Grace Jones is a financial advisor with Empower Advisory Group in Montgomery, TX, holding Series 63 and Series 65 designations and three years of industry experience. Her prior roles include positions at Empower Financial Services, GWFS Equities, and her own firm, Grace Wealth Advisory. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and participants, as well as select IRA and retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

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.

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.

Jeffrey Winter is a financial advisor with Foundations Investment Advisors LLC in Montgomery, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior work includes roles at Change Path, LLC and multiple advisory firms. He is also active as a licensed insurance agent specializing in life insurance and annuity sales. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios and sub-advisory arrangements to tailor investment strategies.

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.

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.

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.

Elizabeth Eiroa is a financial advisor with Eagle Strategies (NY Life) based in Conroe, TX. She holds Series 63 and Series 65 designations and has 14 years of industry experience. Her career includes roles at Lionshare Wealth Strategies, Assad Financial Group, NYLIFE Securities LLC, and New York Life insurance company. Outside of finance, she was involved with Kat-El Ranch for three years. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated investment adviser representatives. The firm offers a range of advisory programs and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Austin Ayers is a financial advisor with Guardian Life and holds the CFP® and Series 63 designations. He has 16 years of industry experience and has worked at firms including Park Avenue Securities and Principal Life Insurance Company. He also serves as a non-public FINRA arbitrator. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, offering personalized financial planning and access to proprietary and third-party investment solutions.

Robert Brown is a financial advisor at Empower Advisory Group in Conroe, TX, holding Series 63 and Series 66 registrations with two years of industry experience. His prior work includes roles at Greystone Alloys and Katz Deli. He is also co-owner of Brown Sales Consultations LLC, a non-investment-related sales and services business operated in partnership with his wife. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm offers integrated services tied to Empower's recordkeeping and administrative platforms, focusing on 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 24 years of industry experience. His prior roles include positions at FSC Securities Corporation, Morgan Stanley, UBS Financial Services, and Fidelity. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active managers with quantitative, momentum, and fundamental analysis.

Kaitlyn Janda is a financial advisor at &PARTNERS with a Series 66 designation and three years of industry experience. She previously worked at Edward Jones for three years and has held roles outside finance including at Buccees and Giddy Up Glamour. &PARTNERS serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolio management using both proprietary and third-party strategies.

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.