Gabriel Hoyle is a financial advisor at J. W. Cole Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at Core Integrated Wealth and Klein Integrated Wealth. Outside of investment advising, he is involved with CORE Integrated Wealth in an administrative capacity. 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 provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, employing both discretionary and non-discretionary investment approaches.

Mark Marquez is a financial advisor at Sanctuary Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wealth Management Consultants Colorado, LLC and Wealth Management Consultants Inc. He serves as a trustee of a family irrevocable insurance trust. Sanctuary Advisors, LLC serves a broad range of clients including individuals, corporations, pension plans, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes various analytical approaches across discretionary and non-discretionary accounts.

Elizabeth Eiroa is a financial advisor with Eagle Strategies (NY Life) based in Conroe, TX. She holds Series 63 and Series 65 designations and has 14 years of industry experience. Her career includes roles at Lionshare Wealth Strategies, Assad Financial Group, NYLIFE Securities LLC, and New York Life insurance company. Outside of finance, she was involved with Kat-El Ranch for three years. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated investment adviser representatives. The firm offers a range of advisory programs and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Ralph Schroeder is a CFP® and ChFC® with 42 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. Outside of his advisory role, he serves as a trustee for multiple family trusts and manages a tree farm. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory services through multiple program models and leveraging both proprietary and third-party platforms.

Ashish Sam is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan & Chase and Axis Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Robert Brown is a financial advisor at Empower Advisory Group in Conroe, TX, holding Series 63 and Series 66 registrations with two years of industry experience. His prior work includes roles at Greystone Alloys and Katz Deli. He is also co-owner of Brown Sales Consultations LLC, a non-investment-related sales and services business operated in partnership with his wife. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm offers integrated services tied to Empower's recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Spencer Carlson is a financial advisor at Sanctuary Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Carlson has been with Sanctuary Advisors since 2023. Sanctuary Advisors, LLC serves a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, offering investment advisory and financial planning services through a large network of independent advisors. The firm provides a range of portfolio management options and retirement plan consulting while employing various analytical approaches and maintaining affiliations with several asset management firms.

Khoren Ouzounian is a financial advisor with GWN Securities Inc. in Magnolia, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with GWN since 2016 and owns Ethos School of Music, a music education business specializing in instruction and performance. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs, financial planning, and third-party manager selection. The firm employs a combination of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies within its legacy programs.

Kaitlyn Janda is a financial advisor at &PARTNERS with a Series 66 designation and three years of industry experience. She previously worked at Edward Jones for three years and has held roles outside finance including at Buccees and Giddy Up Glamour. &PARTNERS serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolio management using both proprietary and third-party strategies.

Bradley Roeske is a financial advisor at Concurrent Investment Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at TailorMade Wealth Counsel. Concurrent Investment Advisors is an SEC-registered, multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and various other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

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 with SPC in Spring, TX, holding a Series 66 credential and 17 years of industry experience. His work history includes roles at firms such as J.P. Morgan Securities, LPL Financial, and Retirement Planners of America. 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 offers tailored, discretionary investment 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 in The Woodlands, TX. He holds a Series 66 designation and has 25 years of industry experience, including five years at Ameriprise and over 20 years with his current firm. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation strategies, combining proprietary and sub-advised portfolio programs with both discretionary and non-discretionary management.

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.

Jennifer Richards is a financial advisor at Cetera Planning Partners with 14 years of industry experience. She holds the ChFC® designation and has worked with several firms in the Cetera and Avantax networks, as well as assisting a CPA firm with tax-related client questions. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm integrates diversified allocations of mutual funds and ETFs aligned with client objectives and risk tolerance and provides additional services such as tax planning, bookkeeping, and estate-planning support through third-party providers.

Rashaad Kaiser is a CFP®, ChFC®, and Series 66 licensed advisor with nine years of industry experience. He is currently with Creative Planning and previously worked with JP Morgan Securities LLC and JPMorgan Chase Bank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals and institutional entities. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Emma Wheeler is a financial advisor at TLG Advisors, Inc. with eight years of industry experience. She holds the CFP® designation and Series 63 and 65 licenses. Her prior roles include positions at Leaders Financial Group of Texas and The Leaders Group, Inc., where she has been active since 2017, as well as Tom James from 2013 to 2017. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering both traditional portfolio management and a direct-to-consumer digital program called Starlight Portfolios.

Tai Nguyen is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently affiliated with Primerica Advisors in Humble, TX, and has held positions at Guardian Life Insurance Company, Park Avenue Securities, Eagle Strategies, and New York Life Insurance Company. Outside of his advisory work, he is involved in insurance sales separate from Guardian. Primerica Advisors serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies and platforms to manage accounts on both discretionary and non-discretionary bases.

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.