John Ramirez is a Series 66 licensed advisor with 22 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and PKS Advisory Services, LLC since 2011. Outside of his advisory roles, he is involved with Woodlands Portfolio Management. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients and customizes portfolios based on clients’ risk tolerance, time horizon, and objectives using a mix of fundamental and technical analysis.

Kimberly Rehmeyer is a financial advisor at Integrated Wealth Concepts LLC with no prior industry experience. She has worked at Integrated Wealth Concepts since 2026 and has 18 years of experience at W&B Tax Firm PC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing a combination of internal management and third-party asset managers with a long-term investment approach.

Jaymie Wendt is a financial advisor at Sanctuary Advisors, LLC with 11 years of industry experience. She holds the Series 66 designation and previously worked at Merrill from 2014 to 2023. Wendt has been with Sanctuary Advisors and Sanctuary Securities since 2023. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who develop their own investment strategies within a supervised framework, offering a range of portfolio management and consulting services.

Quincy Goudeau Sr. is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing, LPL Financial, and J.P. Morgan Securities. Outside of his advisory work, he is the founder and managing director of Royal Players Basketball Academy Inc., where he coaches and provides organizational direction for youth athletic and academic achievement. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services through a network of over 460 advisors. The firm’s approach includes discretionary and nondiscretionary management options, with a corporate structure that integrates affiliated broker-dealers and insurance agencies, supporting a range of fiduciary and non-fiduciary retirement services.

James Shock is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked with Trilogy Wealth Management and Trilogy University, and has operated his own practice, Shock Financial Group, since 1989. He is also involved in non-variable insurance ownership in Shenandoah, TX. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and offers both fee-based and commission-based financial planning and portfolio management services through a network of 477 independent advisors.

Joseph Zachary is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with United Planners since 2011. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients such as sovereign wealth funds and banks. The firm operates an open-architecture platform with multiple custodians and offers both fee-based and commission-based options through its network of 477 independent Investment Advisor Representatives.

David Dellinger is a financial advisor with Oppenheimer, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. Before joining Oppenheimer in 2020, he worked at First Tryon Securities and Advanced Income Solutions. Outside of his advisory role, he owns a HomeVestors franchise and serves as CEO of Residential Property Acquisitions LLC. Oppenheimer provides advisory services to individuals, corporations, pooled vehicles, and retirement plans, offering a variety of portfolio management and consulting programs. The firm employs both discretionary and non-discretionary investment approaches tailored to client needs.

Kathleen Fechik is a financial advisor at Bankers Life Advisory Services, Inc. with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Bankers Life Securities Inc. since 2017 and Bankers Life & Casualty since 2016. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to develop tailored asset allocations and offers both wrap and non-wrap programs.

Anthony Favela is a financial advisor at Creative Planning with 19 years of industry experience. He holds a Series 66 designation and has been with Creative Planning since 2013. In addition to his advisory role, he serves in the US Army National Guard as part of a Theatre Information Operations Group. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that includes low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Deepali Shah is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked with Bankers Life and its affiliates since 2012, including roles in advisory services and securities. Outside of her advisory duties, she is involved as a unit field trainer at Bankers Life & Casualty, where she recruits and trains insurance agents. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create customized portfolio strategies aligned with clients’ goals and risk tolerances.

Brent Chappell is a financial advisor at Sanctuary Advisors, LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he is involved as a managing member of an estate planning entity and engages in small-scale property development projects. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports over 400 independent investment adviser representatives who employ a variety of analytical approaches and offer discretionary and non-discretionary account management.

Eva Coutermarsh is a financial advisor with Principal Financial Services in Spring, TX, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at Edward Jones for 14 years before joining Principal Securities, Inc. in 2026. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty 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.

Thomas Hayes is a financial advisor at J. W. Cole Advisors, Inc. with 28 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Hayes is the president and owner of T J Hayes & Co, PLLC, a CPA firm providing tax and accounting advice. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm employs a variety of investment strategies and platforms, including fundamental and technical analysis, model-based approaches, and digital advice.

Ryan Woods is a financial advisor with Empower Advisory Group in Conroe, TX. He holds Series 63 and Series 66 designations and has three years of industry experience. His prior work includes roles at Northwestern Mutual and Canto Software. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Heidi Deloit is a financial advisor with Principal Financial Services, holding a Series 66 designation and 13 years of industry experience. She has worked at Principal Securities Inc. since 2018 and has been affiliated with Principal Life Insurance Company since 2017. Her prior experience includes roles at Bank of America and Merrill. 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 stationed outside the United States. 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.

Donald Traugott is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has led the TRAUGOTT Advisory Group since 2009. Outside of advisory services, he is involved in fixed insurance sales. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm provides fee-based asset management primarily through a turnkey asset management platform and wrap-fee programs, offering discretionary investment management via model portfolios, unified managed accounts, and separately managed accounts across various strategies.

Lloyd Fechik 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 been affiliated with Bankers Life entities since 2016 and previously worked at Reliance Diagnostic Systems, LLC. He is also an Emeritus Agent with Bankers Life & Casualty, Inc., where he is responsible for training and developing other agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in managing client portfolios.

Akkila Hayes is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Empower, Hayes worked at Wells Fargo Clearing Services, LLC, Wells Fargo Bank, NA, and has experience at Nike Inc. and H-E-B. 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’s services integrate with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan sponsor-selected investment lineups.

Matthew Larson is a financial advisor at RBC Rochdale, LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at CNR Securities, Whitley Penn, and Invesco Advisers. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, and offers portfolio management, sub-advisory services, and model delivery across multiple asset classes.

Bradley Chappell is a financial advisor at Sanctuary Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Outside of his advisory work, he is involved in managing a rental property with his wife. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, and institutional entities, offering investment advisory and financial planning services. The firm supports a wide range of strategies and employs multiple analytical approaches, providing both discretionary and non-discretionary account management through a network of over 400 independent advisers.