Christo Zgourides is a financial advisor at Redfish Capital with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Park Avenue Securities and Comcast. He also serves as a board member for AHEPA 29, Inc. and works as an insurance agent with Guardian Life Insurance. Redfish Capital offers discretionary asset management, financial planning, and ERISA 3(21) retirement plan advisory services to individuals, high-net-worth clients, and businesses. The firm employs a blend of fundamental and technical analyses and integrates insurance and accounting services through affiliated businesses.

Laura Addington is a CFP® professional with 21 years of industry experience. She has been with Addington Financial Group LLC since 1996. The firm provides discretionary and non-discretionary managed account services to individual and high-net-worth clients, integrating financial planning with investment management. Addington Financial Group emphasizes strategic asset allocation and quantitative risk measures, combining active and passive strategies to tailor portfolios for its clients.

Daniel Mercer is a financial advisor with Woodstock Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has worked at Woodstock Wealth Management since 2018 and previously held roles at Woodstock Financial Group and Raymond James Financial Services. Mercer is also the owner of Covenant Wealth Management, a DBA office of Woodstock Wealth Management that offers non-securities insurance. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers tailored investment strategies, including a performance-based fee program linked to capital appreciation relative to the SPDR S&P 500 ETF.

Nicholas Casatelli is a financial advisor at Woodstock Wealth Management, Inc. in Houston, TX, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at AWM Financial Services Inc. and AXA Advisors LLC. He also offers non-securities insurance as a sole proprietor. Woodstock Wealth Management provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm employs a range of investment strategies and a performance-based compensation model alongside standard fee arrangements.

Tiffany Taylor is a financial advisor at MissionSquare Retirement with 20 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Empower Financial Services, Trinity Portfolio Advisors, and MassMutual Life Insurance Company. Outside of her advisory role, she is an ambassador for FASTer Way to Fat Loss, a weight loss program. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering retirement plans and providing plan administration, recordkeeping, education, and advisory services. The firm’s Guided Pathways program offers personalized investment advice and managed accounts developed by Morningstar Investment Management, supporting over 40,000 participants through a multi-team advisory structure.

Juan Munoz is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with The Wealth Consulting Group, having previously worked at Capital Asset Advisory Service, The Noble Group, Raymond James Financial Services Advisors, and SAGEPOINT FINANCIAL. Munoz provides investment advisory services through WCG Wealth Advisors, LLC. The Wealth Consulting Group offers fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis, and it supports clients through multiple custodial platforms and sponsored programs.

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 roles include positions at The Retirement Planning Group, Raymond James Financial Services, and Plains Wealth Management. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm offers a structured planning process with personalized financial plans, diversified portfolio management, and supplementary services such as tax planning, bookkeeping, payroll, and estate-planning support.

Kevin Whitworth is a financial advisor at Arkadios Wealth Advisors in Cypress, TX, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at TRB Wealth Management, LLC, OBS Financial, Texas Regional Bank, and Vantage Bank Texas. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed accounts and programs, combining fundamental, technical, and cyclical investment analysis.

Darren Mcneely is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Level Four since 2021 and has been involved with Level Four Financial, LLC since 2007. Outside of his advisory roles, he is a partner in Pinnacle Wealth Advisors, a financial planning business, and co-owns a real estate rental company in Panama City Beach, Florida. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and approximately 13,865 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a range of affiliated and third-party management options.

Precious Stansberry is a financial advisor at SVB Wealth with Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at First Citizens Bank, Exxon, Boeing, Altria, PwC, and the Naval Education & Training Command. Beginning in 2025, she will serve as an Affluent Wealth Advisor at First Citizens Investor Services, providing comprehensive wealth management and financial planning services to high-net-worth clients. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a combination of affiliated and third-party managers guided by an Investment Committee and operates as a wholly owned subsidiary of First Citizens Bank & Trust Company.

Jeffery Musgrove is a financial advisor with Simplicity Wealth who holds a Series 65 designation and has 10 years of industry experience. His prior work includes roles at AE Wealth Management, Gradient Advisors, and Bayou City Financial Advisors. Outside of his advisory work, he manages a marketing business through Tactical Marketing and Management Associates, LLC. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients, offering financial planning, portfolio management, and a managed account platform primarily utilizing a fund-of-funds investment approach with ETFs, mutual funds, and individual securities.

Keith Beggs is a financial advisor with OneSeven in Cypress, TX, holding a Series 65 credential and 11 years of industry experience. His prior roles include positions at MDRN Capital, Athlegacy, MGO One Seven, Baron Financial Advisers, and Steadfast Financial Planning. He is also the founder of Steadfast Insurance Solutions and co-founder of Athlegacy, both involving insurance sales and client services. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach with internal due diligence and accesses diversified portfolios that may include alternatives and private placements.

Stephen Mayor is a financial advisor at Bolton Securities Corporation with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Bolton Securities and Bolton Global Capital since 2009. Mayor is also the owner, president, and CEO of Delta Global Investment Services, LLC, where he manages securities and investment advisory businesses alongside his duties at Bolton. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized wealth management through a network of independent advisers, employing a mix of internal and third-party asset managers with a long-term investment approach that includes mutual funds, ETFs, equities, and fixed income.

Ronald Kudlacek is a CFP® professional with 22 years of industry experience currently with Cetera Planning Partners. His prior roles include positions at Plains Wealth Management, Core + Financial Strategies, and Raymond James Financial Services Advisors. Outside of advisory work, he is a partner in RKBW, LLC, a business involved in leasing and sales of convenience store equipment. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are nearing or in retirement. The firm emphasizes a structured planning process and diversified portfolio management using mutual funds and ETFs aligned to client risk tolerance.

Joshua Eller is a financial advisor at United Planners Financial Services of America with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms including Ameriprise, LPL Financial LLC, VALIC Financial Advisors, AIG, Bank of America, Merrill, JPMorgan Securities, and Edward Jones. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, and trusts. The firm uses a combination of custodians, third-party money managers, and platform programs to implement investment strategies, with a notable focus on non-discretionary account management.

Jorge Galeano is a financial advisor at Focus Advisor Solutions, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Buckingham Strategic Partners, Foreside Financial Services, LLC, and Loring Ward. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering fixed-income sub-advisory, retirement plan investment management, and administration for registered investment companies. The firm emphasizes diversified, systematically invested mutual fund and ETF model portfolios and combines enterprise scale with a relatively small advisor base.

John Bruno is a financial advisor at J. W. Cole Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Global Financial Services L.L.C. and Level Four Financial, LLC. He is also involved with Level Four Advisory Services, LLC as an investment advisor representative and business unit leader. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives, providing fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individuals, high-net-worth clients, and institutional accounts. The firm offers a range of discretionary and non-discretionary investment strategies, including model and manager-based approaches, as well as digital advice solutions.

Kory Pippin is a CFP® professional with 23 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has held roles at Guardian Life Insurance Company, Park Avenue Securities, IMG Financial Group, and Securian Financial Services. In addition to his advisory work, he owns EP3 Insurance Group LLC, which offers property and casualty insurance products. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies, and provides a range of financial planning and consulting solutions.

Uugantsetseg Atondo is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 13 years of industry experience. She has held various roles including CEO of Legend LD Inc and Mongolian Ambassador for the nonprofit Legend Impact. She is also involved in estate planning education through Inheritguard, LLC. Transamerica Financial Advisors serves a broad client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

David Mateski is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds a Series 66 designation and has worked at PNC since 2019. Prior to that, he worked at Fortune Financial Services, Inc. and was self-employed for several years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy piloted for employees that uses algorithmic risk assessments and delegates portfolio implementation to approved third-party strategists.