Ryan Marquez is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Empower Advisory Group LLC and Empower Financial Services Inc. since 2026, and previously spent eight years at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as three years with Fidelity Brokerage Services LLC and one year with FIDELITY Personal and Workplace Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm’s services utilize an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and managed account solutions focused on long-term portfolio returns and savings rates.

Jason Tobias is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. His prior work experience includes roles at Nylife Securities LLC and Mogul Wealth Strategies. He operates under the DBA name Tri Wealth, LLC to service insurance and financial product clients. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to client goals, managing a majority of assets on a non-discretionary basis.

Shawna Rusk is a financial advisor at Creative Planning with a Series 65 designation and five years of industry experience. She has worked at Creative Planning since 2019 and previously at Stratford Consulting and Think Finance. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in assets and employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Michael Mc Lellan is a financial advisor with Empower Advisory Group based in Frisco, TX. He holds Series 66 and Series 63 licenses and has 14 years of industry experience. His prior roles include positions at GWFS Equities, Inc., Fisher Investments, and USAA Financial Advisors, among others. 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 are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing in their financial planning approach.

Darrah Lay is a financial advisor with Cetera Planning Partners in Lantana, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Cetera Planning Partners and Cetera Wealth Services, Darrah worked at Avantax Planning Partners and Charles Schwab for over a decade. Outside of advising, Darrah serves as Territory Director for The Lay Collective, LLC, a local magazine focused on marketing to new home buyers, and is active in the Argyle Business Association. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement-related advice. The firm provides additional services such as tax planning, bookkeeping, payroll support, and estate-planning through third-party providers, utilizing a diversified investment process grounded in mutual funds and ETFs tailored to client objectives and risk tolerance.

William Burks III is a financial advisor at Centaurus Financial, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with Centaurus Financial since 2019. Outside of his advisory role, Burks serves as president of a general contracting company and is co-owner of an exotic animal breeding farm. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services through its CLASSIC Plus platform, utilizing a variety of investment analyses and both discretionary and non-discretionary account arrangements.

Gwyn Felder is a financial advisor at Mariner with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mariner Wealth Advisors since 2010. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations by providing investment management, financial planning, retirement plan consulting, and access to various pooled investments and third-party managers. The firm integrates tax and accounting services and offers specialized family office and employer financial wellness solutions alongside its customized portfolio management approach.

Kerri Dane is a financial advisor with SPC in Aubrey, TX, holding Series 63 and Series 66 registrations and possessing 25 years of industry experience. She has worked at Parkland Securities since 2014 and with SPC since 2011. Outside of her advisory role, she operates as an independent agent for fixed insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary investment management tailored to client needs.

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.

George Cattat is a financial advisor with Independent Financial Partners in Lantana, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at IFP Securities, LLC, Independent Financial Partners, and LPL Financial. Outside of his advisory role, he serves as Treasurer and financial monitor for the nonprofit I Belong. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Jan Warzecha is a Series 65 licensed advisor with nine years of industry experience. She has worked at Private Advisor Group, LLC since 2021 and previously held positions at Level Four Advisory Services and Peter Marshall and Company. In addition to her advisory role, she provides tax advice and tax preparation services separately from her investment advisory work. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, utilizing both proprietary and third-party investment strategies supported by technology platforms.

Elizabeth Stallcup is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Truist Advisory Services and Truist Investment Services since 2022, previously spending nine years at BBVA Compass Insurance Agency. She is based in Frisco, Texas. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research and AI-enabled tools to support client goals and offers a range of services including asset allocation, fund monitoring, and manager selection through the Envestnet platform.

Michael Davis is a financial advisor with Money Concepts Capital Corp in Frisco, TX, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Money Concepts since 1995 and has worked at Texas Instruments since 1997. Outside of his advisory role, Davis is the President and CEO of Genesis WW Sports Management Group, LLC, and serves as President and Executive Director of Ethos Education Group, Inc., a nonprofit organization. Money Concepts Advisory Service offers portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, including proprietary retirement model portfolios and third-party sub-advisers, serving approximately 14,700 clients through an integrated broker-dealer and insurance platform.

Alan Perdue Jr. is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, Merrill, Robinhood Markets, Inc., and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, serving a large client base primarily with non-discretionary assets.

Michael Bui is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Lighthouse Wealth Management, LLC and Journey Wealth Management. Outside of his advisory roles, he has experience with insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios managed by AEWM, third-party strategists, and advisor-managed models, along with financial planning and consulting services.

Ryan Fuchs is a CFP® professional affiliated with Creative Planning in Frisco, TX, with 16 years of industry experience. His prior roles include positions at Lockton Investment Advisors, Lockton Financial Advisors, Lockton Companies, and IFRAH Financial Services. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Charles Machann is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 66 licenses with seven years of industry experience. He operates Omega Wealth Group LLC, which focuses on selling New York Life products and brokering non-registered insurance products. Additionally, he runs DZYNR LLC, a business involved in private-labeling and selling products via Amazon. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm emphasizes tailored recommendations and manages primarily non-discretionary assets, working extensively with defined contribution and benefit plans, charitable and corporate clients, and insurance-related advisory products.

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.

Ronald Perry is affiliated with Centaurus Financial, Inc. and holds a Series 66 designation. He has 24 years of experience working at Texas Health Resources. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

James Cherry is a financial advisor at Centaurus Financial, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2005. Outside of his advisory role, he serves as an advisory board member for The Tamaka Group, a company specializing in water and wastewater utilities, where he assists in identifying and correcting financial inefficiencies. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a mix of fundamental and technical analysis alongside discretionary and non-discretionary arrangements.