John Wilson is a financial advisor with Cetera Planning Partners in Cypress, TX, holding a Series 63 registration and over 26 years of industry experience. His career includes roles at Avantax Investment Services, Raymond James Financial Services, and multiple financial planning and wealth management firms. Outside of financial advising, he is a partner in RKBW, LLC, a business involved in convenience store equipment leasing and sales. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm utilizes a structured planning process that results in personalized financial plans, with portfolio management emphasizing diversified mutual fund and ETF allocations aligned to client risk tolerance.

Catherine Mc Daniel is a CFP® with nine years of industry experience, currently affiliated with Cetera Planning Partners in Houston, TX. Her prior work includes roles at Avantax Investment Services, Raymond James Financial Services, and Core+ Financial Strategies. Cetera Planning Partners offers investment advisory and financial planning services primarily to individual and high-net-worth clients, especially those nearing or in retirement. The firm employs a structured planning process with personalized financial plans and emphasizes diversified portfolios using mutual funds and ETFs aligned to client risk tolerance.