Ali Mandalinci is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at firms including Raymond James Financial Services and UBS Financial Services. Mandalinci also serves as an insurance agent with Steward Partners Global Advisory. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in assets, serving a broad client base from individuals to institutions with a variety of advisory and portfolio management solutions.

Joshua Bowe is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at Optimum and Stephen F. Austin State University. 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 supports over 400 independent investment adviser representatives who employ various analytical approaches and may manage accounts on a discretionary or non-discretionary basis.

Landon Nemoto is a financial advisor at J. W. Cole Advisors, Inc. in Houston, TX, holding a Series 66 designation with seven years of industry experience. He has been with J.W. Cole Advisors and its related entities since 2018. Outside of his advisory role, Nemoto is involved in acting and engineering consulting on a part-time basis. J.W. Cole Advisors is an SEC-registered firm 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 various managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches.

Kelsey Dale is a financial advisor at Transamerica Financial Advisors with a Series 66 credential and six years of industry experience. Prior to joining Transamerica in 2025, Kelsey worked at VALIC Financial Advisors from 2020 to 2025 and also spent two years teaching at Dayton ISD/Dr. E. R. Richter Elementary School. Kelsey is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. 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 model portfolios. The firm manages substantial discretionary and non-discretionary assets and operates as both a registered broker-dealer and registered investment adviser.

Deepali Shah is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked with Bankers Life and its affiliates since 2012, including roles in advisory services and securities. Outside of her advisory duties, she is involved as a unit field trainer at Bankers Life & Casualty, where she recruits and trains insurance agents. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create customized portfolio strategies aligned with clients’ goals and risk tolerances.

George Haas is a CFP® and ChFC® with 19 years of industry experience. He is currently an advisor at Corient, where he has worked since 2026. Prior to joining Corient, he was with Capital Advisors, Inc. from 2019 to 2026 and Mercer Global Advisors Inc. from 2015 to 2019. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party solutions, and incorporates risk management tools and alternative investments when appropriate.

Joshua Eller is a financial advisor at United Planners Financial Services of America with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms including Ameriprise, LPL Financial LLC, VALIC Financial Advisors, AIG, Bank of America, Merrill, JPMorgan Securities, and Edward Jones. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, and trusts. The firm uses a combination of custodians, third-party money managers, and platform programs to implement investment strategies, with a notable focus on non-discretionary account management.

Eva Coutermarsh is a financial advisor with Principal Financial Services in Spring, TX, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at Edward Jones for 14 years before joining Principal Securities, Inc. in 2026. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

Joseph Soltero is a financial advisor with PNC Wealth Management in Houston, TX, holding a Series 66 designation and 13 years of industry experience. His prior experience includes roles at Morgan Stanley, E*TRADE Securities LLC, and Chase Investment Services Corp. PNC Wealth Management provides retail brokerage and advisory services primarily through model-based digital programs, serving clients via algorithm-driven portfolio strategies that utilize mutual funds and ETFs with annual rebalancing. The firm’s offerings include an invitation-only discretionary model account accessible to employees with existing PNC Bank online credentials.

Angela Wascom Gantt is a financial advisor at Sanctuary Advisors, LLC with 31 years of industry experience. She worked at Blackrock Investments, Inc. for 20 years prior to joining Sanctuary Advisors and Sanctuary Securities in 2026. She holds Series 63 and Series 65 licenses. Gantt serves as a volunteer board member for The Family Place, a nonprofit assisting families affected by domestic violence, contributing to fundraising and service projects. 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 supports independent investment adviser representatives with a variety of portfolio management options and employs multiple analytical approaches while acting as a fiduciary under written advisory agreements.

Braxton Bartlett is a CFP® with seven years of industry experience, currently serving at Hightower Advisors. He has previously worked at STA Wealth Management, Wealth Enhancement Advisory Services, and LPL Financial. Bartlett is based in Houston, TX. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm employs a manager selection approach with multi-manager solutions, offering access to affiliated and third-party managers, proprietary research, and a range of investment vehicles.

Yesenia Beltran is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. She has worked at several firms, including LPL Financial, PFS Investments Inc., and JP Morgan Chase Bank. 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, overseen by an internal Investment Committee.

Candace Whitaker is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and having entered the industry in 2025. Her prior work experience includes positions at Hewlett Packard Enterprise and service in the US Army from 1999 to 2020. She is involved in charitable work through Honduran Hearts, Inc. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services with proprietary and third-party investment models, supporting individual and institutional investors.

Alberto Chavez is a financial advisor at Fifth Third Securities, Inc. based in Houston, TX. He holds Series 65 and Series 63 licenses and has 12 years of industry experience, including positions at JPMorgan Securities, LLC and Frost Bank. Fifth Third Securities, Inc. serves a mix of individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types via the Passageway Managed Account Platform, providing clients with options ranging from mutual fund and ETF models to separately managed accounts and direct indexing.

Rich Eagar is a Series 65 licensed financial advisor at Prime Capital Financial with 13 years of industry experience. He has worked at Prime Capital Investment Advisors, LLC since 2017 and previously at Ascende Wealth Advisers, Inc. from 2011 to 2017. Outside of his advisory role, he is a member of CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan services, family office offerings, and uses both discretionary and non-discretionary investment approaches incorporating core/satellite, thematic, and tactical strategies.

William Schorp is a financial advisor with Private Advisor Group, LLC in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2012 and previously at Concourse Financial Group Securities, Inc. from 2008 to 2012. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and uses a range of investment strategies implemented through proprietary and third-party platforms.