Steven Magehee is a financial advisor at J.W. Cole Advisors, Inc. with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones. Outside of his advisory role, Magehee serves as a lead pastor at Hope Unlimited Church. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of fundamental and technical analysis along with model or manager-based strategies and provides access to various custodial platforms and digital advice.

Chris Toomey is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked with firms including M Holdings Securities, Kestra Investment Services, and Raymond James Financial Services. Outside of finance, he has experience in real estate and fitness industries. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm’s program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Kashif Choudhary is a Financial Consultant at Fidelity Investments, a position he has held since 2019. He works closely with clients to understand their personal and financial needs and utilizes Fidelity's advanced technology to develop comprehensive financial plans that align with both client goals and Fidelity's core principles. Kashif maintains ongoing relationships with his clients to adjust their financial plans as their circumstances evolve over time. Prior to his current role, Kashif served as an Investment Consultant at Fidelity Investments from 2017 to 2019 and as a Relationship Manager at the same firm from 2015 to 2017. He began his career as a Client Relationship Specialist at Vanguard, where he worked from 2013 to 2015. Kashif holds an insurance license in Arkansas.

Stephen Ip is a financial advisor with Osaic Wealth who holds Series 63 and Series 65 licenses and has 44 years of industry experience. He previously worked for Lincoln Financial Securities Corporation for 17 years and has been self-employed since 1996. Outside of advising, he is involved in the sale of life, long-term care, annuities, and disability insurance through Fort Bend Financial. Osaic Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services across multiple platforms. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Gabriel Trevino is a financial advisor at Edward Jones in Sugar Land, TX, holding a Series 66 designation with nine years of industry experience. His prior work includes roles at Woodgroup Mustang for Sunoco Logistics, Mustang Engineering, and Keller Williams Signature. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,000 financial advisors.

Michael Pascarella is a CFP® with 20 years of experience in the financial industry, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. He serves on the Board of Directors for Massey Lakes Estates HOA in Houston, TX. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Devin Davidson is a financial advisor at Merrill with a Series 66 designation and has been in the industry since 2026. Prior to joining Merrill and Bank of America, he worked at J.P. Morgan Chase and Wells Fargo. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Allie Martinez is a Series 66-registered advisor with J.P. Morgan Securities in Sugar Land, TX, with one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, Martinez worked at Merrill Lynch for six years and First National Bank of Texas for two years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process is supported by centralized due diligence combining quantitative and qualitative research and incorporates ESG considerations.

Umang Talati is a financial advisor with Primerica Advisors in Sugar Land, TX, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. In addition to advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and utilizes model-driven investment strategies managed by third parties.

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 previously at Bank of America, Merrill, and Edward Jones. Outside of his advisory role, he is involved in martial arts instruction with Be Like Water BJJ/MMA and Houston Karate Academy. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by centralized due diligence.

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.

Michelle Lee is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Chase Investment Services Corp. Outside of her advisory role, she is a sole proprietor involved in a separate real estate business in San Jose, California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning specialists.

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 financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms, including TD Ameritrade and Ameriprise. Boutte has been with Edelman Financial Engines and its predecessor entities since 2016. 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 modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management focused on diversified model portfolios and long-term strategies.

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.

Jeremiah Patterson is a CFP® with 20 years of experience in financial services. He currently works at Cetera and has held positions at Concourse Financial Group Securities Inc and Harvest Investment Services, LLC. Outside of his advisory role, he provides occasional notary services for clients at no charge. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party managers.

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.