Kimberly Steed is a CFP® with nine years of industry experience, currently affiliated with Commonwealth Financial Network in Conroe, TX. She has held roles at Crowl Wealth Management, LLC, where she is an owner, as well as positions at Avantax Investment Services and 1st Global Advisors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides advisory support, managed-account programs, access to third-party asset managers, and custody services to individual and institutional clients.

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., holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked with Bankers Life Advisory Services, Inc. since 2019, Bankers Life Securities, Inc. since 2023, and Bankers Life & Casualty, Inc. since 2016. He also serves as an Emeritus Agent responsible for training and developing other agents within Bankers Life & Casualty, Inc. 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 a combination of fundamental, technical, and cyclical analysis methods to create tailored asset allocations and manages portfolios across various securities with periodic reviews and rebalancing.

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.

Lingfeng Lu is a financial advisor at Eagle Strategies (NY Life) with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lumina Wealth LLC, OpenWin Financial & Insurance Services, and New York Life. Lu is also president of the North Houston Chinese Association, organizing events that celebrate traditional Chinese holidays. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered primarily through non-discretionary advisory programs within an integrated New York Life affiliate structure.

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.

Bradley Chappell is a financial advisor at Sanctuary Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Outside of his advisory work, he is involved in managing a rental property with his wife. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, and institutional entities, offering investment advisory and financial planning services. The firm supports a wide range of strategies and employs multiple analytical approaches, providing both discretionary and non-discretionary account management through a network of over 400 independent advisers.

Devon Beamesderfer is a financial advisor at Guardian Life with Series 63 and Series 65 designations and six years of industry experience. His prior roles include positions at Park Avenue Securities, Eagle Strategies, New York Life Insurance Company, LPL, and Raymond James Financial Services. He is also involved in tax planning and preparation through Live Oak Financial Management. Guardian Life’s subsidiary Park Avenue Securities provides brokerage and advisory services to individuals, retirement plan sponsors, and organizations. The firm offers tailored financial planning, discretionary and model-based investment management, and access to proprietary and third-party advisory solutions.

Geraldine Maxfield is a financial advisor with PNC Wealth Management in Kingwood, TX, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and J.P. Morgan Securities. Outside of her advisory work, she holds a 50% ownership in a glass repair company, Heritage Limited LLC DBA Glass Doctor of Spring. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only discretionary digital model account that utilizes algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Andrew Ramsey is a financial advisor at Lincoln Investment with six years of industry experience. He holds a Series 66 credential and has previously worked at PricewaterhouseCoopers. Ramsey is also engaged as a salaried financial professional at Outlook Financial Group, providing financial services through Lincoln Investment. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management, supported by an in-house Investment Management & Research team and a mix of third-party managers.

Paul Samuelson is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Bank of America, Merrill, Pruco Securities, The Prudential Insurance Company of America, and VALIC Financial Advisors. Voya Financial Advisors, Inc. offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines model portfolios, technology tools, and both in-house and external strategists to deliver investment recommendations, operating through a network of advisors in both advisory and broker-dealer capacities.

Leisl Dodson is a CFP®-designated financial advisor at J. W. Cole Advisors, Inc. with eight years of industry experience. She has worked at several firms including LPL Financial, LLC and Heritage Capital Concepts. Outside of her advisory role, she is involved as a licensed assistant at Zone 7 Financial Services. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm utilizes a variety of investment strategies and platforms, including discretionary and non-discretionary account management, digital advice, and third-party manager platforms.

David Belanger is a financial advisor at First Command Advisory Services with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Citigroup, Wells Fargo Clearing Services, Merrill, Raymond James & Associates, USAA Financial Planning Services, and Charles Schwab. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Clayton McKenzie is a CFP® with six years of industry experience currently serving at Osaic Advisory Services, LLC. His previous roles include positions at Arbor Point Advisors, Securities America, Inc., and Ameriprise Financial Services, Inc. He is also commissioned in insurance sales and holds a notary public designation. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, 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 custody arrangements primarily through Schwab and Fidelity.

Austin Brown is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and bringing nine years of industry experience. He previously worked at Mariner Independent Advisor Network, LLC for ten years and has been associated with LPL Financial, LLC for the same period. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and a range of managed account solutions. The firm employs a fiduciary advisory model that combines direct portfolio management and access to third-party strategists, utilizing multiple investment methods and technology platforms.

Manuel Mares is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2015. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm utilizes an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jeremy Matranga is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at CWM, LLC since 2022 and previously spent nine years with Cetera Advisors LLC. In addition to his advisory work, Matranga is involved in tax preparation through his business, Tax Advisors Unlimited, and is the author of a finance-related book. 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 offers discretionary asset management, financial planning, and retirement plan services, using an Investment Committee-driven process that employs fundamental and technical analysis to create and oversee model portfolios.

Christopher Ramsey is a financial advisor with Lincoln Investment in The Woodlands, TX, holding CFP® and Series 63 credentials and bringing 26 years of industry experience. He has been with Lincoln Investment since 2012 and is also a managing member of Outlook Financial Group, LLC. In addition to advising, he is involved in fixed insurance services. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management supported by an in-house Investment Management & Research team and a network of third-party managers.

Mark Marquez is a financial advisor at Sanctuary Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wealth Management Consultants Colorado, LLC and Wealth Management Consultants Inc. He serves as a trustee of a family irrevocable insurance trust. Sanctuary Advisors, LLC serves a broad range of clients including individuals, corporations, pension plans, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes various analytical approaches across discretionary and non-discretionary accounts.