Samaura Mc Cloe is a financial advisor at PNC Wealth Management with 2 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Charles Schwab & Co., Inc. before joining PNC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation. The firm uses algorithm-driven risk assessments and implements investments via approved model strategies managed by PNC or third parties, primarily using mutual funds and ETFs.

Cameron Miller is a CFP® professional with six years of industry experience, currently affiliated with Cetera Planning Partners. He has held various roles at firms including Avantax and Jones Tax and Financial Services Inc., where he is also a board member of a family-owned business that provides tax preparation and bookkeeping services. Miller’s background includes work in financial advisory and client relationship management. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, and retirement-related advice. The firm integrates a formal planning process with diversified investment allocations and provides ancillary services such as tax planning, bookkeeping, and estate planning through affiliated providers.

James Matthews is a Series 66-credentialed financial advisor with four years of industry experience. He is currently with Osaic Institutions, Inc., where he has worked since 2025. Prior to that, he held positions at Cetera, J.P. Morgan Securities, and Morgan Stanley. In addition to his advisory role, Matthews is a part owner of an automotive business and works as an insurance agent selling life, health, disability, and fixed annuities. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on both discretionary and non-discretionary accounts.

Gregory Cleare is a financial professional with GWN Securities Inc. in Fresno, TX, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with GWN Securities since 2007. Outside of his advisory role, he is the owner and DJ of Rubber Room Entertainment, a mobile DJ service. 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 through a large network of over 400 advisors.

Reynaldo Martinez Jr. is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials. He has military experience from a 23-year career with the US Army and has been with First Command since 2025. Martinez is also a partner in a vending machine business, managing inventory and servicing on weekends. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select and monitor portfolios and third-party managers.

Christopher Cooper Jr. 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 worked at Bankers Life Advisory Services since 2019 and has been involved with Bankers Life & Casualty since 2008, where he manages a sales team of insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerance.

Derrick Callis is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has been with Commonwealth and Selah Financial Services since 2013 and worked previously at Valic Financial Advisors from 2010 to 2013. Outside of advising, he has worked as a delivery driver for Uber Eats. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad support platform including managed-account programs, access to third-party asset managers, and comprehensive custody and clearing services.

Nicole Stahl is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 license and bringing 11 years of industry experience. She has been affiliated with Bankers Life and its related entities since 2009. Stahl also acts as a 1099 agent for Bankers Life and Casualty Company, with appointments to offer Medicare Supplement, annuity, life insurance, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary investment consulting, as well as retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management based on clients’ goals, risk tolerances, and time horizons.

Timothy Sampson is a financial advisor with United Planners' Financial Services of America, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at VALIC Financial Advisors, Inc., Agia, GWFS Equities, Inc., and AIG. United Planners Financial Services is a national wealth-management firm serving a diverse client base through independent Investment Adviser Representatives, using a variety of custodians and third-party programs to implement mostly non-discretionary investment strategies across individual, corporate, and institutional accounts.

Deborah Jones is a CFP® professional with 33 years of experience in financial planning and wealth management. She is currently with Cetera Planning Partners and has an extensive background including over two decades at Avantax Advisory Services and running her own firm, Jones Tax & Financial Services, Inc. In addition to her advisory work, she serves on the board of a local office association. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers integrated services including tax planning, bookkeeping, payroll support, and estate planning through third-party providers, and utilizes a diversified, document-driven investment approach tailored to client objectives and risk tolerance.

Carl Thompson is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 63 designation and 41 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and previously held roles at Independant Financial Partners and LPL Financial. Thompson manages his advisory services through Independent Advisor Alliance, an independent firm separate from LPL Financial. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model with independent advisory representatives and integrates multiple portfolio management strategies supported by technology platforms.

Chloe Lander is a financial advisor at Empower Advisory Group with one year of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Empower Advisory Group, she was affiliated with Empower Financial Services, Inc. and worked with One Love Travel Club for nine years. Empower Advisory Group provides financial planning and investment management services 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 integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Renee Lander Ruff is a financial advisor with Empower Advisory Group in Fresno, TX, holding Series 63 and Series 66 credentials and 20 years of industry experience. Her career includes roles at Advised Assets Group, GWFS Equities, Wells Fargo Clearing, and Wachovia Bank. She is also a notary public signing agent in the State of Texas operating as RLR Interests. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as certain retail brokerage account holders. The firm’s approach integrates financial planning with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Mary Gunn is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Commonwealth Financial Network since 2015 and has been associated with Selah Financial Services since 2014. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and practice-management support to affiliated advisors.

Jeffery Wilkins is a financial advisor with Eagle Strategies (NY Life) in Roasharon, TX, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at NBC Securities for 21 years before joining Eagle Strategies and affiliated firms in 2025. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis within the integrated New York Life affiliate structure.

Rex Richards is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. He has been with Commonwealth since 2009. His other business activities include fixed insurance sales conducted at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services. The firm offers discretionary model portfolios, customized program structures, and a platform that includes operations, trading, technology, compliance, and practice-management support.

Tommy Higgins is a CFP® professional with 11 years of experience in the financial industry, currently affiliated with Commonwealth Financial Network. He has been with Selah Financial Services since 2012 and is a co-owner of the firm. Outside of advisory work, he is involved in fixed insurance sales and co-owns Selah Real Estate, LLC, which manages commercial real estate. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, compliance, and technology support to its affiliated advisors.

Claudia Cardona is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its related entities since 2015. Outside of her advisory work, she owns a retail business called Shopsy Queen and is also a professional singer. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on written recommendations and ongoing tax-aware retirement income planning, supported by a centralized team and proprietary research tools.

Paul Emig is a financial advisor with Primerica Advisors in League City, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with Primerica Advisors since 2005 and was previously with Primerica Financial Services beginning in 2004. Outside of his advisory role, he operates a math instructional DVD business as an independent contractor. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Sergio Ordonez currently serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity Investments since 2016, progressing through various positions including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Sergio worked as a Financial Representative at MetLife Securities and New England Securities. With over a decade of experience in the financial services industry, Sergio focuses on creating comprehensive and holistic financial plans tailored to each client's unique situation and goals. He holds an Arkansas Insurance License which supports his work in providing financial guidance. Outside of his professional career, Sergio enjoys activities such as spending time at the beach, family activities, hiking, running, soccer, and traveling.