Austin De Shane is a CFP® and CFA® credentialed financial advisor with 12 years of industry experience. He has worked at Wealth Enhancement Advisory Services, LLC and related entities since 2021, and previously at LPL Financial and Equitable Advisors. Based in Houston, TX, De Shane also holds roles involving insurance and annuity sales. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management overseen by an internal Investment Committee.

Joshua Lewis is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential. He has experience in the financial industry since 2020, including roles at Westwood Holdings Group and Ameriprise Financial Services. Prior to his advisory career, he worked at the University of Houston and Bellaire High School. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a network of advisors and employs a diversified investment approach blending passive and active managers, supported by an internal Investment Committee.

Anita Ixcamparij is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and with four years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Valic Financial Advisors, and Agia. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various advice programs, using proprietary tools from Morningstar Investment Management to provide personalized asset allocation and retirement guidance. The firm serves a large client base with a mix of managed portfolios and non-discretionary recommendations.

Robert Borden is a CFP®-credentialed financial advisor with 13 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Mariner Wealth Advisors, Mercer Global Advisors Inc., and several other firms. Outside of his advisory work, he holds an active real estate license and is a licensed real estate agent. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and utilizes a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

Aaron Greene is a financial advisor at Creative Planning with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including PAX Equity and Fidelity, where he spent over two decades. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base ranging from individuals to corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective use of private market investments.

James Norton Jr. is a financial advisor at Integrated Wealth Concepts LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial and Purshe Kaplan Sterling Investments. Norton also engages in the sale of fixed/traditional insurance as a non-investment-related business activity. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm provides discretionary investment management, financial planning, and consulting services, employing a long-term investment approach with customized portfolios constructed from mutual funds, ETFs, individual equities, and fixed income.

Matthew McCleary is a financial advisor at Guardian Life with 15 years of industry experience. He holds the ChFC® designation and Series 66 license. McCleary has been with Guardian Life and its affiliated entities since 2016 and currently works under Park Avenue Securities. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and investment advisory services.

Louis Kelley is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and 25 years of industry experience. His previous roles include positions at Raymond James and LPL Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning services and manages a large participant base relative to its advisor count.

Chad Goodrich is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including Fidelity Investments, TD Ameritrade, and Merrill. Outside of his advisory role, Chad is a partner and investor in CTW Group, LLC, a laundromat business in Chicago, where he assists with strategic business planning. 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 integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Christine Estelle is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 63 and Series 66 registrations. Her prior roles include positions at NYLife Securities LLC, New York Life Insurance Co, and JP Morgan Chase Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, serving a large client base through a streamlined and scale-driven model.

Priya Anthony is a financial advisor with PNC Wealth Management in Katy, TX, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She previously worked at various BBVA entities, including BBVA Wealth Solutions, BBVA Securities, and BBVA Compass Insurance Agency, from 2013 through 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to employees with existing PNC Bank online credentials. The firm employs approved model strategies managed internally or by third parties, with annual rebalancing and no direct trading by clients.

Zainab Gandhi is a CFP® professional with 17 years of industry experience, currently serving as a wealth advisor at CWM, LLC. Her career includes 15 years at Raymond James Financial Services and associated firms, with her current roles since 2023 involving advisory and brokerage services within various CWM entities. Outside of her advisory work, she is a co-owner of Allied Shipping and Chemicals LLC and Gifted Homezz LLC, engaging in ventures related to chemical company automation and real estate partnerships. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong operational focus on retirement plan and institutional services.

Jeffrey Gardner is a financial advisor with Commonwealth Financial Network in Richmond, TX, holding Series 63 and Series 66 designations and possessing 19 years of industry experience. He has worked at several firms, including Sagepoint Financial Advisors for 13 years and OSAIC for one year. Gardner also has involvement in fixed insurance sales, dedicating a portion of his professional time to this activity. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages client assets totaling over $210 billion. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and back-office services.

Robert Fuest is a financial advisor at Farther with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fuest & Klein Wealth Advisors LLC and Landor & Fuest Capital Managers. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory investment approach supported by algorithmic rebalancing and utilizes a range of investments including ETFs, mutual funds, and individual securities.

Ernest Hammersley Jr. is a financial advisor with Primerica Advisors in Katy, TX, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company since 2005. Outside of his financial services career, he competes nationally as a member of the Guardians of BBQ cook-off team. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Dana Narcisse is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Hornor, Townsend & Kent in 2022, Narcisse held roles at The Penn Mutual Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, Pruco Securities LLC, and The Prudential Insurance Company of America. Outside of advising, Narcisse serves on the board of directors for the Houston Cardiac Association and holds positions in medical services as a C.T. technologist. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside a platform that includes third-party asset manager relationships and both discretionary and non-discretionary account options.

Gustavo Gaspar is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 65 licenses. His previous work includes seven years at Wells Fargo Clearing and nine years at Wells Fargo Bank, N.A. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and 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 clients' savings rates.

Jerry Adam Jr. is a financial advisor with TLG Advisors, Inc. in Richmond, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior work includes positions at Wells Fargo Advisors, LLC and Wells Fargo Clearing. Outside of his advisory role, he is involved as a managing member and partner in two insurance sales businesses. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Danielle Sandoval is a CFP® and holds a Series 66 license with nine years of industry experience. She currently works at Creative Planning and has previously been associated with Hope City Live, Inc. She hosts the Kingdom Compounding Podcast, which discusses biblical principles. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutions. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Humberto Larios is a financial advisor at Centaurus Financial, Inc. with six years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Cambridge Investment Research Advisors and Primerica. Prior to his financial services career, he spent over two decades with Schlumberger Technology Corp. Outside of his advisory role, he is also a life insurance agent with SMARTPRO FINANCIAL. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, and institutions, offering financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts. The firm uses a combination of fundamental, technical, bottom-up, and top-down analysis and offers both discretionary and non-discretionary arrangements.