Ryan Morehead is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at firms including American Heritage Financial and The O.N. Equity Sales Company. Outside of advisory roles, he is also involved in entrepreneurship through Morehead Cleaning LLC and serves as a sports official. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and uses a range of analytical methods and investment strategies to serve its clients.

Daniel Diiorgi is a financial advisor with Eagle Strategies (NY Life) based in Missouri City, TX. He holds Series 63 and Series 65 designations and has 20 years of industry experience. Since 2014, he has been affiliated with New York Life Insurance Company. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the vast majority of its assets on a non-discretionary basis.

Timothy Sampson is a financial advisor at United Planners' Financial Services of America, holding Series 66 and Series 63 licenses with four years of industry experience. His prior positions include roles at VALIC Financial Advisors, Agia, GWFS Equities, and AIG. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and utilizes various custodians and third-party money managers, with a significant portion of assets managed on a non-discretionary basis.

Gustavo Gaspar is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 65 licenses. His previous work includes seven years at Wells Fargo Clearing and nine years at Wells Fargo Bank, N.A. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates financial planning with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients' savings rates.

Jerry Adam Jr. is a financial advisor with TLG Advisors, Inc. in Richmond, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior work includes positions at Wells Fargo Advisors, LLC and Wells Fargo Clearing. Outside of his advisory role, he is involved as a managing member and partner in two insurance sales businesses. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Timothy Hannah is a CFP® professional with 39 years of industry experience, currently serving at Ameritas Advisory Services, LLC since 2021. He has operated his own financial planning and insurance firm, Hannah Financial Solutions, since 2004 and has longstanding roles with Ameritas Life Insurance Corp., Ameritas Investment Corp., and Lone Star Advisory Group Inc. Beyond advisory work, he is licensed to sell fixed insurance products and owns an insurance agency. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing a combination of model portfolios, third-party sub-advisers, and custom strategies.

Ramesh Cherivirala is a financial advisor with Eagle Strategies (NY Life) based in Sugarland, TX, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with Eagle Strategies and New York Life since 2001 and operates RCherry Financial Group, LLC, focusing on New York Life products and non-registered insurance brokering. Outside of his advisory role, he is active in community organizations, serving as a board member or secretary for several local charitable, religious, and community groups, and volunteers with a South Asian political radio forum. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Charlotte Campbell is a financial advisor with Kestra Advisory in Bellaire, TX, holding Series 63 and Series 66 licenses and 21 years of industry experience. She has worked at firms including Cetera and Hancock Bank before joining Kestra Advisory in 2024. Outside of advising, she consults on financial literacy content tailored for teens and supports an educational channel focused on wealth optimization and ethical stewardship. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary services, plan design, employee education, and access to multiple management platforms and third-party solutions. The firm serves a diverse client base including very large institutional investors and sovereign wealth funds.

Priyanka Singhal is a financial advisor with Transamerica Financial Advisors in Sugar Land, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. She has been with Transamerica since 2017 and has previous experience with World Financial Group. Outside of advising, she is involved in managing rental properties and serves as a landlord for the Houston Housing Authority. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Shawn Grimm is a financial advisor with Lincoln Investment in Sugar Land, TX, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has worked with Fidelity Brokerage Services since 2007. In addition to his advisory role, Grimm serves as a Branch Administrator at Dearborn & Creggs, providing financial planning services. 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 a range of advisory programs and employs both strategic and tactical investment approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Chloe Lander is a financial advisor at Empower Advisory Group with one year of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Empower Advisory Group, she was affiliated with Empower Financial Services, Inc. and worked with One Love Travel Club for nine years. Empower Advisory Group provides financial planning and investment management services 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 Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Renee Lander Ruff is a financial advisor with Empower Advisory Group in Fresno, Texas, holding Series 63 and Series 66 licenses and 20 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Wachovia Bank, and GWFS Equities. She is also a notary public signing agent for the State of Texas under her own business, RLR Interests. 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 retail brokerage clients, delivering services integrated with Empower’s recordkeeping and administrative platforms.

Katrina Chambers is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and nine years of industry experience. She has worked at Truist BANK since 2012 and transitioned to Truist Advisory Services and Truist Investment Services in 2026. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate service arrangements.

Thomas Holland is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at Fidelity Investments and held various roles within Fidelity's personal, workplace, and brokerage services. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles, multi-factor tilts, and tax management strategies.

Jeffery Wilkins is a financial advisor with Eagle Strategies (NY Life) in Roasharon, TX, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at NBC Securities for 21 years before joining Eagle Strategies and affiliated firms in 2025. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis within the integrated New York Life affiliate structure.

Michelle Hannah is a Series 66-licensed financial advisor with Ameritas Advisory Services, LLC, based in Sugar Land, TX, and has five years of industry experience. She has worked at Ameritas Advisory Services and Ameritas Investment Company since 2020 and 2021, respectively, and has operated Hannah Financial Solutions since 2004, where she is also involved as an insurance broker and administrative assistant. In addition, she briefly worked with Community Health Choice Insurance Company in 2022. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services using a combination of model portfolios, third-party sub-advisers, and custom strategies.

Daniel Lee is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments, TD Ameritrade, and Oracle. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

William Sum is a ChFC® credentialed financial advisor with eight years of industry experience, currently affiliated with Eagle Strategies (New York Life) in Houston, TX. His career background includes roles at New York Life Insurance Company and NYLIFE Securities LLC. Outside of his advisory work, he owns and operates William & Associates Insurance Agency LLC, brokering non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers solutions through multiple program types, including fee-based advice and co-advisory relationships, managing the majority of its assets on a non-discretionary basis.

Steven Magehee is a financial advisor with J. W. Cole Advisors, Inc. in Sugar Land, TX, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones and has a long tenure as lead pastor at Hope Unlimited Church. Magehee also assists as a licensed associate at E Financial Group, Inc. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Chris Toomey is a financial advisor with J.P. Morgan Securities in Sugar Land, TX, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. His prior work includes roles at JPMorgan Chase Bank and self-employment with eXp Realty. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.