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.

Roberto Aburto Jr. is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Humble, TX, holding Series 63, 65, and 66 designations and bringing 16 years of industry experience. His prior roles include positions at JPMorgan Securities and Frost Bank. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through both advisory and brokerage services, offering investment programs via the Passageway Managed Account platform and working with clients to tailor portfolios including mutual funds, ETFs, SMAs, and direct indexing.

Journey Buitron is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Empower, Buitron held roles at ADP, Paychex, and the University of Maryland Global Campus. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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.

Atabu Otobo is a financial advisor at TLG Advisors, Inc. with 11 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at several firms including Simplicity Investments and Avantax Investment Services. Otobo has experience in both insurance and investment services throughout his career. TLG Advisors serves a broad client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm’s investment approach emphasizes manager selection, fundamental analysis, and Modern Portfolio Theory to build diversified portfolios, with many accounts managed through sub-advisors, alongside a direct-to-consumer digital program called Starlight Portfolios.

Keith Keener is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been affiliated with Primerica Advisors since 1981 and Primerica Financial Services since 1991. Outside of investment advisory, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, offering model-delivery strategies and limited separately managed accounts primarily to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with trading delegated to BNY Mellon Advisors.

Jagger Newton is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to entering the financial industry, he was involved in several entrepreneurial ventures, including ownership roles at The Republic Steakhouse, Jackson's Deer Processing, and The Crawfish Shack. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Darcy Mclinden is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2019, following 11 years at Edward Jones. Mclinden is also an insurance agent at EMG Insurance Brokerage. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and risk-profiling tools and offers specialized municipal and public-finance advisory services.

Richard Brown is a financial advisor at Cetera with eight years of industry experience and holds Series 63 and Series 65 designations. Prior to joining Cetera in 2025, he worked at Raymond James Financial Services Advisors, Inc. and VALIC Financial Advisors, Inc. His professional background spans multiple firms within the financial services industry. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party investment managers.

Dylan Landry is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2025. He focuses on providing financial planning guidance tailored to each client's unique financial goals, priorities, and preferences. Prior to his current role, Dylan held positions at Fidelity Investments including Planning Consultant, Relationship Manager, and Customer Relationship Advocate, gaining a broad range of experience in client relationship management and financial planning. Dylan holds insurance licenses in Arkansas and California, which support his work in delivering comprehensive financial advice. Outside of his professional responsibilities, he enjoys activities such as fishing, fitness, football, golf, outdoor adventures, and spending time with pets.

Jacob Burlison is a financial advisor with Edward Jones in The Woodlands, TX, holding a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2023, he worked for Russell and Smith Ford, Inc. from 2017 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and affiliated investment products supported by a nationwide network of more than 23,700 financial advisors.

Garrett Mann is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and five years of industry experience. His career includes roles at Bank of America and several financial services firms prior to Merrill. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, and corporations.

Andrew Ruzicka is a CFP® professional with 23 years of experience in the financial services industry. He has been with LPL Financial since 2004. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

Laurie Mclaughlin is a financial advisor with Raymond James Financial in The Woodlands, TX, holding a Series 66 designation and 14 years of industry experience. She has held roles at Raymond James Financial and Woodforest National Bank since 2009. Laurie also serves as Program Operations Coordinator for Woodforest Wealth, a support company in The Woodlands. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored non-discretionary consulting with analytical tools and supports municipal and public-finance work through a unique institutional affiliation.

Michael Hempfling is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 1995, initially working in securities regulatory supervision before joining Merrill Lynch. His role involves providing investment advisory services and portfolio management to individuals, families, and business owners. Michael holds the Chartered Retirement Planning Counselor (CRPC) designation and is certified as a Senior Portfolio Advisor through Merrill Investment Advisory Program. He has also completed the Series 63 and Series 65 regulatory exams. His expertise includes retirement planning, investment strategy development, portfolio management, and wealth preservation. He earned both a Bachelor's degree in Mathematics and a Master's degree in Business Administration from the University of Missouri. In addition to his professional experience, Michael is a United States Army Veteran. Outside of work, he enjoys cooking, football, soccer, traveling, and watching movies.

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.

Duane Horne is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Prudential Insurance Company of America since 1993 and joined LPL Enterprise in 2024. His activities include selling term life insurance, fixed annuities, disability insurance, and long-term care insurance. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven portfolio management and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Raymond Keogh is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and 36 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a longstanding affiliation with JPMorgan Chase Bank, N.A. since 2005. Outside of his advisory work, he is involved in residential real estate leasing through his ownership of Ray-LK Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and incorporates an ESG eligibility framework when making recommendations.