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.

Jeffrey Stahl is a financial advisor at Cetera Planning Partners in Cypress, TX, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Cetera Wealth Services and Raymond James Financial Services Advisors. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management, comprehensive financial planning, Social Security optimization, and offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

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.

Joshua Eller is a financial advisor at United Planners Financial Services of America with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms including Ameriprise, LPL Financial LLC, VALIC Financial Advisors, AIG, Bank of America, Merrill, JPMorgan Securities, and Edward Jones. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, and trusts. The firm uses a combination of custodians, third-party money managers, and platform programs to implement investment strategies, with a notable focus on 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.

Michael Bradfield is a financial advisor at J. W. Cole Advisors, Inc. with 19 years of industry experience. He has been with J. W. Cole Advisors and its related entity J.W. Cole Financial since 2010. Bradfield holds a Series 66 designation. J. W. Cole Advisors, Inc. operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party manager platforms, serving individuals, high-net-worth clients, and institutional accounts. The firm employs a combination of fundamental and technical analysis, digital advice providers, and various custodial platforms in its investment approach.

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.

Alberto Chavez is a financial advisor with Fifth Third Securities, Inc. based in Houston, TX. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, with previous roles at JPMorgan Securities and Frost Investment Services. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers access to multiple managed account programs and portfolio management strategies via its Passageway platform, supported by a network of advisors.

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.

Michael Porter is a financial advisor with Eagle Strategies (NY Life) in Houston, TX, holding the ChFC® designation and Series 63 license. He has 30 years of industry experience, including over 18 years with Eagle Strategies and affiliations with New York Life Insurance Co. Since 1995, he has also been appointed with various outside insurance carriers for brokering non-registered products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

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.