Scott Hansen is a financial advisor with Encompass Advisory Services, LLC in Katy, TX, holding Series 66 and Series 65 credentials and 22 years of industry experience. Prior to joining Encompass in 2022, he was with Allstate Insurance Company for seven years. Hansen is also involved in small business consulting and operates as an independent insurance agent, focusing on life insurance and long-term care products. Encompass Advisory Services is a team-based registered investment adviser serving individuals, businesses, retirement plans, trusts, and charitable organizations. The firm provides financial planning, investment and wealth management, and estate-document facilitation through a third-party platform, with portfolios constructed using mutual funds, ETFs, individual securities, and, when appropriate, private placements.

Nicholas McGuire is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with WJ Interests, LLC, with six years of industry experience. He previously worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. McGuire serves as a board member for the Louisiana Tech University College of Business Student Managed Investment Fund, where he participates in annual reviews of the student-managed portfolio. WJ Interests primarily serves individual and high-net-worth families, along with trusts, estates, retirement plans, and select corporate clients, managing approximately $634 million across about 233 client relationships. The firm focuses on strategic asset allocation and selecting external money managers using third-party research and manager due diligence, with an emphasis on long-term relationships and generally avoiding leveraged or short positions unless requested.

Peter Fitzgerald is a financial advisor with Westpark Wealth Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Westpark Wealth Advisors since 1995 and previously spent over two decades at IMS Securities, Inc. Outside of his advisory role, he is involved in group health insurance and traditional life insurance as an agent and owner of related businesses. Westpark Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities, offering portfolio management through wrap-fee programs and third-party managers along with standalone financial planning. The firm employs a variety of investment strategies and often manages client assets on a non-discretionary basis, requiring client approval for trades.

Benjamin Le Boeuf is a financial advisor at Avidian Wealth Solutions with one year of industry experience. He holds a Series 66 designation and previously worked at Sanctuary Advisors LLC and Sanctuary Securities, Inc. from 2023 to 2025, and has experience in educational and healthcare institutions. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients with investment management, financial planning, and fiduciary advisory services. The firm employs primarily model-based managed solutions supplemented by sub-advisors and separately managed accounts, and it also acts as a fund sponsor and sub-adviser, offering a range of fund, insurance, and consulting services.

William Heath is a CFP® credentialed financial advisor with 40 years of industry experience. He has been with Advisory Services Network since 2016 and has operated under his own name and through Myco Company since 1980. Outside of his advisory work, he is an independent insurance agent and assists clients with real estate and mortgage transactions through his sole proprietorship, Myco Company. Advisory Services Network serves individuals, families, corporations, and charitable organizations through a network of independent advisers, offering portfolio management, financial planning, and retirement-plan consulting across a range of investment strategies and account types.

Shawndra Rodriguez is a financial advisor at Mutual of Omaha Investor Services, Inc. with 13 years of industry experience. She holds Series 65, Series 63, and Series 66 licenses. Her prior work includes roles at Liberty Mutual Insurance, Allstate Insurance Company, and AAA Insurance Co, as well as periods of self-employment. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through a platform relationship with Envestnet and uses Pershing as custodian, delivering managed solutions that include third-party manager partnerships and MOIS-approved model portfolios.

Lee Porter is a financial advisor at Foundations Investment Advisors LLC with a Series 65 designation. He has held positions at Foundations Investment Advisors and Vital Retirement Planners since 2026 and has prior experience at Optimizely, Blizzard Entertainment, and Sprinklr. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Larry Mahoney is a CFP® with 15 years of industry experience, currently serving as an advisor at Gradient Advisors, LLC since 2017. Prior to this, he worked at Tucker Asset Management and has maintained a sole proprietorship, Larry J Mahoney, since 1987. He is also the Chapter President of the American Financial Education Alliance, where he gives educational seminars on financial topics. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors across 154 offices, managing nearly $1 billion in assets for approximately 3,220 clients.

Ziaul Khondker is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, Allstate Insurance Company, and Prudential-related firms. He is also the owner of Navigro Financial, a financial planning business based in Richmond, TX. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm supports a network of 169 advisors across 154 offices and employs a mix of fundamental, technical, and cyclical analysis to tailor strategies, typically delivering ongoing portfolio services on a non-discretionary basis.

