Heidi Deloit is a financial advisor with Principal Financial Services, holding a Series 66 designation and 13 years of industry experience. She has worked at Principal Securities Inc. since 2018 and has been affiliated with Principal Life Insurance Company since 2017. Her prior experience includes roles at Bank of America and Merrill. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kimberly Steed is a CFP® with nine years of industry experience, currently affiliated with Commonwealth Financial Network in Conroe, TX. She has held roles at Crowl Wealth Management, LLC, where she is an owner, as well as positions at Avantax Investment Services and 1st Global Advisors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides advisory support, managed-account programs, access to third-party asset managers, and custody services to individual and institutional clients.

Lingfeng Lu is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has six years of industry experience and has worked with firms including Lumina Wealth LLC, OpenWin Financial & Insurance Services, and New York Life Insurance Company. Lu serves as president of the North Houston Chinese Association, organizing events that celebrate traditional Chinese holidays. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives, managing the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

James Smith is a financial advisor with Eagle Strategies (NY Life) based in Montgomery, TX, holding Series 63 and Series 66 licenses. He has 27 years of industry experience, with prior roles at Nylife Securities Inc. and New York Life dating back to 1998. His activities include brokering non-registered insurance products through various outside carriers. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services with a focus on tailored solutions and mostly non-discretionary asset management.

Austin Brown is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at Mariner Independent Advisor Network, LLC for ten years and is affiliated with LPL Financial, LLC. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting across various programs. The firm supports its advisory network with multiple asset management platforms and a range of analytical and trading approaches.

Manuel Mares is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2015. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm utilizes an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Bryce Thalacker is a financial advisor at Empower Advisory Group with five years of industry experience. He has worked previously at MissionSquare Retirement, Fisher Investments, and Northwestern Mutual in various capacities. 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 emphasize long-term portfolio returns and annual rebalancing, with an integrated model tied to Empower’s recordkeeping and administrative platforms.

John Lefler is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work experience including roles at McLane Partners and Ken Ashworth & Associates. Outside of financial advising, he is the owner of Lefler Photography. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management services through its CLASSIC Plus platform, utilizing a combination of fundamental and technical analysis and both discretionary and non-discretionary arrangements.

Barrett Evan is a financial advisor at Commonwealth Financial Network with a Series 66 designation and three years of industry experience. He has worked at Commonwealth Financial Network and Cedarwood Financial Partners since 2023. Prior to his career in finance, he spent over a decade in education within various independent school districts. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Elizabeth Eiroa is a financial advisor with Eagle Strategies (NY Life) based in Conroe, TX. She holds Series 65 and Series 63 licenses and has 14 years of industry experience. Her work history includes roles at Lionshare Wealth Strategies, Assad Financial Group, and New York Life, as well as involvement with Kat-El Ranch. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to meet client objectives and plan sponsor criteria.

Austin Ayers is a CFP® with 15 years of industry experience, currently affiliated with Primerica Advisors in Montgomery, TX. He has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2022, and previously worked at Principal Life Insurance Company and Princor Financial Services Corporation from 2015 to 2022. Ayers also serves as a non-public, non-employee FINRA arbitrator. Park Avenue Securities LLC serves a broad retail client base, including individual investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services such as lending solutions and donor-advised funds.

Robert Brown is a financial advisor at Empower Advisory Group in Conroe, TX, holding Series 63 and Series 66 credentials with two years of industry experience. Prior to joining Empower Advisory Group, he worked at Greystone Alloys and Katz Deli. He is also the owner of Brown Sales Consultations LLC, a non-investment related business operated in partnership with his wife. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Wesley Boudreaux is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior work includes ten years at FSC Securities Corporation and roles at LPL Financial and OSAIC. He is based in Montgomery, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm combines strategic asset allocation with a mix of passive and active management, supported by an internal Investment Committee and research that incorporates quantitative and fundamental analysis.

Steffan Sitka is a financial advisor with Empower Advisory Group, holding a Series 66 designation and based in Conroe, TX. He has been with Empower since 2026 and has prior experience that includes roles outside the financial industry. From 2021 to 2025, he worked at River Pointe Church. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain retail brokerage clients. The firm operates an integrated service model aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Heath Herring is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and three years of industry experience. He has worked at Empower Financial Services since 2023 and previously held roles at Assurance IQ, AWL Insurance, Allstate Insurance, Farmers Insurance, and CSI Worldwide. 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 integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Benjamin Murphy is a financial advisor with Commonwealth Financial Network in Montgomery, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for nine years before joining Commonwealth and co-owning Cedarwood Financial Partners. Outside of advisory work, he serves as a business consultant for Guidepoint and Prosapient, focusing on research-related studies. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office services including investment management, compliance, and practice-management support. The firm offers diverse portfolio construction options and manages discretionary model portfolios through its Investment Management and Research team.

Kevin Bruce is a CFP® and CFA® with 16 years of experience in the financial advisory industry. He is currently with CWM, LLC and has held positions at several firms including Bruce Private Wealth LLC, HFG Wealth Management, and Waterside Wealth Advisors. Bruce has spent time self-employed in his career. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

James Schulmire is a financial advisor at Centaurus Financial, Inc. with 41 years of industry experience. He holds a Series 63 designation and has worked at Centaurus Financial since 2023. His prior experience includes roles at USA Financial Securities and National Planning Corporation. Schulmire also engages in life insurance sales through McLane Agency Inc., a business he has been involved with since 1978. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers both discretionary and non-discretionary portfolio management, utilizing a combination of fundamental and technical analysis, and provides specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub‑accounts.

Michael Klorer is a financial advisor with Kestra Advisory who holds Series 66 and Series 65 designations and has 19 years of industry experience. He has worked at several firms including Sanctuary Securities, SWBC Investment Company, and LPL Financial. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets under management.

Antonio Aguilar is a financial advisor with Voya Financial Advisors, Inc., holding Series 66 and Series 63 designations and four years of industry experience. His prior work includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Valic Financial Advisors Inc., American International Group (AIG), and Bbva. Voya Financial Advisors serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through various program structures, primarily providing non-discretionary advice requiring client approval before transactions.