Jordan Hannah is a financial advisor at Ameritas Advisory Services, LLC with CFP® certification and Series 63 and 65 licenses. He has two years of industry experience and has been involved with Ameritas Advisory Services and Ameritas Investment Company since 2023. In addition to his role at Ameritas, he operates Hannah Financial Solutions, LLC, a financial firm he founded in 2021. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, utilizing both in-house model portfolios and third-party managers.

Mark Countryman is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005. Based in Sugar Land, TX, Mark holds Series 63 and Series 65 licenses. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor- and firm-managed investment programs that utilize both strategic and dynamic approaches.

Youhong Wang is a financial advisor at Transamerica Financial Advisors with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked in accounting and tax consulting through his firm, YH Wang CPA LLC, since 2017. Wang also has involvement with the GT Wang Family Foundation, a private family charity, which he established but no longer manages. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services, featuring proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Stanley Tan is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 65 and Series 63 licenses and eight years of industry experience. He is also the owner of Stanley T Tan PLLC, providing tax compliance, bookkeeping, and CPA-related services, and he conducts financial education workshops through Canyon Lake PWM LLC. Additionally, he is active as a real estate sales agent with Sprout Realty, LLC. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, and charitable organizations, offering advisory and broker-dealer services with proprietary and third-party model portfolios. The firm operates as both an RIA and a broker-dealer, providing discretionary and non-discretionary program options.

Adrian Gonzalez is a financial advisor with Lincoln Investment in Sugar Land, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining Lincoln Investment, Adrian worked with organizations including Operation HOPE and AltruVista. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of advisory programs supported by a combination of in-house and third-party investment strategies.

Caitlin Little is a financial advisor at Lincoln Investment with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Capital Analysts, Dearborn & Creggs, and CBS News. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a variety of advisory programs utilizing both strategic and dynamic investment approaches.

John Dowdall is a financial advisor with Planmember Securities Corporation in Fulshear, TX, holding a Series 63 designation and 27 years of industry experience. He has worked at Elite Plus Financial & Retirement Services since 2018 and previously with College Funding Solutions, Texas Infinite Wealth Planners, and Metropolitan Life Insurance Company. Outside of his role at Planmember, he is a financial representative at Elite Plus Financial & Retirement Services, where he is involved in the sales of securities and insurance products. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm employs a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive.

Sean Power is a CFP® with 23 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, Inc. since 2025. His prior experience includes roles at The Vanguard Group and Charles Schwab. 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 offers integrated services aligned with Empower’s administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Hua Zhang is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. Hua has worked at Transamerica Financial Advisors since 2012 and is also associated with the Copeland Group and World Financial Group. Outside of advising, Hua is involved in health insurance sales and enrollment assistance with firms including Copeland Insurance Group, Community Health Choice, and Ambetter. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Hadi Kusumo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in several business activities including estate planning services through LSPN Pro, LLC, and managing office property as president of Dreambuilders Star LLC. Kusumo is also engaged with Inheritguard LLC, providing education and client communications related to estate planning. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s advisory approach primarily utilizes model portfolios and third-party managers, with a focus on integrated retirement plan solutions and affiliated mutual funds and insurance products.

Maynard Miller Jr. is a CFP® and ChFC® with 31 years of industry experience. He is currently with Primerica Advisors and has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2020. His prior experience includes positions at Horace Mann Investors, Inc. and MassMutual Life Insurance Company. Primerica Advisors serves a diverse retail client base, offering brokerage and advisory services along with financial planning and retirement-plan consulting. The firm utilizes a range of investment strategies, including proprietary model portfolios and third-party managers, and supports various account-level services such as lending solutions and donor-advised funds.

Oguguomakwa Okolie is a financial advisor with Eagle Strategies (New York Life) in Sugar Land, TX, holding Series 63 and Series 65 licenses and possessing four years of industry experience. He has worked with multiple firms including New York Life Insurance Company and Nylife Securities LLC. Okolie also operates under the DBA Linea Wealth Group for brokering non-registered insurance products alongside his advisory role. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Azar Azarpour is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. He has 21 years of industry experience and has been with Transamerica since 2012. Azarpour is also involved in marketing strategies for Sriya AI through SRIYA DXL LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm employs model portfolios and third-party managers to implement advisory services and operates an integrated retirement plan ecosystem with affiliated entities.

Raymond Vitek Jr. is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and Series 63 license. He has 43 years of industry experience, having worked at firms including NY Life Insurance Company and Nylife Securities Inc. Outside of finance, he owns agricultural land in Texas that he leases for cattle grazing. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a range of program types, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Corinne Mc Nair is a financial advisor with First Command Advisory Services in Houston, TX, holding a Series 66 designation and nine years of industry experience. She has been with various First Command entities since 2016 and previously worked as an advisor at Jim McNair from 2015 to 2017. Outside of her advisory role, she manages rental properties with minimal time commitment. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and a range of wrap-fee asset management programs using model portfolios and third-party managers selected by an internal Investment Management Team.

Amanda Hales is a financial advisor at &Partners with 18 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she works occasionally as a delivery contractor for Uber Eats and provides dog walking and boarding services. &Partners serves individual and institutional clients across a broad spectrum, including high-net-worth individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a range of investment advisory and brokerage services, employing a mix of proprietary and third-party investment strategies and operates both as a registered investment adviser and broker-dealer.

Carlos Tijerina Jr Jr. is a financial advisor at Fifth Third Securities, Inc. based in Houston, TX, with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Frost Brokerage Services, PNC Investments LLC, BBVA Wealth Solutions, and Wells Fargo Bank. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform and provides access to third-party portfolio managers, advisor-directed models, and tax-related investment strategies.

Mary Chiang is a CFP® and ChFC® with 37 years of industry experience. She has been with Eagle Strategies (NY Life) since 2009 and is also a member of CMCD LLC, where she provides tax and accounting services. Additionally, she holds registrations with Nylife Securities Inc. and New York Life Insurance Company. Eagle Strategies serves a wide range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Stewart Jacobson is a CFP® professional with 41 years of experience, currently affiliated with Lincoln Investment in Sugar Land, TX. He has held positions at First Colony Municipal Utility District and PMP Research and manages Dearborn & Creggs Insurance Agency, Inc. He serves on the Sugar Land City Council and is a board member of the ARC of Fort Bend County, a nonprofit supporting individuals with intellectual and developmental disabilities. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisory programs utilizing both strategic and dynamic investment approaches.

David Evans is a financial advisor with J.W. Cole Advisors, Inc. in Sugarland, TX, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been with J.W. Cole Advisors since 2009 and also operates David A Evans & Associates, focusing on tax services. Additionally, he serves as co-trustee of a family trust. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.