James Watkins is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2005, previously associated with Axa Advisors. Watkins is also the managing partner of Bay Area Private Wealth Group, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

Nayeli Gomez is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and having six years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, she has worked at Montgomery County Woman's Center and held roles in the title insurance sector. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence to inform its recommendations.

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.

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.

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.

Damian Garcia is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 designations and bringing 15 years of industry experience. He has worked at Primerica Financial Services since 2002 and has also been associated with Rush Enterprises since 2012. Outside of 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 serving individual, corporate, and charitable clients. The firm relies primarily on model-delivery strategies developed by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing, offering a range of strategic and tactical investment models.

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.

Charles Hawkins is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012. Based in Houston, TX, he works within a large institutional firm serving a diverse client base. 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. The firm integrates large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis through a centralized due-diligence framework.

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.

Justin Christmas is a financial advisor at LPL Financial with nine years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining LPL Financial in 2025, he worked at Edward Jones for six years, as well as roles at Briggs Equipment and Lansdowne Moody Company. Outside of his advisory work, he is the business owner of RestoFit LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and diversified investment strategies.

Matthew Spradley is a financial advisor with Edward Jones in Deer Park, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2007. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated investment funds.

Benjamin Yackell is a financial advisor at LPL Financial with 11 years of industry experience. His prior roles include positions at Ameriprise, Edward Jones, and Centaurus Financial. Outside of his advisory work, he serves on the Board of Directors for the La Porte Baseball Association as Director of Field and Maintenance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual investors, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.