Erica Hall is a financial advisor at AlphaStar Capital Management with two years of industry experience. She holds a Series 65 license and has previously worked at Institute for Wealth Management LLC, Brookstone Wealth Advisors, and Retirement Risk Advisors. In addition to her advisory role, she is involved in insurance and annuity sales. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm utilizes model portfolios and employs a combination of strategic and tactical investment approaches across a wide range of asset types.

Juan Flores Saldana is a financial advisor with Eagle Strategies (NY Life) based in Fulshear, TX, holding Series 65 and Series 63 registrations and 10 years of industry experience. He has been affiliated with Eagle Strategies since 2026 and with NYLIFE Securities LLC and New York Life Insurance Company since 2017. Additionally, he works as an insurance broker for non-registered insurance products with outside carriers. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm delivers tailored solutions across multiple program types and manages the majority of its assets on a non-discretionary basis.

Chanell Carter is a financial advisor with Principal Financial Services in Rosenberg, TX, holding a Series 66 designation and 23 years of industry experience. Her career includes roles at Principal Funds Distributor, Principal Securities, Principal Life Insurance, SunAmerica Capital Services, and VALIC Financial Advisors. Outside of her advisory work, she is a partner in an LLC involved in managing rental properties and related services. Principal Securities offers 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 overseas. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Erin Battistello is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 20 years of industry experience. Prior to joining Goldman Sachs in 2021, she spent 16 years at The AYCO Company, L.P./Mercer Allied. She serves as Treasurer for the Seven Lakes Junior High Theater Booster Club, a nonprofit organization in Katy, TX. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, providing tailored services such as Executive Wealth and Private Family Office support within an integrated financial group.

Eduardo Iniguez is a financial advisor at Integrity Alliance, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Brokers International Financial Services and J P Turner & Company LLC. Outside of his advisory role, he operates an independent insurance agency focused on fixed and health insurance products. Integrity Alliance is a large advisory and brokerage network serving individual investors, corporations, and qualified retirement plans with over 300 advisors managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and access to third-party managers through various platforms, utilizing a range of investment allocation strategies.

John Dowdall is a financial advisor with Planmember Securities Corporation in Fulshear, TX, holding a Series 63 designation and 27 years of industry experience. He has worked at Elite Plus Financial & Retirement Services since 2018 and previously with College Funding Solutions, Texas Infinite Wealth Planners, and Metropolitan Life Insurance Company. Outside of his role at Planmember, he is a financial representative at Elite Plus Financial & Retirement Services, where he is involved in the sales of securities and insurance products. 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 through its PlanMember Asset Allocation Portfolios. The firm employs a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive.

Jennifer Zittel is a financial advisor at United Planners Financial Services of America with 23 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at firms including Park Avenue Securities, Guardian Life Insurance, and NEXT Financial Group. United Planners Financial Services is a national wealth-management enterprise serving a wide range of clients including individuals, retirement plans, corporations, trusts, and estates. The firm employs independent Investment Adviser Representatives and offers a mix of advisory and brokerage services, with a large portion of assets managed on a non-discretionary basis.

Sam Latif is a financial advisor with PNC Wealth Management in Katy, TX, holding Series 65 and Series 63 licenses and four years of industry experience. His work history includes roles at PNC Investments LLC, PNC Bank, BBVA Securities Inc., BBVA Insurance Agency, BBVA USA, and State Bank of Texas. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and invests via approved model strategies with mutual funds and ETFs.

Anita Ixcamparij is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and with four years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Valic Financial Advisors, and Agia. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various advice programs, using proprietary tools from Morningstar Investment Management to provide personalized asset allocation and retirement guidance. The firm serves a large client base with a mix of managed portfolios and non-discretionary recommendations.

James Norton Jr. is a financial advisor at Integrated Wealth Concepts LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial and Purshe Kaplan Sterling Investments. Norton also engages in the sale of fixed/traditional insurance as a non-investment-related business activity. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm provides discretionary investment management, financial planning, and consulting services, employing a long-term investment approach with customized portfolios constructed from mutual funds, ETFs, individual equities, and fixed income.

Louis Kelley is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and 25 years of industry experience. His previous roles include positions at Raymond James and LPL Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning services and manages a large participant base relative to its advisor count.

Christine Estelle is a financial advisor at Empower Advisory Group with three years of industry experience. She holds Series 66 and Series 63 designations and previously worked at NYLife Securities LLC, New York Life Insurance Co, and JP Morgan Chase Bank. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s integrated model links financial planning with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Zainab Gandhi is a CFP® professional with 17 years of industry experience, currently serving as a wealth advisor at CWM, LLC. Her career includes 15 years at Raymond James Financial Services and associated firms, with her current roles since 2023 involving advisory and brokerage services within various CWM entities. Outside of her advisory work, she is a co-owner of Allied Shipping and Chemicals LLC and Gifted Homezz LLC, engaging in ventures related to chemical company automation and real estate partnerships. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong operational focus on retirement plan and institutional services.

Robert Fuest is a financial advisor at Farther with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fuest & Klein Wealth Advisors LLC and Landor & Fuest Capital Managers. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary model portfolios and algorithmic rebalancing, with an emphasis on ETFs, mutual funds, equities, and fixed income.

Ernest Hammersley Jr. is a financial advisor with Primerica Advisors in Katy, TX, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company since 2005. Outside of his financial services career, he competes nationally as a member of the Guardians of BBQ cook-off team. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Dana Narcisse is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Hornor, Townsend & Kent in 2022, Narcisse held roles at The Penn Mutual Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, Pruco Securities LLC, and The Prudential Insurance Company of America. Outside of advising, Narcisse serves on the board of directors for the Houston Cardiac Association and holds positions in medical services as a C.T. technologist. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside a platform that includes third-party asset manager relationships and both discretionary and non-discretionary account options.

Humberto Larios is a financial advisor at Centaurus Financial, Inc. with six years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Cambridge Investment Research Advisors and Primerica. Prior to his financial services career, he spent over two decades with Schlumberger Technology Corp. Outside of his advisory role, he is also a life insurance agent with SMARTPRO FINANCIAL. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, and institutions, offering financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts. The firm uses a combination of fundamental, technical, bottom-up, and top-down analysis and offers both discretionary and non-discretionary arrangements.

Jason Lam is a financial advisor with Empower Advisory Group located in Katy, Texas. He holds the Series 63, Series 65, and Series 66 designations and has four years of industry experience. His prior work includes roles at Stifel, Wells Fargo Clearing, and Wells Fargo Bank. Outside of his advisory work, he is a remote online notary agent conducting mortgage loan and other notarized documentation through a Texas state-approved platform. 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 emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Paige Arbuckle is a CFP® and Series 66-licensed financial advisor with five years of industry experience. She has worked at Creative Planning since 2023 and previously spent nine years at UBS Financial Services Inc. Creative Planning is an enterprise advisory firm managing approximately $217 billion in client assets. The firm serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, offering a financial planning-led investment process with an emphasis on low-cost indexing, supplemented by strategies such as direct indexing and tax-loss harvesting.

Juliana Ramirez is a financial advisor at Empower Advisory Group in Katy, TX, holding a Series 66 designation. She has one year of industry experience with prior roles including positions at Mariner Finance and Empower Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.