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.

Carlos Mejia is a financial advisor at Hightower Advisors with eight years of industry experience. He holds the CFP® designation as well as Series 65 and Series 66 licenses. His prior roles include positions at Crestmont Private Wealth LLC, UBS Financial Services, FCA Corp, NextGenVest, and the University of Houston. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

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.

Joshua Smith is a financial advisor at Hightower Advisors in Houston, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at GeoWealth, First Ascent Asset Management, and DeRoy & Devereaux Private Investment Counsel. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

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.

Charles Bracht is a ChFC® credentialed financial advisor with over 54 years of industry experience. He is currently with Kestra Advisory Services, LLC and NFP Wealth Management, having also held roles at USI Consulting Group and NFP Executive Benefits. Bracht serves as president of both the Delacroix Building Condominium Association and the Bracht-Verlander Family Foundation, reflecting his involvement in community and charitable organizations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves notable clients including sovereign wealth funds.

Tyler Olson is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Trippon Wealth Management, BB&T, and Envision Wealth Planning. In addition to his advisory work, Olson is licensed to sell life and health insurance. 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 manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management overseen by an internal Investment Committee.

Robert Harris is a CFP® with 30 years of experience in the financial services industry. He is currently with Hightower Advisors and has previously worked at STA Wealth Management and UBS Financial Services. Outside of advising, he owns and manages a lake home rental business. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutions, using a multi-manager investment approach that incorporates affiliated and third-party managers across various asset types.

Jackson Gore is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Sanctuary Securities, Inc. from 2025 to present. Prior to entering the financial industry, he spent eight years in education at Woodville Middle and High Schools and Stephen F. Austin State University. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent adviser representatives who employ a variety of investment strategies and offers portfolio management, retirement plan consulting, and access to both onshore and offshore managed account solutions.

Andrew Schiro III is a financial advisor at Integrity Alliance, LLC with 21 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including MassMutual Financial Group and Lion Street Advisors. In addition to his advisory work, he is a part-time author of self-help and motivational books. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, employing various investment approaches through advisor-managed discretionary accounts, model portfolios, and third-party sub-advisers.

Miguel Palacios Jr Jr. is a financial advisor with Fifth Third Securities, Inc. in Houston, TX, holding Series 63 and Series 66 credentials and nine years of industry experience. His professional background includes roles at Frost Brokerage Services, PNC Investments, Wells Fargo, J.P. Morgan Securities, Bank of America Merrill Lynch, and Uber. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Jacob Merrifield is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and based in Houston, TX. He has one year of industry experience, including prior roles at Trippon & Co CPA Firm, Sloane Financial Planning, and UBS. 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 manages over $122 billion in assets with a diversified investment approach that combines passive and active management overseen by an internal Investment Committee.

Scott Bishop is a financial advisor at Hightower Advisors with 30 years of industry experience. He holds the CFP®, PFS™, and Series 63 designations. Prior to joining Hightower in 2023, he worked for STA Wealth Management, LLC from 2014 to 2023. Outside of his advisory role, he manages Vandelay Financial Group, LLC, a holding company related to advisory and insurance revenue and expenses. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager investment solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Cy Cattan is a financial advisor with Hightower Advisors, holding a Series 66 credential and 24 years of industry experience. His prior roles include positions at Streettalk Advisors, Llc Dba Sta Wealth Management, SFS Interests, Inc., LPL Financial, and Osaic FA, Inc. Outside of his advisory work, he owns Arenosa Creek Ranch, a hunting preserve where he hosts guests. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients. The firm emphasizes multi-manager solutions and utilizes both affiliated and third-party managers, offering access to a broad range of investment vehicles and specialized portfolio management strategies.

Michael Alexander is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at Blackrock Investments, Inc. for 19 years before joining Sanctuary Advisors and Sanctuary Securities in 2022. Based in Houston, TX, he has been with his current firms for four years. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a range of investment approaches through a network of more than 400 independent adviser representatives and offers portfolio management, retirement plan consulting, and financial planning services with a fiduciary duty under written agreements.

Sam Latif is a financial advisor at PNC Wealth Management in Katy, TX, holding Series 65 and Series 63 registrations with four years of industry experience. He has worked at PNC Investments LLC since 2022 and held roles at PNC Bank, BBVA Securities Inc., BBVA Insurance Agency, Inc., Bbva USA, and State Bank of Texas. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessments and discretionary model accounts implemented via mutual funds and ETFs.

Daniel Garza is a financial advisor with Hightower Advisors holding a Series 65 designation. He has professional experience at Riveron Consulting, Ernst & Young, and Ryan LLC, spanning roles from 2015 to 2024. Garza is based in Houston, TX. Hightower Advisors offers investment advisory and planning services to a diverse range of clients, including individuals, institutions, pension plans, and charitable organizations. The firm employs a multi-manager approach that combines affiliated and third-party managers, utilizing proprietary research and various investment vehicles such as mutual funds, ETFs, and alternative investments.

Georgina Willis is a financial advisor with PNC Wealth Management in Houston, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at PNC Investments since 2021 and previously held roles at BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, BBVA Securities Inc., and Compass Bank from 2016 to 2021. Outside of her advisory role, she is a licensed notary public and works as a retail floor associate for Burlington. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

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.

Austin De Shane is a CFP® and CFA® credentialed financial advisor with 12 years of industry experience. He has worked at Wealth Enhancement Advisory Services, LLC and related entities since 2021, and previously at LPL Financial and Equitable Advisors. Based in Houston, TX, De Shane also holds roles involving insurance and annuity sales. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management overseen by an internal Investment Committee.