N Naemeka Onuba is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and has 12 years of industry experience. He has been with Transamerica Financial Advisors since 2013 and has held various roles in companies including Premier Force Global LLC, National Association of Registered Social Security Analysts, and Technoria LLC. Outside of advisory work, Onuba is involved in IT consulting and social security analysis through independent business activities. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms. The firm primarily implements its advisory model through model portfolios and third-party managers, serving individual investors, retirement plans, trusts, and charitable organizations.

Michael Mills is a financial advisor at Sanctuary Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Sanctuary Advisors, he worked at Bank of America and Merrill. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who offer a variety of portfolio management and consulting services using multiple analytical approaches and both discretionary and non-discretionary account management.

Robert Lenertz is a financial advisor with SPC in Spring, TX, holding a Series 66 credential and 17 years of industry experience. His work history includes roles at firms such as J.P. Morgan Securities, LPL Financial, and Retirement Planners of America. 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 advisory network and offers tailored, discretionary investment advice primarily through the SIGMA Managed Account and other account programs.

Forest Busby Jr. is a financial advisor at SPC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James Financial Services Advisors and J.P. Morgan Securities. Busby also serves as Vice President of Woodforest Wealth Strategies, an affiliate of Woodforest National Bank. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm operates a large advisory network and offers tailored, discretionary investment advice through various account programs.

Kevan Gaug is a financial advisor with Money Concepts Capital Corp in The Woodlands, TX. He holds a Series 66 designation and has 25 years of industry experience, including five years at Ameriprise and over 20 years with his current firm. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation strategies, combining proprietary and sub-advised portfolio programs with both discretionary and non-discretionary management.

Cyriac Abraham is a financial advisor with Guardian Life in Cypress, TX, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at Guardian Life since 2019 and was previously with UBS Financial Services Inc. from 2014 to 2019. Guardian Life’s subsidiary, Park Avenue Securities LLC, operates as a dually registered broker-dealer and SEC-registered investment adviser, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a variety of investment advisory programs using model portfolios from internal and third-party managers.

Joseph Vinson is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at several firms including Regal Investment Advisors, National Planning Holdings, and InsurMark. Vinson is also the owner of Vinson Financial Group, LLC, through which he conducts insurance sales and services, including Medicare supplement offerings. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, utilizing a range of investment strategies implemented primarily through discretionary models.

Rashaad Kaiser is a CFP®, ChFC®, and Series 66 licensed advisor with nine years of industry experience. He is currently with Creative Planning and previously worked with JP Morgan Securities LLC and JPMorgan Chase Bank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals and institutional entities. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Emma Wheeler is a financial advisor at TLG Advisors, Inc. with eight years of industry experience. She holds the CFP® designation and Series 63 and 65 licenses. Her prior roles include positions at Leaders Financial Group of Texas and The Leaders Group, Inc., where she has been active since 2017, as well as Tom James from 2013 to 2017. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering both traditional portfolio management and a direct-to-consumer digital program called Starlight Portfolios.

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.

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.

Michael Lancaster is a CFP® professional based in Houston, TX, with 27 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and its affiliated entities since 2025. Prior to that, he spent a decade with Raymond James Financial Services and Lancaster Wealth Management. He has ownership in a non-investment related support company associated with his practice. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services.

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.

Gregory Mosier is a financial advisor at Empower Advisory Group with a Series 66 designation. He has held positions at Empower Financial Services since 2026 and previously worked at Desert Financial Credit Union and JPMorgan Chase. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.