Robert Fuest is a financial advisor at Farther with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fuest & Klein Wealth Advisors LLC and Landor & Fuest Capital Managers. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary model portfolios and algorithmic rebalancing, with an emphasis on ETFs, mutual funds, equities, and fixed income.

Ernest Hammersley Jr. is a financial advisor with Guardian Life and holds the Series 63 and Series 66 designations. He has 28 years of industry experience, including a long tenure at Park Avenue Securities and Guardian Life. Outside of his advisory work, he competes in national BBQ cook-off competitions as part of the Guardians of BBQ team. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party programs.

Dana Narcisse is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Hornor, Townsend & Kent in 2022, Narcisse held roles at The Penn Mutual Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, Pruco Securities LLC, and The Prudential Insurance Company of America. Outside of advising, Narcisse serves on the board of directors for the Houston Cardiac Association and holds positions in medical services as a C.T. technologist. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside a platform that includes third-party asset manager relationships and both discretionary and non-discretionary account options.

Ishan Brew is a financial advisor with Steward Partners Investment Advisory, LLC in Houston, TX, holding Series 63 and Series 65 licenses with nine years of industry experience. He previously worked at The Vanguard Group for seven years and has entrepreneurial experience as the owner of Beautifully Rooted LLC, a hair and skin care products business. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both in-house and third-party portfolio management solutions.

Gustavo Gaspar is a financial advisor with Empower Advisory Group in Richmond, TX, holding Series 63 and Series 65 licenses with seven years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focusing on long-term portfolio returns and savings rates within plan lineups chosen by plan sponsors.

Jerry Adam Jr. is a financial advisor with TLG Advisors, Inc. based in Richmond, TX. He holds Series 63 and Series 66 licenses and has 34 years of industry experience. His prior firms include Morgan Stanley, Citigroup Global Markets, and Wells Fargo Clearing Services. He is also involved as a managing member and partner in several insurance advisory businesses. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm’s investment approach emphasizes manager selection and monitoring, using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, with many accounts managed through sub-advisors and program platforms.

Robert Massa is a financial advisor at Prime Capital Financial with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Massa has worked at Prime Capital Investment Advisors since 2017 and previously spent seven years at Ascende Wealth Advisers and Employee Benefit Solutions. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through asset management, financial planning, qualified retirement plan services, and third-party manager selection. The firm employs a variety of investment strategies and offers family office services, tax advisory through an affiliated subsidiary, and consolidated reporting for complex financial holdings.

Danielle Sandoval is a CFP® and holds a Series 66 license with nine years of industry experience. She currently works at Creative Planning and has previously been associated with Hope City Live, Inc. She hosts the Kingdom Compounding Podcast, which discusses biblical principles. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutions. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Timothy Hannah is a CFP® professional with 39 years of experience in financial planning and investment advisory. He is associated with Ameritas Advisory Services, LLC since 2021 and also operates Hannah Financial Solutions and Lone Star Advisory Group, which he has led since 2004 and 1999, respectively. His career includes long-term roles with Ameritas Life Insurance Corp. and Ameritas Investment Corp. Outside of his advisory work, he is licensed to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, while managing operational practices to optimize costs and broaden investment options.

Ramesh Cherivirala is a financial advisor with Eagle Strategies (NY Life) based in Sugarland, TX, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with Eagle Strategies and New York Life since 2001 and operates RCherry Financial Group, LLC, focusing on New York Life products and non-registered insurance brokering. Outside of his advisory role, he is active in community organizations, serving as a board member or secretary for several local charitable, religious, and community groups, and volunteers with a South Asian political radio forum. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Eugene Yim is a financial advisor at Transamerica Financial Advisors with 8 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Transamerica since 2018. In addition to his advisory role, Yim is a Broker Associate at Keller Williams Memorial, involved in real estate sales, leasing, and consultation. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Priyanka Singhal is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Transamerica since 2017. Outside of advisory work, she is involved in rental property management and serves as a landlord with the Houston Housing Authority. Transamerica Financial Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Humberto Larios is a financial advisor at Centaurus Financial, Inc. with six years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Cambridge Investment Research Advisors and Primerica. Outside of his advisory role, he is also a licensed life insurance agent through SMARTPRO FINANCIAL. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of services such as financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts.

Shawn Grimm is a financial advisor with Lincoln Investment in Sugar Land, TX, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at Fidelity Brokerage Services since 2007 and previously at Chase Investment Services Corp. for one year. Outside of his advisory role, Grimm serves as a branch administrator for Dearborn & Creggs, overseeing daily operations of the branch office. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team and a layered delivery model that includes fiduciary ERISA/retirement advice.

Jason Lam is a financial advisor with Empower Advisory Group located in Katy, Texas. He holds the Series 63, Series 65, and Series 66 designations and has four years of industry experience. His prior work includes roles at Stifel, Wells Fargo Clearing, and Wells Fargo Bank. Outside of his advisory work, he is a remote online notary agent conducting mortgage loan and other notarized documentation through a Texas state-approved platform. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Benny Ongkobudidjojo is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at Transamerica Financial Advisors since 2012, as well as positions with Benefit Mall and WFGIA, where he provides health insurance options. Outside of advising, he manages enterprise resource planning software at Ineos USA LLC and is involved in estate planning communications through Lspn Pro LLC. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach across multiple advisory platforms, managing about $1.7 billion in regulatory assets under management.

Paige Arbuckle is a CFP® and Series 66-licensed financial advisor with five years of industry experience. She has worked at Creative Planning since 2023 and previously spent nine years at UBS Financial Services Inc. Creative Planning is an enterprise advisory firm managing approximately $217 billion in client assets. The firm serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, offering a financial planning-led investment process with an emphasis on low-cost indexing, supplemented by strategies such as direct indexing and tax-loss harvesting.

Janet Sabio is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and four years of industry experience. She has been with Transamerica Financial Advisors since 2021 and has been involved with World Financial Group and World System Builder since 2017. Outside of financial advising, she is the managing member of Gari-Pulse Entertainment LLC, a company focused on publishing her poetry and supporting Garifuna cultural activities. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm primarily uses model portfolios and third-party managers for investment advisory services and integrates retirement plan administration with affiliated entities.

Karen Heider is a financial advisor with Sanctuary Advisors, LLC in Houston, TX, holding a Series 66 designation and bringing 11 years of industry experience. Her prior work includes roles at Bank of America, N.A. from 2015 to the present and Merrill from 2014 to 2020. Sanctuary Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent advisor representatives who manage portfolios using various strategies and platforms, with a range of analytical approaches and a fiduciary duty when advisory agreements are in place.

Yuanfang Jiao is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. Their career includes extensive involvement in health and medical insurance sales across multiple firms and agencies, alongside tax preparation work. Jiao also assists clients with estate planning products through an affiliated referral business. Transamerica Financial Advisors, LLC serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm primarily utilizes model portfolios and third-party managers to implement its advisory services, supported by a large network of advisors and multiple program platforms.