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.

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.

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.

Dylan Dalpedri is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining the financial sector, he held roles at Pendle Hill Advisors and worked in the food service industry, including at Fajita Jack's Tex-Mex Bar and Grill and Papa John's Pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including multi-manager fund structures. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, supporting a range of investment vehicles and employing systematic methodologies and long-term asset allocation benchmarks.

David Frank is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior positions include roles at Northwestern Mutual and NEXT Financial Group, and he is also CEO of Innovative Premier Financial Services, a firm he has led since 2015. Outside of advisory work, he serves as a board member of the Montgomery ISD Education Foundation and participates as a committee captain for the Houston Livestock & Rodeo. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management options through a multi-manager platform, enabling advisors to utilize affiliated and third-party managers across multiple program structures.

Wade Hollis Jr. is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. Prior to joining Edward Jones, Wade held positions at Cam Integrated Solutions, Entergy Service Inc., and Perrys Steakhouse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

V. Fisher Jr. is a financial advisor at UBS Financial Services with 32 years of industry experience. He has been with UBS since 1994 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a board member for Harbour Town Association, providing governance support. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm also offers institutional trading capabilities alongside wealth management services.

Pamela Tipton is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 15 years of industry experience. She previously worked at Edward Jones for 14 years before joining Woodforest National Bank and Woodforest Wealth in 2025, where she also serves as a financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored non-discretionary planning and consulting using risk profiling and analytical modeling and supports a large network of advisors and affiliated firms.

Daniel Helmer is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. from 2005 to 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Anne Spinks is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® and Series 63 designations and bringing 41 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009 and has operated Anne N. Spinks CLU, CHFC since 1995. Outside of her advisory role, Spinks serves as an elder and committee member at First Presbyterian Church of Conroe. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, utilizing model-based and discretionary or non-discretionary portfolio strategies under various custody and platform arrangements.

Michael Jimenez is a financial advisor at OSAIC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Lincoln Financial Securities, LPL Financial, MML Investors Services, and Mass Mutual. Outside of advising, he hosts a daily podcast focused on sports and pop culture and serves as a referee for high school and middle school basketball games. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm uses various asset-allocation tools and investment solutions across multiple platforms and account types.

Ryan Korenek is a financial advisor at Edward Jones in Conroe, TX, holding a Series 66 designation with four years of industry experience. Before joining Edward Jones in 2022, he worked in various roles including at Axios Industrial Maintenance Contractors and Chicago Bridge and Iron. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.