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 CFP® certificant with 16 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, having held prior roles at Principal Life Insurance Company, Securian Financial Services, and other firms. In addition to his advisory work, he is eligible to serve as a non-public FINRA arbitrator. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services.

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.

Khoren Ouzounian is a financial advisor with GWN Securities Inc. in Magnolia, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with GWN since 2016 and owns Ethos School of Music, a music education business specializing in instruction and performance. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs, financial planning, and third-party manager selection. The firm employs a combination of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies within its legacy programs.

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.

Heath Herring is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and three years of industry experience. He has worked at Empower Financial Services since 2023 and previously held roles at Assurance IQ, AWL Insurance, Allstate Insurance, Farmers Insurance, and CSI Worldwide. 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 integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Benjamin Murphy is a financial advisor with Commonwealth Financial Network in Montgomery, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for nine years before joining Commonwealth and co-owning Cedarwood Financial Partners. Outside of advisory work, he serves as a business consultant for Guidepoint and Prosapient, focusing on research-related studies. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office services including investment management, compliance, and practice-management support. The firm offers diverse portfolio construction options and manages discretionary model portfolios through its Investment Management and Research team.

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.

James Schulmire is a financial advisor at Centaurus Financial, Inc. with 41 years of industry experience. He holds a Series 63 designation and has worked at Centaurus Financial since 2023. His prior experience includes roles at USA Financial Securities and National Planning Corporation. Schulmire also engages in life insurance sales through McLane Agency Inc., a business he has been involved with since 1978. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers both discretionary and non-discretionary portfolio management, utilizing a combination of fundamental and technical analysis, and provides specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub‑accounts.

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.

Michael Klorer is a financial advisor at Kestra Advisory with Series 65 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Sanctuary Securities, SWBC Investment Company, and USAA Financial Planning Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and employee education, supporting recommended investments through due diligence and managing approximately $79.8 billion in assets.

Antonio Aguilar is a financial advisor at Voya Financial Advisors, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities, JPMorgan Chase Bank, Valic Financial Advisors, American International Group (AIG), and Bbva. Prior to his financial services career, he worked at Walmart for four years. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and external strategists with technology-driven tools to deliver both discretionary and non-discretionary investment management through a broad network of advisors.

Todd Mc Lane is a financial advisor at Centaurus Financial, Inc. with 44 years of industry experience. He holds a Series 63 designation and previously worked at USA Financial Securities and National Planning Corporation. He has been associated with The McLane Agency since 1977, which he operates for branding and marketing purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services with a mix of discretionary and non-discretionary arrangements.

Frank Mc Lane Jr. is a financial advisor with Centaurus Financial, Inc. and holds a Series 63 designation. He has 44 years of industry experience, including roles at USA Financial Securities and National Planning Corporation. He also operates The McLane Agency, which involves insurance sales. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, corporations, and trusts. The firm offers a range of financial planning and portfolio management services, employing fundamental and technical analysis, with both discretionary and non-discretionary account options.

Donald Kainer is a financial advisor with LPL Financial, holding a Series 63 designation and 35 years of industry experience. He has worked at LPL Financial since 2009, following previous roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jonathan Parr is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked for Flowserve Corporation for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Matthew Kogler is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Invesco Advisers, Advised Assets Group, and JP Morgan Chase Bank. From 2023 to 2025, he was involved with RLK Phoenix Enterprises LLC. J.P. Morgan Securities 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Michael Pinkley is a financial advisor with LPL Financial in Conroe, TX, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked at Linsco Private Ledger since 2004 and at UBS Financial Services from 1991 to 2004. Pinkley also operates a wealth management business under the name Wealth Management Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of over 22,800 advisors.