George Onami is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 65 and Series 63 credentials and having 12 years of industry experience. He also has an ongoing role in financial education with the Heartland Institute of Financial Education and provides IT consulting services through Technigee Consulting LLC. Onami has been affiliated with World System Builders and World Financial Group since 2003. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment models. The firm operates as both a registered broker-dealer and a registered investment adviser, providing diverse program options with discretionary and non-discretionary management.

Russell Appelget is a financial advisor with Transamerica Financial Advisors, holding Series 63 and 65 licenses and bringing 24 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also works with WealthWave. In addition to his advisory role, he serves as a director for the Harris County Municipal Utility District 264 and teaches a personal finance course at Prairie View A&M University. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party investment models with discretionary and non-discretionary program options.

Lauren Hoffman is a financial advisor with IEQ Capital, LLC, holding Series 65 and Series 66 licenses and 12 years of industry experience. Prior to joining IEQ Capital in 2026, she worked at JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC for eight years, and at Bank of America and Merrill from 2014 to 2018. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and non-profits. The firm uses a centralized macroeconomic research process and client-specific Investment Policy Statements to construct portfolios with a mix of liquid strategies, third-party managers, and private alternatives.

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.

Shawn Quiggins is a financial advisor with VOYA Financial Advisors, Inc. in Spring, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes multiple tenures at Voya Financial Advisors, as well as a year at AXA Distributors, LLC. Outside of his advisory role, he coaches high school lacrosse for Concordia Lutheran High School. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individual and institutional clients with services including financial planning, portfolio management, and retirement advisory. The firm employs a combination of in-house and third-party strategies, offering both discretionary and non-discretionary account management through a large network of advisors.

Ronald Hoyle is a financial advisor with J. W. Cole Advisors, Inc. in Peoria, IL, holding Series 63 and Series 65 credentials and 15 years of industry experience. His work history includes roles at Core Integrated Wealth, Inc., J.W. Cole Advisors, Inc., and H. Beck, Inc. He is involved in identity protection services for clients and participates in self-defense benefits programs through partnerships with Right to Bear and the United States Concealed Carry Association, Inc. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans 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.

Eduardo Martinez is a financial advisor at Osaic Advisory Services, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Triad Advisors and other firms. Martinez also assists financial advisors as an advisory associate with Robare & Jones Wealth Management. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs, financial planning, and alternative investment access, utilizing both fundamental and technical analysis within a platform that integrates institutional client services and advisor transition programs.

Gavin Baxter is a financial advisor at Concurrent Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and also serves as Divisional Vice President at TailorMade Wealth Counsel. Prior to his advisory roles, Gavin spent several years in education. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services through customized, primarily long-term portfolios and a network of approximately 286 advisors managing over 13,000 clients.

Zidane Johnville is a financial advisor at SPC with a Series 66 designation and one year of industry experience. His prior work includes roles at Zurich North America and Northwestern Mutual. 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 network of advisors and delivers tailored, discretionary investment advice through various account programs and partnerships.

Charles Wright is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked with United Planners, Trilogy Wealth Management, and Charles Christopher Wright since 2008, and previously was employed at Garlock Sealing Technologies for eight years. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm provides advisory and brokerage services through independent representatives and employs multiple custodians and third-party managers, with most assets managed on a non-discretionary basis.

April Perez is a financial advisor with RBC Rochdale, LLC, holding Series 63 and Series 65 licenses and has 21 years of industry experience. Her prior work includes roles at RIM Securities and UBS Financial Services. RBC Rochdale serves a diverse range of clients, including high net worth individuals, institutions, and municipal entities. The firm employs a multi-strategy investment process combining quantitative and fundamental analysis, utilizing proprietary tools to tailor portfolios across various asset classes.

Ronald Kudlacek is a CFP® with 22 years of industry experience, currently serving at Cetera Planning Partners. His prior roles include positions at Plains Wealth Management, Plains State Bank, and Avanatx Advisory Services, among others. He is also a partner in RKBW, LLC, a business involved in convenience store equipment leasing and sales. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm integrates a diversified investment approach with ancillary services such as tax planning, bookkeeping, and estate planning through a third-party provider.

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.

Jose Palafox is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. His career includes roles at Merrill, LPL Financial, Marathon Capital Management, Starfox Financial Services, and Wealth Enhancement Group. He is based in The Woodlands, Texas. 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, supported by an internal Investment Committee.

Brianna Warren is a financial advisor at Sanctuary Advisors, LLC with eight years of industry experience. She holds the Series 66 designation and previously worked at Merrill from 2015 to 2023 before joining Sanctuary Advisors and Sanctuary Securities in 2023. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a variety of portfolio management options and consulting services through a network of over 400 independent investment adviser representatives who develop their own investment strategies under firm supervision.

Jitendra Worah is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with firms including WealthWave and S&B Engineers and Constructors Ltd. Outside of advisory work, he serves as an election official for Harris County and is a board member of the Harris County Municipal Utility District #118. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base that includes individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory strategies and operates an integrated retirement plan ecosystem through affiliated entities.

Journey Buitron is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Empower Advisory Group, Buitron held roles at ADP, Inc. and Paychex Inc, among other positions in various industries. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm utilizes an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

William Friebel is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Starfox Financial Services, Bank of America, and Merrill. He is a board member of Cooper Enterprises, Inc. and holds a senior financial advisor role focused on fixed insurance. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment process blending passive and active management with oversight by an internal Investment Committee.

Remington Pollina is a financial advisor at Transamerica Retirement Advisors, LLC with seven years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms including VALIC Financial Advisors and AGIA prior to his current role. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, combining proprietary software and model portfolios provided by Morningstar Investment Management. The firm manages a large client base with a focus on asset allocation and retirement guidance, primarily offering non-discretionary investment recommendations.