Michael Harvey is a financial advisor at Strategic Financial Concepts, LLC with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Strategic Financial Concepts and LPL Financial since 2017. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary investment management using model portfolios and third-party money managers, as well as comprehensive financial planning, and integrates multiple LPL program offerings alongside insurance-related activities.

Donald Mouton is a financial advisor with Kovack Advisors, Inc. in Round Rock, TX, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Kovack Advisors and its affiliated firm Kovack Securities since 2013. Mouton is also president and CEO of Mouton Wealth Management, where he manages client assets. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions through a nationwide network. The firm focuses on diversified asset-class exposure using mutual funds, ETFs, and other securities, while offering discretionary and non-discretionary management, financial planning, and third-party asset manager recommendations.

Christopher Cantu is a financial advisor at Kingsview Wealth Management, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years. Outside of his advisory role, he is the owner of SRK Industries, an S-Corp established to receive Kingsview compensation. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies.

Bradley Mayer is a financial advisor at Kingswood Wealth Advisors, LLC with 26 years of industry experience. He holds Series 65 and Series 66 designations. His prior roles include positions at Kingswood Capital Partners, Benchmark Investments, IFS Securities, and H Beck Inc. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services with an open-architecture platform that utilizes both affiliated and unaffiliated third-party managers.

Kristen Nordeen is a Series 65-licensed financial advisor at Kingsview Wealth Management, LLC with one year of industry experience. Prior to joining Kingsview, she was involved with Veritas Counseling Group, where she serves as owner of an S-Corp related to her compensation structure. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies, including proprietary ETFs and access to alternative investments.

Ebony De Pooter is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. Her background includes roles at Edward Jones and Transamerica affiliated firms. She has a passive income interest from previously published affiliate marketing content through Abide Productions, LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with managed and non-discretionary investment advice, relying on Morningstar Investment Management’s proprietary tools and models to personalize asset allocations and retirement guidance.

Carla Jones is a financial advisor with Empower Advisory Group in Pflugerville, TX, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Merrill, and Nationwide Investment Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Tamara Friar is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and 27 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions, BBVA Securities, Compass Bank, and BBVA Compass Insurance Agency. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessments and invests via approved model strategies involving mutual funds and ETFs.

Joseph Won is a financial advisor with Empower Advisory Group in Pflugerville, Texas, holding a Series 66 license and seven years of industry experience. He previously worked at Rocket Dollar Inc and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies with Empower’s administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Bobby Gomez is a financial advisor with RBC Rochdale, LLC in Hutto, TX. He holds a Series 66 designation and has 19 years of industry experience. His prior roles include positions at Kestra Investment Management, United Capital Financial Advisers, JPMorgan Securities, and American Beacon Advisors. RBC Rochdale serves a broad client base including high net worth individuals, investment companies, corporations, and government entities. The firm employs a multi-strategy investment approach combining quantitative analysis and fundamental research, utilizing proprietary tools to tailor portfolios across various asset classes.

Jonathon Mcadams is a financial advisor at Fifth Third Securities, Inc. based in Austin, TX, holding Series 63 and Series 65 licenses with 15 years of industry experience. His previous roles include positions at Linscomb & Williams, The Bank of San Antonio Wealth Advisors, Mariner Wealth Advisors, and BOK Financial Private Wealth, among others. Fifth Third Securities serves a broad client base including individuals, high-net-worth clients, and institutional investors through both investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, incorporating advisor-directed models, SMA strategies, and tax-efficient solutions.

Dayna Chettouh is a financial advisor with Edward Jones in Pflugerville, TX, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. She has been with Edward Jones since 2003. Outside of advising, she is a co-owner of a family business, Recro Inc. dba Fibrenew of Central Texas, which provides repair services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Mickel is a Series 66 licensed financial advisor with three years of industry experience, currently affiliated with J.P. Morgan Securities. His prior roles include positions at Bank of America/Merrill Lynch, LPL/Oak Bridge Financial LLC, and Raymond James. Mickel has also been involved with Become a Better Trader / WealthCharts over multiple periods. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in recommending strategies. The firm offers non-discretionary advice delivered by a select group of Wealth Advisors within the broader J.P. Morgan organization.

Jeffrey Brecht is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at SagePoint Financial, Inc. and OSAIC Services, Inc. for over a decade each. Outside of his advisory role, he serves as a regional director for the Lincoln and Continental Owners Club, overseeing social activities and board meetings. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs firm-provided asset allocation tools and supports both discretionary and non-discretionary portfolio management.

Gary Jones is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and joined JPMorgan Chase Bank, N.A. in 2024. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

James Smith Sr. is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance Associates, Sii, and MassMutual. He owns a sole proprietorship that provides life insurance quotes and strategies to clients. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services supported by various asset-allocation tools, third-party money managers, and unified managed accounts.

Marjorie Graff is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. She has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Amy Norris is a CFP® and holds a Series 66 designation with Edward Jones, where she has worked for 10 years. Based in Round Rock, TX, she is involved as secretary for the Professional Women of Williamson County. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Eric Sheppard is a financial advisor with Ameriprise in Pflugerville, TX, holding a Series 66 designation and 13 years of industry experience. Prior to Ameriprise, he worked at Cuna Brokerage Services, Inc. and Randolph Brooks FCU. He maintains an outside role as a financial advisor involved in financial planning at Randolph Brooks FCU. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining proprietary investment research and algorithmic tools to provide written recommendations and ongoing advice.

Melissa Gauna is a financial advisor with Edward Jones in Hutto, TX, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2019, following prior roles at Glemco and Entegris. Outside of her advisory work, she is a consultant for Rodan and Fields, a skin care company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of discretionary and non-discretionary investment strategies and provides additional services including tax-efficient management and securities-based lending.