Heidi Deloit is a financial advisor with Principal Financial Services, holding a Series 66 designation and 13 years of industry experience. She has worked at Principal Securities Inc. since 2018 and has been affiliated with Principal Life Insurance Company since 2017. Her prior experience includes roles at Bank of America and Merrill. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kimberly Steed is a CFP® with nine years of industry experience, currently affiliated with Commonwealth Financial Network in Conroe, TX. She has held roles at Crowl Wealth Management, LLC, where she is an owner, as well as positions at Avantax Investment Services and 1st Global Advisors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides advisory support, managed-account programs, access to third-party asset managers, and custody services to individual and institutional clients.

Donald Traugott is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has led the TRAUGOTT Advisory Group since 2009. Outside of advisory services, he is involved in fixed insurance sales. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm provides fee-based asset management primarily through a turnkey asset management platform and wrap-fee programs, offering discretionary investment management via model portfolios, unified managed accounts, and separately managed accounts across various strategies.

Keith Huberman is a CFP® professional with 28 years of experience in financial advising. He is currently a vice president at Concurrent Investment Advisors, LLC and has held various roles in wealth management and financial services, including positions at Raymond James Financial Services and TailorMade Financial, Inc. He also serves as president of TailorMade Twenty, LLC, a holding company related to his wealth management activities. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios and a range of wealth management and financial planning services, supported by a network of approximately 286 advisors.

Lloyd Fechik is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His career includes roles at Bankers Life Securities, Inc. and Reliance Diagnostic Systems, LLC. He is also involved in training and development as an Emeritus Agent with Bankers Life & Casualty, Inc. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients' goals and risk tolerances.

Valerie Roque is a CFP®-certified financial advisor with nine years of industry experience, currently serving at Osaic Advisory Services, LLC since 2024. She has previously worked at Triad Advisors and maintains an ongoing role with The Robare Group, Ltd. in wealth management. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and nonprofits. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and custodians like Schwab and Fidelity.

Akkila Hayes is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Empower, Hayes worked at Wells Fargo Clearing Services, LLC, Wells Fargo Bank, NA, and has experience at Nike Inc. and H-E-B. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan sponsor-selected investment lineups.

Lingfeng Lu is a financial advisor at Eagle Strategies (NY Life) with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lumina Wealth LLC, OpenWin Financial & Insurance Services, and New York Life. Lu is also president of the North Houston Chinese Association, organizing events that celebrate traditional Chinese holidays. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered primarily through non-discretionary advisory programs within an integrated New York Life affiliate structure.

Reginald Muggley Jr. is a financial advisor at Independent Financial Group, LLC with 35 years of industry experience. He holds a Series 63 designation and has previously worked at Cetera Advisor Networks LLC, Girard Securities, Inc., and Asset One, LLC. Outside of his advisory role, he is an officer and owner of Muggley & Renzi & Co. PLLC, a tax preparation and accounting firm. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and both active and passive investment exposures.

Bradley Chappell is a financial advisor at Sanctuary Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Outside of his advisory work, he is involved in managing a rental property with his wife. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, and institutional entities, offering investment advisory and financial planning services. The firm supports a wide range of strategies and employs multiple analytical approaches, providing both discretionary and non-discretionary account management through a network of over 400 independent advisers.

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.

Andrew Ramsey is a financial advisor at Lincoln Investment with six years of industry experience. He holds a Series 66 credential and has previously worked at PricewaterhouseCoopers. Ramsey is also engaged as a salaried financial professional at Outlook Financial Group, providing financial services through Lincoln Investment. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management, supported by an in-house Investment Management & Research team and a mix of third-party managers.

Paul Samuelson is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Bank of America, Merrill, Pruco Securities, The Prudential Insurance Company of America, and VALIC Financial Advisors. Voya Financial Advisors, Inc. offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines model portfolios, technology tools, and both in-house and external strategists to deliver investment recommendations, operating through a network of advisors in both advisory and broker-dealer capacities.

Leisl Dodson is a CFP®-designated financial advisor at J. W. Cole Advisors, Inc. with eight years of industry experience. She has worked at several firms including LPL Financial, LLC and Heritage Capital Concepts. Outside of her advisory role, she is involved as a licensed assistant at Zone 7 Financial Services. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm utilizes a variety of investment strategies and platforms, including discretionary and non-discretionary account management, digital advice, and third-party manager platforms.

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.

Gagan Singh is a financial advisor at PNC Wealth Management in Houston, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through model‑based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and approved investment models managed by PNC or third parties.

Clayton McKenzie is a CFP® with six years of industry experience currently serving at Osaic Advisory Services, LLC. His previous roles include positions at Arbor Point Advisors, Securities America, Inc., and Ameriprise Financial Services, Inc. He is also commissioned in insurance sales and holds a notary public designation. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and custody arrangements primarily through Schwab and Fidelity.

Austin Brown is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and bringing nine years of industry experience. He previously worked at Mariner Independent Advisor Network, LLC for ten years and has been associated with LPL Financial, LLC for the same period. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and a range of managed account solutions. The firm employs a fiduciary advisory model that combines direct portfolio management and access to third-party strategists, utilizing multiple investment methods and technology platforms.

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.