John Cheeseman is a financial advisor at Impact Partnership Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked at several firms, including Tucker Asset Management LLC and HBW Advisory Services, LLC. Outside of his advisory roles, he serves as an air traffic control specialist with the Federal Aviation Administration. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, supported by a third-party services platform for trading, compliance, and administration.

Robert Green is a Series 65 licensed advisor with 12 years of industry experience. He is currently affiliated with Simplicity Wealth and has held roles at RightWay Investments LLC since 2013. Outside of advising, he serves on the board of the Patterns of Evidence Foundation, a nonprofit focused on faith-based documentary films, and is involved in several non-investment business ventures including digital marketing and insurance sales. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, as well as technology and operational solutions to support other advisers.

Jeffery Musgrove is a financial advisor at Simplicity Wealth with 10 years of industry experience and holds a Series 65 credential. His prior roles include positions at AE Wealth Management, Gradient Advisors, and Bayou City Financial Advisors. He is also involved as a Medicare insurance broker and an insurance agent specializing in annuities, life, and long-term care coverage. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients, offering services from financial planning to managed account platforms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and provides technology and operational support to other advisors through a private-labelable asset management software program and a multi-manager platform.

Juan Fortoul Solorzano is a financial advisor at Insigneo Advisory Services, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including PNC Investments and BBVA in various capacities over the past decade. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with advisor-led portfolio construction and incorporates third-party macroeconomic research to align investments with client objectives and risk tolerances.

Dina Tupper is a financial advisor at Madison Partners with 15 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Charles Schwab & Co., Provident Wealth Advisors, Platinum Tax & Wealth Management, and Merrill. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often through third-party sub-advisers and model portfolios.

Alexis Roberts is a financial advisor with Independent Solutions Wealth Management, LLC in Montgomery, TX. She holds the ChFC® designation and a Series 65 license and has five years of industry experience. Her prior roles include work at Sowell Management and Alexis Investment Partners. Outside of advisory work, she is an insurance agent specializing in life insurance, long-term care insurance, and annuities. Independent Solutions Wealth Management LLC is an SEC-registered advisory firm managing approximately $1.54 billion in client assets. The firm serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts, employing a strategic asset allocation and manager selection process with tactical strategies and diverse portfolio models.

Aaron Hoff is a CFP® with seven years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. He has held roles at J.W. Cole Financial, Inc. and T. Jackson & Company, and previously worked in construction. Hoff also operates Core Integrated Wealth Management as an additional business activity. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, fee-based planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Jeffrey Baker is a financial advisor with Money Concepts Capital Corp in Montgomery, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Money Concepts Capital Corp since 1999. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages multiple programs using model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying both fundamental and technical analysis within a framework of modern portfolio theory.

Michael Bradfield is a financial advisor at J. W. Cole Advisors, Inc. with 19 years of industry experience. He has been with J. W. Cole Advisors and its related entity J.W. Cole Financial since 2010. Bradfield holds a Series 66 designation. J. W. Cole Advisors, Inc. operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party manager platforms, serving individuals, high-net-worth clients, and institutional accounts. The firm employs a combination of fundamental and technical analysis, digital advice providers, and various custodial platforms in its investment approach.

Kyle Renick is a financial advisor with Eagle Strategies (NY Life) in Montgomery, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been affiliated with New York Life Insurance Co and Nylife Securities LLC since 2013. In addition to advisory work, he is involved in insurance brokering with various carriers. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kimberly Steed is a CFP® with nine years of industry experience, currently affiliated with Commonwealth Financial Network in Conroe, TX. She has held roles at Crowl Wealth Management, LLC, where she is an owner, as well as positions at Avantax Investment Services and 1st Global Advisors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides advisory support, managed-account programs, access to third-party asset managers, and custody services to individual and institutional clients.

Devon Beamesderfer is a financial advisor with Primerica Advisors in Tomball, TX, holding Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, and the Department of Treasury. He is also involved with Live Oak Financial Management, providing tax planning and preparation services. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary model portfolios, third-party managers, and digital advisory solutions.

Kory Pippin is a CFP® professional with 23 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has held roles at Guardian Life Insurance Company, Park Avenue Securities, IMG Financial Group, and Securian Financial Services. In addition to his advisory work, he owns EP3 Insurance Group LLC, which offers property and casualty insurance products. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies, and provides a range of financial planning and consulting solutions.

James Smith is a financial advisor with Eagle Strategies (NY Life) based in Montgomery, TX, holding Series 63 and Series 66 licenses. He has 27 years of industry experience, with prior roles at Nylife Securities Inc. and New York Life dating back to 1998. His activities include brokering non-registered insurance products through various outside carriers. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services with a focus on tailored solutions and mostly non-discretionary asset management.

Austin Brown is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and bringing nine years of industry experience. He previously worked at Mariner Independent Advisor Network, LLC for ten years and has been associated with LPL Financial, LLC for the same period. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and a range of managed account solutions. The firm employs a fiduciary advisory model that combines direct portfolio management and access to third-party strategists, utilizing multiple investment methods and technology platforms.

David Mateski is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Fortune Financial Services and Thrivent Investment Management. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, discretionary digital portfolio managed via approved model strategies and executed with mutual funds and ETFs.

Bryce Thalacker is a financial advisor at Empower Advisory Group with five years of industry experience. He has worked previously at MissionSquare Retirement, Fisher Investments, and Northwestern Mutual in various capacities. 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’s services emphasize long-term portfolio returns and annual rebalancing, with an integrated model tied to Empower’s recordkeeping and administrative platforms.

Jeremy Matranga is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has worked at CWM, LLC since 2022, previously spent nine years with Cetera Advisors LLC, and has operated Matranga Tax Advisors, LLC since 2004. He is involved in writing and selling a book as a business activity outside of advising. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages portfolios primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.

Gabriel Hoyle is a financial advisor at J. W. Cole Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at Core Integrated Wealth and Klein Integrated Wealth. Outside of investment advising, he is involved with CORE Integrated Wealth in an administrative capacity. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, employing both discretionary and non-discretionary investment approaches.

John Lefler is a financial advisor at Centaurus Financial, Inc. with two years of industry experience. He holds a Series 66 designation and has previously been involved with McLane Partners, Conroe Cars and Classics, and Mad Lab Print Shop. Outside of his advisory work, he is the owner of Lefler Photography. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.