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.

Lloyd Fechik is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and having six years of industry experience. He has been affiliated with Bankers Life entities since 2016 and previously worked at Reliance Diagnostic Systems, LLC. He is also an Emeritus Agent with Bankers Life & Casualty, Inc., where he is responsible for training and developing other agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in managing client portfolios.

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 with Independent Financial Group, LLC, holding a Series 63 designation and 35 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC, Girard Securities, Inc., and Asset One, LLC. He is also the owner of a tax preparation and accounting firm, Muggley & Renzi & Co. PLLC. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that serves individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and utilizes multiple advisory programs and third-party asset managers.

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.

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.

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 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.

Mark Marquez is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. Before joining Sanctuary Advisors in 2025, he worked at Wealth Management Consultants Colorado, LLC for 11 years. He also serves as a trustee for a family insurance trust. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a large network of independent advisory representatives using various portfolio management approaches and acting as a fiduciary when agreements exist.

Elizabeth Eiroa is a financial advisor with Eagle Strategies (NY Life) based in Conroe, TX. She holds Series 65 and Series 63 licenses and has 14 years of industry experience. Her work history includes roles at Lionshare Wealth Strategies, Assad Financial Group, and New York Life, as well as involvement with Kat-El Ranch. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to meet client objectives and plan sponsor criteria.

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.

Robert Brown is a financial advisor at Empower Advisory Group in Conroe, TX, holding Series 63 and Series 66 credentials with two years of industry experience. Prior to joining Empower Advisory Group, he worked at Greystone Alloys and Katz Deli. He is also the owner of Brown Sales Consultations LLC, a non-investment related business operated in partnership with his wife. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Catrina Beauchamp is a financial advisor at TLG Advisors, Inc. with five years of industry experience. She holds a Series 65 designation and has worked at firms including Boulevard Family Wealth and MAS Advisors LLC. Outside of her advisory role, Beauchamp serves as president of Bobcat Business Ventures, where she educates advisors and clients on life insurance. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, financial and estate planning, and ERISA fiduciary services.