Dina Tupper is a financial advisor at Madison Partners with 15 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Charles Schwab & Co., Provident Wealth Advisors, Platinum Tax & Wealth Management, and Merrill. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often through third-party sub-advisers and model portfolios.

Alexis Roberts is a financial advisor with Independent Solutions Wealth Management, LLC in Montgomery, TX. She holds the ChFC® designation and a Series 65 license and has five years of industry experience. Her prior roles include work at Sowell Management and Alexis Investment Partners. Outside of advisory work, she is an insurance agent specializing in life insurance, long-term care insurance, and annuities. Independent Solutions Wealth Management LLC is an SEC-registered advisory firm managing approximately $1.54 billion in client assets. The firm serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts, employing a strategic asset allocation and manager selection process with tactical strategies and diverse portfolio models.

Joseph Zachary is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with United Planners since 2011. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients such as sovereign wealth funds and banks. The firm operates an open-architecture platform with multiple custodians and offers both fee-based and commission-based options through its network of 477 independent Investment Advisor Representatives.

Jeffrey Baker is a financial advisor with Money Concepts Capital Corp in Montgomery, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Money Concepts Capital Corp since 1999. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages multiple programs using model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying both fundamental and technical analysis within a framework of modern portfolio theory.

Marla Sherrod is a CFP® and ChFC® with 22 years of experience in the financial industry. She joined &Partners, LLC in 2024 after spending 20 years with Edward Jones. Outside of her advisory role, she is a co-owner of Tandem S Ranch, a family farm in Huntsville, TX. &Partners serves a diverse client base, including individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement consulting services. The firm utilizes a blend of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies.

Dane Blakeley is a financial advisor with Truist Advisory Services holding a Series 66 designation and seven years of industry experience. He has previously worked at Wells Fargo Clearing Services, Wells Fargo Bank, JP Morgan Chase Bank, J.P. Morgan Securities, Merrill Lynch, and Bank of America. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm’s approach includes a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements and AI-enabled research tools.

Kyle Renick is a financial advisor with Eagle Strategies (NY Life) in Montgomery, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been affiliated with New York Life Insurance Co and Nylife Securities LLC since 2013. In addition to advisory work, he is involved in insurance brokering with various carriers. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ryan Woods is a financial advisor with Empower Advisory Group in Conroe, TX. He holds Series 63 and Series 66 designations and has three years of industry experience. His prior work includes roles at Northwestern Mutual and Canto Software. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

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 at Eagle Strategies (NY Life) with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lumina Wealth LLC, OpenWin Financial & Insurance Services, and New York Life. Lu is also president of the North Houston Chinese Association, organizing events that celebrate traditional Chinese holidays. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered primarily through non-discretionary advisory programs within an integrated New York Life affiliate structure.

Devon Beamesderfer is a financial advisor with Primerica Advisors in Tomball, TX, holding Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, and the Department of Treasury. He is also involved with Live Oak Financial Management, providing tax planning and preparation services. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary model portfolios, third-party managers, and digital advisory solutions.

Kory Pippin is a CFP® professional with 23 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has held roles at Guardian Life Insurance Company, Park Avenue Securities, IMG Financial Group, and Securian Financial Services. In addition to his advisory work, he owns EP3 Insurance Group LLC, which offers property and casualty insurance products. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies, and provides a range of financial planning and consulting solutions.

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 credential and bringing nine years of industry experience. He previously worked at Mariner Independent Advisor Network, LLC for ten years and has been associated with LPL Financial, LLC for the same period. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and a range of managed account solutions. The firm employs a fiduciary advisory model that combines direct portfolio management and access to third-party strategists, utilizing multiple investment methods and technology platforms.

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.

David Mateski is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Fortune Financial Services and Thrivent Investment Management. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, discretionary digital portfolio managed via approved model strategies and executed with mutual funds and ETFs.

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 two years of industry experience. He holds a Series 66 designation and has previously been involved with McLane Partners, Conroe Cars and Classics, and Mad Lab Print Shop. Outside of his advisory work, he is the owner of Lefler Photography. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Barrett Evan is a financial advisor with Commonwealth Financial Network in Montgomery, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles in education with Troy ISD, Temple ISD, and Rogers ISD. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients, managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.