Michael Zdenek is a CFP® professional with 12 years of experience in the financial services industry. He currently serves as an advisor at Avidian Wealth Solutions and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm uses primarily model-based managed solutions supplemented by sub-advisors and separately managed accounts, and it also acts as a fund sponsor and sub-adviser, offering a range of investment management and advisory services.

Machi Horne is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Aspen Wealth Management, Southwestern University, and Second Baptist High School. In addition to advising, she is licensed as an insurance agent and spends time working in that capacity. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis, uses model portfolios with an asymmetric rebalancing strategy, and offers a range of affiliated services including legal, insurance, and tax support.

Kevin Wessels is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at Greene Law P.C., RevSherpas LLC, Fiserv, and MFS. Wessels is also an insurance agent licensed to sell life, health, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes platform relationships and third‑party managers to deliver managed solutions and operates alongside broker‑dealer and insurance businesses within the Mutual of Omaha group.

James Mcginness is a financial advisor at Avidian Wealth Solutions with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hightower Advisors and Salient-affiliated firms. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs a model-based investment approach supplemented by sub-advisors and separately managed accounts, managing approximately $3.99 billion in assets across 32 advisors.

Travis Oglesby is a financial advisor with Avidian Wealth Solutions in Houston, TX, holding Series 63 and 66 licenses and bringing 25 years of industry experience. His prior work includes roles at STA Wealth Management, Ivy Funds Distributor, and Waddell & Reed. Outside of advising, he is involved in agricultural activities as an owner of rental and crop farms in Lexington, Missouri. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs primarily model-based managed solutions supplemented by sub-advisors and separately managed accounts, and it also acts as a fund sponsor and sub-adviser, offering a range of investment management and advisory services.

Archie Henderson III is a Series 66-registered financial advisor at Mutual Advisors, LLC with 20 years of industry experience. He previously worked at Next Financial Group Inc for 12 years and has operated his own legal practice, A.A. (Trey) Henderson III PC, for over 30 years, where he provides legal services including entity formation and estate planning. Henderson also serves as chairman of the board of Houston Bank and Trust, a community bank. Mutual Advisors, LLC manages a broad client base ranging from individual investors to institutional clients, including sovereign wealth funds. The firm offers a variety of advisory services using both discretionary and non-discretionary approaches, employing multiple analytical methods and third-party platforms to customize diversified portfolios tailored to client objectives.

David Miller is a ChFC® credentialed financial advisor at AssuredPartners Investment Advisors with 38 years of industry experience. He previously worked at Kestra Advisory Services LLC and Kestra Investment Services, LLC for eight years. In addition to his advisory role, Miller is involved in insurance sales, including life, health, LTC, DI, group, and property and casualty insurance. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets through a multi-office team and offers both discretionary and non-discretionary portfolio management alongside educational and fiduciary services.

Peter Knoer is a CFP® with 13 years of experience in financial advisory roles. He has worked at Bogart Wealth, LLC since 2016 and previously held positions at Morgan Stanley and RBC Capital Markets. He is based in Houston, TX. Bogart Wealth, LLC provides financial planning, consulting, and comprehensive wealth management services to individuals, trusts, estates, and charitable organizations, serving both non‑high-net-worth and high-net-worth clients. The firm employs a disciplined investment process that combines passive and active strategies, uses formal governance supported by AI tools, and offers access to alternative investments for qualified clients.

Anthony Thornton is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 66 credentials and possessing 30 years of industry experience. He has been associated with Thornton Wealth Management since 2001 and has held roles at firms including Regulus Financial Group and Summit Financial Group. Thornton is also a licensed insurance agent. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

Matthew Kirby is a financial advisor with Brighton Jones LLC in Houston, TX, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Cerity Partners LLC, Avion Wealth LLC, Park Avenue Securities, Guardian Life Insurance, Inspire Financial Group, Grant Thornton, LLC, and Oral Roberts University. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support. The firm employs a whole-balance-sheet approach and maintains an affiliated ecosystem including private investment funds, trust company services, and legal services for certain clients.

Robert McDonough is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 42 years of industry experience and has been associated with firms including Core USA Group since 2013, United Planners' Financial Services since 2011, Insurance Designers of Central TX since 2005, and operates McDonough Financial since 2003. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering a range of advisory models and both fee-based and commission-based options.

Michael Hipson is a financial advisor with Ameritas Advisory Services, LLC in Houston, TX. He holds Series 63 and Series 65 designations and has 31 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has longstanding roles with affiliated Ameritas companies dating back to 2012. In addition to his advisory work, he is president of Hipson Benefits LLC, a company that sells health, dental, life, and ancillary insurance products to small businesses. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment options and platforms, combining firm-developed and third-party models, mutual funds, ETFs, and individual securities, supported by an affiliated insurance and broker-dealer structure.

Ashley Coffman is a financial advisor with Empower Advisory Group in Richmond, TX, holding Series 63 and Series 66 designations and three years of industry experience. Prior roles include positions at TD Ameritrade, Charles Schwab & Co., Inc., and Regions Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders, using an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Wan Yang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with multiple organizations, including Blue Cross Blue Shield and Humana, and has been involved with Transamerica Financial Advisors since 2012. Outside of his advisory work, Yang serves as Vice Chair of the Chinese Civic Center and Chairman of the Katy Chinese Service Center, where he also teaches music and art. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple platforms. The firm supports individual investors, high net worth clients, and employer-sponsored plans, managing approximately $1.7 billion in regulatory assets under management.

Juan Flores Saldana is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has 10 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company since 2017. In addition to his advisory work, he is an insurance broker appointed with outside insurance carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a range of program types, with most assets managed on a non-discretionary basis.

Lawrence Okechukwu is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at Transamerica Financial Advisors since 2018 and has been with World Financial Group, Inc. since 2015. Outside of finance, he serves as a library assistant for the Windham School District. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a variety of proprietary and third-party investment models, operating as both a registered broker-dealer and registered investment adviser.

Sarah Ziese is a financial advisor at AE Wealth Management, LLC in Houston, TX, holding Series 63 and Series 65 credentials with six years of industry experience. Her prior roles include positions at TIP Group LLC, One America Financial, and AXA Equitable Advisors. She also has involvement with Ziese Home Services LLC. 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 employs discretionary model portfolios and a range of investment strategies supported by regular reporting and performance reviews.

Eric Jia is a CFP® with two years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Merrill and Bank of America. Outside of advising, he manages a rental property in Sugar Land, Texas. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Michael Fitzgerald is a Certified Financial Planner® with 24 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2021 following a long tenure at Equitable Advisors and Axa Advisors. Outside of his advisory role, he operates several home-based business entities primarily for tax and investment purposes. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, utilizing a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis, supported by an internal Investment Committee.

Robert Latin is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining Eagle Strategies in 2026, he held positions at NYLIFE Securities LLC, New York Life Insurance Company, Macquarie Group, Mizuho Securities, Deutsche Bank, and TIAA. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.