Walter Decherd Jr. is a financial advisor at Simplicity Wealth with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior involvement with WGD Wealth Management, Apollo Tax Group, and R.M.D. Financial Group, where he owns a tax preparation and fixed insurance business. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology and operational services to other advisers through its managed account platform.

Thomas Kowalchuk is a financial advisor at Americana Partners, LLC, holding Series 65 and Series 66 credentials. He has a cumulative 13 years of industry experience across firms including Dynasty Financial Partners and Samalin Wealth. Outside of finance, he has been involved with TJay Music, LLC since 2007. Americana Partners offers financial planning, consulting, discretionary investment, and wealth management services to individuals, corporations, trusts, estates, and charitable organizations. The firm manages portfolios that include mutual funds, ETFs, equities, fixed income, options, structured products, and alternative investments, with a focus on customized client solutions and integration of family-office administrative services.

Sara Willis is a financial advisor with New Edge Wealth in Houston, TX, holding a Series 66 designation and four years of industry experience. Prior to joining New Edge Wealth and NewEdge Securities LLC in 2026, she worked at Sanford C. Bernstein & Co., LLC for five years. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm offers a range of advisory services, focusing on asset allocation and investor behavior, and utilizes technology tools including AI-assisted analytics alongside adviser judgment.

Odaro Aisueni is a CFP® professional with two years of experience currently advising at Plancorp, LLC. Prior to joining Plancorp in 2025, Aisueni held roles at Austin Wealth Management, Willis Johnson & Associates, Carson Group, and had experience outside finance with Chipotle and Texas Tech University. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with comprehensive wealth management, investment management, financial planning, and tax preparation services. The firm utilizes Modern Portfolio Theory and documented Investment Policy Statements to guide diversified asset allocation and employs both discretionary and non-discretionary management strategies.

Bryce Burch is a financial advisor at Integrated Wealth Concepts LLC with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Northwestern Wealth Management Company and Northwestern Mutual. Bryce serves as the board chair for the Fellowship of Christian Athletes, a nonprofit organization. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, with a focus on customized portfolios using mutual funds, ETFs, individual equities, and fixed income.

Kevin Kyle is a financial advisor with Integrated Wealth Concepts LLC in Houston, TX, holding the CFP® and ChFC® designations and bringing 15 years of industry experience. Prior to joining Integrated Wealth Concepts in 2020, he worked for Northwestern Mutual in various capacities from 2011 to 2020. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a long-term approach combined with shorter-term trades for rebalancing or cash needs.

Kevin Tyrrell is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and previously at Independent Financial Partners and LPL Financial. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm employs a network model with advisory representatives who utilize discretionary and non-discretionary portfolio management, leveraging technology platforms and third-party services to enhance client offerings.

Eleisha Marzetta is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials and one year of industry experience. Her prior roles include positions at Amerant Bank, Keller Williams - Remax Gen, and Comerica Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through proprietary and third-party methodologies.

Mary Dixon is a CFP® professional with 39 years of industry experience, currently serving at Cetera Planning Partners. Her career includes extensive roles at Avantax Advisory Services and affiliated firms dating back to 1987. In addition to her advisory work, she is treasurer of the Association of Business & Professional Women, supporting local women business owners. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, and estate-planning services with a diversified investment process aligned to clients’ objectives and risk tolerance.

Kevin Fuller is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Waypoint Financial, Bank of America, N.A., and Merrill. Outside of his advisory work, he is co-owner and manager of Aimee Fuller Photography LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management, retirement plan consulting, and access to proprietary and third-party investment solutions.

Horacio Gomez Rabago is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, UBS International, and Chase Investment Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, strategic asset allocation, and retirement consulting.

Abel Olivares is a financial advisor with Centaurus Financial, Inc. in Houston, TX, holding a Series 63 designation and bringing 28 years of industry experience. He previously worked at Next Financial Group, Inc. for 13 years before joining Centaurus Financial in 2020. Outside of advisory work, Olivares is involved in several business activities including serving as CEO of 401K Hombre, which offers financial planning, insurance services, legal and tax service coordination, and real estate executive management, and he owns LaRyss Music, promoting a recording artist. 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, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized services such as annuity and variable life sub-account management, employing both discretionary and non-discretionary arrangements with a variety of analytical approaches.

Sonia Dowell is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following six years at The Ayco Company, LP./Mercer Allied. Based in Houston, TX, she provides wealth management services within a large integrated financial firm. Goldman Sachs Wealth Services delivers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, offering tailored programs such as Executive Wealth and Private Family Office support integrated across its affiliated entities.

Brian Petrov is a financial advisor with Eagle Strategies (New York Life) based in Pearland, TX. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 21 years with New York Life Insurance Company. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers multiple advisory program types and delivers predominantly non-discretionary asset management, often integrating advisory services with insurance and annuity products through its affiliation with New York Life.

Sherif Zaki is a financial advisor with Oppenheimer, holding the Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Outside of his advisory role, Zaki is the owner and president of Brightmind LLC, a single-person business unrelated to investment activities. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, and charitable organizations. The firm offers a wide range of investment and consulting services with both discretionary and non-discretionary management, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Christien Hughes is a financial advisor with First Command Advisory Services in Houston, TX, holding a Series 66 designation and 10 years of industry experience. His work history includes roles at Merrill and various entities within First Command since 2016. He established an LLC unrelated to investment activities but has not engaged in operations for it. First Command Advisory Services is an SEC-registered investment adviser that serves 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 utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.

Victoria Wolfson is a financial advisor with Oppenheimer in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at Stanford Group Company, Wells Fargo Clearing, and Prudential Equity Group. She also serves as a trustee managing the distribution of assets for her deceased mother’s trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and consulting services across discretionary and non-discretionary platforms, maintaining custody of client assets while operating both advisory and broker-dealer businesses.

Michelle Hermann is a financial advisor with CIBC Private Wealth Advisors, Inc. in Houston, TX. She holds Series 63 and Series 66 credentials and has 18 years of industry experience. Before joining CIBC, she worked at AT Investment Advisers Inc. for nine years and at Geneva Investment Management of Chicago, LLC for seven years. Michelle and her husband are owners of KCK Pack LLC, which manages two vacation homes used for short-term rentals in Northern Michigan. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team and governance committees to create customized portfolios and manages about $67.8 billion in assets with 175 advisors.

Mark Ledson is a CFP® with 40 years of industry experience, currently serving at Empower Advisory Group. His prior roles include positions at Wealth Enhancement Group, GWFS Equities, and JCN Financial & Tax Advisory Group. He is also a self-published author of a book on practice management. 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 certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Matthew Wukitsch is a financial advisor with Oppenheimer in Houston, TX, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Oppenheimer in two periods, from 2013 to 2024 and again starting in 2025, with prior roles at U.S. Coins & Jewelry and UBER Technologies in 2024–2025. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other entities. The firm offers a range of investment and consulting services across various asset classes, with both discretionary and non-discretionary account management.