Matthew Ure is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has worked at AE Wealth Management and Defense Retirement Systems since 2022 and spent six years at Anthony Capital LLC prior to that. Outside of his advisory roles, he manages Ure Family Farms, an agricultural operation. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and a platform approach, managing nearly $50 billion for over 127,000 clients.

Kaley Morgan is a financial advisor at SPC with four years of industry experience and holds a Series 66 designation. She has worked at SPC and Parkland Securities, LLC since 2023. In addition to her advisory role, she conducts retirement seminars for U.S. federal employees and provides holistic retirement and financial services, including life insurance and fixed products. SPC delivers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm operates a large advisory network serving over 30,000 clients and offers tailored, discretionary investment advice through various account programs.

Carlos Chavira is a financial advisor with Principal Financial Services in San Antonio, TX. He holds the Series 66 designation and has recently begun his career in the industry. His prior work experience includes roles at Thrivent Financial and Farmers, among others. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. 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.

Valerie Beabout is a financial advisor at Steward Partners Investment Advisory, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James & Associates and Wells Fargo Advisors. She also serves as an uncompensated trustee for a family trust. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, and charitable organizations with a range of investment advisory and financial planning services.

Lance Singletary is a CFP® and ChFC® with 22 years of experience in financial advising. He has worked at Valic Financial Advisors since 2017 and previously spent 11 years with USAA Financial Planning Services. Valic Financial Advisors, Inc. primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm manages discretionary unified managed accounts and offers portfolio management and financial planning services through a large network of advisors, leveraging technology and model solutions to support its extensive client base.

Sergio Jimenez Gudino is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Guardian Life and Park Avenue Securities, a wholly owned subsidiary of Guardian Life. His background includes roles at multiple firms such as Dominion Capital LLC and Jimenez Wealth Legal Advisors PC, where he also owns and operates a law practice specializing in taxation, business, and estate planning. He is involved in a Mexican consulting entity that supports legal services for clients in both the US and Mexico. Park Avenue Securities LLC provides brokerage, financial planning, and investment advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of advisory approaches, including discretionary and non-discretionary portfolios, and integrates proprietary and third-party strategies alongside digital advisory solutions.

George Turnage III is a financial advisor with GWN Securities Inc., holding Series 63, 65, and 66 licenses and 10 years of industry experience. Prior to joining GWN Securities in 2020, he worked at Walmart in various roles from 2015 to 2020. Outside of his advisory work, he is a partner in Brotherhood Comics, a retail business with online sales. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm operates a large network of advisors and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Brooks Mc Call is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He previously worked at International Assets Advisory, LLC for ten years before joining Sanctuary Securities, Inc., and later Sanctuary Advisors, LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports more than 400 independent adviser representatives offering portfolio management, retirement plan consulting, and a variety of account management options through both discretionary and non-discretionary approaches.

Vincent Fertitta Jr. is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked at Merrill for 23 years before joining Sanctuary Advisors and Sanctuary Securities in 2019. Outside of his advisory role, he serves as president of Blue Chip Consulting, LLC, a firm focused on hiring, developing, and coaching financial professionals. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base through a network of over 400 independent advisers. The firm offers portfolio management, financial planning, and retirement plan consulting, supporting a range of investment strategies and acting as a fiduciary under written advisory agreements.

Jaden Butnaru is a financial advisor at Sanctuary Advisors, LLC with a Series 66 designation and two years of industry experience. Prior to joining Sanctuary Advisors, he worked at Charles Schwab & Co., Inc. and Mirau Capital Management, Inc. among other positions. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a large network of independent advisers. The firm supports a variety of portfolio management strategies and acts as a fiduciary under written agreements.

David Webb is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been affiliated with Eagle Strategies since 2012 and operates Atlas Retirement Strategies, LLC, through which he sells New York Life products and services. Webb is also licensed to broker non-registered insurance products and retains a property and casualty insurance license. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Jesus Sifuentes is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has seven years of industry experience and has worked at firms including NYLIFE Securities LLC, Dominion Capital LLC, and Sequent Planning, LLC. Outside of advisory work, he supervises legal research and drafting at Jimenez Wealth Legal Advisors PC. Park Avenue Securities LLC, where he is currently registered, operates as a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and investment advisory programs.

Zachary Mc Cown is a CFP® with nine years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. His prior roles include positions at Raymond James and Associates and Edward Jones. He also has a background outside finance in the hospitality industry with Cotton Patch Cafe and in education at Tarleton State University. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Kay Barcus is a CFP® professional with 35 years of industry experience, currently serving clients at Oppenheimer since 2009. Prior to Oppenheimer, Kay worked at Citigroup Global Markets and Merrill, accumulating a combined 17 years at those firms. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs with both discretionary and non-discretionary management, utilizing strategic asset allocation, manager selection, and regular portfolio reviews.

Eric Nothstein is a Series 66 credentialed financial advisor with 18 years of industry experience. He has worked at Sanctuary Advisors LLC and Sanctuary Securities, Inc. since 2021 and previously spent five years at UBS. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent investment adviser representatives with a variety of portfolio management options and employs multiple analytical approaches while acting as a fiduciary under written advisory agreements.

Jessica Villarreal is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and three years of industry experience. Her prior work includes positions at Raymond James & Associates, Capital Group, and JP Morgan Chase Bank. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of services such as portfolio management, financial planning, and retirement plan consulting, utilizing various investment approaches and acting as a fiduciary when a written advisory agreement is in place.

Morgan Taylor is a Series 65-licensed financial advisor with Mariner in Plano, TX, with four years of industry experience. Prior to joining Mariner, Taylor spent time at Texas A&M University. Mariner serves a diverse client base including individuals, pensions, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and integrated tax and family office services. The firm employs customized portfolios managed by an Investment Committee and combines in-house research with third-party managers across a range of asset classes and strategies.

David Balk is a financial advisor with Steward Partners Investment Advisory, LLC and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including a decade at Citigroup Global Markets and over a decade with various Steward Partners entities. Outside of his advisory roles, he is a partner in a real estate business in Eugene, Oregon, serving as a communication liaison between partners and management. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, retirement plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management solutions.

Susan Graybeal is a financial advisor with Sanctuary Advisors, LLC based in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Her prior experience includes 19 years at Merrill followed by a year at Wells Fargo Clearing and another 11 years at Merrill. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a variety of investment advisory and financial planning services, employing multiple analytical approaches and acting as a fiduciary when agreements are in place.

Courtney Turnage is a financial advisor with GWN Securities Inc. in Garden Ridge, TX, holding Series 63 and Series 65 credentials and with 20 years of industry experience. She has been with GWN Securities since 2014 and has been self-employed since 2004. Turnage is also the owner of Turnage Wealth Management, LLC, an investment planning firm, and serves as chapter president and speaker for the Society for Financial Awareness, a nonprofit focused on financial education. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm employs a mix of sub-advisers and model-based allocations grounded in asset allocation and Modern Portfolio Theory, and is known for its use of market-timing and momentum-based strategies in legacy programs.