Jennifer Zittel is a financial advisor at United Planners Financial Services of America with 23 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at firms including Park Avenue Securities, Guardian Life Insurance, and NEXT Financial Group. United Planners Financial Services is a national wealth-management enterprise serving a wide range of clients including individuals, retirement plans, corporations, trusts, and estates. The firm employs independent Investment Adviser Representatives and offers a mix of advisory and brokerage services, with a large portion of assets managed on a non-discretionary basis.

Sean Granere is a financial advisor at Creative Planning with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Creative Planning since 2014. Outside of his advisory role, Granere owns Hack Shack, a business providing baseball lessons, and teaches high school students how to fish through FBC Fishers of Men. Creative Planning offers comprehensive investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Sara Manning Bracho is a financial advisor with NewEdge Advisors based in Katy, TX, holding Series 65 and Series 66 licenses and possessing 13 years of industry experience. She previously worked at Mid Atlantic Capital Corporation and WFG Investments. Outside of advisory work, she owns a photo booth rental business and co-owns a handmade crafts business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm provides a range of portfolio management, financial planning, and consulting services, emphasizing centralized due diligence and the use of technology to support advisors and clients.

Oguguomakwa Okolie is a financial advisor with Eagle Strategies (NY Life) in Sugar Land, TX, holding Series 63 and Series 65 licenses and having five years of industry experience. He has worked with several firms including New York Life Insurance Company and Nylife Securities LLC before operating under Linea Wealth Group, LLC D/B/A Linea, where he brokers non-registered insurance products. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm focuses on tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Azar Azarpour is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. He has 21 years of industry experience and has been with Transamerica since 2012. Azarpour is also involved in marketing strategies for Sriya AI through SRIYA DXL LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm employs model portfolios and third-party managers to implement advisory services and operates an integrated retirement plan ecosystem with affiliated entities.

Raymond Vitek Jr. is a financial advisor at Eagle Strategies (NY Life) with 44 years of industry experience and holds the ChFC® and Series 63 designations. He has been active in various roles including at Linea Wealth Group, LLC and Vitek Insurance Services, LLC. Outside of his advisory work, he owns rural land in Fayette County, Texas, from which he receives royalties. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Corinne Mc Nair is a financial advisor with First Command Advisory Services in Houston, TX, holding a Series 66 designation and nine years of industry experience. She has been with various First Command entities since 2016 and previously worked as an advisor at Jim McNair from 2015 to 2017. Outside of her advisory role, she manages rental properties with minimal time commitment. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and a range of wrap-fee asset management programs using model portfolios and third-party managers selected by an internal Investment Management Team.

Amanda Hales is a Series 66 licensed financial advisor with 18 years of industry experience. She is currently with &Partners, LLC, having joined in 2024, and previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2024. Outside of her advisory role, she works as a delivery contractor for Uber Eats and provides dog walking and boarding services. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management, financial and tax planning, and other advisory services using a combination of fundamental, technical, and quantitative analysis, with options for discretionary and non-discretionary account management.

Carlos Tijerina Jr Jr. is a financial advisor at Fifth Third Securities, Inc. based in Houston, TX, with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Frost Brokerage Services, PNC Investments LLC, BBVA Wealth Solutions, and Wells Fargo Bank. 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 multiple program types via the Passageway Managed Account Platform and provides access to third-party portfolio managers, advisor-directed models, and tax-related investment strategies.

Charles Bracht is a ChFC® credentialed financial advisor with over 54 years of industry experience. He is currently with Kestra Advisory Services, LLC and NFP Wealth Management, having also held roles at USI Consulting Group and NFP Executive Benefits. Bracht serves as president of both the Delacroix Building Condominium Association and the Bracht-Verlander Family Foundation, reflecting his involvement in community and charitable organizations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves notable clients including sovereign wealth funds.

Mary Chiang is a CFP® and ChFC® with 37 years of industry experience. She has been with Eagle Strategies (NY Life) since 2009 and is also a member of CMCD LLC, where she provides tax and accounting services. Additionally, she holds registrations with Nylife Securities Inc. and New York Life Insurance Company. Eagle Strategies serves a wide range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jackson Gore is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Sanctuary Securities, Inc. from 2025 to present. Prior to entering the financial industry, he spent eight years in education at Woodville Middle and High Schools and Stephen F. Austin State University. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent adviser representatives who employ a variety of investment strategies and offers portfolio management, retirement plan consulting, and access to both onshore and offshore managed account solutions.

Long Duong is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been affiliated with NYLIFE Securities LLC since 2017 and with New York Life Insurance Company since 2014. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the vast majority of its regulatory assets on a non-discretionary basis.

David Evans is a financial advisor with J.W. Cole Advisors, Inc. in Sugarland, TX, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been with J.W. Cole Advisors since 2009 and also operates David A Evans & Associates, focusing on tax services. Additionally, he serves as co-trustee of a family trust. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Andrew Schiro III is an advisor at Integrity Alliance, LLC with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Lion Street Advisors, Vere Global Insurance, and MassMutual Financial Group. Outside of his advisory role, he is a part-time author of self-help and motivational books. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets through a network of over 300 independent advisors. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, delivering investment advice via discretionary accounts, model portfolios, and third-party sub-advisers.

Miguel Palacios Jr Jr. is a financial advisor with Fifth Third Securities, Inc. in Houston, TX, holding Series 63 and Series 66 credentials and nine years of industry experience. His professional background includes roles at Frost Brokerage Services, PNC Investments, Wells Fargo, J.P. Morgan Securities, Bank of America Merrill Lynch, and Uber. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Michael Alexander is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at Blackrock Investments, Inc. for 19 years before joining Sanctuary Advisors and Sanctuary Securities in 2022. Based in Houston, TX, he has been with his current firms for four years. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a range of investment approaches through a network of more than 400 independent adviser representatives and offers portfolio management, retirement plan consulting, and financial planning services with a fiduciary duty under written agreements.

Sam Latif is a financial advisor with PNC Wealth Management in Katy, TX, holding Series 65 and Series 63 licenses and four years of industry experience. His work history includes roles at PNC Investments LLC, PNC Bank, BBVA Securities Inc., BBVA Insurance Agency, BBVA USA, and State Bank of Texas. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and invests via approved model strategies with mutual funds and ETFs.

Ying Fang is a financial advisor at Transamerica Financial Advisors with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Transamerica since 2012. Outside of her advisory role, she is involved with several other business activities including providing estate planning communications through Inheritguard, LLC, and acting as an independent agent for multiple health insurance entities. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering a range of advisory and broker-dealer services. The firm utilizes proprietary and third-party investment models and supports both discretionary and non-discretionary program choices.

Georgina Willis is a financial advisor with PNC Wealth Management in Houston, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at PNC Investments since 2021 and previously held roles at BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, BBVA Securities Inc., and Compass Bank from 2016 to 2021. Outside of her advisory role, she is a licensed notary public and works as a retail floor associate for Burlington. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.