Landon Marx is a CFP® professional with 28 years of industry experience and currently affiliated with OSAIC Wealth Inc. His prior experience includes roles at LPL Financial, Fidelity Brokerage Services, and Fidelity Personal and Workplace Advisors. In addition to his advisory work, he serves as President and Chief Financial Advisor of Third Coast Wealth Management, a Texas-based S Corporation. OSAIC Wealth Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management with access to multiple investment products.

Harold Coe is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Primerica Financial Services since 2013 and concurrently holds roles with The Home Depot and PFSI Investment Inc. Outside of traditional advisory work, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure while delegating portfolio implementation to BNY Mellon Advisors.

Salvador Elizondo Jr. is a CFP®-credentialed financial advisor with 39 years of industry experience. He is currently affiliated with OSAIC and has previously worked at Texas Wealth Management and FSC Securities Corporation. Elizondo holds roles as a Registered Representative and Investment Adviser Representative with Osaic Wealth Inc and serves as a Senior Financial Advisor at Texas Wealth Management, LLC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing a range of portfolio construction tools and platforms.

Osama Roubi is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank, N.A. for 21 years prior to joining J.P. Morgan Securities in 2022. Outside of his advisory role, he is involved in an automotive business venture, assisting with funding and financing for a used car lot operated by his brother. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Muhammad Qadir is a Financial Consultant at Fidelity Investments, a position he has held since 2024. In his role, he assists clients in creating personalized financial plans to meet their objectives and navigate market fluctuations. His approach involves understanding individual circumstances to provide tailored guidance on investments, savings, and retirement planning. Prior to his current role, Muhammad served as an Investment Consultant at Fidelity Investments from 2023 to 2024 and as a Customer Relationship Advocate at the same firm from 2022 to 2023. He began his financial services career at Bank of America, where he worked as a Client Service Representative from 2019 to 2022 and completed an internship in 2019. Outside of his professional work, Muhammad enjoys playing tennis.

Skyler Childress is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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 through a nationwide network of financial advisors and branch offices, offering a range of advisory strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

Victoria Palmer is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, she worked at Vanguard as an Inheritance Specialist and Consultant from 2014 to 2015. Victoria partners with individuals, families, and local businesses to develop, implement, and maintain customized financial plans. She emphasizes working with integrity to help clients achieve their financial goals over time. Outside of her professional work, Victoria has interests in beach activities, music, parenthood, skiing, traveling, and yoga.

Nolan Caldwell is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 63 designation and 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Prior to that, he was with Union Planters National Bank for 37 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Blake Mc Cormack is a Series 66-licensed financial advisor with Edward Jones, based in League City, TX. He has 10 years of industry experience and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

James Williams Willis is a financial advisor at Edelman Financial Engines based in Houston, TX, holding a Series 65 designation with three years of industry experience. His prior work includes roles at BNY Mellon and seven years of service in the U.S. Army. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and serves a large client base through both advisor-led and online platforms.

Aaron Daniel II is a CFP® professional with eight years of industry experience, currently serving at Edward Jones since 2018. Prior to joining Edward Jones, he worked with Clear Creek ISD for two years. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Johnathon Johnson is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Jobot, ALLIANTGROUP, Robert Half, Bank of America, and the University of Tennessee. Ameriprise offers a retirement-income planning service geared toward individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports through a centralized consulting team, focusing on clients who maintain a significant portion of assets in Ameriprise-managed accounts.

Stacy Crews is a CFP® professional with 26 years of experience, currently affiliated with Ameriprise in Houston, TX. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she owns a business that offers courses and training on setting up online businesses and serves as a board member and secretary for the nonprofit Project Alive & Kicking. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Ashley Freitag is a financial advisor with Ameriprise in Friendswood, TX, holding a Series 66 designation and 14 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers retirement-income planning services primarily for clients with at least $1 million in net investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized retirement-income consulting team.

Tylan Shelby is a financial advisor at Ameriprise with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Ameriprise, Shelby held roles at W & S Brokerage Services, Western & Southern Life, and A-1 Tax & Financial Services. Before entering financial services, Shelby spent two years with the Los Angeles Chargers. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies, supported by a centralized team and proprietary research.

Parker Mc Collum is a financial advisor with Ameriprise in Webster, TX, holding a Series 66 designation and one year of experience at the firm. Prior to joining Ameriprise, he spent four years at the University of Alabama and thirteen years in full-time education. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, including asset allocation and tax-aware withdrawal strategies. The firm combines internal research with third-party data and algorithmic tools to provide non-discretionary, collaborative recommendations tailored to clients meeting specific asset criteria.

Carmen Warren is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2017. Prior to her career in finance, she worked at Texas A&M University from 2013 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Conner Percle is a financial advisor at Ameriprise in Webster, TX, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Ameriprise in 2025, he held roles at William Paden Wiese and Northwestern Mutual in various capacities from 2022 to 2025. He is also employed with DGW Worldwide, LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Edgar Escobar is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, PNC Bank, and Verizon Wireless. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients 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.

Sharon Medina is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Prior to joining LPL Financial in 2024, she worked at Ameriprise and Ameriprise Financial Services, Inc., and spent 16 years with BFT Financial Group, LLC. Outside of her advisory role, she owns and operates Medina Insurance Agency, selling auto, home, and commercial general liability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research to support diversified investment strategies.