Kevan Gaug is a financial advisor with Money Concepts Capital Corp in The Woodlands, TX. He holds a Series 66 designation and has 25 years of industry experience, including five years at Ameriprise and over 20 years with his current firm. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation strategies, combining proprietary and sub-advised portfolio programs with both discretionary and non-discretionary management.

Cyriac Abraham is a financial advisor with Guardian Life, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. He worked at UBS Financial Services Inc. for five years before joining Guardian Life in 2019. Guardian Life’s subsidiary, Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm provides a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions, supported by proprietary programs and third-party platforms.

Joseph Vinson is a financial advisor with AE Wealth Management, LLC and holds Series 63 and 65 licenses. He has 27 years of industry experience and has worked at several firms, including Regal Investment Advisors and National Planning Holdings. Vinson is also the owner of Vinson Financial Group, LLC, where he provides insurance sales and services, including Medicare supplement offerings. AE Wealth Management, LLC serves a diverse client base with fee-based portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes discretionary model portfolios and manages nearly $50 billion for over 127,000 clients, supporting its advisors with a platform-focused approach and multiple investment strategies.

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® with 14 years of industry experience, currently serving as a financial advisor at Cetera Planning Partners. Her prior work includes roles at Avantax Advisory Services and John W. Rood, CPA, where she also provides incidental assistance on tax-related questions for investment clients. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering comprehensive financial planning, investment management, and specialized retirement advice. The firm integrates a formal planning process with diversified allocations and benefits from affiliation with the broader Cetera network, providing additional services such as tax planning and estate strategies.

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 worked at Leaders Financial Group of Texas and The Leaders Group, Inc. since 2017, following a four-year tenure at Tom James. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services and portfolio management, employing manager selection and fundamental analysis to create diversified portfolios, and also offers a direct-to-consumer digital program called Starlight Portfolios.

Tai Nguyen is a financial advisor with Guardian Life and holds a Series 66 license. He has 18 years of industry experience, including prior roles at Eagle Strategies and MSI Financial Services. Outside of his advisory work, he is involved in insurance sales independent of Guardian Life. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary and third-party platforms.

Alan Wright is a financial advisor at Carson Wealth with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Cetera Advisor Networks, Pinnacle Financial Group, LPL Financial, and Ameritas Investment Company. Outside of his advisory role, he is a partner in an entity created to purchase group medical insurance. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and overseeing approximately $50.6 billion in assets. The firm offers discretionary asset management, financial planning, variable sub-account management for annuities, and retirement plan services, using a model portfolio approach guided by an Investment Committee and integrating technology and custodial partnerships.

Kimberly Turner is a financial advisor at Empower Advisory Group with 17 years of industry experience. She holds Series 66 and Series 63 designations. Her prior experience includes 16 years at GWFS Equities, Inc/Great West Life & Annuity Insurance Company before joining Empower Financial Services and Empower Advisory Group. 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’s services are closely integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing.

William Lynch is a financial advisor with Osaic Advisory Services, LLC in The Woodlands, TX. He holds a Series 66 designation and has experience working at several firms, including National Life Group and 1st American Pension Services. Prior to his advisory career, he was employed at Mr. Jim's Pizza. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs, retirement plan consulting, financial planning, and access to alternative investments, utilizing both fundamental and technical analysis across discretionary and non-discretionary account 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® with four years of industry experience, currently serving as an advisory representative at Osaic Advisory Services, LLC. His prior experience includes roles at Triad Advisors and Integrated Financial. He also assists financial advisors at Robare & Jones Wealth Management. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser that serves a diverse client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, using a variety of strategies and platform relationships that differentiate its operating model in the industry.

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.

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 with 16 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities, Bank of America, Merrill, and BBVA Wealth Solutions. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via an employee-only pilot that uses algorithmic risk assessment and primarily invests in mutual funds and ETFs with annual rebalancing.

Stanley Robare is a CFP® professional with 17 years of experience in financial advising. He is currently with Osaic Advisory Services, LLC and has previously worked at Triad Hybrid Solutions and Triad Advisors, Inc. He also manages The Robare Group, a separate advisory practice focused on asset allocation and client portfolio review. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, as well as sovereign wealth funds. The firm offers a variety of investment programs, retirement plan consulting, and access to alternative investments, utilizing both fundamental and technical analysis in its strategies.