Devon Beamesderfer is a financial advisor with Primerica Advisors in Tomball, TX, holding Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, and the Department of Treasury. He is also involved with Live Oak Financial Management, providing tax planning and preparation services. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary model portfolios, third-party managers, and digital advisory solutions.

Geraldine Maxfield is a financial advisor with PNC Wealth Management in Kingwood, TX, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and J.P. Morgan Securities. Outside of her advisory work, she holds a 50% ownership in a glass repair company, Heritage Limited LLC DBA Glass Doctor of Spring. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only discretionary digital model account that utilizes algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Andrew Ramsey is a financial advisor at Lincoln Investment with six years of industry experience and holds the Series 66 designation. Prior to his current role, he worked at PricewaterhouseCoopers and spent time in full-time education. He also provides financial services through Outlook Financial Group, a DBA for his Lincoln business. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advice, utilizing both strategic and dynamic investment approaches across discretionary and non-discretionary programs.

Paul Samuelson is a financial advisor at Voya Financial Advisors, Inc. with 20 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, Pruco Securities, The Prudential Insurance Company of America, and VALIC Financial Advisors. Voya Financial Advisors, Inc. serves a broad mix of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a variety of financial services through multiple program structures, emphasizing recommendation-based advice with a majority of assets managed non-discretionarily.

Leisl Dodson is a CFP® with eight years of industry experience currently affiliated with J. W. Cole Advisors, Inc. She has held positions at several firms including LPL Financial, LLC and The O.N. Equity Sales Company. Dodson also has a licensed assistant role with Zone 7 Financial Services. J. W. Cole Advisors, Inc. serves individuals, high-net-worth clients, and institutional accounts through a large network of independent advisers. The firm offers fee-based portfolio management, financial planning, retirement services, and access to various third-party investment platforms and strategies.

David Belanger is a financial advisor with First Command Advisory Services in The Woodlands, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. His career includes roles at Citigroup, Wells Fargo Clearing Services, Merrill, and Wells Fargo Advisors LLC. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing centralized investment management and prescreened third-party managers to implement model portfolios.

Clayton Mc Kenzie is a CFP® professional with six years of industry experience, currently with Osaic Advisory Services, LLC. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., and Ameriprise Financial Services, Inc. He also holds a notary appointment and is involved in insurance sales. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through multiple program models, utilizing both proprietary and third-party platforms.

Austin Brown is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at Mariner Independent Advisor Network, LLC for ten years and is affiliated with LPL Financial, LLC. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting across various programs. The firm supports its advisory network with multiple asset management platforms and a range of analytical and trading approaches.

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.

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.

Christopher Ramsey is a CFP® with 26 years of industry experience, currently affiliated with Lincoln Investment since 2012. He also manages Outlook Financial Group, LLC, his financial services practice, and holds a role as a licensed agent in fixed insurance. Ramsey has prior experience with Capital Analysts Incorporated and Outlook Financial Group, LLC. Lincoln Investment provides financial planning and retirement plan advice to individuals, employers, and charitable organizations, with a particular emphasis on educators and 403(b)/457(b) participants. The firm offers a range of advisory programs and employs both strategic and tactical investment approaches, managing approximately $22.9 billion in advisory assets.

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.

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, currently serving as a financial advisor at Osaic Advisory Services, LLC. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., and Ameriprise Financial Services, Inc. He serves as a trustee for multiple family trusts and manages a tree farm outside of his advisory work. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individual and institutional clients through various program models. The firm provides investment management, financial planning, retirement plan consulting, and other related services, utilizing a combination of 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 three years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for three years. Her background includes roles outside finance, such as with Buccees and operating Giddy Up Glamour. &Partners serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory, brokerage, financial planning, and retirement consulting services, utilizing both proprietary and third-party investment strategies through the Envestnet platform.