Ying Fang is a financial advisor at Transamerica Financial Advisors with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Transamerica since 2012. Outside of her advisory role, she is involved with several other business activities including providing estate planning communications through Inheritguard, LLC, and acting as an independent agent for multiple health insurance entities. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering a range of advisory and broker-dealer services. The firm utilizes proprietary and third-party investment models and supports both discretionary and non-discretionary program choices.

Jeng Yang Ling is a CFP® professional with 18 years of industry experience, currently affiliated with Transamerica Financial Advisors in Houston, TX. She has held roles at Top One Mortgage LLC since 2014 and United Healthcare since 2012, alongside her work at Transamerica Financial Advisors and Benefit Mall. Outside of advisory services, she is involved in the sale of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, delivering services through a large network of advisors and multiple program platforms. The firm employs model portfolios and third-party managers for investment management and offers integrated retirement plan services alongside affiliated mutual funds and insurance products.

Brian Monk is a financial advisor with Eagle Strategies (NY Life) based in Sugarland, TX, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has worked with Eagle Strategies since 2018 and operates under the DBA Linea Wealth Group, LLC, where he brokers non-registered insurance products related to investments. He has also been involved with Monk Financial Strategies Group since 2012. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors and emphasizes tailored, mostly non-discretionary solutions within an integrated New York Life affiliate structure.

Zhengrong Wang is a CFP® professional with one year of experience, currently with Transamerica Financial Advisors in Houston, TX. Prior to joining Transamerica, Wang has held roles at Wu&HU Texas LLC, SAKZ Consulting Inc., and World Financial Group Insurance Agency. Outside of financial advising, Wang is involved with SAKZ Consulting Inc. and SAKZ Investment LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm utilizes proprietary and third-party model portfolios and provides discretionary and non-discretionary investment options.

Andrei Prada is a financial advisor with \u0026PARTNERS in Houston, TX, holding a Series 66 designation and 14 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, with a career spanning various roles at Wells Fargo Bank NA. \u0026PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing fundamental, technical, and quantitative analysis alongside proprietary and third-party manager solutions.

Jesse Carrillo is a financial advisor with Lincoln Investment in Sugar Land, TX, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Lincoln Investment since 2016 and also has experience with Dearborn & Creggs dating back to 2015. Outside of his advisory role, Carrillo co-founded Rooted Life, an education consulting firm where he serves as a speaker and facilitator on topics related to his previous career in education. 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 model portfolios while employing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

Liliana Barajas is a financial advisor with PNC Wealth Management in Missouri City, TX, holding Series 63 and Series 65 licenses and having three years of industry experience. Before joining PNC, she worked at Wells Fargo Clearing Services and Wells Fargo Bank from 2018 to 2026. She also has experience in the food service and community sectors through roles at Craft Cuisine Ocala and Latinos Y Mas. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio management offering for employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs.

Michael Nobles is a financial advisor at &PARTNERS with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. &PARTNERS serves a diverse clientele, including individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a range of services including investment advisory, brokerage, financial planning, and retirement plan consulting, employing both proprietary and third-party investment strategies through platforms like Envestnet.

Chad Goodrich is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including Fidelity Investments, TD Ameritrade, and Merrill. Outside of his advisory role, Chad is a partner and investor in CTW Group, LLC, a laundromat business in Chicago, where he assists with strategic business planning. 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 Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jo Grooms is a financial advisor at &Partners with 41 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Based in Houston, TX, she has been with &Partners since 2024. &Partners serves a diverse range of clients, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm provides investment advisory and brokerage services using the Envestnet platform, employing a combination of proprietary and third-party strategies alongside fundamental, technical, and quantitative analysis.

Antonio Delagarza is a financial advisor with PNC Wealth Management based in Sugarland, TX, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, BBVA Securities Inc., and COMPASS Bank, spanning two decades. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital offering available by invitation to employees. The firm employs algorithmic risk assessments to select investment models managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

James Mc Nair Sr. is a financial advisor with First Command Advisory Services in Houston, TX, holding a Series 66 designation and possessing 14 years of industry experience. He has been affiliated with First Command entities since 2011. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs utilizing model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Kristen Hrncir is a financial advisor with Lincoln Investment, holding the CFP® designation and Series 63 and 65 licenses. She has 21 years of industry experience, including prior roles at Valic Financial Advisors and Agia. She is a managing member of KLH Financial LLC and a partner at Red River Wealth Advisors, as well as an agent offering insurance solutions. 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 investment management programs utilizing both strategic and tactical approaches.

Jeffrey Gardner is a financial advisor with Commonwealth Financial Network in Richmond, TX, holding Series 63 and Series 66 designations and possessing 19 years of industry experience. He has worked at several firms, including Sagepoint Financial Advisors for 13 years and OSAIC for one year. Gardner also has involvement in fixed insurance sales, dedicating a portion of his professional time to this activity. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages client assets totaling over $210 billion. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and back-office services.

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.

Jonathan Arnold is a financial advisor with First Command Advisory Services in Houston, TX. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior work includes roles at Charles Schwab and Fidelity. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

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.

Jeffery Farris is a CFP®-designated financial advisor with Lincoln Investment in Sugar Land, TX, bringing 29 years of industry experience. He has served at Lincoln Investment Planning, Inc. since 2005 and has been affiliated with Peb Financial Group, Inc. since 1996. 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 employs a range of investment strategies overseen by an Investment Management & Research team and manages both discretionary and non-discretionary programs.

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.