Terri Edwards is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with RBC Capital Markets since 2017 and also has experience at City National Bank since 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm employs tailored investment strategies utilizing both in-house and third-party managers, with additional features such as tax management and responsible investing options.

Jeiccy Hakim is a financial advisor at Edward Jones in Houston, TX, with 14 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019, following prior roles at HighTower Advisors LLC, Hightower Securities LLC, and several entities affiliated with Salient. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies supported by a large national network of financial advisors and branch offices.

Kellan Caldwell is a financial advisor with Thrivent Investment Management in Houston, TX, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. He has been with Thrivent Financial and its affiliated investment management firm since 2014. Outside of his advisory role, Caldwell assists with wedding photography as a second photographer for his wife's photography business and serves as a board member for The Grove Church, focusing on its launch and strategic initiatives. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based planning without discretionary trading authority, and allows clients to integrate planning with managed-account options.

Catherine O'Connell is a CFP® with 12 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. Her prior roles include positions at Northern Trust Bank and JPMorgan Chase Bank. She also manages an inherited portfolio through RLB O&G LLC, assisting with bill approvals and annual tax preparation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Lesley Lozano Perez is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses. She has been associated with Wells Fargo Bank since 2019 and began her role at Wells Fargo Clearing in 2025. Prior to her advisory work, she has experience in education and various service roles. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Michelle Rand is a CFP® with ten years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2019. She previously worked at Merrill Lynch from 2016 to 2019. Rand is also the president and CEO of Rand Wealth Management and will become the branch manager of a new Raymond James branch in mid-2025. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, pension plans, and institutional clients. The firm offers tailored, non-discretionary services supported by analytical tools and maintains a notable municipal advisory affiliation alongside specialized consulting programs.

David Whorton is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His previous roles include positions at Charles Schwab and Roberts Wealth Management. At Merrill, he is part of a large team serving various client segments. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm combines internal Chief Investment Office strategies with third-party managers and supports a range of account types with trading, administration, and custody services.

Nathan Owens is a financial advisor with J.P. Morgan Securities in Houston, TX. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026. Prior to this, he held brief roles at Britt Smith and The Woodlands Country Club. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Matthew Foshee is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at Charles Schwab and affiliated entities since 2018 and previously spent 13 years at Scottrade, Inc. and two years at TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers a range of integrated brokerage, custody, and cash-sweep services.

Bryan Broussard is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 2007. 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, distribution, and investment management capabilities.

Alexis Medellin is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Merrill Lynch since 1999. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Valerie In is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering services on a non-discretionary basis while maintaining a centralized due-diligence framework.

Thomas Giordano is a CFP® with 43 years of industry experience and has been with Stifel Nicolaus & Co Inc since 2009. He is based in Houston, TX, and holds a Series 63 license. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services grounded in proprietary investment analysis and asset allocation methodologies.

John Heath is a financial advisor at RBC Capital Markets with 29 years of industry experience. He has worked at RBC Capital Markets since 2008 and concurrently at City National Bank since 2020. He holds Series 63 and Series 65 designations and is based in Houston, TX. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ advisory risk profiles.

Eric Jackson is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 63 credentials and eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and Wells Fargo Bank, N.A. since 2015. Outside of his advisory role, he is involved in music production and audio mixing through businesses he owns, New Jeru Music and AUD Music. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research-driven investment strategies with a broad range of financial products through bank and insurance affiliates.

Darwin Wisener is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2011. Based in Houston, TX, his career includes five years at Wells Fargo Advisors LLC before joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ben Rickhuss is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he partners with ultra-high-net-worth individuals and their families to guide conversations around growing, preserving, and transferring wealth. He focuses on delivering a personalized, high-touch service experience aligned with each client's goals and preferences. Ben has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and now Senior Relationship Manager. His experience centers on wealth management and client relationship development. Outside of his professional responsibilities, Ben enjoys concerts, fishing, music, outdoor adventures, soccer, and traveling.

Reagan Lyons is a Wealth Management Planning Consultant at Fidelity Investments. Since 2023, Reagan has worked closely with clients and their Wealth Management Advisors to deliver a personalized experience focused on individual client needs and priorities. Reagan's experience at Fidelity includes roles as a Planning Consultant from 2023 to 2026 and as a Relationship Manager from 2021 to 2023. This background has enabled Reagan to develop a deep understanding of financial planning and client relationship management. Outside of work, Reagan enjoys hiking, playing musical instruments, visiting museums, spending time with pets, reading, and traveling.

Jeffrey Davis is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc for 14 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives.

Brian Graska is a financial advisor with LPL Enterprise holding a Series 66 designation. He has recently begun his advisory career, joining LPL Enterprise in 2025. Prior to this, he worked in various healthcare organizations including CommonSpirit Health, Harris Health System, and Texas Children's Hospital. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management through both advisory and brokerage channels.