Bryan Topelsohn is a financial advisor with Eagle Strategies (NY Life) in Flower Mound, TX, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been associated with New York Life Insurance Co since 1999 and NYLIFE Distributors LLC since 2003. Outside of his advisory role, he occasionally resells NFL and other event tickets related to his personal seat license. 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, operating within an integrated New York Life affiliate structure.

William Burks II is a financial advisor at Centaurus Financial, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2000. Burks also serves as a consultant for fintech firms involved in platform development and branding. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, and specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Robert Thomas is a CFP® professional with two years of industry experience. He currently works at Allworth Financial, L.P. and previously was employed at Grunden Financial Advisory, Inc. He also has experience working in education with the Denton Independent School District and Van Independent School District. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using various model strategies and employs both discretionary and non-discretionary asset management approaches, along with specialized services such as retirement plan consulting and annuity sub-account management.

Page Morgan is a financial advisor at Centaurus Financial, Inc. with four years of industry experience. Prior to joining Centaurus, Morgan worked at Goldman Sachs for four years and Ernst and Young for two years. Outside of financial advising, Morgan cohosts the Power Stance Podcast and is a board member of Maximizing Stewardship, a nonprofit focused on financial stewardship education for churches. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm provides financial planning and portfolio management through its CLASSIC Plus platform, employing a variety of analytical approaches and offering both discretionary and non-discretionary management options.

Ryan Marquez is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Empower Advisory Group LLC and Empower Financial Services Inc. since 2026, and previously spent eight years at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as three years with Fidelity Brokerage Services LLC and one year with FIDELITY Personal and Workplace Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm’s services utilize an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and managed account solutions focused on long-term portfolio returns and savings rates.

Colleen Nurre is a financial advisor with GWN Securities Inc. in Flower Mound, TX, holding a Series 66 designation and 21 years of industry experience. She has been with GWN Securities since 2015. Outside of her advisory role, Nurre serves as a merit badge counselor for Boy Scout Troop 262, assisting scouts in completing merit badge requirements. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs including SMA, UMA, and fund-strategist options.

William Burks III is a financial advisor at Centaurus Financial, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with Centaurus Financial since 2019. Outside of his advisory role, Burks serves as president of a general contracting company and is co-owner of an exotic animal breeding farm. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services through its CLASSIC Plus platform, utilizing a variety of investment analyses and both discretionary and non-discretionary account arrangements.

Ashley Thacker is a CFP® with seven years of industry experience, currently affiliated with Brookstone Capital Management LLC. Her prior roles include positions at GuideStone Financial Services and Rea Financial. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers a turnkey asset management platform with discretionary portfolio management across a range of investment strategies.

George Cattat is a financial advisor with Independent Financial Partners in Lantana, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at IFP Securities, LLC, Independent Financial Partners, and LPL Financial. Outside of his advisory role, he serves as Treasurer and financial monitor for the nonprofit I Belong. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Alan Perdue Jr. is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, Merrill, Robinhood Markets, Inc., and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, serving a large client base primarily with non-discretionary assets.

Michael Bui is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Lighthouse Wealth Management, LLC and Journey Wealth Management. Outside of his advisory roles, he has experience with insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios managed by AEWM, third-party strategists, and advisor-managed models, along with financial planning and consulting services.

Zachery Fisher is a financial advisor with Empower Advisory Group in Roanoke, TX, holding Series 66 and Series 63 credentials and 13 years of industry experience. He previously worked at Charles Schwab and TD Ameritrade. 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 delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Ronald Perry is affiliated with Centaurus Financial, Inc. and holds a Series 66 designation. He has 24 years of experience working at Texas Health Resources. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

James Cherry is a financial advisor at Centaurus Financial, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Centaurus Financial since 2005. Cherry also serves as an advisory board member for The Tamaka Group, a service company specializing in water and wastewater utilities, providing financial guidance without involvement in daily operations. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, businesses, and foundations. The firm provides financial planning, portfolio management, and retirement-plan consulting through platforms like CLASSIC Plus, utilizing fundamental and technical analysis alongside discretionary and non-discretionary arrangements.

Brian Helm is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 designations. He has 20 years of industry experience, including roles at Helm Financial Group since 2019 and Principal Securities Inc. since 2016. He serves as a board member of Involved for Life, Inc., a nonprofit organization based in Dallas, TX. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Ricky Grunden Sr. is a CFP® with 23 years of industry experience, currently with Allworth Financial, L.P. since 2026. Prior to joining Allworth, he operated Grunden Financial Advisory for 24 years. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, employing both discretionary and non-discretionary asset management and utilizes technology to manage held-away employer retirement accounts.

Brett Russell is a financial advisor with Empower Advisory Group, holding a Series 66 designation and currently based in Argyle, TX. He has one year of industry experience, including roles at Empower Advisory Group, Empower Financial Services, Pure IT, Aspire Financial, and Veritas Asset Management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivering both point-in-time financial plans and optional managed account solutions.

Travis Evans is a Series 66-licensed financial advisor with six years of experience at First Command Advisory Services. Prior to his advisory career, he served 25 years in the US Army. He is also the owner of Funkytown Vending, a business providing vending machines for apartment buildings. First Command Advisory Services serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage portfolios.

Zachry Fearing is a financial advisor with Centaurus Financial, Inc. in Highland Village, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Centaurus Financial since 2016. In addition to his advisory role, he is involved in property and casualty insurance sales and provides support for life insurance products. Centaurus Financial serves a diverse client base including individuals, families, small businesses, and institutional clients, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs both discretionary and non-discretionary management styles and utilizes various analytical approaches alongside model overlay programs and third-party money manager referrals.

Dianne Paroubek is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has worked with Private Advisor Group since 2019 and has been affiliated with LPL Financial and Independent Financial Partners prior to that. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to third-party asset managers, turnkey platforms, and proprietary model portfolios supported by major strategists such as Fidelity and BlackRock.