Daniela Cronin is a financial advisor at Octavia Wealth Advisors LLC with a Series 65 credential. She has eight years of industry experience, including five years at Shusterman Wealth Management and four years at Eddie V's prior to joining Octavia Wealth Advisors. Octavia Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm manages approximately $1.79 billion in client assets through a multi-advisor team, employing a long-term investment approach that combines fundamental and technical analysis across diversified portfolios.

James Neathery is a financial advisor with RedHawk Wealth Advisors, Inc. in Alvarado, TX, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has worked at RedHawk Wealth Advisors since 2008 and has served as President and CEO of James C. Neathery & Associates Inc. since 1991, where he is involved in the sales and service of insurance products. Additionally, he engages in retail sales of books, DVDs, and numismatic coins. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA retirement-plan services, utilizing a structured investment committee, third-party risk tools, and multiple platform arrangements to support adviser recommendations.

Rex Russell is a financial advisor with Ausdal Financial Partners, Inc. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Prior to joining Ausdal in 2025, he worked at Moloney Securities Asset Management LLC and related entities for nine years, as well as Payson Petroleum and Wealth Advisor Marketing. Outside of his advisory role, he serves as a deacon and life group teacher at Northpointe Church, is an author receiving royalties from his published book, and chairs a committee for the nonprofit YoungLife in Johnson County, TX. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, combining advisory, brokerage, and insurance services with multiple investment strategies and custodial options.

Eric Schuster is a financial advisor with First Command Advisory Services in Alvarado, TX, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with First Command entities since 2002 and operates Schuhouse Financial Services, Inc., where he serves as president and financial advisor. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm focuses on advisor-led planning relationships and offers structured engagements with ongoing financial coaching and discretionary asset management using in-house investment management.

Gilbert Perez II is a financial advisor at OSAIC Wealth Inc with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera, Foresters Financial Services, and First Investors Corporation. OSAIC Wealth Inc is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing a comprehensive investment process that incorporates risk tolerance assessments, asset allocation software, and portfolio optimization tools.

Matthew Victory is a financial advisor with LPL Financial in Cleburne, Texas, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he is involved in performing arts as an actor. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team and a large network of investment adviser representatives.

Michael Victory is a financial advisor with LPL Financial in Cleburne, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with LPL Financial since 2011. Victory also operates under the DBA Victory Investment Strategies. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Alisa Zelaya Perez is a financial advisor at Osaic Wealth, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Cetera and Foresters Financial. In addition to her advisory role, she operates as a sole proprietor insurance agent, selling and servicing fixed insurance products. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a technology-driven investment process and offers a wide range of investment programs, supporting thousands of advisors and managing approximately $200 billion in assets.

William Philips is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles with Everynation Churches and Campus Ministries and The Heights Church, as well as a period at Texas Tech University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services with a focus on tailored client plans and a range of investment program options.

Rodney Fowler is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory role, he is involved in outside sales of non-variable insurance. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by in-house research, providing various investment strategies and customizable solutions through a large network of investment adviser representatives.