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.

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 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 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.

Michael Brown is a financial advisor with Fifth Third Securities, Inc. in Houston, TX, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Ameriprise Financial Services, Cetera, Regions Bank, and Edward Jones. Outside of his advisory work, he is involved in managing an advisory business under Comerica. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers access to multiple investment programs on the Passageway Managed Account platform, utilizing various portfolio management strategies and tax-related services.

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.

Kyle Hilsberg is a CFP® with nine years of industry experience, currently serving as an advisor at AE Wealth Management, LLC. He has worked at several firms including Ameriprise Financial Services, Merrill, and Wells Fargo Clearing Services. Outside of his advisory role, he is involved with Asset Marketing Systems, working as an insurance agent. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Ralph Schroeder is a CFP® and ChFC® with 42 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. Outside of his advisory role, he serves as a trustee for multiple family trusts and manages a tree farm. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad 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, and retirement plan consulting, delivering advisory services through multiple program models and leveraging both proprietary and third-party platforms.

Ashish Sam is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan & Chase and Axis Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Catrina Beauchamp is a financial advisor at TLG Advisors, Inc. with six years of industry experience. She holds a Series 65 designation and has worked at firms including Boulevard Family Wealth and MAS Advisors LLC. Beauchamp is also president of Bobcat Business Ventures, where she educates advisors and clients on life insurance. TLG Advisors serves a diverse client base that includes individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm employs an investment process focused on manager selection and fundamental analysis, offering both traditional portfolio management and a direct-to-consumer digital program.

Spencer Carlson is a financial advisor at Sanctuary Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Carlson has been with Sanctuary Advisors since 2023. Sanctuary Advisors, LLC serves a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, offering investment advisory and financial planning services through a large network of independent advisors. The firm provides a range of portfolio management options and retirement plan consulting while employing various analytical approaches and maintaining affiliations with several asset management firms.

Khoren Ouzounian is a financial advisor with GWN Securities Inc. in Magnolia, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with GWN since 2016 and owns Ethos School of Music, a music education business specializing in instruction and performance. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs, financial planning, and third-party manager selection. The firm employs a combination of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies within its legacy programs.

Kaitlyn Janda is a financial advisor at &PARTNERS with a Series 66 designation and three years of industry experience. She previously worked at Edward Jones for three years and has held roles outside finance including at Buccees and Giddy Up Glamour. &PARTNERS serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolio management using both proprietary and third-party strategies.