Archie Henderson III is a Series 66-licensed financial advisor with 20 years of industry experience, currently working at Mutual Advisors, LLC. Prior to joining Mutual Advisors in 2025, he spent 12 years at Next Financial Group Inc and has operated his own legal practice, A.A. (Trey) Henderson III PC, since 1996, where he serves as president and provides legal services including entity formation and estate planning. He also serves as chairman of the board of Houston Bank and Trust, a community bank in Houston, TX. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors, serving individuals, institutions, trusts, and retirement plans. The firm offers asset management, financial consulting, ERISA plan advisory, and other services, employing both passive and active investment strategies tailored to client objectives.

Ashley Coffman is a financial advisor at Empower Advisory Group with three years of industry experience. She holds Series 66 and Series 63 designations and has previously worked at Regions Bank, Charles Schwab & Co., Inc., and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail clients, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Juan Flores Saldana is a financial advisor with Eagle Strategies (NY Life) based in Fulshear, TX, holding Series 65 and Series 63 registrations and 10 years of industry experience. He has been affiliated with Eagle Strategies since 2026 and with NYLIFE Securities LLC and New York Life Insurance Company since 2017. Additionally, he works as an insurance broker for non-registered insurance products with outside carriers. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm delivers tailored solutions across multiple program types and manages the majority of its assets on a non-discretionary basis.

Michael Fitzgerald is a Certified Financial Planner® with 24 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2021 following a long tenure at Equitable Advisors and Axa Advisors. Outside of his advisory role, he operates several home-based business entities primarily for tax and investment purposes. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, utilizing a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis, supported by an internal Investment Committee.

Brian Mccaffrey is a CFP® professional with 13 years of industry experience, currently with GWN Securities Inc. since 2020. He previously worked at Equitable Advisors and Axa Advisors, each for seven years. He also operates McCaffrey Wealth Management, LLC, where he provides investment advice, financial planning, and assists clients with annuity and life insurance options. GWN Securities offers investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning solutions. The firm employs a combination of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in certain legacy programs.

Chanell Carter is a financial advisor with Principal Financial Services in Rosenberg, TX, holding a Series 66 designation and 23 years of industry experience. Her career includes roles at Principal Funds Distributor, Principal Securities, Principal Life Insurance, SunAmerica Capital Services, and VALIC Financial Advisors. Outside of her advisory work, she is a partner in an LLC involved in managing rental properties and related services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Maureen Enem is a financial advisor at Mercer Global Advisors Inc. with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Morgan Stanley, among other firms. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor tilts, with services that include portfolio management, financial planning, and retirement plan consulting.

Richard Becker is a CFP® with 18 years of experience in the financial services industry. He is currently affiliated with GWN Securities Inc. and has previously worked at Ameriprise, American Tax Group, and Planmember Securities Corporation. Becker is also involved in independent insurance brokering with multiple life and disability insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice through a variety of managed-account programs on the Fidelity-supported FMAX platform.

Erin Battistello is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 20 years of industry experience. Prior to joining Goldman Sachs in 2021, she spent 16 years at The AYCO Company, L.P./Mercer Allied. She serves as Treasurer for the Seven Lakes Junior High Theater Booster Club, a nonprofit organization in Katy, TX. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, providing tailored services such as Executive Wealth and Private Family Office support within an integrated financial group.

Yesenia Beltran is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. She has worked at several firms, including LPL Financial, PFS Investments Inc., and JP Morgan Chase Bank. 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 combines passive and active managers, overseen by an internal Investment Committee.

Eduardo Iniguez is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Brokers International Financial Services since 2013 and J P Turner & Company LLC since 2012. Outside of his advisory roles, he owns an independent insurance agency focused on fixed and health insurance products for individuals, employer groups, and government contractors. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through 164 independent advisers. The firm provides continuous asset management, financial and retirement plan consulting, and access to third-party manager programs using various portfolio management approaches and custodial platforms.

John Dowdall is a financial advisor with Planmember Securities Corporation in Fulshear, TX, holding a Series 63 designation and 27 years of industry experience. He has worked at Elite Plus Financial & Retirement Services since 2018 and previously with College Funding Solutions, Texas Infinite Wealth Planners, and Metropolitan Life Insurance Company. Outside of his role at Planmember, he is a financial representative at Elite Plus Financial & Retirement Services, where he is involved in the sales of securities and insurance products. 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 through its PlanMember Asset Allocation Portfolios. The firm employs a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive.

Sean Power is a CFP® with 23 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, Inc. since 2025. His prior experience includes roles at The Vanguard Group and Charles Schwab. 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 offers integrated services aligned with Empower’s administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Michael Porter is a financial advisor with Eagle Strategies (NY Life) in Houston, TX, holding the ChFC® designation and Series 63 license. He has 30 years of industry experience, including over 18 years with Eagle Strategies and affiliations with New York Life Insurance Co. Since 1995, he has also been appointed with various outside insurance carriers for brokering non-registered products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Jennifer Zittel is a financial advisor at United Planners Financial Services of America with 23 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at firms including Park Avenue Securities, Guardian Life Insurance, and NEXT Financial Group. United Planners Financial Services is a national wealth-management enterprise serving a wide range of clients including individuals, retirement plans, corporations, trusts, and estates. The firm employs independent Investment Adviser Representatives and offers a mix of advisory and brokerage services, with a large portion of assets managed on a non-discretionary basis.

Maynard Miller Jr. is a CFP® and ChFC® with 31 years of industry experience. He is currently with Primerica Advisors and has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2020. His prior experience includes positions at Horace Mann Investors, Inc. and MassMutual Life Insurance Company. Primerica Advisors serves a diverse retail client base, offering brokerage and advisory services along with financial planning and retirement-plan consulting. The firm utilizes a range of investment strategies, including proprietary model portfolios and third-party managers, and supports various account-level services such as lending solutions and donor-advised funds.

Sean Granere is a financial advisor at Creative Planning with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Creative Planning since 2014. Outside of his advisory role, Granere owns Hack Shack, a business providing baseball lessons, and teaches high school students how to fish through FBC Fishers of Men. Creative Planning offers comprehensive investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Sara Manning Bracho is a financial advisor with NewEdge Advisors based in Katy, TX, holding Series 65 and Series 66 licenses and possessing 13 years of industry experience. She previously worked at Mid Atlantic Capital Corporation and WFG Investments. Outside of advisory work, she owns a photo booth rental business and co-owns a handmade crafts business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm provides a range of portfolio management, financial planning, and consulting services, emphasizing centralized due diligence and the use of technology to support advisors and clients.

Carlos Tijerina Jr Jr. is a financial advisor at Fifth Third Securities, Inc. based in Houston, TX, with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Frost Brokerage Services, PNC Investments LLC, BBVA Wealth Solutions, and Wells Fargo Bank. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform and provides access to third-party portfolio managers, advisor-directed models, and tax-related investment strategies.

Sam Latif is a financial advisor with PNC Wealth Management in Katy, TX, holding Series 65 and Series 63 licenses and four years of industry experience. His work history includes roles at PNC Investments LLC, PNC Bank, BBVA Securities Inc., BBVA Insurance Agency, BBVA USA, and State Bank of Texas. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and invests via approved model strategies with mutual funds and ETFs.