Journey Buitron is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Empower Advisory Group, Buitron held roles at ADP, Inc. and Paychex Inc, among other positions in various industries. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm utilizes an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

William Friebel is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Starfox Financial Services, Bank of America, and Merrill. He is a board member of Cooper Enterprises, Inc. and holds a senior financial advisor role focused on fixed insurance. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment process blending passive and active management with oversight by an internal Investment Committee.

Drake Sacks is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2003. He holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of investment and consulting services across discretionary and non-discretionary accounts, utilizing strategic asset allocation and manager selection tailored to client objectives.

Remington Pollina is a financial advisor at Transamerica Retirement Advisors, LLC with seven years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms including VALIC Financial Advisors and AGIA prior to his current role. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, combining proprietary software and model portfolios provided by Morningstar Investment Management. The firm manages a large client base with a focus on asset allocation and retirement guidance, primarily offering non-discretionary investment recommendations.

Atabu Otobo is a financial advisor with TLG Advisors, Inc. based in Cypress, TX. He holds Series 65 and Series 63 licenses and has 11 years of industry experience. His prior work includes roles at Simplicity Investments, Avantax Investment Services, and multiple insurance firms. TLG Advisors serves a broad client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm employs a manager selection process using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, with many accounts managed through sub-advisors and program platforms, and also offers a direct-to-consumer digital investment program called Starlight Portfolios.

Jagger Newton is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to entering the financial industry, he was involved in several entrepreneurial ventures, including ownership roles at The Republic Steakhouse, Jackson's Deer Processing, and The Crawfish Shack. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Darcy Mclinden is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2019, following 11 years at Edward Jones. Mclinden is also an insurance agent at EMG Insurance Brokerage. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and risk-profiling tools and offers specialized municipal and public-finance advisory services.

Richard Brown is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James and several Cetera entities, as well as VALIC Financial Advisors. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional and pension plans, and charitable organizations, providing financial planning and consulting, with an emphasis on tailored, non-discretionary advisory relationships.

Elec Presnell is a Wealth Management Advisor with Merrill Lynch Wealth Management, joining the firm in 2017. He specializes in holistic wealth management, financial strategies, retirement planning, portfolio management, and client-focused areas such as family wealth management strategies and managing new wealth. Elec holds a Bachelor of Arts degree in English from Covenant College. He holds several professional designations, including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Elec emphasizes the importance of understanding each client's individual needs and goals to develop personalized wealth management plans, leveraging resources from Merrill Lynch Wealth Management and the experience of the PSMC Group. Outside of his professional career, Elec has personal interests in golfing, hunting, and reading. He is also involved in community service through his leadership role with Project 52, a community improvement organization affiliated with his church.

Dylan Landry is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2025. He focuses on providing financial planning guidance tailored to each client's unique financial goals, priorities, and preferences. Prior to his current role, Dylan held positions at Fidelity Investments including Planning Consultant, Relationship Manager, and Customer Relationship Advocate, gaining a broad range of experience in client relationship management and financial planning. Dylan holds insurance licenses in Arkansas and California, which support his work in delivering comprehensive financial advice. Outside of his professional responsibilities, he enjoys activities such as fishing, fitness, football, golf, outdoor adventures, and spending time with pets.

Jacob Burlison is a Series 66 licensed financial advisor with three years of industry experience, currently practicing at Edward Jones in The Woodlands, TX. Prior to joining Edward Jones in 2023, he worked for six years at Russell and Smith Ford, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and maintaining a large national network of financial advisors and branch offices.

Garrett Mann is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and five years of industry experience. His career includes roles at Bank of America and several financial services firms prior to Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, and corporations.

Andrew Ruzicka is a CFP® professional with 23 years of experience in the financial services industry. He has been with LPL Financial since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

Laurie Mclaughlin is a financial advisor with Raymond James Financial in The Woodlands, TX, holding a Series 66 designation and 14 years of industry experience. She has held roles at Raymond James Financial and Woodforest National Bank since 2009. Laurie also serves as Program Operations Coordinator for Woodforest Wealth, a support company in The Woodlands. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored non-discretionary consulting with analytical tools and supports municipal and public-finance work through a unique institutional affiliation.

Dean Harman is a financial advisor with OSAIC, holding the CFP® designation and Series 63 and 66 licenses, with 32 years of industry experience. He has previously worked at Harman Asset Management, LLC and SagePoint Financial, Inc. Outside of advisory roles, Harman is the author of the book "Win by Not Losing" and co-founder of Alphalytics Research, which produces and markets economic research for the financial services industry. He also serves on advisory boards for FINRA and Practice Intelligence, a data-driven platform focused on advisor growth. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting discretionary and non-discretionary strategies across a broad range of programs and custodial arrangements.

Michael Hempfling is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 1995, initially working in securities regulatory supervision before joining Merrill Lynch. His role involves providing investment advisory services and portfolio management to individuals, families, and business owners. Michael holds the Chartered Retirement Planning Counselor (CRPC) designation and is certified as a Senior Portfolio Advisor through Merrill Investment Advisory Program. He has also completed the Series 63 and Series 65 regulatory exams. His expertise includes retirement planning, investment strategy development, portfolio management, and wealth preservation. He earned both a Bachelor's degree in Mathematics and a Master's degree in Business Administration from the University of Missouri. In addition to his professional experience, Michael is a United States Army Veteran. Outside of work, he enjoys cooking, football, soccer, traveling, and watching movies.

Marc Hebert is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2015. Outside of his advisory role, he is a co-owner of a family rental property business in East Hampton, Connecticut. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

James Egan is a financial advisor at Charles Schwab with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Charles Schwab, and TD Ameritrade in various roles since 2014. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational capabilities.

Frederick De Groot is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in the financial services industry. Based in Houston for the past 20 years, he specializes in executive compensation, personal retirement planning, portfolio management services, individual and corporate investment strategy, and tax minimization. Frederick applies a disciplined and balanced approach to portfolio management, helping clients navigate market volatility and focusing on strategies tailored to their unique financial goals. Frederick holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) certification. He earned his bachelor's degree from LaSalle University and his MBA from The University of Chicago Graduate School of Business. His extensive experience includes working with corporate executives and professionals through various economic climates, emphasizing proactive communication and accountability. Outside of his professional work, Frederick enjoys reading, running, and spending time with his family. He is involved in community organizations including EYBL Basketball, The John Cooper School, Texas Torque, and The University of Chicago.

Renee Weston is a Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience in the financial services industry. She specializes in comprehensive wealth management and advanced planning strategies, including retirement planning, wealth transfer and legacy planning, education funding, and asset protection. Renee holds a Personal Investment Advisor (PIA) designation and has an educational background that includes a High School Diploma from Klein High School and an Associate's Degree from North Harris Montgomery County College. Her client focus areas encompass college education planning, equity compensation services, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. Outside of her professional work, Renee spends time enjoying personal interests such as camping, gardening, hiking, knitting and crocheting, music, reading, traveling, and spending time with her family.