Michael Mills is a financial advisor at Sanctuary Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Sanctuary Advisors, he worked at Bank of America and Merrill. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who offer a variety of portfolio management and consulting services using multiple analytical approaches and both discretionary and non-discretionary account management.

Robert Lenertz is a financial advisor at SPC with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including J.P. Morgan Securities and LPL Financial. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary advice primarily through the SIGMA Managed Account and other account programs.

Forest Busby Jr. is a financial advisor at SPC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James Financial Services Advisors and J.P. Morgan Securities. Busby also serves as Vice President of Woodforest Wealth Strategies, an affiliate of Woodforest National Bank. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm operates a large advisory network and offers tailored, discretionary investment advice through various account programs.

Kevan Gaug is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and 24 years of industry experience. He has been with Money Concepts Capital Corp since 2006. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to individual investors, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets through a large network of advisors, utilizing model-driven and asset-allocation approaches with both discretionary and non-discretionary programs.

Joseph Vinson is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at several firms including Regal Investment Advisors, National Planning Holdings, and InsurMark. Vinson is also the owner of Vinson Financial Group, LLC, through which he conducts insurance sales and services, including Medicare supplement offerings. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, utilizing a range of investment strategies implemented primarily through discretionary models.

Rashaad Kaiser is a CFP®, ChFC®, and holds a Series 66 license, with nine years of industry experience. He has worked at Creative Planning since 2022 and previously held positions at JP Morgan Chase Bank and JP Morgan Securities. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm follows a financial-planning-led investment approach, emphasizing low-cost indexing and buy-and-hold strategies, and manages approximately $295.6 billion in client assets across more than 1,100 advisors.

Emma Wheeler is a CFP® professional with eight years of industry experience, currently affiliated with TLG Advisors, Inc. She has been associated with Leaders Financial Group of Texas and The Leaders Group, Inc. since 2017 and previously worked at Tom James from 2013 to 2017. TLG Advisors, Inc. serves a wide range of clients including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm focuses on manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, offering both traditional portfolio management and a direct-to-consumer digital program called Starlight Portfolios.

Steffan Sitka is a financial advisor with Empower Advisory Group, holding a Series 66 designation and based in Conroe, TX. He has been with Empower since 2026 and has prior experience that includes roles outside the financial industry. From 2021 to 2025, he worked at River Pointe Church. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain retail brokerage clients. The firm operates an integrated service model aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Alan Wright is an investment advisory representative with CWM, LLC, holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has worked at firms including Cetera Advisor Networks LLC and Pinnacle Financial Group. Wright also holds a role as an insurance agent, selling life, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers discretionary portfolio management, financial planning, sub-advisory services, and retirement plan solutions, utilizing model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and customization tools.

William Lynch is a financial advisor at OSAIC Advisory Services, LLC with a Series 66 designation. He has experience in the industry dating back to 2019, including roles at National Life Group, 1st American Pension Services, and Schroeder Wealth Advisors. Prior to entering the financial sector, he worked at Mr. Jim's Pizza for three years. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a mix of proprietary and third-party platforms.

Michael Konzen is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Creative Planning since 2015. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in assets.

Sherry Buhrle is a financial advisor at Oppenheimer with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Oppenheimer since 2006. The firm serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and retirement planning. Oppenheimer’s advisors utilize strategic and tactical asset allocation, manager selection, and various investment strategies to develop client solutions, with a distinctive approach that includes both discretionary and non-discretionary management, as well as commission-based advisory programs.

Clay Tarro is a financial advisor at Fifth Third Securities, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including LPL Financial and Amegy Bank. Clay is based in The Woodlands, TX. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account Platform, including mutual fund and ETF models, SMA strategies, and direct indexing options.

Joseph Hydes IV is a financial advisor at Creative Planning with a Series 65 designation. He has prior experience at Woodforest Financial Group, Corebridge Retirement Services, and AIG Retirement Services, totaling several years in the financial industry. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and offers a range of services supported by a large advisory team and centralized investment infrastructure, with an investment approach centered on low-cost indexing and buy-and-hold strategies overseen by an Investment Policy Committee.

Benjamin Brockman is a financial advisor with Eagle Strategies (New York Life) based in The Woodlands, TX, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has been associated with Eagle Strategies since 2015 and operates Brockman & Associates, a firm focused on selling New York Life products and brokering non-registered insurance products. Brockman is also a shareholder in NYLARC Holding Company, Inc., which reinsures life insurance policies he writes. Eagle Strategies serves a diverse client base including individuals, institutions, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Juan Montoya is a financial advisor at PNC Wealth Management with 13 years of industry experience. He holds a Series 66 designation. His prior work history includes roles at Bank of America, Merrill Lynch, and J.P. Morgan Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary model account that uses algorithmic risk assessment and implements approved model strategies via mutual funds and ETFs.

James Kalinowski is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has worked with firms including Trilogy Wealth Management and United Planners. Outside of his advisory work, he is the founder and president of Balancing the Badge LLC, which publishes a book related to law enforcement. United Planners serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and money managers, emphasizing largely non-discretionary asset management.

Martin Ferguson is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Kestra Advisory since 2018, previously serving at Kestra Investment Services and Investment Professional Inc. Ferguson is also an owner of Kestra Advisory Services, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, supporting its clients with due diligence across a variety of investment solutions.

Chel Larkin is a Series 66 licensed financial advisor with five years of industry experience. She is currently with Sanctuary Advisors, LLC and Sanctuary Securities, Inc., and previously worked at Bank of America, N.A. and Merrill. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment advisory and financial planning services through a network of over 400 independent investment adviser representatives. The firm supports a range of investment approaches and account management styles and acts as a fiduciary when a written advisory agreement is in place.

Adam Palafox is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Wealth Enhancement Advisory Services, he worked at Holland Parker and Dell Technologies. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active managers, with oversight by an internal Investment Committee, and manages over $122 billion in assets through a large advisor network.