Damian Kimmons is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of America, Merrill, Edward Jones, and JPMorgan Chase Bank. Outside of finance, Damian is involved in martial arts instruction through his roles at Be Like Water BJJ/MMA and Houston Karate Academy. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Robert Rodriguez is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Invesco Advisers, Inc. and A I M Distributors, Inc. Outside of his advisory role, he serves on the board of a private Christian school in Sugar Land, Texas. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Phillip Buckner is a financial advisor with Ameriprise in Sugar Land, TX, holding Series 63 and Series 66 registrations and having 30 years of industry experience. He has been with Ameriprise and its predecessor firm since 2009. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Paul Emig is a financial advisor with Primerica Advisors in League City, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with Primerica Advisors since 2005 and was previously with Primerica Financial Services beginning in 2004. Outside of his advisory role, he operates a math instructional DVD business as an independent contractor. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Ever Ramirez is a Series 66 credentialed financial advisor at Edward Jones with 13 years of industry experience. He has worked at Edward Jones since 2013. Outside of his advisory role, he serves as an officer for the Lions Club of Sugar Land. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment and advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and branch offices.

Huy Nguyen is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Merrill, he worked at Texas Bay Credit Union and CUSO Financial Services, LP. He has also been involved in entrepreneurial ventures, including ownership roles in fitness-related businesses such as Crossfit Zeke LLC and Suite Time Fitness, LLC. Merrill, along with its affiliate Managed Account Advisors LLC, delivers 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, pension plans, corporations, and charitable organizations.

Sergio Ordonez currently serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity Investments since 2016, progressing through various positions including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Sergio worked as a Financial Representative at MetLife Securities and New England Securities. With over a decade of experience in the financial services industry, Sergio focuses on creating comprehensive and holistic financial plans tailored to each client's unique situation and goals. He holds an Arkansas Insurance License which supports his work in providing financial guidance. Outside of his professional career, Sergio enjoys activities such as spending time at the beach, family activities, hiking, running, soccer, and traveling.

Michelle Lee is a financial advisor with Morgan Stanley in Sugar Land, TX, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Outside of her advisory role, she is the sole proprietor of a real estate-related business based in San Jose, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Drew Selensky is a Financial Advisor with Merrill Lynch Wealth Management, specializing in managing new wealth, small business strategies, and individual and corporate investment strategies. He works with professionals, families, retirees, and business owners to organize their financial lives and develop tailored strategies intended to simplify complex financial situations and help clients focus on their most important goals. Drew holds a Personal Investment Advisor (PIA) designation and is a graduate of Texas A&M University. His approach emphasizes building long-term relationships based on trust and providing honest guidance. He prioritizes understanding each client's unique story and helping them navigate major financial milestones with confidence. Outside of his professional duties, Drew enjoys spending time with his family and engaging in outdoor activities such as fishing, football, and golfing. These personal interests contribute to his perspective on the importance of creating financial freedom to enjoy life with loved ones.

Bert Boutte is a Series 66-licensed financial advisor with Edelman Financial Engines, based in Sugar Land, Texas. He has 20 years of industry experience, including over 10 years with Financial Engines Advisors L.L.C. from 2016 to the present. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions across a broad range of product exposures.

Jenifer Thomas is a financial advisor at Edward Jones in Pearland, TX, holding a Series 66 designation. She began her career at Edward Jones in 2025 after 25 years at Oceaneering Space Systems. 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 programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Joshua Lee is a financial advisor with Morgan Stanley in Sugar Land, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Invesco Distributors, Inc. for 14 years before joining Morgan Stanley in 2025. Outside of his advisory role, he is involved in managing rental properties as a sole proprietor. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process.

Logan Cheak is a Senior Financial Advisor at Merrill Lynch Wealth Management and a key member of The Cheak Group. Since joining the team in 2018 alongside his father, he has focused on assisting clients with personal retirement and college education planning, as well as developing wealth management strategies tailored to families and individuals. Logan supports The Cheak Group’s goals-based approach to financial planning, emphasizing customized strategies that address tax minimization, retirement income, estate considerations, and long-term care. A native Texan, Logan earned his Bachelor of Business Administration degree in Marketing from Texas Tech University in 2017. He holds the Personal Investment Advisor (PIA) designation and is affiliated with the professional organization Lambda Chi Alpha. In addition to his professional work, Logan participates in community activities including involvement with the South Plains Food Bank. Outside of work, he enjoys playing golf and softball, drawing and painting, and following Houston and Texas Tech sports.

Christopher Steger is a financial advisor at Edward Jones in Alvin, TX, holding a Series 66 designation. He joined Edward Jones in 2025 following a 13-year tenure with Angleton Independent School District. 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 solutions through a large nationwide network of advisors and branch offices.

Claire Liaw is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Vivek Mehta is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Raymond James Financial Services, Texas Capital Bank, and BOSC, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models in its financial planning process.

Mary Dixon is a CFP® with 39 years of industry experience, currently serving at Cetera Wealth Services, LLC. She has held roles at Avantax and related firms for over three decades and leads wealth management and planning at Integrated Tax and Wealth Strategies. Dixon is also the treasurer of the Association of Business & Professional Women, a local organization supporting women business owners. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides various portfolio management and financial planning services through a nationwide network of independent advisors.

Corey Magliolo is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Sagepoint Financial, Inc. and Lincoln Financial Securities Corp. Outside of his advisory role, he serves as President of the Board for Dickinson Independent School District and is involved in managing employee benefits through two insurance agencies. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various investment types.

Gary Broughton is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 designations with six years of industry experience. Before joining Primerica Advisors in 2020, he worked for Market Source for nine years. His other business activities include part-time sales of loan products and home security and automation services through affiliated companies. Primerica Advisors serves primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program with model-based investment strategies supported by third-party managers and custodial services.

Antonio Coria is a financial advisor at J.P. Morgan Securities LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan in various capacities since 2018. Outside of his advisory role, he is a partner in The Lakeshore Group LLC, a real estate venture with a lifelong friend. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset allocation and centralized due diligence while incorporating an ESG eligibility framework.