John Ramirez is a Series 66 licensed advisor with 22 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and PKS Advisory Services, LLC since 2011. Outside of his advisory roles, he is involved with Woodlands Portfolio Management. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients and customizes portfolios based on clients’ risk tolerance, time horizon, and objectives using a mix of fundamental and technical analysis.

Travis Munro is a CFP® professional with 23 years of industry experience currently serving at Steward Partners Investment Advisory, LLC. His prior career includes 14 years at Lincoln Investment and two years with Momentum Independent Network Inc. Munro holds a Series 63 license and is based in Humble, TX. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing investment advisory, financial planning, pension consulting, and managed account services.

Kimberly Rehmeyer is a financial advisor at Integrated Wealth Concepts LLC with no prior industry experience. She has worked at Integrated Wealth Concepts since 2026 and has 18 years of experience at W&B Tax Firm PC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing a combination of internal management and third-party asset managers with a long-term investment approach.

Jason Neslony is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. He previously worked at LPL Financial LLC and SWS Capital Investment LLC. Neslony is involved with Neslony Capital LLC, a non-investment-related business entity. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a variety of programs. The firm provides access to third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program supported by major strategists such as Fidelity, BlackRock, and Goldman Sachs.

Louis Merkle III is a financial advisor with Commonwealth Financial Network in Houston, TX, holding a Series 63 license and over 31 years of industry experience. He has been affiliated with Commonwealth Financial Network since 2006, with a brief tenure at Merkle Financial Group, which he co-owns. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Quincy Goudeau Sr. is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing, LPL Financial, and J.P. Morgan Securities. Outside of his advisory work, he is the founder and managing director of Royal Players Basketball Academy Inc., where he coaches and provides organizational direction for youth athletic and academic achievement. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services through a network of over 460 advisors. The firm’s approach includes discretionary and nondiscretionary management options, with a corporate structure that integrates affiliated broker-dealers and insurance agencies, supporting a range of fiduciary and non-fiduciary retirement services.

David Dellinger is a financial advisor with Oppenheimer, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. Before joining Oppenheimer in 2020, he worked at First Tryon Securities and Advanced Income Solutions. Outside of his advisory role, he owns a HomeVestors franchise and serves as CEO of Residential Property Acquisitions LLC. Oppenheimer provides advisory services to individuals, corporations, pooled vehicles, and retirement plans, offering a variety of portfolio management and consulting programs. The firm employs both discretionary and non-discretionary investment approaches tailored to client needs.

Kathleen Fechik is a financial advisor at Bankers Life Advisory Services, Inc. with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Bankers Life Securities Inc. since 2017 and Bankers Life & Casualty since 2016. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to develop tailored asset allocations and offers both wrap and non-wrap programs.

Deepali Shah is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked with Bankers Life and its affiliates since 2012, including roles in advisory services and securities. Outside of her advisory duties, she is involved as a unit field trainer at Bankers Life & Casualty, where she recruits and trains insurance agents. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create customized portfolio strategies aligned with clients’ goals and risk tolerances.

Eva Coutermarsh is a financial advisor with Principal Financial Services in Spring, TX, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at Edward Jones for 14 years before joining Principal Securities, Inc. in 2026. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. 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.

William Schorp is a Series 66 licensed financial advisor with 18 years of industry experience. He has been with Private Advisor Group, LLC and affiliated with LPL Financial since 2012. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to various advisory programs, third‑party asset managers, and a proprietary WealthSuite separately managed account program supported by multiple strategists and technology platforms.

Donald Traugott is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has led the TRAUGOTT Advisory Group since 2009. Outside of advisory services, he is involved in fixed insurance sales. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm provides fee-based asset management primarily through a turnkey asset management platform and wrap-fee programs, offering discretionary investment management via model portfolios, unified managed accounts, and separately managed accounts across various strategies.

Lloyd Fechik is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and having six years of industry experience. He has been affiliated with Bankers Life entities since 2016 and previously worked at Reliance Diagnostic Systems, LLC. He is also an Emeritus Agent with Bankers Life & Casualty, Inc., where he is responsible for training and developing other agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in managing client portfolios.

Akkila Hayes is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Empower, Hayes worked at Wells Fargo Clearing Services, LLC, Wells Fargo Bank, NA, and has experience at Nike Inc. and H-E-B. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan sponsor-selected investment lineups.

Matthew Larson is a financial advisor at RBC Rochdale, LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at CNR Securities, Whitley Penn, and Invesco Advisers. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, and offers portfolio management, sub-advisory services, and model delivery across multiple asset classes.

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 a Series 66 designation and previously worked at Bank of America, Merrill, Pruco Securities, The Prudential Insurance Company of America, and VALIC Financial Advisors. Voya Financial Advisors, Inc. serves a broad mix of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a variety of financial services through multiple program structures, emphasizing recommendation-based advice with a majority of assets managed non-discretionarily.

Dada Jagiere is a financial advisor with Transamerica Financial Advisors holding a Series 66 designation and beginning their career in 2024. Prior to joining Transamerica, they held positions at Wells Fargo Bank, N.A., and Woodforest National Bank. Outside of advisory work, Jagiere has experience as an Uber driver and is involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors and employer-sponsored retirement plans. The firm’s advisory approach utilizes model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365.

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 a financial advisor at AE Wealth Management, LLC. He has worked at firms including Ameriprise Financial Services, LLC and Wells Fargo Clearing Services. In addition to his advisory role, he is involved with State of Mind Productions and Asset Marketing Systems. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical analyses with diverse investment strategies.