Jesse Carrillo is a financial advisor with Capital Analysts who holds Series 63 and Series 65 licenses and has 10 years of industry experience. He has worked at Lincoln Investment since 2016 and at Dearborn & Creggs since 2015. Outside of his advisory role, he is the co-founder of Rooted Life, an education consulting venture where he speaks and facilitates on topics related to education and leadership. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients, offering discretionary and non-discretionary portfolio management supported by an in-house investment research team and a proprietary mutual fund screening process.

Johnathan Aelmore is a CFP® professional with 16 years of industry experience, currently serving as an advisor at CGN Advisors, LLC since 2019. He previously worked at Mariner Wealth Advisors and Mercer Global Advisors. Outside of his financial advisory role, he owns and operates Raider Ranch, a registered Texas Longhorn cattle breeding business. CGN Advisors provides comprehensive advisory services to individuals, families, businesses, and charitable organizations, employing a long-term, globally diversified investment approach that incorporates Modern Portfolio Theory, core‑plus‑satellite, and active management strategies. The firm emphasizes fiduciary duty, regular portfolio reviews, and may utilize institutional third-party managers.

Kristen Hrncir is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Capital Analysts. Her prior roles include positions at Lincoln Investment, Agia, and Valic Financial Advisors. She is a managing member of KLH Financial LLC and a partner at Red River Wealth Advisors, and she also works as an insurance agent. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, utilizing an in-house investment management team and proprietary screening tools, with a model that supports advisors’ outside business activities alongside advisory services.

Danielle Davis is a financial advisor at ON Investment Management Company with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fidelity and Guaranty, American General Life Insurance, and AIG Capital Services. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary management and incorporates third-party investment programs alongside its proprietary services.

Kimberly Meade is a CFP® with 10 years of industry experience, currently associated with The Wealth Consulting Group. Her prior roles include positions at LPL Financial and Sovereign Wealth Advisors. She also serves as a notary, a role she has maintained since 2014. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate plan sponsors, charities, and trusts. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways to support estate-document completion and fiduciary services.

Farokh Billimoria is a CFP® with 24 years of industry experience, currently serving at Sowell Management. He previously worked at Concert Wealth Management, Inc. and operates a CPA practice dating back to 1983. Outside of his advisory work, he spends part of the year on tax preparation and has spoken for The American Financial Education Alliance. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with a range of portfolio management and financial planning services. The firm offers various investment styles, including strategic and tactical allocation, model portfolios, and third-party manager selection, supported by an independent-contractor model of more than 100 advisors.

Douglas Horne is a financial advisor at Foundations Investment Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Alphastar Capital Management LLC and SageGuard Financial Group, LLC. Outside of his advisory role, he is an independent insurance agent operating Aspen Wealth Management/Dollars and Sense Radio. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach.

Thomas Bass Jr. is a financial advisor at OneSeven with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Nexus Investments and Global Asset Management Group. Outside of finance, he is involved with 423 Productions, LLC, a company focused on music event creation, promotion, and artist management. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management, financial planning, and retirement-plan consulting, employing both discretionary and non-discretionary approaches with access to a range of investment vehicles and third-party platforms.

Jeffery Farris is a CFP® with 29 years of industry experience, currently advising at Capital Analysts. He has worked at Lincoln Investment Planning, Inc. for 21 years and Peb Financial Group, Inc. for 30 years. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs and emphasizes a fiduciary approach supported by an in-house Investment Management & Research team.

Oanh Ton is a financial advisor at Avidian Wealth Solutions with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Avidian (formerly STA Wealth Management) since 2018, following 17 years at J.P. Morgan Securities. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm manages approximately $3.99 billion in assets and offers services including discretionary portfolio management, financial planning, and ERISA-plan advisory work, utilizing model-based managed solutions and sub-advisors.

Machi Horne is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Aspen Wealth Management, Southwestern University, and Second Baptist High School. In addition to advising, she is licensed as an insurance agent and spends time working in that capacity. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis, uses model portfolios with an asymmetric rebalancing strategy, and offers a range of affiliated services including legal, insurance, and tax support.

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.

Anthony Thornton is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 66 credentials and possessing 30 years of industry experience. He has been associated with Thornton Wealth Management since 2001 and has held roles at firms including Regulus Financial Group and Summit Financial Group. Thornton is also a licensed insurance agent. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

Robert McDonough is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 42 years of industry experience and has been associated with firms including Core USA Group since 2013, United Planners' Financial Services since 2011, Insurance Designers of Central TX since 2005, and operates McDonough Financial since 2003. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering a range of advisory models and both fee-based and commission-based options.

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.

Eric Jia is a CFP® with two years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Merrill and Bank of America. Outside of advising, he manages a rental property in Sugar Land, Texas. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

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.

Marcel Frey is a financial advisor with Eagle Strategies (NY Life) based in Sugar Land, TX, holding a Series 63 license and over 30 years of industry experience. He has been associated with Eagle Strategies and New York Life since 1995 and leads The Frey Financial Group, LLC since 2003. Outside of his advisory roles, he owns acreage supporting cattle ranching and mineral rights properties in Fort Bend and Austin Counties. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered primarily on a non-discretionary basis through a variety of program types within the New York Life affiliate structure.