Carter Brower is a financial advisor with NewEdge Advisors in Plano, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes roles at Mercer Global Advisors and Lake Point Advisory Group before joining NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm provides a broad range of services, including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a combination of in-house and third-party strategies with centralized due diligence and technology tools.

Randall Richter is a CFP® with 15 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2013. He operates his own LLC, Richter Wealth Management, and is also involved as a financial representative with Intirety Wealth Management, focusing on life insurance sales. Additionally, he assists employees with insurance benefits enrollment for Mesquite ISD. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm manages approximately $3.65 billion across more than 37,000 accounts and utilizes a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Ryan Ozata is a financial advisor with GWN Securities Inc. in Mesquite, Texas, holding a Series 66 credential and 19 years of industry experience. He has been with GWN Securities since 2012. Outside of his advisory role, Ozata is involved in life insurance sales and operates an agency that sells Medicare supplements to retired teachers and their families. GWN Securities is an SEC-registered investment adviser and broker-dealer that manages approximately $3.65 billion across more than 37,000 client accounts. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, serving individual and business clients through a network of about 423 advisors.

David Trammell is a CFP® and ChFC® with eight years of experience at First Command Advisory Services, where he has worked since 2018. Prior to this, he spent 15 years at the University of Phoenix-Dallas Campus and two years at Impact Telecom. He is the founder and principal of The Trammell Group LLC, a management consulting firm, and is also an aspiring author working on his first manuscript. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving 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 that feature model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Cristian Barbalena is a financial advisor at Empower Advisory Group with a Series 66 designation and four years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, as well as Bank of America. 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 certain retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

Mark Ganter is a financial advisor at Integrity Alliance, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked with Brokers International Financial Services, LLC since 2016. Outside of his advisory role, he is involved in insurance-related activities, including wholesaling life insurance and annuities as well as acting as an independent insurance agent selling life, annuities, and other fixed products. Integrity Alliance serves a broad client base, including individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and both wrap and non-wrap programs. The firm operates a large network of over 300 independent advisors managing approximately $5.4 billion in assets and provides investment advice through discretionary accounts, model portfolios, and third-party sub-advisers.

Matthew Maresch is a financial advisor with TLG Advisors, Inc. holding Series 65 and Series 66 credentials and 22 years of industry experience. He has worked extensively with Equitable Advisors and has held roles including independent insurance agent and founder of Ashbury Boutique Wealth Management. Maresch is also involved in nonprofit educational activities through the Association of Financial Consultants and is founder of Senior Healthcare Planning LLC, an agency focused on Medicare agent development. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans, providing investment supervisory services, portfolio management, and fiduciary services. The firm’s investment process emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, and it offers a direct-to-consumer digital program, Starlight Portfolios, with portfolio reviews and tactical adjustments.

Tommy Fincher is a financial advisor at NewEdge Advisors with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at WhiteStone Wealth Advisors, Institute for Wealth Partners, and Cherry Financial Partners. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, emphasizing centralized due diligence and the use of technology to support advisors and clients.

Nicholas Blaine is a financial advisor at Creative Planning with Series 66 and Series 65 credentials and three years of industry experience. He previously worked at Fisher Investments for two years and spent nine years with Plano ISD. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, and corporations. The firm uses a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Nkiruka Lazz Onyenobi is a financial advisor at Hightower Advisors with five years of industry experience. She holds a Series 66 designation and has worked at Lincoln Investment, Raymond James & Associates, Regions Bank, and Woodforest National Bank prior to joining Hightower in 2025. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, emphasizing manager selection and multi-manager solutions across discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Qi Dong is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with Transamerica Financial Advisors since 2017 and is also involved with the Heartland Institute of Financial Education, where he provides employee financial education classes. Additionally, he engages in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, including fee-based wrap programs, proprietary and third-party model portfolios, and commission-based insurance and brokerage products.

Tyrone Van Aswegen is a financial advisor at Transamerica Financial Advisors in Plano, TX, with five years of industry experience. He holds Series 65 and Series 63 designations and has been involved professionally in golf as the owner and coach at Assimilation Center For Golf since 2024. Van Aswegen also plays professional golf and has been self-employed since 2010. Transamerica Financial Advisors serves a broad client base, including individuals, pension plans, trusts, and corporations, offering a mix of advisory and broker-dealer services through proprietary and third-party model portfolios. The firm manages both discretionary and non-discretionary assets and operates as both a registered broker-dealer and an RIA with affiliated retirement and recordkeeping entities.

Sylvia Mckinney is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and has been affiliated with World Financial Group since 2001. Her career also includes long-term roles with Mary Kay, Inc. and Parkland Health System. She is involved in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple platform programs, utilizing model portfolios and third-party managers for investment management.

Mary Burress is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Transamerica Financial Advisors since 2014 and has also worked with organizations such as the Richardson Adult Literacy Center and Nomad Productions. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple advisory platforms, managing approximately $1.7 billion in regulatory assets under management.

Jesus Maymi is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been affiliated with Transamerica since 2012 and is also an author and motivational speaker, writing self-help books and serving as president of Empowered Life Ministries. His work includes ministry activities and writing, including the publication of "A Coming Man's Devotional." Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm delivers services through a large advisor network and multiple program platforms, employing model portfolios and third-party managers to implement its advisory model.

Joel Williams is a financial advisor with SPC, holding a Series 66 designation and 21 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2013. Outside of his advisory role, he provides general accounting services and prepares financial statements for Van's Kitchen in Dallas, TX. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that integrates affiliated broker-dealers and insurance agencies to provide a range of fiduciary and non-fiduciary services.

Jesse Hill is a financial advisor with GWN Securities Inc. in Mesquite, TX, holding a Series 66 credential and five years of industry experience. Prior to joining GWN Securities in 2020, he worked at Axcent Networks and held academic positions at Tarleton State University and Florida Atlantic University. Hill also engages in life insurance sales and financial services through a separate business activity. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a distinctive history of incorporating market-timing and momentum-based strategies within its program suite.

Christopher Houghton is a financial advisor at NewEdge Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mercer Global Advisors, Lake Point Advisory Group, TD Ameritrade, and the Texas A&M Engineering Extension Service. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers comprehensive portfolio management, financial planning, and consulting services, utilizing a variety of program structures and technology tools to support advisor and client needs.

Sydney Hacker is a CFP® with three years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, Sydney held roles at Sanctuary Securities, Fidelity Investments, Equitable Advisors, and gained diverse experience including positions outside finance such as at Dillard's and Baylor University. Sydney has also been involved with Dahlia Bar & Bistro and Heliwagon. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach, utilizing globally diversified portfolios with multi-factor tilts and a variety of investment vehicles, and offers specialized services and client education programs.

Qiliang Zhu is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He is also the founder and president of Dream Alliance, Inc., a consulting and marketing services firm that assists business clients in reaching their customers. Zhu has been with Transamerica Financial Advisors since 2012 and has worked in the financial services industry since 2004. Transamerica Financial Advisors serves a wide client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party model portfolios, catering to both discretionary and non-discretionary investment approaches.