Kenneth Holder is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 designations and eight years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, VALIC Financial Advisors, Vivint Smart Homes, and Darden. 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 select retail brokerage clients. The firm offers an integrated service model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.

Wyatt Broome is a financial advisor with Foundations Investment Advisors LLC in Houston, TX, holding Series 63 and Series 65 designations and five years of industry experience. He previously worked at several firms including Fidelity Investments and Purshe Kaplan Sterling Investments. Broome is also an associate advisor engaged in insurance sales through Impact Partners Financial. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies, utilizing a combination of fundamental, technical, and cyclical analysis within a large affiliated network.

Williams Butcher is a CFA® charterholder with 28 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC since 2022. Prior to joining Independent Financial Group, he worked at International Assets Advisory for seven years. He volunteers as a temporary economics teacher at The Kinkaid School and organizes informal pickleball tournaments. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, and institutional clients. The firm employs a model-based approach combining strategic asset allocation and multi-manager portfolios, offering both active and passive investment exposures across standard risk profiles.

Samaura Mc Cloe is a financial advisor at PNC Wealth Management in Houston, TX, holding Series 63 and Series 66 designations with two years of industry experience. Prior to joining PNC Wealth Management in 2026, she worked at Charles Schwab & Co., Inc. from 2024 to 2026. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital model account pilot that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third parties.

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.

Chris Cookson is a financial advisor with Truist Advisory Services based in Houston, TX, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. His prior roles include positions at BB&T Securities, UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory role, he is a partner at Telos Holdings, a holding company focused on real estate investment deal reviews and acquisition strategy. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

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.

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.

Jared Carlin is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 66 credentials and nine years of industry experience. He has previously worked at AE Wealth Management, Carlin Financial Group, and Altamarea Group, among others. Carlin is also involved in insurance sales through Carlin Financial Group. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of analytical approaches and utilizes model portfolios, third-party sub-advisers, and custodians to tailor investment advice through a large network of affiliated offices and representatives.

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 based in Friendswood, TX. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, including prior roles at Valic Financial Advisors and Selah Financial Services. Outside of his advisory work, he has reported activities such as working 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 affiliated advisors and managing around $213 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody and clearing services.

Hunter Kirkland is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His prior roles include positions at VALIC Financial Advisors and Agia. In addition to advising, he operates a sole proprietorship providing accounting and bookkeeping services to small businesses. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm leverages Morningstar Investment Management’s proprietary software and model portfolios to offer personalized asset allocation and retirement guidance.

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.

Chali Hachtel is a financial advisor at TIAA-CREF with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2011. Outside of her advisory role, she is a rental property owner. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and various entities, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services, including model-based and customized portfolio management, and acts as adviser to a donor-advised fund.

Ryan Thompson is a financial advisor at Truist Advisory Services with four years of industry experience. He holds the Series 66 designation and has been with Truist and its predecessor firms since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program implemented through both discretionary and non-discretionary strategies.

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.

Richard Welch is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His previous roles include positions at GWFS Equities, Capital One Investing, TD Ameritrade, Charles Schwab, and Morgan Stanley. 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 clients. The firm offers integrated services focused on long-term portfolio returns and annual rebalancing within plan lineups selected 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.

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.