Darryl Goolsby is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and 20 years of industry experience. He previously worked at Valic Financial Advisors and Transamerica subsidiaries before joining Empower. Outside of his advisory role, he is a partner in Darstens, a business focused on public speaking, coaching, and creating educational materials aimed at helping couples improve their marriages, finances, and medical situations. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with IRA and retail brokerage clients. The firm offers point-in-time financial plans and optional managed accounts through a platform integrated with Empower’s recordkeeping and administrative services.

Cyriac Abraham is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has worked at Guardian Life since 2019 and previously spent five years at UBS Financial Services Inc. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies, offering a range of financial planning, consulting, and digital advisory solutions tailored to client needs.

Gregory Mosier is a financial advisor at Empower Advisory Group with a Series 66 designation. He has held positions at Empower Financial Services since 2026 and previously worked at Desert Financial Credit Union and JPMorgan Chase. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Lauren Hoffman is a Series 65 and Series 66 licensed financial advisor with 12 years of industry experience. She is currently with IEQ Capital, LLC and has prior experience at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Bank of America, N.A., and Merrill. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, trusts, foundations, endowments, and non-profit organizations. The firm uses a centralized macroeconomic research process and constructs portfolios with liquid strategies, third-party managers, and private alternatives, emphasizing clients with net worths of $10 million or more.

Ryan Newkirk is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at GWFS Equities, Inc. since 2020. Outside of his advisor role, he serves as Secretary for the Roxborough Village Filing 16B Homeowners Association, a nonprofit homeowners organization. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Ronald Kudlacek is a CFP® with 22 years of industry experience, currently serving at Cetera Planning Partners. His prior roles include positions at Plains Wealth Management, Plains State Bank, and Avanatx Advisory Services, among others. He is also a partner in RKBW, LLC, a business involved in convenience store equipment leasing and sales. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm integrates a diversified investment approach with ancillary services such as tax planning, bookkeeping, and estate planning through a third-party provider.

Journey Buitron is a financial advisor at Empower Advisory Group with Series 63 and Series 66 designations and one year of industry experience. Prior to joining Empower Advisory Group, he held roles with ADP, Inc., Paychex Inc, and the University of Maryland Global Campus. 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 integrated model links services to Empower’s recordkeeping and administrative platforms and offers financial planning alongside optional managed account solutions.

Atabu Otobo is a financial advisor at TLG Advisors, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Simplicity Investments, Avantax, and several insurance companies. Otobo has maintained a longstanding role at Ace Advisory Management since 2012. TLG Advisors, Inc. serves a diverse clientele including individuals, high-net-worth clients, trusts, and institutional investors. The firm employs a manager selection process based on fundamental analysis and Modern Portfolio Theory, managing many accounts through sub-advisors and program platforms, and offers a direct-to-consumer digital investment program called Starlight Portfolios.

Taylor Starnes is a financial advisor with Edward Jones in Hempstead, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Mattress Firm from 2016 to 2018 and completed his education at Texas State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Munira Anderson is an Investment Management Consultant I currently working at Fidelity Investments. She has been with Fidelity since 2016, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant. Munira's professional experience spans financial planning and relationship management, with a focus on helping clients maximize their financial plans and providing ongoing financial guidance. Prior to joining Fidelity, she worked as a Personal Financial Officer at 5 Point Credit Union from 2014 to 2016. Outside of her professional career, Munira engages in activities such as family time, fitness, social events, horseback riding, traveling, and yoga.

Timothy Mckinney is a financial advisor at Fidelity with CFP® and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors, LLC and spent ten years at TIB Chemical Corporation. He serves as a board trustee and treasurer for Williams Temple Church of God in Christ. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees affiliated and unaffiliated sub-advisers.

Gerald Dolinsky is a CFP® with 21 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Eric Reed is a financial advisor with Edward Jones in Cypress, TX, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he has worked as a server at Johnny Carinos restaurant in Houston. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Mock is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Valic Financial Advisors and USAA Financial Planning Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Kevin Kusak is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Cetera. He has previously worked at Concourse Financial Group Securities Inc and operates Kusak Wealth Management, Inc., where he acts as president and financial advisor. Outside of financial services, Kusak is the owner and operator of a ranch under 4 Elks Ranch LLC. Cetera Investment Advisers LLC is a large SEC-registered adviser serving a diverse client base through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, including access to third-party money managers and multiple program structures.

Sarah Manning is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2021, with prior experience at Wells Fargo Clearing and Wells Fargo Bank. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Daniel Weber is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2011. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Chad Brown is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also associated with JPMorgan Chase Bank since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Tanner Mitchell is a financial advisor with J.P. Morgan Securities in Cypress, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A. and a brief tenure at Mettler Center. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Gabriel Aguilar is a CFP® with 17 years of industry experience and has been with Edward Jones since 2008. He is based in Cypress, TX. Outside of his advisory role, he is associated with a medical practice focused on sleep and headache solutions in Houston. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and supports its services with a large nationwide network of financial advisors and branch offices.