Brent Chappell is a financial advisor at Sanctuary Advisors, LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he is involved as a managing member of an estate planning entity and engages in small-scale property development projects. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports over 400 independent investment adviser representatives who employ a variety of analytical approaches and offer discretionary and non-discretionary account management.

Dane Blakeley is a financial advisor with Truist Advisory Services holding a Series 66 designation and seven years of industry experience. He has previously worked at Wells Fargo Clearing Services, Wells Fargo Bank, JP Morgan Chase Bank, J.P. Morgan Securities, Merrill Lynch, and Bank of America. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm’s approach includes a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements and AI-enabled research tools.

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.

Stanley Pena is a CFP® professional with 24 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at Arbor Point Advisors, Securities America, Inc., and Ameriprise Financial Services, Inc. Pena operates under the DBA Schroeder Wealth Advisors. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers diverse investment programs and financial planning services, combining fundamental and technical analysis with access to alternative investments and institutional platforms.

Eva Coutermarsh is a financial advisor with Principal Financial Services in Spring, TX, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at Edward Jones for 14 years before joining Principal Securities, Inc. in 2026. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. 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.

Kyle Roeske is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 65 designation and with one year of industry experience. Prior to joining Concurrent Investment Advisors, he was with TailorMade Wealth Counsel. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios utilizing ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers.

Johnny Galaviz is a financial advisor with PNC Wealth Management in Houston, TX, holding the Series 63 and Series 66 designations and possessing 17 years of industry experience. His prior experience includes roles at Bank of America, Merrill, Morgan Stanley, and E*TRADE. Outside of his advisory work, he is involved as an owner of a childcare business, Little Dreamers Preschool, which operates in Houston. PNC Wealth Management offers model-based retail brokerage and advisory services, including an invitation-only digital discretionary model account that uses algorithm-driven portfolio recommendations and invests primarily in mutual funds and ETFs.

Thomas Hayes is a financial advisor with J. W. Cole Advisors, Inc. He holds the PFS™ designation and Series 63 and 65 licenses, and has 28 years of industry experience. Hayes has worked with J.W. Cole Advisors and affiliated firms since 2003 and is also the president and owner of T J Hayes & Co PLLC, a CPA firm providing tax and accounting advice. J.W. Cole Advisors operates through a large network of independent advisors and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm utilizes a range of investment strategies and platforms, including discretionary and non-discretionary account management and digital advice solutions.

Michael Bradfield is a financial advisor at J. W. Cole Advisors, Inc. with 19 years of industry experience. He has been with J. W. Cole Advisors and its related entity J.W. Cole Financial since 2010. Bradfield holds a Series 66 designation. J. W. Cole Advisors, Inc. operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party manager platforms, serving individuals, high-net-worth clients, and institutional accounts. The firm employs a combination of fundamental and technical analysis, digital advice providers, and various custodial platforms in its investment approach.

Mark Robare is a financial advisor with Osaic Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 39 years of industry experience. He has been involved with The Robare Group since 2001 as a partner and has held roles at Triad Hybrid Solutions, Triad Advisors, Inc., Robare & Jones Wealth Management, and Veravest Investment Advisors, Inc. In addition to investment advisory, he is licensed to recommend fixed annuities, life insurance, and long-term care products. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving diverse clients including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of managed programs, retirement plan consulting, financial planning, annuity sub-account management, and access to alternative investments and donor-advised funds through a mix of fundamental and technical investment approaches and extensive platform integrations.

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., holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked with Bankers Life Advisory Services, Inc. since 2019, Bankers Life Securities, Inc. since 2023, and Bankers Life & Casualty, Inc. since 2016. He also serves as an Emeritus Agent responsible for training and developing other agents within Bankers Life & Casualty, Inc. 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 methods to create tailored asset allocations and manages portfolios across various securities with periodic reviews and rebalancing.

Valerie Roque is a CFP®-certified financial advisor with nine years of industry experience, currently with Osaic Advisory Services, LLC since 2024. She previously worked at Triad Advisors and has been affiliated with The Robare Group, Ltd. since 2017, where she is involved in wealth management and financial planning. Osaic Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individual, institutional, and sovereign wealth fund clients. The firm offers a range of investment solutions including managed programs, retirement plan consulting, and access to alternative investments through a platform-driven model.

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.

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.

Devon Beamesderfer is a financial advisor at Guardian Life with Series 63 and Series 65 designations and six years of industry experience. His prior roles include positions at Park Avenue Securities, Eagle Strategies, New York Life Insurance Company, LPL, and Raymond James Financial Services. He is also involved in tax planning and preparation through Live Oak Financial Management. Guardian Life’s subsidiary Park Avenue Securities provides brokerage and advisory services to individuals, retirement plan sponsors, and organizations. The firm offers tailored financial planning, discretionary and model-based investment management, and access to proprietary and third-party advisory solutions.

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.

David Lancaster is a financial advisor at Steward Partners Investment Advisory, LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Steward Partners in 2025, he worked for Raymond James Financial Services Advisors Inc. and Lancaster Wealth Management for ten years. Lancaster is also a partner at Lancaster Wealth Management, an independent support company. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services.

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.