Lijoy Thomas is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is a partner at WSB Spartans Inc. He is also involved with the Heartland Institute of Financial Education, a non-investment-related educational organization. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm utilizes a model portfolio approach with third-party managers and platform sub-advisors to implement its advisory services.

Griffin Rathgeb is a financial advisor with Sanctuary Advisors, LLC in Houston, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Thrivent Investment Management, Bank of America, and Merrill Lynch. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing various analytical approaches and maintains distinctive features such as performance-based fee negotiations and multi-custodian arrangements.

Elizabeth Spiller is a financial advisor with \u0026Partners, holding a Series 66 designation and six years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a mix of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Larry Nemoto Jr. is a CFP® and Series 63 credentialed financial advisor with 31 years of industry experience. He has been with J.W. Cole Financial, Inc. and Jonathan Roberts Advisory Group, Inc. since 2003. Outside of his advisory roles, he operates a consulting business focused on accounting and taxes. J.W. Cole Advisors, Inc. supports a large network of independent advisors, offering fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms. The firm serves individuals, high-net-worth clients, and institutional accounts through both discretionary and non-discretionary strategies that incorporate fundamental and technical analysis.

Yancey Mbolda is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked with several firms, including Mercor and Transamerica Employee Benefits. Mbolda is involved in employee benefits consulting for small businesses through Transamerica Employee Benefits. Transamerica Financial Advisors serves a wide range of clients, including individual investors and institutional entities, offering both advisory and brokerage services through proprietary and third-party investment models.

Juliana Ramirez is a financial advisor at Empower Advisory Group in Katy, TX, holding a Series 66 designation. She has one year of industry experience with prior roles including positions at Mariner Finance and Empower Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Min Hu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has additional roles as a health insurance agent with Anthem Blue Cross and Benefit Mall. Hu is also a co-owner of the R.C. and M.G. Hu Family Trust. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm’s advisory approach primarily uses model portfolios and third-party managers, supported by a large network of advisors and multiple program platforms.

Robert Gilliland is a financial advisor with Sanctuary Advisors, LLC in Houston, TX, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His career includes long-term roles at Bank of America and Merrill. Outside of advisory work, he is involved in an outdoor recreation company founded by his family and serves as a board member of Northland Syllian Field. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of more than 400 independent investment adviser representatives. The firm offers a range of portfolio management solutions and consultative services, utilizing multiple analytical approaches and both discretionary and non-discretionary account structures.

Zachary Hayslip is a financial advisor at Sanctuary Advisors, LLC in Houston, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Turnkey Solutions, Norman CPA, Engie North America, and Texas A&M. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension plans, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers diverse portfolio management options and employs various analytical approaches while acting as a fiduciary under written advisory agreements.

Daniel Lee is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments, TD Ameritrade, and Oracle. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

Lisette Mandwee Ndzie is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has held roles at Transamerica Employee Benefits and is involved with estate planning services through partnerships with InheritGuard, LLC and LegacyShield Solutions, Inc. Outside of her advisory work, she is engaged with GOD'S GARAGE, a nonprofit focused on poverty, where she is a board member. Transamerica Financial Advisors, LLC serves a broad client base including individuals, retirement plans, trusts, and businesses, offering investment advisory, brokerage, and retirement-plan services through a large network of advisors and multiple program platforms. The firm utilizes model portfolios and third-party managers to implement its advisory model.

William Sum is a ChFC® credentialed financial advisor with eight years of industry experience, currently affiliated with Eagle Strategies (New York Life) in Houston, TX. His career background includes roles at New York Life Insurance Company and NYLIFE Securities LLC. Outside of his advisory work, he owns and operates William & Associates Insurance Agency LLC, brokering non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers solutions through multiple program types, including fee-based advice and co-advisory relationships, managing the majority of its assets on a non-discretionary basis.

Kathryn Bierschwale is a financial advisor with OSAIC Institutions, Inc. in Houston, TX. She holds Series 63 and Series 66 credentials and has six years of industry experience. Her prior roles include positions at Texas First Bank, LPL Enterprise, and The Prudential Insurance Company of America, among others. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning through its network of investment adviser representatives, operating a hybrid adviser/broker-dealer structure with a focus on client choice in account management.

Jeremie Alley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. He has previously worked with LPL Financial, Edward Jones, and other firms. Outside of his advisory role, he serves as Director of Member Care at Hope City Live in Houston, TX. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for 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 managers with quantitative, momentum, and fundamental analysis.

Steven Magehee is a financial advisor with J. W. Cole Advisors, Inc. in Sugar Land, TX, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones and has a long tenure as lead pastor at Hope Unlimited Church. Magehee also assists as a licensed associate at E Financial Group, Inc. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Raquel Garza is a CFP® professional with 13 years of experience in the financial services industry. She is currently with Wealth Enhancement Advisory Services, LLC and has held prior roles at LPL Financial and Equitable Advisors. Garza is based in Houston, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by internal research and an Investment Committee.

David Cade is a financial advisor with LPL Financial based in Houston, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 20 years and Raymond James Financial Services, Inc. for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, integrating proprietary research and third-party strategies.

Gabriel Trevino is a financial advisor at Edward Jones in Sugar Land, TX, holding a Series 66 designation with nine years of industry experience. His prior work includes roles at Woodgroup Mustang for Sunoco Logistics, Mustang Engineering, and Keller Williams Signature. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,000 financial advisors.

Samuel Cook is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America and Katy Independent School District. Outside of finance, he was involved with Saren Distribution LLC for ten years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Marc Hebert is a financial advisor with Merrill based in Houston, TX, holding a Series 66 designation and three years of industry experience. He previously worked at Bank of America from 2015 to 2022 before joining Merrill and Bank of America N.A. in 2022. Outside of his advisory role, he is a co-owner of family rental properties in East Hampton, Connecticut. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.