Thomas Bass Jr. is a financial advisor at OneSeven with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Nexus Investments and Global Asset Management Group. Outside of finance, he is involved with 423 Productions, LLC, a company focused on music event creation, promotion, and artist management. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management, financial planning, and retirement-plan consulting, employing both discretionary and non-discretionary approaches with access to a range of investment vehicles and third-party platforms.

Oanh Ton is a financial advisor at Avidian Wealth Solutions with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Avidian (formerly STA Wealth Management) since 2018, following 17 years at J.P. Morgan Securities. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm manages approximately $3.99 billion in assets and offers services including discretionary portfolio management, financial planning, and ERISA-plan advisory work, utilizing model-based managed solutions and sub-advisors.

Kevin Wessels is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at Greene Law P.C., RevSherpas LLC, Fiserv, and MFS. Wessels is also an insurance agent licensed to sell life, health, and annuity products. 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 utilizes platform relationships and third‑party managers to deliver managed solutions and operates alongside broker‑dealer and insurance businesses within the Mutual of Omaha group.

Archie Henderson III is a Series 66-registered financial advisor at Mutual Advisors, LLC with 20 years of industry experience. He previously worked at Next Financial Group Inc for 12 years and has operated his own legal practice, A.A. (Trey) Henderson III PC, for over 30 years, where he provides legal services including entity formation and estate planning. Henderson also serves as chairman of the board of Houston Bank and Trust, a community bank. Mutual Advisors, LLC manages a broad client base ranging from individual investors to institutional clients, including sovereign wealth funds. The firm offers a variety of advisory services using both discretionary and non-discretionary approaches, employing multiple analytical methods and third-party platforms to customize diversified portfolios tailored to client objectives.

Anthony Thornton is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 66 credentials and possessing 30 years of industry experience. He has been associated with Thornton Wealth Management since 2001 and has held roles at firms including Regulus Financial Group and Summit Financial Group. Thornton is also a licensed insurance agent. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

Melissa Hoffman is a financial advisor with Lincoln Investment in Sugar Land, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. She previously worked for the City of Sugar Land for 14 years and currently coaches for Fort Bend Master Swimming and serves on the board of directors for the Fort Bend Chamber of Commerce. She also volunteers as a committee member and captain for the Houston Marathon. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm employs a strategic investment approach supported by an in-house Investment Management & Research team and offers both advisor-led and model portfolio solutions across various platforms.

Robert McDonough is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 42 years of industry experience and has been associated with firms including Core USA Group since 2013, United Planners' Financial Services since 2011, Insurance Designers of Central TX since 2005, and operates McDonough Financial since 2003. 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 third-party money managers, offering a range of advisory models and both fee-based and commission-based options.

Ashley Coffman is a financial advisor at Empower Advisory Group with three years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group, her experience includes roles at Regions Bank, Charles Schwab & Co., Inc., 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 integrates its services with affiliated Empower entities’ recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Wan Yang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with multiple organizations, including Blue Cross Blue Shield and Humana, and has been involved with Transamerica Financial Advisors since 2012. Outside of his advisory work, Yang serves as Vice Chair of the Chinese Civic Center and Chairman of the Katy Chinese Service Center, where he also teaches music and art. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple platforms. The firm supports individual investors, high net worth clients, and employer-sponsored plans, managing approximately $1.7 billion in regulatory assets under management.

Juan Flores Saldana is a financial advisor with Eagle Strategies (NY Life) in Fulshear, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Eagle Strategies since 2026 and concurrently with NYLIFE Securities LLC and New York Life Insurance Company since 2017. Outside of his advisory role, he is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis.

Jana Albus is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and 20 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2006. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer that serves a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic model portfolios and dynamic strategies.

Eric Jia is a CFP® with two years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Merrill and Bank of America. Outside of advising, he manages a rental property in Sugar Land, Texas. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Michael Nobles is a financial advisor at &PARTNERS with 42 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing for eight years. Outside of his advisory work, he is involved in a family farm and ranch business. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and advisory services through a dual registration as both a registered investment adviser and broker-dealer.

Wen Lee is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has seven years of industry experience. He has worked with firms including World Financial Group, Dream Builder Financial, and Inheritguard, LLC, where he provides client communications and education on estate planning. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services, utilizing model portfolios and third-party managers across multiple program platforms.

Chanell Carter is a financial advisor with Principal Financial Services in Rosenberg, TX, holding a Series 66 designation and 23 years of industry experience. Her career includes roles at Principal Funds Distributor, Principal Securities, Principal Life Insurance, SunAmerica Capital Services, and VALIC Financial Advisors. Outside of her advisory work, she is a partner in an LLC involved in managing rental properties and related services. Principal Securities offers 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 overseas. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Maureen Enem is a financial advisor at Mercer Global Advisors Inc. with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Morgan Stanley, among other firms. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor tilts, with services that include portfolio management, financial planning, and retirement plan consulting.

Lee Porter is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Foundations in 2026, he worked at Vital Retirement Planners, Optimizely, Blizzard Entertainment, and Sprinklr. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing strategy.

Pornpimol Park is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She has held leadership roles outside of advisory work, including serving as president of Vision de Prisma Corp. since 2023. Her prior work includes positions at several companies in varying industries dating back to 2012. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, estates, and charitable organizations. The firm primarily uses model portfolios and third-party managers to implement investment strategies and operates an integrated retirement plan ecosystem involving affiliated entities.

Marcel Frey is a financial advisor with Eagle Strategies (NY Life) based in Sugar Land, TX, holding a Series 63 license and over 30 years of industry experience. He has been associated with Eagle Strategies and New York Life since 1995 and leads The Frey Financial Group, LLC since 2003. Outside of his advisory roles, he owns acreage supporting cattle ranching and mineral rights properties in Fort Bend and Austin Counties. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered primarily on a non-discretionary basis through a variety of program types within the New York Life affiliate structure.

Jordan Hannah is a CFP®-certified financial advisor with Ameritas Advisory Services, LLC and has three years of industry experience. He concurrently operates Hannah Financial Solutions, LLC, a financial firm providing advisory services. Prior to his current roles, he has held positions at Community Health Choice and Ameritas Investment Company, LLC. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities to build customized client portfolios.