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® with 22 years of industry experience and has been with Addington Financial Group LLC since 1996. She holds Series 63 and Series 65 licenses. Addington Financial Group provides discretionary and non-discretionary portfolio management and integrated financial planning to individuals, businesses, corporations, and charitable organizations. The firm employs a blend of active and passive investment strategies, using quantitative tools to guide asset allocation and rebalancing, and manages approximately $338 million in discretionary assets for about 94 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 63 and Series 66 licenses and has worked at firms including Empower Financial Services, Trinity Portfolio Advisors, MassMutual Life Insurance Company, Merrill, and Ameriprise. Outside of her advisory role, she serves as an ambassador for a weight loss program called FASTer Way to Fat Loss. MissionSquare Retirement serves state and local government employers, employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice based on asset-class allocation models developed by Morningstar Investment Management.

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.

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 four years of industry experience. She has held roles at notable firms including First Citizens Bank, Exxon, Boeing, PwC, and Cisco. She also serves as an Affluent Wealth Advisor at First Citizens Investor Services, providing comprehensive wealth management and financial planning to high-net-worth and innovation economy clients. SVB Wealth LLC offers wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a due diligence process to select third-party managers and is a wholly owned subsidiary of First Citizens Bank, integrating banking and investment services.

Jeffery Musgrove is a financial advisor at Simplicity Wealth with 10 years of industry experience and holds a Series 65 designation. He has worked at several firms including AE Wealth Management and Gradient Advisors. Outside of his advisory role, he manages Tactical Marketing and Management Associates LLC, a marketing business. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring, and provides technology and operational support to other advisors through its managed account platform.

Keith Beggs is a financial advisor at OneSeven with 11 years of industry experience. He holds a Series 65 designation and has worked at several firms including MDRN Capital, Baron Financial Advisers, and 212 Advisory Group. Beggs is also involved in insurance sales through his roles as founder of Steadfast Insurance Solutions and co-founder of Athlegacy. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering diversified portfolio management and financial planning with a primarily long-term investment approach and access to alternative strategies.

Stephen Mayor is a financial advisor with Bolton Securities Corporation and Bolton Global Capital, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. His prior experience includes roles at UBS Financial Services and Merrill. He is the owner and CEO of Delta Global Investment Services, LLC, where he manages investment advisory and securities operations alongside his advisory duties. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporate and institutional clients, as well as banks, trusts, estates, and charitable organizations. The firm offers customized wealth management using a combination of internal management, third-party asset managers, and model portfolios, focusing primarily on mutual funds, ETFs, equities, and fixed income with a generally long-term investment approach.

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.

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 with J. W. Cole Advisors, Inc. holding Series 63 and Series 65 credentials and 29 years of industry experience. He has previously worked at firms including Merrill, Stanford Group Company, Sanders Morris LLC, and Global Financial Services L.L.C. 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 and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm uses a combination of fundamental and technical analysis, model or manager-based strategies, and digital advice platforms in managing client solutions.

Kory Pippin is a financial advisor at Guardian Life with 24 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Pippin’s career includes tenure at Park Avenue Securities, Guardian Life Insurance Company, IMG Financial Group, and Minnesota Life Insurance Co. He is also the owner of EP3 Insurance Group LLC, which offers property and casualty insurance products. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies, offering a range of financial planning, consulting, and investment solutions tailored to client needs.

Uugantsetseg Atondo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been with Transamerica since 2012 and is involved in various business activities, including serving as CEO of Legend LD Inc and participating in nonprofit work as a Mongolian Ambassador for Legend Impact. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and corporations, offering a mix of advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary options.

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 firms including Fortune Financial Services and Thrivent Investment Management. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, discretionary digital portfolio managed via approved model strategies and executed with mutual funds and ETFs.

Serena Cruz is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and 13 years of industry experience. She previously worked for Valic Financial Advisors for 16 years before joining her current firm. 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 a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities with periodic rebalancing and performance reviews.