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 at J. W. Cole Advisors, Inc. with 28 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Hayes is the president and owner of T J Hayes & Co, PLLC, a CPA firm providing tax and accounting advice. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm employs a variety of investment strategies and platforms, including fundamental and technical analysis, model-based approaches, and digital advice.

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 Series 65 licenses. He has 39 years of industry experience and has worked with firms such as Triad Advisors, Inc. and The Robare Group, which he has been a partner in since 2001. In addition to his advisory work, he is involved in recommending fixed insurance products including fixed annuities, life insurance, and long-term care. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement consulting, and related services through multiple program models, utilizing both proprietary guidance and third-party platforms.

William Snodgrass III is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2024. He previously worked at LPL Financial LLC and Amegy Bank, among other firms. Snodgrass owns Matt25 Capital, LLC, an entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm offers discretionary and nondiscretionary managed-account programs and access to third-party asset managers while providing trading, reporting, and custody services.

Donald Traugott is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has led the TRAUGOTT Advisory Group since 2009. Outside of advisory services, he is involved in fixed insurance sales. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm provides fee-based asset management primarily through a turnkey asset management platform and wrap-fee programs, offering discretionary investment management via model portfolios, unified managed accounts, and separately managed accounts across various strategies.

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. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His career includes roles at Bankers Life Securities, Inc. and Reliance Diagnostic Systems, LLC. He is also involved in training and development as an Emeritus Agent with Bankers Life & Casualty, Inc. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients' goals and risk tolerances.

Valerie Roque is a CFP®-certified financial advisor with nine years of industry experience, currently serving at Osaic Advisory Services, LLC since 2024. She has previously worked at Triad Advisors and maintains an ongoing role with The Robare Group, Ltd. in wealth management. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and nonprofits. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and custodians like Schwab and Fidelity.

Akkila Hayes is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Empower, Hayes worked at Wells Fargo Clearing Services, LLC, Wells Fargo Bank, NA, and has experience at Nike Inc. and H-E-B. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan sponsor-selected investment lineups.

Matthew Larson is a financial advisor at RBC Rochdale, LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at CNR Securities, Whitley Penn, and Invesco Advisers. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, and offers portfolio management, sub-advisory services, and model delivery across multiple asset classes.

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.

Devon Beamesderfer is a financial advisor with Primerica Advisors in Tomball, TX, holding Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, and the Department of Treasury. He is also involved with Live Oak Financial Management, providing tax planning and preparation services. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary model portfolios, third-party managers, and digital advisory solutions.

Geraldine Maxfield is a financial advisor with PNC Wealth Management in Kingwood, TX, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and J.P. Morgan Securities. Outside of her advisory work, she holds a 50% ownership in a glass repair company, Heritage Limited LLC DBA Glass Doctor of Spring. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only discretionary digital model account that utilizes algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

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.

Paul Samuelson is a financial advisor at Voya Financial Advisors, Inc. with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Pruco Securities, The Prudential Insurance Company of America, and VALIC Financial Advisors. Voya Financial Advisors serves individual and institutional clients including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through multiple program structures that emphasize non-discretionary recommendations.

Andrew Schiro III is an advisor at Integrity Alliance, LLC with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Lion Street Advisors, Vere Global Insurance, and MassMutual Financial Group. Outside of his advisory role, he is a part-time author of self-help and motivational books. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets through a network of over 300 independent advisors. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, delivering investment advice via discretionary accounts, model portfolios, and third-party sub-advisers.

Leisl Dodson is a CFP® with eight years of industry experience currently affiliated with J. W. Cole Advisors, Inc. She has held positions at several firms including LPL Financial, LLC and The O.N. Equity Sales Company. Dodson also has a licensed assistant role with Zone 7 Financial Services. J. W. Cole Advisors, Inc. serves individuals, high-net-worth clients, and institutional accounts through a large network of independent advisers. The firm offers fee-based portfolio management, financial planning, retirement services, and access to various third-party investment platforms and strategies.

David Belanger is a financial advisor with First Command Advisory Services in The Woodlands, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. His career includes roles at Citigroup, Wells Fargo Clearing Services, Merrill, and Wells Fargo Advisors LLC. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing centralized investment management and prescreened third-party managers to implement model portfolios.