Louis Merkle III is a financial advisor with Commonwealth Financial Network in Houston, TX, holding a Series 63 license and over 31 years of industry experience. He has been affiliated with Commonwealth Financial Network since 2006, with a brief tenure at Merkle Financial Group, which he co-owns. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Quincy Goudeau Sr. is a financial advisor at SPC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, LPL Financial, and Morgan Stanley. Outside of his advisory work, he is the founder and managing director of Royal Players Basketball Academy, a youth athletic and academic organization in Spring, TX. SPC provides investment management, financial planning, and retirement-plan advisory services to a broad client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers tailored, discretionary investment advice delivered through multiple account programs.

David Dellinger is a financial advisor at Oppenheimer with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Oppenheimer since 2020. Prior to that, he was with First Tryon Securities and Advanced Income Solutions, and spent a year self-employed. Outside of his advisory work, he owns and operates a HomeVestors franchise and will serve as owner and CEO of Residential Property Acquisitions LLC beginning in 2024. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of advisory programs covering equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management approaches.

Caitlin Reynolds is a financial advisor with J. W. Cole Advisors, Inc. in Houston, TX. She holds Series 63 and Series 66 credentials and has nine years of industry experience. Reynolds has been with J.W. Cole Advisors since 2020 and involved with J.W. Cole Financial, Inc. since 2017. Outside her advisory roles, she is a CPA as of 2024. J.W. Cole Advisors operates through a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to various third-party investment platforms for individual, high-net-worth, and institutional clients.

Kathleen Fechik is a financial advisor at Bankers Life Advisory Services, Inc. with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Bankers Life Securities Inc. since 2017 and Bankers Life & Casualty since 2016. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to develop tailored asset allocations and offers both wrap and non-wrap programs.

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.

Jack Jones Jr. is a CFP®-certified financial advisor with over 30 years of industry experience, currently affiliated with Osaic Advisory Services, LLC. He has held advisory roles at several firms including The Robare Group and Triad Hybrid Solutions, with a career spanning more than two decades in wealth management and investment advisory. Outside of his advisory work, he is involved in investment-related activities through entities such as The Robare Group Ltd. and Robare Asset Management, Inc., and also brokers fixed insurance products. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, corporate and charitable entities, retirement plans, and sovereign wealth funds. The firm offers a range of managed programs, retirement consulting, and alternative investment access, utilizing various investment strategies and platform integrations that distinguish its institutional-scale operations.

Christophor Rowell is a financial advisor at Creative Planning with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Charles Schwab and Westwood Management Corp. before joining Creative Planning in 2022. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Anthony Favela is a financial advisor with Creative Planning, holding a Series 66 designation and bringing 20 years of industry experience. His work history includes roles at Citigroup Global Markets and Waddell & Reed before joining Creative Planning in 2013. In addition to his advisory role, he serves in the U.S. Army National Guard in an Information Operations capacity. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that integrates low-cost indexing, buy-and-hold strategies, and selective private market exposure, supported by affiliated legal, accounting, and trust services.

Ryan Mathes is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC. Prior to joining Osaic, he worked at Arbor Point Advisors and Ameriprise Financial Services, Inc. Mathes is involved in his community as a past president of the Rotary Club of The Woodlands and volunteers with Habitat for Humanity. He also serves as vice president of communications for the Executive Women's Alliance, mentoring young women. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser that serves a diverse client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, combining fundamental and technical analysis with access to alternative investments and annuity sub-account management.

Landon Nemoto is a financial advisor at J. W. Cole Advisors, Inc. in Houston, TX, holding a Series 66 designation with seven years of industry experience. He has been with J.W. Cole Advisors and its related entities since 2018. Outside of his advisory role, Nemoto is involved in acting and engineering consulting on a part-time basis. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches.

Deepali Shah is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked with Bankers Life and its affiliates since 2012, including roles in advisory services and securities. Outside of her advisory duties, she is involved as a unit field trainer at Bankers Life & Casualty, where she recruits and trains insurance agents. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create customized portfolio strategies aligned with clients’ goals and risk tolerances.

Brent Chappell is a financial advisor at Sanctuary Advisors, LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he is involved as a managing member of an estate planning entity and engages in small-scale property development projects. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports over 400 independent investment adviser representatives who employ a variety of analytical approaches and offer discretionary and non-discretionary account management.

Stanley Pena is a CFP® professional with 24 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. Pena operates under the DBA Schroeder Wealth Advisors. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers diverse investment programs and financial planning services, combining fundamental and technical analysis with access to alternative investments and institutional platforms.

Eva Coutermarsh is a financial advisor with Principal Financial Services in Spring, TX, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at Edward Jones for 14 years before joining Principal Securities, Inc. in 2026. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Johnny Galaviz is a financial advisor with PNC Wealth Management in Houston, TX, holding the Series 63 and Series 66 designations and possessing 17 years of industry experience. His prior experience includes roles at Bank of America, Merrill, Morgan Stanley, and E*TRADE. Outside of his advisory work, he is involved as an owner of a childcare business, Little Dreamers Preschool, which operates in Houston. PNC Wealth Management offers model-based retail brokerage and advisory services, including an invitation-only digital discretionary model account that uses algorithm-driven portfolio recommendations and invests primarily in mutual funds and ETFs.

Thomas Hayes is a financial advisor with J. W. Cole Advisors, Inc. He holds the PFS™ designation and Series 63 and 65 licenses, and has 28 years of industry experience. Hayes has worked with J.W. Cole Advisors and affiliated firms since 2003 and is also the president and owner of T J Hayes & Co PLLC, a CPA firm providing tax and accounting advice. J.W. Cole Advisors operates through a large network of independent advisors and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm utilizes a range of investment strategies and platforms, including discretionary and non-discretionary account management and digital advice solutions.

Mark Robare is a financial advisor with Osaic Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 39 years of industry experience. He has been involved with The Robare Group since 2001 as a partner and has held roles at Triad Hybrid Solutions, Triad Advisors, Inc., Robare & Jones Wealth Management, and Veravest Investment Advisors, Inc. In addition to investment advisory, he is licensed to recommend fixed annuities, life insurance, and long-term care products. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving diverse clients including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of managed programs, retirement plan consulting, financial planning, annuity sub-account management, and access to alternative investments and donor-advised funds through a mix of fundamental and technical investment approaches and extensive platform integrations.

Candace Whitaker is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and having entered the industry in 2025. Her prior work experience includes positions at Hewlett Packard Enterprise and service in the US Army from 1999 to 2020. She is involved in charitable work through Honduran Hearts, Inc. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services with proprietary and third-party investment models, supporting individual and institutional investors.

William Schorp is a financial advisor with Private Advisor Group, LLC in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2012 and previously at Concourse Financial Group Securities, Inc. from 2008 to 2012. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and uses a range of investment strategies implemented through proprietary and third-party platforms.