Jose Palafox is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and with 25 years of industry experience. Prior to joining Wealth Enhancement Advisory Services in 2024, he worked at Starfox Financial Services, LLC for nine years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by quantitative and fundamental research.

Meredith Mckinley is a financial advisor at Hornor, Townsend & Kent, LLC with 15 years of industry experience. She holds the ChFC® designation and Series 63 license. Prior to joining Hornor, Townsend & Kent in 2026, she worked at Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes third-party asset manager relationships and offers both discretionary and non-discretionary account options. The firm combines advisory programs with broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Brianna Warren is a financial advisor at Sanctuary Advisors, LLC with eight years of industry experience. She holds the Series 66 designation and previously worked at Merrill from 2015 to 2023 before joining Sanctuary Advisors and Sanctuary Securities in 2023. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a variety of portfolio management options and consulting services through a network of over 400 independent investment adviser representatives who develop their own investment strategies under firm supervision.

Roberto Aburto Jr. is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Humble, TX, holding Series 63, 65, and 66 designations and bringing 16 years of industry experience. His prior roles include positions at JPMorgan Securities and Frost Bank. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through both advisory and brokerage services, offering investment programs via the Passageway Managed Account platform and working with clients to tailor portfolios including mutual funds, ETFs, SMAs, and direct indexing.

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® professional with 39 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2003. He holds Series 63 and Series 65 licenses and is based in Angel Fire, NM. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of advisory and brokerage services, employing strategic and tactical asset allocation and various investment strategies 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.

Keith Keener is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been affiliated with Primerica Advisors since 1981 and Primerica Financial Services since 1991. Outside of investment advisory, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, offering model-delivery strategies and limited separately managed accounts primarily to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with trading delegated to BNY Mellon Advisors.

Jagger Newton is a financial advisor with LPL Financial holding a Series 66 designation and has been in the industry since 2025. Prior to joining LPL and PCC Wealth Partners, he was involved in several businesses including restaurants and food processing. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 Cetera with eight years of industry experience and holds Series 63 and Series 65 designations. Prior to joining Cetera in 2025, he worked at Raymond James Financial Services Advisors, Inc. and VALIC Financial Advisors, Inc. His professional background spans multiple firms within the financial services industry. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party investment managers.

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 financial advisor with Edward Jones in The Woodlands, TX, holding a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2023, he worked for Russell and Smith Ford, Inc. from 2017 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and affiliated investment products supported by a nationwide network of more than 23,700 financial advisors.

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® with 22 years of industry experience, currently serving clients at LPL Financial since 2004. He holds a Series 63 license and operates out of Spring, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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 CFP®-certified financial advisor with over 32 years of industry experience. He is currently with OSAIC and previously worked at SagePoint Financial, Inc. and runs Harman Asset Management, LLC. Outside of financial advising, he is a cofounder of Alphalytics Research, which provides economic research services, and is the author of the book *Win By Not Losing*. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs tools such as asset-allocation modeling and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

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.

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.