Ashish Sam is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan & Chase and Axis Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Catrina Beauchamp is a financial advisor at TLG Advisors, Inc. with six years of industry experience. She holds a Series 65 designation and has worked at firms including Boulevard Family Wealth and MAS Advisors LLC. Beauchamp is also president of Bobcat Business Ventures, where she educates advisors and clients on life insurance. TLG Advisors serves a diverse client base that includes individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm employs an investment process focused on manager selection and fundamental analysis, offering both traditional portfolio management and a direct-to-consumer digital program.

N Naemeka Onuba is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and has 12 years of industry experience. He has been with Transamerica Financial Advisors since 2013 and has held various roles in companies including Premier Force Global LLC, National Association of Registered Social Security Analysts, and Technoria LLC. Outside of advisory work, Onuba is involved in IT consulting and social security analysis through independent business activities. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms. The firm primarily implements its advisory model through model portfolios and third-party managers, serving individual investors, retirement plans, trusts, and charitable organizations.

Robert Lenertz is a financial advisor with SPC in Spring, TX, holding a Series 66 credential and 17 years of industry experience. His work history includes roles at firms such as J.P. Morgan Securities, LPL Financial, and Retirement Planners of America. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice primarily through the SIGMA Managed Account and other account programs.

Forest Busby Jr. is a financial advisor at SPC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James Financial Services Advisors and J.P. Morgan Securities. Busby also serves as Vice President of Woodforest Wealth Strategies, an affiliate of Woodforest National Bank. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm operates a large advisory network and offers tailored, discretionary investment advice through various account programs.

Graham Clement is a financial advisor with Planmember Securities Corporation in Houston, TX, holding Series 63, 65, and 66 credentials and 28 years of industry experience. He has been associated with Planmember since 2014 and also operates Moeybea Wealth Management, doing business as Lone Star Financial, providing investment and insurance sales and services. Prior to this, he worked at Texas Infinite Wealth Planners from 2014 to 2018. 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. The firm uses a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, along with education and support services for plan sponsors and participants.

Jennifer Richards is a ChFC® with 14 years of industry experience, currently serving as a financial advisor at Cetera Planning Partners. Her prior work includes roles at Avantax Advisory Services and John W. Rood, CPA, where she also provides incidental assistance on tax-related questions for investment clients. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering comprehensive financial planning, investment management, and specialized retirement advice. The firm integrates a formal planning process with diversified allocations and benefits from affiliation with the broader Cetera network, providing additional services such as tax planning and estate strategies.

Emma Wheeler is a CFP® professional with eight years of industry experience currently affiliated with TLG Advisors, Inc. She has worked at Leaders Financial Group of Texas and The Leaders Group, Inc. since 2017, following a four-year tenure at Tom James. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services and portfolio management, employing manager selection and fundamental analysis to create diversified portfolios, and also offers a direct-to-consumer digital program called Starlight Portfolios.

Tai Nguyen is a financial advisor with Guardian Life and holds a Series 66 license. He has 18 years of industry experience, including prior roles at Eagle Strategies and MSI Financial Services. Outside of his advisory work, he is involved in insurance sales independent of Guardian Life. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary and third-party platforms.

Kimberly Turner is a financial advisor at Empower Advisory Group with 17 years of industry experience. She holds Series 66 and Series 63 designations. Her prior experience includes 16 years at GWFS Equities, Inc/Great West Life & Annuity Insurance Company before joining Empower Financial Services and Empower Advisory Group. 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 are closely integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing.

Joseph Hydes IV is a financial advisor at Creative Planning with a Series 65 designation. He has prior experience at Woodforest Financial Group, Corebridge Retirement Services, and AIG Retirement Services, totaling several years in the financial industry. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and offers a range of services supported by a large advisory team and centralized investment infrastructure, with an investment approach centered on low-cost indexing and buy-and-hold strategies overseen by an Investment Policy Committee.

Luz Velasquez is a financial advisor at PNC Wealth Management with 16 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities, Bank of America, Merrill, and BBVA Wealth Solutions. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via an employee-only pilot that uses algorithmic risk assessment and primarily invests in mutual funds and ETFs with annual rebalancing.

Juan Montoya is a financial advisor at PNC Wealth Management with 13 years of industry experience. He holds a Series 66 designation. His prior work history includes roles at Bank of America, Merrill Lynch, and J.P. Morgan Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary model account that uses algorithmic risk assessment and implements approved model strategies via mutual funds and ETFs.

Martin Ferguson is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Kestra Advisory since 2018, previously serving at Kestra Investment Services and Investment Professional Inc. Ferguson is also an owner of Kestra Advisory Services, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, supporting its clients with due diligence across a variety of investment solutions.

George Onami is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 65 and Series 63 credentials and having 12 years of industry experience. He also has an ongoing role in financial education with the Heartland Institute of Financial Education and provides IT consulting services through Technigee Consulting LLC. Onami has been affiliated with World System Builders and World Financial Group since 2003. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment models. The firm operates as both a registered broker-dealer and a registered investment adviser, providing diverse program options with discretionary and non-discretionary management.

Shawn Quiggins is a financial advisor with VOYA Financial Advisors, Inc. in Spring, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes multiple tenures at Voya Financial Advisors, as well as a year at AXA Distributors, LLC. Outside of his advisory role, he coaches high school lacrosse for Concordia Lutheran High School. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individual and institutional clients with services including financial planning, portfolio management, and retirement advisory. The firm employs a combination of in-house and third-party strategies, offering both discretionary and non-discretionary account management through a large network of advisors.

Pardis Ferdosi is a CFP® professional affiliated with Cetera Planning Partners with three years of industry experience. Prior to joining Cetera, Ferdosi held roles at Avantax and Citizens Securities, among other firms. In addition to financial advising, Ferdosi works as an independent health agent with United Healthcare, assisting clients in comparing and selecting health insurance policies. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified portfolios aligned with client objectives and integrates various affiliated resources and ancillary services such as tax planning and estate strategy.

Zidane Johnville is a financial advisor at SPC with a Series 66 designation and one year of industry experience. His prior work includes roles at Zurich North America and Northwestern Mutual. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and delivers tailored, discretionary investment advice through various account programs and partnerships.

Charles Wright is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked with United Planners, Trilogy Wealth Management, and Charles Christopher Wright since 2008, and previously was employed at Garlock Sealing Technologies for eight years. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm provides advisory and brokerage services through independent representatives and employs multiple custodians and third-party managers, with most assets managed on a non-discretionary basis.

April Perez is a financial advisor with RBC Rochdale, LLC, holding Series 63 and Series 65 licenses and has 21 years of industry experience. Her prior work includes roles at RIM Securities and UBS Financial Services. RBC Rochdale serves a diverse range of clients, including high net worth individuals, institutions, and municipal entities. The firm employs a multi-strategy investment process combining quantitative and fundamental analysis, utilizing proprietary tools to tailor portfolios across various asset classes.