James Mcginness is a financial advisor at Avidian Wealth Solutions with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hightower Advisors and Salient-affiliated firms. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs a model-based investment approach supplemented by sub-advisors and separately managed accounts, managing approximately $3.99 billion in assets across 32 advisors.

Travis Oglesby is a financial advisor with Avidian Wealth Solutions in Houston, TX, holding Series 63 and 66 licenses and bringing 25 years of industry experience. His prior work includes roles at STA Wealth Management, Ivy Funds Distributor, and Waddell & Reed. Outside of advising, he is involved in agricultural activities as an owner of rental and crop farms in Lexington, Missouri. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs primarily model-based managed solutions supplemented by sub-advisors and separately managed accounts, and it also acts as a fund sponsor and sub-adviser, offering a range of investment management and advisory services.

Matthew Kirby is a financial advisor with Brighton Jones LLC in Houston, TX, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Cerity Partners LLC, Avion Wealth LLC, Park Avenue Securities, Guardian Life Insurance, Inspire Financial Group, Grant Thornton, LLC, and Oral Roberts University. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support. The firm employs a whole-balance-sheet approach and maintains an affiliated ecosystem including private investment funds, trust company services, and legal services for certain clients.

Michael Hipson is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has a longer tenure with affiliated Ameritas entities dating back to 2012. Outside his advisory work, he is president of Hipson Benefits LLC, a business providing health, dental, life, and ancillary insurance products to small businesses. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base including individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides various managed account programs, fee-based management of variable annuity and universal life subaccounts, and uses a combination of discretionary and non-discretionary advisory approaches supported by a range of custodial platforms and third-party investment tools.

Wan Yang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with multiple organizations, including Blue Cross Blue Shield and Humana, and has been involved with Transamerica Financial Advisors since 2012. Outside of his advisory work, Yang serves as Vice Chair of the Chinese Civic Center and Chairman of the Katy Chinese Service Center, where he also teaches music and art. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple platforms. The firm supports individual investors, high net worth clients, and employer-sponsored plans, managing approximately $1.7 billion in regulatory assets under management.

Juan Flores Saldana is a financial advisor with Eagle Strategies (NY Life) based in Fulshear, TX, holding Series 65 and Series 63 registrations and 10 years of industry experience. He has been affiliated with Eagle Strategies since 2026 and with NYLIFE Securities LLC and New York Life Insurance Company since 2017. Additionally, he works as an insurance broker for non-registered insurance products with outside carriers. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm delivers tailored solutions across multiple program types and manages the majority of its assets on a non-discretionary basis.

Lawrence Okechukwu is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at Transamerica Financial Advisors since 2018 and has been with World Financial Group, Inc. since 2015. Outside of finance, he serves as a library assistant for the Windham School District. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a variety of proprietary and third-party investment models, operating as both a registered broker-dealer and registered investment adviser.

Sarah Ziese is a financial advisor at AE Wealth Management, LLC in Houston, TX, holding Series 63 and Series 65 credentials with six years of industry experience. Her prior roles include positions at TIP Group LLC, One America Financial, and AXA Equitable Advisors. She also has involvement with Ziese Home Services LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and a range of investment strategies supported by regular reporting and performance reviews.

Michael Fitzgerald is a Certified Financial Planner® with 24 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2021 following a long tenure at Equitable Advisors and Axa Advisors. Outside of his advisory role, he operates several home-based business entities primarily for tax and investment purposes. Wealth Enhancement Advisory Services offers 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, utilizing a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis, supported by an internal Investment Committee.

James Franklin is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and over 22 years of industry experience. His prior roles include positions at Southwest Financial Services, Cetera Advisor Networks, and Merrill. Franklin is also the owner of Southwest Financial Services and is involved in selling fixed insurance products such as life insurance, annuities, and long-term care. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, corporate and pension plans, and charitable organizations. The firm employs both firm- and third-party models to create customized investment strategies, combining passive and active approaches across various risk profiles.

Teddy Awuah is a financial advisor at Prime Capital Financial with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Sphere Wealth Management, Wealth Development Strategies Investment Advisory, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and Comerica Securities. He has been with Prime Capital Investment Advisors since 2021. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor services, and family office offerings, employing both discretionary and non-discretionary strategies with a mix of core/satellite, thematic, and tactical approaches.

Michael Nobles is a financial advisor at &Partners with 42 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining &Partners in 2024, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2024. Outside of his advisory role, he is involved in his family farm and home rentals operation, Nobles Farm and Ranch. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial planning, and ERISA consulting, utilizing a combination of fundamental, technical, and quantitative analysis through various portfolio strategies and platforms.

Brian Mccaffrey is a CFP® professional with 13 years of industry experience, currently with GWN Securities Inc. since 2020. He previously worked at Equitable Advisors and Axa Advisors, each for seven years. He also operates McCaffrey Wealth Management, LLC, where he provides investment advice, financial planning, and assists clients with annuity and life insurance options. GWN Securities offers investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning solutions. The firm employs a combination of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in certain legacy programs.

Jeffrey Dorfman is a Series 65 licensed financial advisor with 14 years of industry experience. He has worked at Prime Capital Investment Advisors, LLC since 2017 and held prior roles at Ascende, Inc. and Ascende Wealth Advisers, Inc. from 2014 to 2017. Dorfman is also involved with CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth and ultra-high-net-worth clients—trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, and family office offerings, employing various investment strategies and providing tax advisory services through an affiliated accounting subsidiary.

Wen Lee is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has seven years of industry experience. He has worked with firms including World Financial Group, Dream Builder Financial, and Inheritguard, LLC, where he provides client communications and education on estate planning. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services, utilizing model portfolios and third-party managers across multiple program platforms.

Linh Mai is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to her current role, she worked at Aramco Services Company and several other organizations. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.

Jolene Mc Cord is a financial advisor at Creative Planning with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Lockton Investment Advisors, Cetera Advisor Networks, and Alliant Retirement Consulting. She is based in Houston, TX. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach with a focus on low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by selective private market exposure and tax-efficient strategies.

Ali Mandalinci is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at firms including Raymond James Financial Services and UBS Financial Services. Mandalinci also serves as an insurance agent with Steward Partners Global Advisory. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in assets, serving a broad client base from individuals to institutions with a variety of advisory and portfolio management solutions.

Joshua Bowe is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at Optimum and Stephen F. Austin State University. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives who employ various analytical approaches and may manage accounts on a discretionary or non-discretionary basis.

Pornpimol Park is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She has held leadership roles outside of advisory work, including serving as president of Vision de Prisma Corp. since 2023. Her prior work includes positions at several companies in varying industries dating back to 2012. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, estates, and charitable organizations. The firm primarily uses model portfolios and third-party managers to implement investment strategies and operates an integrated retirement plan ecosystem involving affiliated entities.