston, TX. She holds a Series 66 designation and has 21 years of industry experience. Her prior roles include positions at Purse Kaplan Sterling, RBC Capital Markets, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. 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 investment portfolios that incorporate ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

Graham Clement is a financial advisor with Planmember Securities Corporation in Houston, TX, holding Series 63, 65, and 66 credentials and 28 years of industry experience. He has been associated with Planmember since 2014 and also operates Moeybea Wealth Management, doing business as Lone Star Financial, providing investment and insurance sales and services. Prior to this, he worked at Texas Infinite Wealth Planners from 2014 to 2018. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm uses a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, along with education and support services for plan sponsors and participants.

Matt Mc Intosh is a CFP® credentialed financial advisor with 10 years of industry experience at Brookstone Capital Management LLC in Houston, TX. He has been with Brookstone since 2016. Outside of advising, he is involved in insurance and annuity sales through multiple carriers. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse clientele, including individuals, retirement plans, corporations, trusts, and other business entities. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models, and offers portfolio management through its turnkey platform and wrap-fee program.

Jennifer Richards is a ChFC® with 14 years of industry experience, currently serving as a financial advisor at Cetera Planning Partners. Her prior work includes roles at Avantax Advisory Services and John W. Rood, CPA, where she also provides incidental assistance on tax-related questions for investment clients. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering comprehensive financial planning, investment management, and specialized retirement advice. The firm integrates a formal planning process with diversified allocations and benefits from affiliation with the broader Cetera network, providing additional services such as tax planning and estate strategies.

Patricia Peterson is a financial advisor at Concurrent Investment Advisors, LLC with 42 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group, LLC. Outside of her advisory work, she is involved in running an online jewelry business called So Loved, LLC. 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 focuses on customized, primarily long-term portfolios that utilize ETFs, mutual funds, and other securities, supported by internal due diligence and a range of operational tools.

Tai Nguyen is a financial advisor with Guardian Life and holds a Series 66 license. He has 18 years of industry experience, including prior roles at Eagle Strategies and MSI Financial Services. Outside of his advisory work, he is involved in insurance sales independent of Guardian Life. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary and third-party platforms.

Matthew Speed is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at LPL Financial for 10 years and Texas Dow Employees Credit for 15 years. Outside of his advisory role, he volunteers teaching personal finance and economics to high school students at the Bluebonnet Homeschool Scholars Cooperative. 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 offers a range of portfolio management and financial planning services, utilizing both firm and third-party models to create tailored investment strategies.

Kimberly Turner is a financial advisor at Empower Advisory Group with 17 years of industry experience. She holds Series 66 and Series 63 designations. Her prior experience includes 16 years at GWFS Equities, Inc/Great West Life & Annuity Insurance Company before joining Empower Financial Services and Empower Advisory Group. 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 are closely integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing.

John Goott is a CFP® professional with 24 years of industry experience. He is currently with Cerity Partners LLC and Cerity Partners Retirement Plan Advisors, where he has worked since 2022. Prior to that, he spent 21 years at Investec Wealth Strategies and has been involved with Investec Asset Management Group since 1984, where he holds the role of President in a non-investment capacity related to fixed insurance products. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services using a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions through affiliated businesses.

Christopher Perego is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. His prior roles include positions at Avondale Wealth Management LLC, Crestmont Private Wealth LLC, and Grinding Technology, LLC. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, employing both affiliated and third-party managers along with proprietary research and custom portfolio construction techniques.

Thomas Archer is a financial advisor with TLG Advisors, Inc. in Houston, TX, holding the ChFC® designation and Series 63 and 66 licenses. He has 44 years of industry experience, including roles at The Leaders Group Inc, CONCOURSE FINANCIAL GROUP SECURITIES INC, and VOYA Financial Advisors. Outside of his advisory work, Archer is CEO of Archer Insurance Tech and serves as first vice president of Elite Insurance Agency Inc. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through a combination of investment supervisory, portfolio management, and ERISA fiduciary services, employing fundamental analysis and Modern Portfolio Theory in its portfolio construction.

Joseph Hydes IV is a financial advisor at Creative Planning with a Series 65 designation. He has prior experience at Woodforest Financial Group, Corebridge Retirement Services, and AIG Retirement Services, totaling several years in the financial industry. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and offers a range of services supported by a large advisory team and centralized investment infrastructure, with an investment approach centered on low-cost indexing and buy-and-hold strategies overseen by an Investment Policy Committee.

Sarahbeth Pipkin is a Certified Financial Planner (CFP®) with 18 years of industry experience. She currently works at Hightower Advisors and previously held roles at STA Wealth Management, LLC, and UBS Financial Services. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, supported by proprietary research and a range of portfolio management options.