Robyn Honeycutt is a financial advisor with Van Clemens Wealth Management, LLC in League City, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Frost Bank and Brokerage Service, and BBVA Securities and Compass Bank. Van Clemens Wealth Management, LLC serves individuals, trusts, estates, and institutional clients with investment advisory and financial planning services. The firm employs a variety of portfolio management strategies, including the use of third-party managers and an in-house Growth Opportunities model focused on micro- and small-cap equities.

Samara Terrill is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Holm & Cawley Financial Group, Third Seven Capital, ProEquities, and Synergy Advisory Group. Since 2016, she has also been involved in life, health, and accident insurance sales. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios with a range of active and passive strategies tailored to client objectives.

Matthew Carlin is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Foundations Investment Advisors since 2023 and previously held roles at AE Wealth Management, LLC, and Client One Securities, LLC. In addition to his financial advisory work, Carlin is a self-employed playwright. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and asymmetric rebalancing to guide investment decisions.

David Lee is a financial advisor at Foundations Investment Advisors LLC in Houston, TX, with nine years of industry experience. He holds the Series 66 designation and has held positions at Edward Jones, LPL Financial, and several other firms. He is also involved with Impact Partners Financial, where he provides insurance sales and services. Foundations Investment Advisors, LLC serves a broad client base including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm offers financial planning, portfolio management, and sub-advisory services through a large network of affiliated offices, utilizing a combination of fundamental, technical, and cyclical analysis.

Walter Decherd Jr. is a financial advisor at Simplicity Wealth with five years of industry experience. He holds Series 63 and Series 65 licenses and has served in roles at WGD Wealth Management, Apollo Tax Group, and R.M.D. Financial Group. Outside of advisory work, he is an owner of a tax preparation business and a fixed insurance business. Simplicity Wealth serves a diverse client base, including individual investors, retirement plans, corporate and institutional investors, and other financial firms. The firm offers advisory services that range from financial planning to managed account platforms, typically employing a fund-of-funds approach using ETFs, mutual funds, and individual securities, with model portfolios that are regularly monitored and rebalanced.

Kevin Tyrrell is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and previously at Independent Financial Partners and LPL Financial. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm employs a network model with advisory representatives who utilize discretionary and non-discretionary portfolio management, leveraging technology platforms and third-party services to enhance client offerings.

Mary Dixon is a CFP® professional with 39 years of industry experience, currently serving at Cetera Planning Partners. Her career includes extensive roles at Avantax Advisory Services and affiliated firms dating back to 1987. In addition to her advisory work, she is treasurer of the Association of Business & Professional Women, supporting local women business owners. 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 advice. The firm integrates tax planning, bookkeeping, and estate-planning services with a diversified investment process aligned to clients’ objectives and risk tolerance.

Kevin Fuller is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Waypoint Financial, Bank of America, N.A., and Merrill. Outside of his advisory work, he is co-owner and manager of Aimee Fuller Photography LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management, retirement plan consulting, and access to proprietary and third-party investment solutions.

Brian Petrov is a financial advisor with Eagle Strategies (New York Life) based in Pearland, TX. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 21 years with New York Life Insurance Company. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers multiple advisory program types and delivers predominantly non-discretionary asset management, often integrating advisory services with insurance and annuity products through its affiliation with New York Life.

Christien Hughes is a financial advisor with First Command Advisory Services in Houston, TX, holding a Series 66 designation and 10 years of industry experience. His work history includes roles at Merrill and various entities within First Command since 2016. He established an LLC unrelated to investment activities but has not engaged in operations for it. 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 utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.

Dana Otoole is a financial advisor with Fifth Third Securities, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. Prior to joining Fifth Third Securities, Otoole worked at Frost Brokerage Services, Edward Jones, and JP Morgan Chase bank. Outside of his advisory role, he is a partner in a family real estate venture involving the sale of inherited property. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of managed account programs and third-party portfolio management options on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and maintains municipal-advisor and broker-dealer activities.

Sharon Duncan is a CFP® with 21 years of industry experience, currently affiliated with Commonwealth Financial Network and co-owner of Selah Financial Services since 2009. She is also an author of two books, "52 Practical Money Tips" and "Crucial Retirement Questions," and owns Selah Stables, a horse boarding facility. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing a range of advisory programs and back-office support including operations, trading, compliance, and practice management. The firm offers diverse investment solutions and model portfolios managed by its Investment Management and Research team.

Jason Hardcastle is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and nine years of industry experience. Prior to joining Sanctuary, he worked five years at Edward Jones and spent seven years at the University of Texas Medical Branch. He also has a longstanding role at HH Design House. Outside of his advisory work, Hardcastle serves on several boards in Galveston, including as Board President of Galveston Urban Ministries and Trustee of Rosenberg Library, and he is an owner of a neighborhood wine and general store business. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, through a network of over 400 independent advisers. The firm offers various portfolio management programs and employs multiple analytical approaches while acting as a fiduciary when under written advisory agreements.

Derek Rivers is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Selah Financial Services and Mass Mutual Investors Services. Outside of his advisory work, he was involved with the Vic Coppinger Family YMCA for six years. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and acts as a platform provider delivering operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Ryan Griswold is a financial advisor at Kestra Advisory with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Invesco and Axa Advisors, LLC. His background also includes roles outside the financial industry at Samuels Jewelers and Texas Christian University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a mix of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Johnathon James is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes positions at JPMorgan Securities LLC and PNC Investments LLC. Outside of financial services, he worked for Amped Fitness. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm operates with a limited-partnership ownership structure and provides advisory and brokerage services through independent representatives using various custodians and third-party managers.

Summer Rose is a financial advisor with PNC Wealth Management in Houston, TX, holding a Series 66 designation and eight years of industry experience. Her career includes roles at BBVA Wealth Solutions, BBVA Insurance Agency, BBVA Securities, and Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithmic risk assessments and delegates portfolio management and proxy voting to third parties.

Melissa Christensen is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. Outside of her advisory role, she works as an independent contractor for DoorDash. 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. The firm emphasizes long-term portfolio returns and annual rebalancing through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Austin Pratt is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Selah Financial Services and various small businesses across different sectors. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, along with operational, trading, technology, and compliance support to affiliated advisors.

John Westerman is a CFP® with 13 years of industry experience, currently serving at Commonwealth Financial Network since 2012. He is also co-owner of Selah Financial Services and has authored two books, "52 Practical Money Tips" and "Crucial Retirement." Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, providing a range of advisory programs, technology, and operational support. The firm offers discretionary model portfolios and various program structures to affiliated advisors who serve retail and institutional clients.