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.

Devon Beamesderfer is a financial advisor at Guardian Life with Series 63 and Series 65 designations and six years of industry experience. His prior roles include positions at Park Avenue Securities, Eagle Strategies, New York Life Insurance Company, LPL, and Raymond James Financial Services. He is also involved in tax planning and preparation through Live Oak Financial Management. Guardian Life’s subsidiary Park Avenue Securities provides brokerage and advisory services to individuals, retirement plan sponsors, and organizations. The firm offers tailored financial planning, discretionary and model-based investment management, and access to proprietary and third-party advisory solutions.

Kory Pippin is a financial advisor at Guardian Life with 24 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Pippin’s career includes tenure at Park Avenue Securities, Guardian Life Insurance Company, IMG Financial Group, and Minnesota Life Insurance Co. He is also the owner of EP3 Insurance Group LLC, which offers property and casualty insurance products. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies, offering a range of financial planning, consulting, and investment solutions tailored to client needs.

James Smith is a financial advisor with Eagle Strategies (NY Life) based in Montgomery, TX, holding Series 63 and Series 66 licenses. He has 27 years of industry experience, with prior roles at Nylife Securities Inc. and New York Life dating back to 1998. His activities include brokering non-registered insurance products through various outside carriers. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services with a focus on tailored solutions and mostly non-discretionary asset management.

Leisl Dodson is a Certified Financial Planner® with eight years of industry experience. She is currently with J.W. Cole Advisors, Inc. and has prior experience at firms including LPL Financial, LLC and Heritage Capital Concepts. J.W. Cole Advisors, Inc. supports a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement services, and access to multiple third-party investment platforms for individual, high-net-worth, and institutional clients.

David Belanger is a financial advisor at First Command Advisory Services with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Citigroup, Wells Fargo Clearing Services, Merrill, Raymond James & Associates, USAA Financial Planning Services, and Charles Schwab. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Clayton Mc Kenzie is a CFP® professional with six years of experience in the financial services industry. He currently works with Osaic Advisory Services, LLC and has previous experience at Arbor Point Advisors and Ameriprise Financial Services, Inc. Clayton holds a notary position in The Woodlands, TX. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment and financial planning services, utilizing fundamental and technical analysis, and access to alternative investments through integrated platforms.

Austin Brown is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and bringing nine years of industry experience. He previously worked at Mariner Independent Advisor Network, LLC for ten years and has been associated with LPL Financial, LLC for the same period. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and a range of managed account solutions. The firm employs a fiduciary advisory model that combines direct portfolio management and access to third-party strategists, utilizing multiple investment methods and technology platforms.

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 firms including Fortune Financial Services and Thrivent Investment Management. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, discretionary digital portfolio managed via approved model strategies and executed with mutual funds and ETFs.

Bryce Thalacker is a financial advisor at Empower Advisory Group with five years of industry experience. He has worked previously at MissionSquare Retirement, Fisher Investments, and Northwestern Mutual in various capacities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services emphasize long-term portfolio returns and annual rebalancing, with an integrated model tied to Empower’s recordkeeping and administrative platforms.

Jeremy Matranga is a financial advisor with Carson Wealth and holds Series 63 and Series 65 licenses. He has 17 years of industry experience, including roles at Cetera Advisors LLC and Platinum Wealth Management. In addition to advising, he owns a business focused on writing and selling a book. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and providing tailored investment solutions.

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 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.

John Lefler is a financial advisor at Centaurus Financial, Inc. with two years of industry experience. He holds a Series 66 designation and has previously been involved with McLane Partners, Conroe Cars and Classics, and Mad Lab Print Shop. Outside of his advisory work, he is the owner of Lefler Photography. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Barrett Evan is a financial advisor with Commonwealth Financial Network in Montgomery, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles in education with Troy ISD, Temple ISD, and Rogers ISD. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients, managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

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 prior work includes roles at Lionshare Wealth Strategies, Assad Financial Group, and New York Life. Outside of finance, she was involved with Kat-El Ranch from 2015 to 2018. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and maintains a predominantly non-discretionary asset base.

Austin Ayers is a financial advisor with Guardian Life and holds the CFP® and Series 63 designations. He has 16 years of industry experience and has worked at firms including Park Avenue Securities and Principal Life Insurance Company. He also serves as a non-public FINRA arbitrator. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, offering personalized financial planning and access to proprietary and third-party investment solutions.

Ralph Schroeder is a CFP® and ChFC® with 42 years of industry experience. He is currently an advisor at Osaic Advisory Services, LLC and has previously worked with Arbor Point Advisors, Securities America, Inc., and Ameriprise Financial Services, Inc. In addition to his advisory role, Schroeder serves as trustee for multiple family trusts and manages a tree farm. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of services such as representative-managed programs, third-party manager and wrap programs, retirement plan consulting, financial planning, and access to alternative investments, using a variety of investment strategies and platform integrations.

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.