William Rassman is a CFP® with 15 years of industry experience, currently serving as a financial advisor at CWM, LLC. His prior experience includes roles at Carson Wealth, RWM Capital, Prosper Point LLC, Centric Capital Advisors, and Deutsche Bank Securities, among others. In addition to his advisory work, he is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios while offering customized investment solutions and extensive technology integration.

Scott Hefty is a CFP® and ChFC® with eight years of experience in financial advising. He is currently with Foundations Investment Advisors LLC and previously worked at Retirement Financial Group, AE Wealth Management, and Networth Advisors. He also operates as an independent insurance agent through SERAE Financial Group, providing annuity and insurance solutions. Foundations Investment Advisors LLC offers financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a range of investment analyses and incorporates both discretionary and non-discretionary authority models in its management approach.

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.

Emile Dufrene III is a financial advisor at Foundations Investment Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Foundations Investment Advisors in 2025, he worked at Simplicity Wealth, LifePro Asset Management, Nationwide Securities, and USA Wealth Management, and has also been self-employed since 2011. Outside of advisory work, he serves as a consultant for Stryde Solutions, LLC, a referral network for professional services. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach, often incorporating third-party sub-advisers and custodians.

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® professional with 18 years of industry experience, currently serving with Osaic Advisory Services, LLC. His career includes prior roles at Arbor Point Advisors and Ameriprise Financial Services, Inc. Mathes has been actively involved in community service, including past presidency of the Rotary Club of The Woodlands and volunteering with Habitat for Humanity. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of financial services and utilizes multiple program models with custody primarily arranged through Schwab and Fidelity.

Marla Sherrod is a CFP® and ChFC® with 22 years of experience in the financial industry. She joined &Partners, LLC in 2024 after spending 20 years with Edward Jones. Outside of her advisory role, she is a co-owner of Tandem S Ranch, a family farm in Huntsville, TX. &Partners serves a diverse client base, including individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement consulting services. The firm utilizes a blend of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies.

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.

Dane Blakeley is a financial advisor with Truist Advisory Services holding a Series 66 designation and seven years of industry experience. He has previously worked at Wells Fargo Clearing Services, Wells Fargo Bank, JP Morgan Chase Bank, J.P. Morgan Securities, Merrill Lynch, and Bank of America. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm’s approach includes a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements and AI-enabled research tools.

Stanley Pena is a CFP® professional with 24 years of experience in the financial services industry. 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 also operates a business under the name Schroeder Wealth Advisors. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves a diverse 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, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party 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.

Kyle Roeske is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 65 designation and with one year of industry experience. Prior to joining Concurrent Investment Advisors, he was with TailorMade Wealth Counsel. 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 portfolios utilizing ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers.

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.

Donald Traugott is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at several firms, including TRAUGOTT Advisory Group, Equitable Advisors, and Thrivent Investment Management. Outside of advisory services, he is involved in fixed insurance sales. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm offers investment solutions through a turnkey asset management platform and employs a strategic blend of asset-allocation models, ETFs, mutual funds, individual securities, and options-enhanced strategies.

Keith Huberman is a CFP® professional with 28 years of experience in financial advising. He is currently a vice president at Concurrent Investment Advisors, LLC and has held various roles in wealth management and financial services, including positions at Raymond James Financial Services and TailorMade Financial, Inc. He also serves as president of TailorMade Twenty, LLC, a holding company related to his wealth management activities. 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 offers customized, primarily long-term investment portfolios and a range of wealth management and financial planning services, supported by a network of approximately 286 advisors.

Lloyd Fechik is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His career includes roles at Bankers Life Securities, Inc. and Reliance Diagnostic Systems, LLC. He is also involved in training and development as an Emeritus Agent with Bankers Life & Casualty, Inc. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients' goals and risk tolerances.

Akkila Hayes is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Empower, Hayes worked at Wells Fargo Clearing Services, LLC, Wells Fargo Bank, NA, and has experience at Nike Inc. and H-E-B. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan sponsor-selected investment lineups.

Matthew Larson is a financial advisor at RBC Rochdale, LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at CNR Securities, Whitley Penn, and Invesco Advisers. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, and offers portfolio management, sub-advisory services, and model delivery across multiple asset classes.

Reginald Muggley Jr. is a financial advisor at Independent Financial Group, LLC with 35 years of industry experience. He holds a Series 63 designation and has previously worked at Cetera Advisor Networks LLC, Girard Securities, Inc., and Asset One, LLC. Outside of his advisory role, he is an officer and owner of Muggley & Renzi & Co. PLLC, a tax preparation and accounting firm. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and both active and passive investment exposures.