Preston Snow is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is affiliated with Avidian Wealth Solutions and has previously worked at J.P. Morgan Securities. Outside of his advisory role, he owns and oversees farm and ranch activities through PNPR Interest, LLC. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs primarily model-based managed solutions supplemented by sub-advisors and separately managed accounts, and it also acts as a fund sponsor and sub-adviser, providing a range of investment management and financial planning services.

Jeannie Martinez is a financial advisor at Hilltop Securities Inc. with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including PNC Investments and BBVA Wealth Solutions. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients, managing approximately $2.25 billion in assets. The firm offers a range of advisory programs through an open-architecture platform and features municipal bond strategies co-advised by Franklin Templeton Group and Western Asset Management.

David Sabonghy is a financial advisor at Waterloo Capital with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Avidian Wealth Solutions, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Outside of his advisory role, he is president of Sabonghy Interests LLC, an oil and gas business. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm offers customized portfolio management focused on fundamental analysis and long-term, buy-and-hold strategies, along with access to third-party sub-advisers and a range of investment tools.

Keane Le Pham is a CFP® with two years of industry experience, currently serving as a financial advisor at Mutual of Omaha Investor Services, Inc. He has been affiliated with Mutual of Omaha Insurance Company since 2013 as an insurance agent, specializing in life, health, and annuities. Based in Houston, TX, Mr. Le Pham also participates in a mortgage lead incentive program, submitting qualified mortgage leads to Mutual of Omaha Mortgage. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering both one-time and ongoing financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and uses Pershing as custodian, integrating advisory services with its broker-dealer and insurance operations within the Mutual of Omaha group.

William Leake is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Sequent Planning since 2018 and previously worked at Proequities, Inc. from 2013 to 2018. In addition to his advisory role, he manages an insurance business, Futurity First Insurance Group. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement plan services through a network of approximately 97 advisors who implement a diversified and tax-aware investment approach.

Gerald Brooks is a Series 65-licensed advisor with Foundations Investment Advisors LLC and has over 25 years of experience in the financial services industry. He has been associated with Momentum Financial Group since 2001, where he founded and actively manages an insurance agency specializing in fixed indexed annuities and life insurance products. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to a diverse client base, utilizing a network of nearly 300 investment adviser representatives.

Johnathan Aelmore is a CFP® professional with 16 years of industry experience, currently serving as an advisor at CGN Advisors, LLC since 2019. He previously worked at Mariner Wealth Advisors and Mercer Global Advisors. Outside of his financial advisory role, he owns and operates Raider Ranch, a registered Texas Longhorn cattle breeding business. CGN Advisors provides comprehensive advisory services to individuals, families, businesses, and charitable organizations, employing a long-term, globally diversified investment approach that incorporates Modern Portfolio Theory, core‑plus‑satellite, and active management strategies. The firm emphasizes fiduciary duty, regular portfolio reviews, and may utilize institutional third-party managers.

Cliff Mueller is a financial advisor with Mutual of Omaha Investor Services, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Mutual of Omaha since 2009 and with Mutual of Omaha Investor Services since 2013. Outside of his advisory role, he is involved in raising beef cattle and holds mineral rights in a family oil and gas partnership. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account services primarily through its network of Investment Advisor Representatives.

Danielle Davis is a financial advisor with On Investment Management CO in Sugar Land, TX, holding Series 63 and Series 65 credentials and 22 years of industry experience. Her career includes roles at Fidelity and Guaranty, American General Life Insurance, and AIG Capital Services. On Investment Management CO is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of third-party investment programs and IAR-directed strategies, with a focus on both discretionary and non-discretionary account management.

Kimberly Meade is a CFP® with 10 years of industry experience, currently associated with The Wealth Consulting Group. Her prior roles include positions at LPL Financial and Sovereign Wealth Advisors. She also serves as a notary, a role she has maintained since 2014. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate plan sponsors, charities, and trusts. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways to support estate-document completion and fiduciary services.

Farokh Billimoria is a CFP® with 24 years of industry experience and is currently affiliated with Sowell Management. His prior firms include Concert Wealth Management, Inc., and he has operated a CPA practice since 1983. He also engages in tax preparation seasonally and serves as a speaker for the American Financial Education Alliance, a nonprofit organization. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent-contractor model with over 100 advisors and offers a range of services including investment management, financial planning, and retirement-plan advisory, utilizing multiple investment styles and third-party platforms.