Geraldine Maxfield is a financial advisor with PNC Wealth Management in Kingwood, TX, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and J.P. Morgan Securities. Outside of her advisory work, she holds a 50% ownership in a glass repair company, Heritage Limited LLC DBA Glass Doctor of Spring. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only discretionary digital model account that utilizes algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Paul Samuelson is a financial advisor at Voya Financial Advisors, Inc. with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Pruco Securities, The Prudential Insurance Company of America, and VALIC Financial Advisors. Voya Financial Advisors serves individual and institutional clients including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through multiple program structures that emphasize non-discretionary recommendations.

Dada Jagiere is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds the Series 66 designation. His prior experience includes roles at Wfgia and Wells Fargo Bank, N.A., as well as work as an Uber driver. Transamerica Financial Advisors serves a broad client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Mark Marquez is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. Before joining Sanctuary Advisors in 2025, he worked at Wealth Management Consultants Colorado, LLC for 11 years. He also serves as a trustee for a family insurance trust. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a large network of independent advisory representatives using various portfolio management approaches and acting as a fiduciary when agreements exist.

Kyle Hilsberg is a CFP® with nine years of industry experience, currently serving as an advisor at AE Wealth Management, LLC. He has worked at several firms including Ameriprise Financial Services, Merrill, and Wells Fargo Clearing Services. Outside of his advisory role, he is involved with Asset Marketing Systems, working as an insurance agent. 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 utilizes discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Ashish Sam is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan & Chase and Axis Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Catrina Beauchamp is a financial advisor with TLG Advisors, Inc. in Kingwood, TX, holding a Series 65 designation and five years of industry experience. Her prior roles include positions at Boulevard Family Wealth and MAS Advisors LLC. She is also president of Bobcat Business Ventures, a company focused on educating advisors and clients about life insurance. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors, offering portfolio management, financial planning, and fiduciary services. The firm’s investment approach emphasizes manager selection and monitoring, utilizing fundamental analysis and Modern Portfolio Theory to construct diversified portfolios.

N Naemeka Onuba is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and has 12 years of industry experience. He has been with Transamerica Financial Advisors since 2013 and has held various roles in companies including Premier Force Global LLC, National Association of Registered Social Security Analysts, and Technoria LLC. Outside of advisory work, Onuba is involved in IT consulting and social security analysis through independent business activities. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms. The firm primarily implements its advisory model through model portfolios and third-party managers, serving individual investors, retirement plans, trusts, and charitable organizations.

Graham Clement is a financial advisor with Planmember Securities Corporation in Houston, TX, holding Series 63, 65, and 66 credentials and 28 years of industry experience. He has been associated with Planmember since 2014 and also operates Moeybea Wealth Management, doing business as Lone Star Financial, providing investment and insurance sales and services. Prior to this, he worked at Texas Infinite Wealth Planners from 2014 to 2018. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm uses a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, along with education and support services for plan sponsors and participants.

Jennifer Richards is a ChFC® credentialed advisor with 14 years of industry experience, currently affiliated with Cetera Planning Partners. Her career includes roles at various Cetera entities and Avantax, along with administrative assistance at a CPA firm where she supports tax-related questions for investment clients. Richards also holds an insurance agent position with Genworth Financial. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, and specialized retirement advice. The firm’s approach emphasizes diversified mutual fund and ETF allocations tailored to client objectives, with additional services such as tax planning, bookkeeping, and estate planning through third-party providers.

Tai Nguyen is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently affiliated with Primerica Advisors in Humble, TX, and has held positions at Guardian Life Insurance Company, Park Avenue Securities, Eagle Strategies, and New York Life Insurance Company. Outside of his advisory work, he is involved in insurance sales separate from Guardian. Primerica Advisors serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies and platforms to manage accounts on both discretionary and non-discretionary bases.

Kimberly Turner is a financial advisor with Empower Advisory Group and holds Series 66 and Series 63 designations, with 17 years of industry experience. She previously worked at GWFS Equities, Inc/Great West Life & Annuity Insurance Company for 16 years before joining Empower Financial Services and then Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. Their approach emphasizes long-term portfolio returns and annual rebalancing, serving a large participant base with a distinctive integration across affiliated Empower entities.

Joseph Hydes IV is a financial advisor at Creative Planning with a Series 65 designation. He has prior experience at Woodforest Financial Group, Corebridge Retirement Services, and AIG Retirement Services, totaling several years in the financial industry. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and offers a range of services supported by a large advisory team and centralized investment infrastructure, with an investment approach centered on low-cost indexing and buy-and-hold strategies overseen by an Investment Policy Committee.

Juan Montoya is a financial advisor at PNC Wealth Management with 13 years of industry experience. He holds a Series 66 designation. His prior work history includes roles at Bank of America, Merrill Lynch, and J.P. Morgan Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary model account that uses algorithmic risk assessment and implements approved model strategies via mutual funds and ETFs.

Martin Ferguson is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Kestra Advisory since 2018, previously serving at Kestra Investment Services and Investment Professional Inc. Ferguson is also an owner of Kestra Advisory Services, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, supporting its clients with due diligence across a variety of investment solutions.

George Onami is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 licenses and 12 years of industry experience. He has worked at Transamerica Financial Advisors since 2017 and is also involved with Technigee Consulting LLC, focusing on systems development and integration, as well as the Heartland Institute of Financial Education, where he participates in financial education activities. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party model portfolios and manages over $2 billion in assets under management across discretionary and non-discretionary programs.

Shawn Quiggins is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He previously worked at AXA Distributors, LLC and has been with Voya since 2018. Outside of his advisory role, he coaches high school lacrosse, helping boys develop skills and game strategies. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm offers various financial planning and portfolio management services through multiple program structures, emphasizing recommendation-based advice with a significant portion of its assets managed non-discretionarily.

Pardis Ferdosi is a CFP® with three years of industry experience, currently serving as an advisor at Cetera Planning Partners. Prior to this, Ferdosi has held roles at multiple firms including Avantax Planning Partners and United Healthcare, where they also work as an independent health agent writing healthcare policies. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified portfolios tailored to client objectives and risk tolerance, supplemented by services such as tax planning, bookkeeping, and estate planning through a third-party provider.

Charles Wright is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked with United Planners, Trilogy Wealth Management, and Charles Christopher Wright since 2008, and previously was employed at Garlock Sealing Technologies for eight years. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm provides advisory and brokerage services through independent representatives and employs multiple custodians and third-party managers, with most assets managed on a non-discretionary basis.

April Perez is a financial advisor at RBC Rochdale, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RIM SECURITIES since 2015 and UBS Financial Services from 2005 to 2006. RBC Rochdale serves a broad range of clients including high net worth individuals, corporations, charitable organizations, and government entities. The firm uses a multi-strategy investment process that integrates quantitative screening, statistical modeling, and fundamental analysis, employing a proprietary asset-allocation tool to align portfolios with client investment policies.