Graham Clement is a financial advisor with Planmember Securities Corporation in Houston, TX, holding Series 63, 65, and 66 credentials and 28 years of industry experience. He has been associated with Planmember since 2014 and also operates Moeybea Wealth Management, doing business as Lone Star Financial, providing investment and insurance sales and services. Prior to this, he worked at Texas Infinite Wealth Planners from 2014 to 2018. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm uses a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, along with education and support services for plan sponsors and participants.

Jennifer Richards is a ChFC® credentialed advisor with 14 years of industry experience, currently affiliated with Cetera Planning Partners. Her career includes roles at various Cetera entities and Avantax, along with administrative assistance at a CPA firm where she supports tax-related questions for investment clients. Richards also holds an insurance agent position with Genworth Financial. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, and specialized retirement advice. The firm’s approach emphasizes diversified mutual fund and ETF allocations tailored to client objectives, with additional services such as tax planning, bookkeeping, and estate planning through third-party providers.

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 CFP® professional with eight years of industry experience, currently affiliated with TLG Advisors, Inc. She has been associated with Leaders Financial Group of Texas and The Leaders Group, Inc. since 2017 and previously worked at Tom James from 2013 to 2017. TLG Advisors, Inc. serves a wide range of clients including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm focuses on manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, offering both traditional portfolio management and a direct-to-consumer digital program called Starlight Portfolios.

Tai Nguyen is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently affiliated with Primerica Advisors in Humble, TX, and has held positions at Guardian Life Insurance Company, Park Avenue Securities, Eagle Strategies, and New York Life Insurance Company. Outside of his advisory work, he is involved in insurance sales separate from Guardian. Primerica Advisors serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies and platforms to manage accounts on both discretionary and non-discretionary bases.

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 with Empower Advisory Group and holds Series 66 and Series 63 designations, with 17 years of industry experience. She previously worked at GWFS Equities, Inc/Great West Life & Annuity Insurance Company for 16 years before joining Empower Financial Services and then Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. Their approach emphasizes long-term portfolio returns and annual rebalancing, serving a large participant base with a distinctive integration across affiliated Empower entities.

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.

Joseph Hydes IV is a financial advisor at Creative Planning with a Series 65 designation. He has prior experience at Woodforest Financial Group, Corebridge Retirement Services, and AIG Retirement Services, totaling several years in the financial industry. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and offers a range of services supported by a large advisory team and centralized investment infrastructure, with an investment approach centered on low-cost indexing and buy-and-hold strategies overseen by an Investment Policy Committee.

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.

Luz Velasquez is a financial advisor at PNC Wealth Management in Houston, TX, with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including BBVA, Bank of America, Merrill, J.P. Morgan Securities, and Chase Investment Services Corp. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic questionnaires to recommend risk-banded investment strategies implemented via mutual funds and ETFs.

Juan Montoya is a financial advisor at PNC Wealth Management with 13 years of industry experience. He holds a Series 66 designation. His prior work history includes roles at Bank of America, Merrill Lynch, and J.P. Morgan Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary model account that uses algorithmic risk assessment and implements approved model strategies via mutual funds and ETFs.

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.