Alan Wright is an investment advisory representative with CWM, LLC, holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has worked at firms including Cetera Advisor Networks LLC and Pinnacle Financial Group. Wright also holds a role as an insurance agent, selling life, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers discretionary portfolio management, financial planning, sub-advisory services, and retirement plan solutions, utilizing model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and customization tools.

Kimberly Turner is a financial advisor at Empower Advisory Group with 17 years of industry experience. She holds Series 63 and Series 66 designations. Prior to her current role, she worked at GWFS Equities, Inc./Great West Life & Annuity Insurance Co. for 16 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its financial planning.

William Lynch is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and located in The Woodlands, TX. He has experience working at Osaic Wealth, Schroeder Wealth Advisors, and Osaic Advisory Services since 2026, following prior roles at 1st American Pension Services and National Life Group. Before entering the financial industry, he worked in the food service sector at Mr. Jim's Pizza. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of services including investment management, financial planning, retirement consulting, and third-party manager oversight, employing multiple program models and utilizing platforms such as Schwab, Fidelity, Envestnet, and Ladenburg Thalmann Asset Management.

Michael Konzen is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Creative Planning since 2015. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in assets.

Henry Kettler is a CFP® professional with 4 years of industry experience, currently affiliated with Osaic Advisory Services, LLC. His prior experience includes roles at Triad Advisors and Integrated Financial. He also assists financial advisors as an advisory associate at Robare & Jones Wealth Management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and access to alternative investments through various advisory programs.

Sherry Buhrle is a financial advisor with Oppenheimer, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has worked at Oppenheimer since 2006 and was previously with UBS Financial Services from 2000 to 2005. Oppenheimer serves a variety of clients including individuals, corporations, pension plans, and charitable organizations, offering a broad range of investment programs and advisory services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management options.

Clay Tarro is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 66 credentials and has 11 years of industry experience. His prior work includes roles at LPL Financial, Amegy Bank, Steele Resources, LLC, and Customer Impact, LLC. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through advisory and brokerage services. The firm offers various investment programs on the Passageway Managed Account Platform, combining third-party portfolio managers and advisor-directed strategies.

Daniel Roeske is a financial advisor at Concurrent Investment Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Oakwood Capital Securities, Purshe Kaplan Sterling Investments, Raymond James Financial Services, and The Leaders Group. Roeske is also involved in multiple investment-related business activities, including serving as president of Concurrent Investment Advisors d/b/a TailorMade Wealth Counsel. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors.

Benjamin Brockman is a financial advisor with Eagle Strategies (New York Life) based in The Woodlands, TX, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has been associated with Eagle Strategies since 2015 and operates Brockman & Associates, a firm focused on selling New York Life products and brokering non-registered insurance products. Brockman is also a shareholder in NYLARC Holding Company, Inc., which reinsures life insurance policies he writes. Eagle Strategies serves a diverse client base including individuals, institutions, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Stanley Robare is a CFP® accredited financial advisor with 17 years of industry experience, currently affiliated with Osaic Advisory Services, LLC. His prior roles include positions at Triad Hybrid Solutions and Triad Advisors, Inc., where he worked for over a decade. He also operates The Robare Group, an investment-related business focused on asset allocation, manager research, and client reviews. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement consulting, and related services through multiple program models, utilizing a mix of proprietary guidance and third-party platforms.

James Kalinowski is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has worked with firms including Trilogy Wealth Management and United Planners. Outside of his advisory work, he is the founder and president of Balancing the Badge LLC, which publishes a book related to law enforcement. United Planners serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and money managers, emphasizing largely non-discretionary asset management.

Martin Ferguson is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Kestra Advisory since 2018, previously serving at Kestra Investment Services and Investment Professional Inc. Ferguson is also an owner of Kestra Advisory Services, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, supporting its clients with due diligence across a variety of investment solutions.

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.

Jorge Hollander is a financial advisor at Oppenheimer with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Merrill, Wells Fargo Advisors, and Wells Fargo Clearing before joining Oppenheimer in 2019. Outside of his advisory role, he is involved in managing real estate through a family trust and related property ownership entities. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of investment programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

Eduardo Martinez is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. He has worked at firms including Triad Hybrid Solutions and Triad Advisors. Outside of his advisory role, Martinez assists financial advisors as an advisory associate with Robare & Jones Wealth Management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm offers a range of investment management and financial planning services delivered through multiple program models, utilizing both proprietary and third-party platforms.

Diana Diaz is a financial advisor at Oppenheimer with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and Wells Fargo in various advisory roles. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services, including both discretionary and non-discretionary portfolio management, with a notable portion of assets managed on a non-discretionary basis.

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.