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.

David Mateski is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds a Series 66 designation and has worked at PNC since 2019. Prior to that, he worked at Fortune Financial Services, Inc. and was self-employed for several years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy piloted for employees that uses algorithmic risk assessments and delegates portfolio implementation to approved third-party strategists.

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.

Gabriel Hoyle is a financial advisor at J. W. Cole Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at Core Integrated Wealth and Klein Integrated Wealth. Outside of investment advising, he is involved with CORE Integrated Wealth in an administrative capacity. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, employing both discretionary and non-discretionary investment approaches.

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.

John Lefler is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work experience including roles at McLane Partners and Ken Ashworth & Associates. Outside of financial advising, he is the owner of Lefler Photography. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management services through its CLASSIC Plus platform, utilizing a combination of fundamental and technical analysis and both discretionary and non-discretionary arrangements.

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.

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.

Michael Mills is a financial advisor at Sanctuary Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Sanctuary Advisors, he worked at Bank of America and Merrill. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who offer a variety of portfolio management and consulting services using multiple analytical approaches and both discretionary and non-discretionary account management.

Robert Lenertz is a financial advisor at SPC with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including J.P. Morgan Securities and LPL Financial. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary advice primarily through the SIGMA Managed Account and other account programs.

Forest Busby Jr. is a financial advisor at SPC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James Financial Services Advisors and J.P. Morgan Securities. Busby also serves as Vice President of Woodforest Wealth Strategies, an affiliate of Woodforest National Bank. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm operates a large advisory network and offers tailored, discretionary investment advice through various account programs.

Kevan Gaug is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and 24 years of industry experience. He has been with Money Concepts Capital Corp since 2006. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to individual investors, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets through a large network of advisors, utilizing model-driven and asset-allocation approaches with both discretionary and non-discretionary programs.

Joseph Vinson is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at several firms including Regal Investment Advisors, National Planning Holdings, and InsurMark. Vinson is also the owner of Vinson Financial Group, LLC, through which he conducts insurance sales and services, including Medicare supplement offerings. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, utilizing a range of investment strategies implemented primarily through discretionary models.

Rashaad Kaiser is a CFP®, ChFC®, and holds a Series 66 license, with nine years of industry experience. He has worked at Creative Planning since 2022 and previously held positions at JP Morgan Chase Bank and JP Morgan Securities. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm follows a financial-planning-led investment approach, emphasizing low-cost indexing and buy-and-hold strategies, and manages approximately $295.6 billion in client assets across more than 1,100 advisors.

Emma Wheeler is a CFP® professional with eight years of industry experience, currently affiliated with TLG Advisors, Inc. She has been associated with Leaders Financial Group of Texas and The Leaders Group, Inc. since 2017 and previously worked at Tom James from 2013 to 2017. TLG Advisors, Inc. serves a wide range of clients including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm focuses on manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, offering both traditional portfolio management and a direct-to-consumer digital program called Starlight Portfolios.