Trent Birdsong is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Oppenheimer. His prior roles include positions at Wells Fargo, UBS Financial Services, and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of programs with advisory services spanning equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary management.

Aaron Hoff is a CFP® with seven years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. He has held roles at J.W. Cole Financial, Inc. and T. Jackson & Company, and previously worked in construction. Hoff also operates Core Integrated Wealth Management as an additional business activity. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, fee-based planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Jaymie Wendt is a financial advisor at Sanctuary Advisors, LLC with 11 years of industry experience. She holds the Series 66 designation and previously worked at Merrill from 2014 to 2023. Wendt has been with Sanctuary Advisors and Sanctuary Securities since 2023. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who develop their own investment strategies within a supervised framework, offering a range of portfolio management and consulting services.

Louis Merkle III is a financial advisor with Commonwealth Financial Network in Houston, TX, holding a Series 63 license and over 31 years of industry experience. He has been affiliated with Commonwealth Financial Network since 2006, with a brief tenure at Merkle Financial Group, which he co-owns. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Quincy Goudeau Sr. is a financial advisor at SPC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, LPL Financial, and Morgan Stanley. Outside of his advisory work, he is the founder and managing director of Royal Players Basketball Academy, a youth athletic and academic organization in Spring, TX. SPC provides investment management, financial planning, and retirement-plan advisory services to a broad client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers tailored, discretionary investment advice delivered through multiple account programs.

Cynthia Kelley is a financial advisor with Oppenheimer in The Woodlands, TX, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. Her career includes tenures at major firms such as Merrill, Morgan Stanley, and JPMorgan Chase Bank. Oppenheimer is a registered investment adviser and broker-dealer serving a wide range of clients including individuals, corporations, and charitable organizations. The firm offers diverse investment programs and advisory services that encompass equity, balanced, and fixed-income portfolios, combining discretionary and non-discretionary management approaches.

James Shock 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 Trilogy Wealth Management and Trilogy University, and has operated his own practice, Shock Financial Group, since 1989. He is also involved in non-variable insurance ownership in Shenandoah, TX. 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 offers both fee-based and commission-based financial planning and portfolio management services through a network of 477 independent advisors.

David Dellinger is a financial advisor at Oppenheimer with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Oppenheimer since 2020. Prior to that, he was with First Tryon Securities and Advanced Income Solutions, and spent a year self-employed. Outside of his advisory work, he owns and operates a HomeVestors franchise and will serve as owner and CEO of Residential Property Acquisitions LLC beginning in 2024. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of advisory programs covering equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management approaches.

Kathleen Fechik is a financial advisor at Bankers Life Advisory Services, Inc. with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Bankers Life Securities Inc. since 2017 and Bankers Life & Casualty since 2016. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to develop tailored asset allocations and offers both wrap and non-wrap programs.

James Franklin is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and over 22 years of industry experience. His prior roles include positions at Southwest Financial Services, Cetera Advisor Networks, and Merrill. Franklin is also the owner of Southwest Financial Services and is involved in selling fixed insurance products such as life insurance, annuities, and long-term care. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, corporate and pension plans, and charitable organizations. The firm employs both firm- and third-party models to create customized investment strategies, combining passive and active approaches across various risk profiles.

William Rassman is a financial advisor at CWM, LLC with 15 years of industry experience. He holds the CFP® and Series 66 designations and has worked at several firms, including Carson Wealth and RWM Capital, LLC. Outside of his advisory role, he is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing discretionary model portfolios overseen by an in-house Investment Committee and combining fundamental and technical analysis along with access to alternative investments.

Scott Hefty is a CFP® and ChFC® with eight years of experience in financial advising. He is currently with Foundations Investment Advisors LLC and previously worked at Retirement Financial Group, AE Wealth Management, and Networth Advisors. He also operates as an independent insurance agent through SERAE Financial Group, providing annuity and insurance solutions. Foundations Investment Advisors LLC offers financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a range of investment analyses and incorporates both discretionary and non-discretionary authority models in its management approach.

Jack Jones Jr. is a CFP® professional with over 32 years of experience in financial advising. He currently works at Osaic Advisory Services, LLC and has held roles at Triad Hybrid Solutions and The Robare Group. He is also involved with Robare Asset Management, Inc. and manages fixed insurance products as part of his broader advisory work. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and platforms such as Schwab, Fidelity, Envestnet, and Ladenburg Thalmann Asset Management.

Christophor Rowell is a financial advisor at Creative Planning with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Charles Schwab and Westwood Management Corp. before joining Creative Planning in 2022. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Emile Dufrene III is a financial advisor at Foundations Investment Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Foundations Investment Advisors in 2025, he worked at Simplicity Wealth, LifePro Asset Management, Nationwide Securities, and USA Wealth Management, and has also been self-employed since 2011. Outside of advisory work, he serves as a consultant for Stryde Solutions, LLC, a referral network for professional services. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach, often incorporating third-party sub-advisers and custodians.

Anthony Favela is a financial advisor with Creative Planning, holding a Series 66 designation and bringing 20 years of industry experience. His work history includes roles at Citigroup Global Markets and Waddell & Reed before joining Creative Planning in 2013. In addition to his advisory role, he serves in the U.S. Army National Guard in an Information Operations capacity. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that integrates low-cost indexing, buy-and-hold strategies, and selective private market exposure, supported by affiliated legal, accounting, and trust services.

Ryan Mathes is a CFP® professional with 18 years of industry experience, currently serving with Osaic Advisory Services, LLC. His career includes prior roles at Arbor Point Advisors and Ameriprise Financial Services, Inc. Mathes has been actively involved in community service, including past presidency of the Rotary Club of The Woodlands and volunteering with Habitat for Humanity. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of financial services and utilizes multiple program models with custody primarily arranged through Schwab and Fidelity.

Jeffrey Stahl is a financial advisor at Cetera Planning Partners in Cypress, TX, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Cetera Wealth Services and Raymond James Financial Services Advisors. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management, comprehensive financial planning, Social Security optimization, and offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Landon Nemoto is a financial advisor at J. W. Cole Advisors, Inc. in Houston, TX, holding a Series 66 designation with seven years of industry experience. He has been with J.W. Cole Advisors and its related entities since 2018. Outside of his advisory role, Nemoto is involved in acting and engineering consulting on a part-time basis. J.W. Cole Advisors is an SEC-registered firm 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 various managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches.

Deepali Shah is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked with Bankers Life and its affiliates since 2012, including roles in advisory services and securities. Outside of her advisory duties, she is involved as a unit field trainer at Bankers Life & Casualty, where she recruits and trains insurance agents. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create customized portfolio strategies aligned with clients’ goals and risk tolerances.