Clay Tarro is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 66 credentials and has 11 years of industry experience. His prior work includes roles at LPL Financial, Amegy Bank, Steele Resources, LLC, and Customer Impact, LLC. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through advisory and brokerage services. The firm offers various investment programs on the Passageway Managed Account Platform, combining third-party portfolio managers and advisor-directed strategies.

Daniel Roeske is a financial advisor at Concurrent Investment Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Oakwood Capital Securities, Purshe Kaplan Sterling Investments, Raymond James Financial Services, and The Leaders Group. Roeske is also involved in multiple investment-related business activities, including serving as president of Concurrent Investment Advisors d/b/a TailorMade Wealth Counsel. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors.

Joseph Hydes IV is a financial advisor at Creative Planning with a Series 65 designation. He has prior experience at Woodforest Financial Group, Corebridge Retirement Services, and AIG Retirement Services, totaling several years in the financial industry. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and offers a range of services supported by a large advisory team and centralized investment infrastructure, with an investment approach centered on low-cost indexing and buy-and-hold strategies overseen by an Investment Policy Committee.

Benjamin Brockman is a financial advisor with Eagle Strategies (New York Life) based in The Woodlands, TX, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has been associated with Eagle Strategies since 2015 and operates Brockman & Associates, a firm focused on selling New York Life products and brokering non-registered insurance products. Brockman is also a shareholder in NYLARC Holding Company, Inc., which reinsures life insurance policies he writes. Eagle Strategies serves a diverse client base including individuals, institutions, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Juan Montoya is a financial advisor at PNC Wealth Management with 13 years of industry experience. He holds a Series 66 designation. His prior work history includes roles at Bank of America, Merrill Lynch, and J.P. Morgan Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary model account that uses algorithmic risk assessment and implements approved model strategies via mutual funds and ETFs.

James Kalinowski is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has worked with firms including Trilogy Wealth Management and United Planners. Outside of his advisory work, he is the founder and president of Balancing the Badge LLC, which publishes a book related to law enforcement. United Planners serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and money managers, emphasizing largely non-discretionary asset management.

Martin Ferguson is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Kestra Advisory since 2018, previously serving at Kestra Investment Services and Investment Professional Inc. Ferguson is also an owner of Kestra Advisory Services, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, supporting its clients with due diligence across a variety of investment solutions.

Chel Larkin is a Series 66 licensed financial advisor with five years of industry experience. She is currently with Sanctuary Advisors, LLC and Sanctuary Securities, Inc., and previously worked at Bank of America, N.A. and Merrill. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment advisory and financial planning services through a network of over 400 independent investment adviser representatives. The firm supports a range of investment approaches and account management styles and acts as a fiduciary when a written advisory agreement is in place.

Adam Palafox is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Wealth Enhancement Advisory Services, he worked at Holland Parker and Dell Technologies. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active managers, with oversight by an internal Investment Committee, and manages over $122 billion in assets through a large advisor network.

Shawn Quiggins is a financial advisor with VOYA Financial Advisors, Inc. in Spring, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes multiple tenures at Voya Financial Advisors, as well as a year at AXA Distributors, LLC. Outside of his advisory role, he coaches high school lacrosse for Concordia Lutheran High School. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individual and institutional clients with services including financial planning, portfolio management, and retirement advisory. The firm employs a combination of in-house and third-party strategies, offering both discretionary and non-discretionary account management through a large network of advisors.

Jorge Hollander is a financial advisor at Oppenheimer with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior experience includes roles at Merrill from 2004 to 2016 and Wells Fargo Clearing from 2016 to 2021. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services including discretionary and non-discretionary portfolio management, with a notable portion of assets managed on a non-discretionary basis.

Diana Diaz is a financial advisor at Oppenheimer with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and Wells Fargo Clearing. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a wide range of investment and advisory programs, offering both discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios.

Gavin Baxter is a financial advisor at Concurrent Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and also serves as Divisional Vice President at TailorMade Wealth Counsel. Prior to his advisory roles, Gavin spent several years in education. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services through customized, primarily long-term portfolios and a network of approximately 286 advisors managing over 13,000 clients.

Pardis Ferdosi is a CFP® professional with three years of industry experience, currently advising at Cetera Planning Partners. Prior to joining Cetera Planning Partners, Ferdosi held roles at Avantax and Citizens Securities, and also works as an independent health agent for United Healthcare, writing healthcare policies. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm’s investment approach emphasizes diversified portfolios aligned with client objectives and risk tolerance, supported by a formal planning process and integration within the broader Cetera network.

Zidane Johnville is a financial advisor at SPC with a Series 66 designation and one year of industry experience. His prior work includes roles at Zurich North America and Northwestern Mutual. 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 network of advisors and delivers tailored, discretionary investment advice through various account programs and partnerships.

Charles Wright is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked with United Planners, Trilogy Wealth Management, and Charles Christopher Wright since 2008, and previously was employed at Garlock Sealing Technologies for eight years. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm provides advisory and brokerage services through independent representatives and employs multiple custodians and third-party managers, with most assets managed on a non-discretionary basis.

Roberto Sanchez is a financial advisor at Oppenheimer with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior experience includes roles at Northern Lights Distributors, GlobeScan Capital, and Titleist Asset Management. Sanchez serves as a director for Latino Australia Education, a counseling organization assisting students who wish to study in Australia, where he provides part-time accounting support. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

April Perez is a financial advisor with RBC Rochdale, LLC, holding Series 63 and Series 65 licenses and has 21 years of industry experience. Her prior work includes roles at RIM Securities and UBS Financial Services. RBC Rochdale serves a diverse range of clients, including high net worth individuals, institutions, and municipal entities. The firm employs a multi-strategy investment process combining quantitative and fundamental analysis, utilizing proprietary tools to tailor portfolios across various asset classes.

Van Washington is a financial advisor at SPC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC and Sigma Financial Corporation since 2011. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Dineen Hughes is a CFP® with 19 years of experience in financial advising, currently with Oppenheimer since 2016. Prior to joining Oppenheimer, she worked at USAA Financial Planning Services, Chase Investment Services Corp., and Wells Fargo Investments, LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of advisory programs, including asset management, consulting, and retirement services, with both discretionary and non-discretionary investment options.