Ryan Deakins is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Empower Advisory Group since 2023, following prior roles at Personal Capital 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 IRA and retail brokerage clients. The firm combines proprietary and third-party methodologies to deliver financial plans focused on long-term portfolio returns and savings rates, integrating its services with affiliated Empower platforms.

Cameron Reeves is a financial advisor with Eagle Strategies (NY Life) based in Prosper, TX. He holds a Series 66 designation and has 25 years of industry experience, having worked at Eagle Strategies since 2005 and affiliated firms since 2001. Outside of his advisory role, Reeves serves as a town councilman in Prosper, participates on the board of the Prosper Education Foundation, volunteers with the security team at Prestonwood Baptist Church, and is involved in brokering non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad range of individual and institutional clients. The firm emphasizes tailored recommendations and manages assets primarily on a non-discretionary basis, with a focus on fiduciary responsibilities to retirement investors within the integrated New York Life affiliate structure.

Reginald Suggs is a financial advisor at Lincoln Investment with 19 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at VALIC Financial Advisors for 12 years and Agia for one year. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, consulting, and portfolio management services supported by an in-house Investment Management & Research team that constructs strategic model portfolios and Adaptive Intelligence Model strategies.

Amy Redd is a Series 66-registered financial advisor with PNC Wealth Management in McKinney, TX, and has four years of industry experience. Prior to joining PNC in 2026, she worked at Edward Jones for eight years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist offering that employs algorithmic risk assessment and discretionary management via mutual funds and ETFs.

Rainey Rogers Sr. is a financial advisor with Kestra Advisory, holding a Series 63 designation and bringing 38 years of industry experience. His work history includes roles at Principal Securities Inc., Rogers-Tate Financial Group, and Principal Life Insurance Company. Outside of advisory services, he is involved in selling health and fixed life insurance products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Ignacio Quiroz is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at Transamerica Life Insurance Company and Transamerica Investors Securities Corporation since 2021 and previously spent seven years at TIAA. Outside of his advisory role, he owns a fitness and nutrition coaching business focused on mindset coaching and personal transformation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education. The firm uses proprietary portfolio construction tools provided by Morningstar Investment Management and manages a large client base primarily through non-discretionary asset allocations.

Joseph Globensky is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He previously worked at LPL Financial, Level Four Advisory Services, and Securities America Advisors, Inc. Outside of his advisory work, Mr. Globensky owns Globensky Consulting LLC, used for taxation and business purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and uses a combination of proprietary and third-party investment strategies and technology platforms.

Joshua Philp is a financial advisor with Empower Advisory Group in McKinney, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Empower, he worked at AT&T Mobility and Sprint Wireless. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

Patrisha Lee is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has worked with multiple firms, including TruTrak Planning and Park Avenue Securities, and owns PLSH, LLC, doing business as Capital Financial Architects. Lee also teaches continuing education classes at Southern Methodist University. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing a range of investment vehicles and program platforms.

Charles Wright is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding Series 63 and Series 66 credentials and over 40 years of industry experience. He has worked with Eagle Strategies since 2001 and has operated Lone Star Wealth Strategies since 2013. Outside of his advisory role, Wright serves as a Commissioner on the Texas Veterans Commission and is involved in publishing a book about a military figure through Gunny Publishing LLC. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and delivers solutions through various program types, with the majority of its assets managed on a non-discretionary basis.

Jacqueline Harvey is a financial advisor at Kestra Advisory with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Integrity Wealth Management and National Business Services, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party solutions.

Brandon Agamennone is a financial advisor with Guardian Life and Park Avenue Securities, holding the Series 63 and Series 66 designations and seven years of industry experience. His career includes prior roles at New York Life Insurance Company, Bank of America, and Merrill. Outside of advising, he is involved with Baseball Prodigy, LLC, a college baseball recruiting app. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs utilizing proprietary and third-party strategies.

Tyler Teter is a CFP® and CFA® with nine years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Lifeway Financial Corporation, Charles Schwab, Hilltop Securities, and Fusion Capital Management. He maintains a Texas insurance license to renew policies and provide advice, though he is not appointed. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and private funds, and offers specialized programs alongside educational content and integrated service platforms.

Stephen Dungy is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds the Series 66 designation and previously worked at TIAA and TIAA-CREF for nine years. Outside of his advisory role, he is an investor in a restaurant business operated by Consolidated Restaurant Operations. 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, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

Asha Shetty is a financial advisor with Bankers Life Advisory Services, Inc. in McKinney, TX, holding Series 63 and Series 65 licenses and with six years of industry experience. She has been associated with Bankers Life Advisory Services since 2020 and also serves as an Agency Director at Bankers Life & Casualty, Inc., where she manages a team of agents specializing in Medicare Supplement, annuity, life, health, and long-term care insurance products. Additionally, she participates in a local professional networking group focused on business development and education. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management based on clients’ goals and risk tolerances.

Luke Lang is a financial advisor with Principal Financial Services in McKinney, TX, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company from 2020 to 2026. 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 abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Arquerhia Brand is a financial advisor at Empower Advisory Group with three years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Charles Schwab, TD Ameritrade, and PNC Bank. 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 focus on long-term portfolio returns and are integrated with Empower’s recordkeeping and administrative platforms.

Jonathan Barham is a financial advisor with PNC Wealth Management in McKinney, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at LPL Financial, Texas Dow Employee Credit Union, Comerica Securities, JP Morgan Securities, and Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessment to recommend investment models managed by PNC or third-party strategists.

Erik Baas is a CFA® charterholder and holds the Series 66 designation, with one year of industry experience. He currently works at \u0026PARTNERS and previously held roles at Kenfo and Marcard, Stein & Co. \u0026PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and brokerage services. The firm employs a mix of fundamental, technical, and quantitative analysis, managing accounts directly or through third-party managers.

Danny Mcfadden Jr. is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 credential and 26 years of industry experience. He previously worked at LPL Financial and Invest Financial Corporation. Outside of advising, he works as a freelance photographer. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement services, and access to multiple third-party manager platforms for individuals, high-net-worth clients, and institutions. The firm uses a mix of discretionary and non-discretionary management strategies, including fundamental and technical analysis, and incorporates digital advice solutions.