Emmanuel Velazquez is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., Regions Bank, and Bank of America. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Lynn Wammel is a financial advisor with Edward Jones, holding a Series 66 designation and 12 years of industry experience. She has spent her entire career at Edward Jones since 2006. Outside of her advisory role, she performs contract work reviewing bridge inspections and related reports for ASK Engineering in Kingwood, TX. Edward Jones is a full-service wealth management firm serving over four million clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies supported by a large national network and operates under a fiduciary standard.

Michael Byers II is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Keeara Thompson is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at both Merrill and Bank of America N.A. since 2011. Outside of her advisory role, she is involved in a family-owned business in Houston that sells women's hair extensions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Irving Moses Jr. is a financial advisor with Primerica Advisors in Humble, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of advising, he is involved in sales of home security and automation products through affiliated companies and receives compensation for referrals in these areas. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Yi Xuan Cheng is a financial advisor with LPL Financial in Spring, TX, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2024, Cheng held positions at Benedetti, Gucer & Associates, Ameriprise Financial Services, and DriveWealth. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a network of over 22,800 advisors.

Sebastian Marti is a financial advisor at Cetera with 16 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include five years with TIAA-CREF before joining Cetera in 2020. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and consulting through a multi-manager platform with discretionary and non-discretionary program options.

Lydia Armelin is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and JPMorgan Chase Bank. Outside of her advisory role, she was involved with TAV Houston Volleyball from 2022 to 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Laura Taylor is a financial advisor at Edward Jones in Dayton, TX, holding the ChFC® and Series 66 designations with seven years of industry experience. She has been with Edward Jones since 2018, following five years at T&H Ventures, LLC, a consulting firm specializing in accounting and cash management, which she owns. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert White is a financial advisor with LPL Financial in Kingwood, TX, holding a Series 63 designation and over 38 years of industry experience. He has worked at LPL Financial since 2000 and previously spent five years with Intrua Financial. Outside of his advisory role, White is a licensed notary public in Texas and is involved in tax preparation and accounting through a related tax services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives and various institutional platforms.

Garrett Frazier is a financial advisor with LPL Financial, holding a Series 66 designation and having one year of industry experience. He previously worked at Fund Services Group and completed his education at the University of Oklahoma. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Joyla Gregory is a financial advisor with Primerica Advisors in Conroe, TX, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has worked at Primerica since 2000 and was previously employed at Educational Testing Services and ADIA. Outside of advising, she is a member and owner of Glover-Gregory, a non-investment related business in Columbia, SC. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients through a nationwide network of nearly 3,700 advisors. The firm uses model-delivery strategies developed by unaffiliated asset managers and provides discretionary portfolio management with support from BNY Mellon Advisors and Pershing for trade execution and custody.

Megan Gaskamp is a financial advisor at LPL Financial in Kingwood, TX, holding a Series 66 designation with 20 years of industry experience. She has worked at LPL Financial since 2006, with prior experience at A. G. Edwards & Sons, Inc. and Wells Fargo Investments. Gaskamp is also a notary public who provides document notarization for clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad non-advisory financial services business.

Nicole Stokes is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley since 2009. Stokes holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

John Sawyer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while maintaining centralized due diligence and ESG eligibility processes.

Briana Prucha is a Series 66 licensed financial advisor with eight years of industry experience. She has worked at Edward Jones since 2016, with prior experience at Jackson Avenue Center, Indigos, and Neal Hamil. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Richard Davis is a financial advisor with Edward Jones in Spring, TX, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and also works as an athletic trainer providing coverage for sporting events in the north Houston area. Prior to joining Edward Jones, he worked in education with Magnolia ISD and Conroe ISD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of advisors and branch offices.

John Gauthier is a Series 66 licensed financial advisor with 21 years of industry experience. He is currently with LPL Financial, where he has worked since 2019, following prior roles at Wells Fargo Clearing, WELLS FARGO ADVISORS LLC, Chase Investment Services Corp., Wamu Investments, Inc., and Wells Fargo Investments, LLC. Outside of his advisory work, he sells sports cards on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by a broad platform including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Perdue is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has previously worked at Cetera and Foresters Advisory Services, with a career spanning various firms since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ronald Hill III is a financial advisor with Edward Jones in Kingwood, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.