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 at J. W. Cole Advisors, Inc. with 28 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Hayes is the president and owner of T J Hayes & Co, PLLC, a CPA firm providing tax and accounting advice. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm employs a variety of investment strategies and platforms, including fundamental and technical analysis, model-based approaches, and digital advice.

William Snodgrass III is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2024. He previously worked at LPL Financial LLC and Amegy Bank, among other firms. Snodgrass owns Matt25 Capital, LLC, an entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm offers discretionary and nondiscretionary managed-account programs and access to third-party asset managers while providing trading, reporting, and custody services.

Donald Traugott is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has led the TRAUGOTT Advisory Group since 2009. Outside of advisory services, he is involved in fixed insurance sales. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm provides fee-based asset management primarily through a turnkey asset management platform and wrap-fee programs, offering discretionary investment management via model portfolios, unified managed accounts, and separately managed accounts across various 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.

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.

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.

Paul Samuelson is a financial advisor at Voya Financial Advisors, Inc. with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Pruco Securities, The Prudential Insurance Company of America, and VALIC Financial Advisors. Voya Financial Advisors serves individual and institutional clients including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through multiple program structures that emphasize non-discretionary recommendations.

Leisl Dodson is a CFP® with eight years of industry experience currently affiliated with J. W. Cole Advisors, Inc. She has held positions at several firms including LPL Financial, LLC and The O.N. Equity Sales Company. Dodson also has a licensed assistant role with Zone 7 Financial Services. J. W. Cole Advisors, Inc. serves individuals, high-net-worth clients, and institutional accounts through a large network of independent advisers. The firm offers fee-based portfolio management, financial planning, retirement services, and access to various third-party investment platforms and strategies.

David Belanger is a financial advisor with First Command Advisory Services in The Woodlands, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. His career includes roles at Citigroup, Wells Fargo Clearing Services, Merrill, and Wells Fargo Advisors LLC. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing centralized investment management and prescreened third-party managers to implement model portfolios.

Dada Jagiere is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds the Series 66 designation. His prior experience includes roles at Wfgia and Wells Fargo Bank, N.A., as well as work as an Uber driver. Transamerica Financial Advisors serves a broad client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Gagan Singh is a financial advisor at PNC Wealth Management in Houston, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through model‑based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and approved investment models managed by PNC or third parties.

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.

Jeremy Matranga is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has worked at CWM, LLC since 2022, previously spent nine years with Cetera Advisors LLC, and has operated Matranga Tax Advisors, LLC since 2004. He is involved in writing and selling a book as a business activity outside of advising. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages portfolios primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.