Jackson Gore is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Sanctuary Securities, Inc. from 2025 to present. Prior to entering the financial industry, he spent eight years in education at Woodville Middle and High Schools 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 plans, trusts, and charitable organizations. The firm supports independent adviser representatives who employ a variety of investment strategies and offers portfolio management, retirement plan consulting, and access to both onshore and offshore managed account solutions.

Paul Samuelson is a financial advisor at Voya Financial Advisors, Inc. with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Pruco Securities, The Prudential Insurance Company of America, and VALIC Financial Advisors. Voya Financial Advisors serves individual and institutional clients including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through multiple program structures that emphasize non-discretionary recommendations.

Andrew Schiro III is an advisor at Integrity Alliance, LLC with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Lion Street Advisors, Vere Global Insurance, and MassMutual Financial Group. Outside of his advisory role, he is a part-time author of self-help and motivational books. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets through a network of over 300 independent advisors. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, delivering investment advice via discretionary accounts, model portfolios, and third-party sub-advisers.

Leisl Dodson is a CFP® with eight years of industry experience currently affiliated with J. W. Cole Advisors, Inc. She has held positions at several firms including LPL Financial, LLC and The O.N. Equity Sales Company. Dodson also has a licensed assistant role with Zone 7 Financial Services. J. W. Cole Advisors, Inc. serves individuals, high-net-worth clients, and institutional accounts through a large network of independent advisers. The firm offers fee-based portfolio management, financial planning, retirement services, and access to various third-party investment platforms and strategies.

Miguel Palacios Jr Jr. is a financial advisor with Fifth Third Securities, Inc. in Houston, TX, holding Series 63 and Series 66 credentials and nine years of industry experience. His professional background includes roles at Frost Brokerage Services, PNC Investments, Wells Fargo, J.P. Morgan Securities, Bank of America Merrill Lynch, and Uber. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Jacob Merrifield is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and based in Houston, TX. He has one year of industry experience, including prior roles at Trippon & Co CPA Firm, Sloane Financial Planning, and UBS. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets with a diversified investment approach that combines passive and active management overseen by an internal Investment Committee.

Scott Bishop is a financial advisor at Hightower Advisors with 30 years of industry experience. He holds the CFP®, PFS™, and Series 63 designations. Prior to joining Hightower in 2023, he worked for STA Wealth Management, LLC from 2014 to 2023. Outside of his advisory role, he manages Vandelay Financial Group, LLC, a holding company related to advisory and insurance revenue and expenses. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager investment solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Cy Cattan is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds a Series 66 designation and previously spent 10 years with Streettalk Advisors, LLC dba STA Wealth Management. Outside of advising, he owns Arenosa Creek Ranch, a hunting preserve where he occasionally takes guests hunting. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers a variety of portfolio construction options including mutual funds, ETFs, and alternative investments.

Michael Alexander is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at Blackrock Investments, Inc. for 19 years before joining Sanctuary Advisors and Sanctuary Securities in 2022. Based in Houston, TX, he has been with his current firms for four years. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a range of investment approaches through a network of more than 400 independent adviser representatives and offers portfolio management, retirement plan consulting, and financial planning services with a fiduciary duty under written agreements.

Daniel Garza is a financial advisor with Hightower Advisors holding a Series 65 designation. He has professional experience at Riveron Consulting, Ernst & Young, and Ryan LLC, spanning roles from 2015 to 2024. Garza is based in Houston, TX. Hightower Advisors offers investment advisory and planning services to a diverse range of clients, including individuals, institutions, pension plans, and charitable organizations. The firm employs a multi-manager approach that combines affiliated and third-party managers, utilizing proprietary research and various investment vehicles such as mutual funds, ETFs, and alternative investments.

Dada Jagiere is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds the Series 66 designation. His prior experience includes roles at Wfgia and Wells Fargo Bank, N.A., as well as work as an Uber driver. Transamerica Financial Advisors serves a broad client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Uugantsetseg Atondo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been with Transamerica since 2012 and is involved in various business activities, including serving as CEO of Legend LD Inc and participating in nonprofit work as a Mongolian Ambassador for Legend Impact. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and corporations, offering a mix of advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary options.

Austin De Shane is a CFP® and CFA® credentialed financial advisor with 12 years of industry experience. He has worked at Wealth Enhancement Advisory Services, LLC and related entities since 2021, and previously at LPL Financial and Equitable Advisors. Based in Houston, TX, De Shane also holds roles involving insurance and annuity sales. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management overseen by an internal Investment Committee.

Gagan Singh is a financial advisor at PNC Wealth Management in Houston, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through model‑based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and approved investment models managed by PNC or third parties.

Joshua Lewis is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential. He has experience in the financial industry since 2020, including roles at Westwood Holdings Group and Ameriprise Financial Services. Prior to his advisory career, he worked at the University of Houston and Bellaire High School. 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 through a network of advisors and employs a diversified investment approach blending passive and active managers, supported by an internal Investment Committee.

Chet Bogdan is a financial advisor at Private Advisor Group, LLC with 30 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior work includes roles at Mariner Independent Advisor Network, LPL Financial LLC, Prudential Insurance Company of America, and several other firms. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, utilizing a range of investment strategies and technology platforms while offering both discretionary and non-discretionary services.

Robert Borden is a CFP®-credentialed financial advisor with 13 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Mariner Wealth Advisors, Mercer Global Advisors Inc., and several other firms. Outside of his advisory work, he holds an active real estate license and is a licensed real estate agent. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and utilizes a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

Dan Sanders is a financial advisor with Independent Financial Group, LLC in Houston, TX, holding a Series 63 designation and 33 years of industry experience. He previously worked at firms including Merrill, Chase Investment Services, UBS Financial Services, and Executive Wealth Management. Sanders also owns Sanders Career Consulting, a business offering job advice and coaching. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management using both firm- and third-party models, combining passive and active strategies across various risk profiles.

Amy Zamikovsky is a CFP® with 16 years of industry experience currently affiliated with Focus Partners Wealth, LLC. Her work history includes roles at Kovitz Investment Group Partners, Transform Wealth, Woodson Wealth Management and Consulting, Merrill, and legal practice through Zamikovsky Law, PLLC. She has experience spanning both financial advisory and legal services. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, corporate, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and proprietary tools within an enhanced open architecture framework.

Michael Brown is a financial advisor with Fifth Third Securities, Inc. in Houston, TX, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Ameriprise Financial Services, Cetera, Regions Bank, and Edward Jones. Outside of his advisory work, he is involved in managing an advisory business under Comerica. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers access to multiple investment programs on the Passageway Managed Account platform, utilizing various portfolio management strategies and tax-related services.