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 in Cypress, TX, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. He previously worked at UBS Financial Services Inc. before joining Guardian Life in 2019. Guardian Life's Park Avenue® Wealth Management is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs using a range of proprietary and third-party strategies.

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 financial advisor at IEQ Capital, LLC with 12 years of industry experience. She holds the Series 66 and Series 65 designations. Her prior work includes roles at JPMorgan Chase Bank, N.A., Jpmorgan Securities LLC, Bank of America, N.A., and Merrill. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm uses a centralized macroeconomic research process and constructs portfolios with a combination of liquid strategies, third-party independent managers, and private alternative investments.

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.

Journey Buitron is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Empower, Buitron held positions at ADP, Inc. and Paychex Inc, among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns, annual rebalancing, and client savings rates within plan lineups selected by plan sponsors.

Taylor Starnes is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was employed at Mattress Firm from 2016 to 2018. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

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 10 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Manning is based in Cypress, Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Daniel Weber is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity in various capacities since 2011. His current role includes work with Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios and serves as an advisor to multiple registered investment companies.

Chad Brown is a financial advisor with J.P. Morgan Securities in Cypress, TX, holding Series 66 and Series 63 designations and 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has concurrently worked with JPMorgan Chase Bank (TX) since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Tanner Mitchell is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2022. Prior to this, he was employed at JPMorgan Chase Bank, N.A. and held positions at Mettler Center and Herriott's Rental. J.P. Morgan Securities 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.

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.

Richard Grant is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Equitable Advisors, FTR Technology, and various positions outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Nicholas Domingue is a financial advisor at Morgan Stanley in Houston, TX, with 21 years of industry experience. He has been with Morgan Stanley since 2009 and holds the Series 63, Series 65, and Series 66 credentials. Outside of his advisory work, he is involved as a disc jockey with the University of Louisiana at Lafayette athletics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by its Global Investment Committee’s return estimates and modeling tools.