Mary Gunn is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Commonwealth Financial Network since 2015 and has been associated with Selah Financial Services since 2014. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and practice-management support to affiliated advisors.

Stephen Janak is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with TIAA-CREF since 2005. Outside of his advisory role, he is involved in land rental activities. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a fiduciary advisory model that separates point-in-time planning from ongoing discretionary management and serves as adviser to a donor-advised fund.

Rex Richards is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. He has been with Commonwealth since 2009. His other business activities include fixed insurance sales conducted at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services. The firm offers discretionary model portfolios, customized program structures, and a platform that includes operations, trading, technology, compliance, and practice-management support.

Noel Thomas is a financial advisor at TIAA-CREF with a Series 66 credential and ten years of industry experience. He has previously worked at firms including MassMutual, Fidelity, TD Ameritrade, Merrill Lynch, and Agia. Outside of the financial sector, he is the owner of a collision auto repair business in Houston. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving those with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services including model portfolios and customized portfolio management under a fiduciary standard.

Michelle Hannah is a Series 66-licensed financial advisor with Ameritas Advisory Services, LLC, based in Sugar Land, TX, and has five years of industry experience. She has worked at Ameritas Advisory Services and Ameritas Investment Company since 2020 and 2021, respectively, and has operated Hannah Financial Solutions since 2004, where she is also involved as an insurance broker and administrative assistant. In addition, she briefly worked with Community Health Choice Insurance Company in 2022. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services using a combination of model portfolios, third-party sub-advisers, and custom strategies.

Daniel Lee is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments, TD Ameritrade, and Oracle. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

Tommy Higgins is a CFP® professional with 11 years of experience in the financial industry, currently affiliated with Commonwealth Financial Network. He has been with Selah Financial Services since 2012 and is a co-owner of the firm. Outside of advisory work, he is involved in fixed insurance sales and co-owns Selah Real Estate, LLC, which manages commercial real estate. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, compliance, and technology support to its affiliated advisors.

William Sum is a ChFC® credentialed financial advisor with eight years of industry experience, currently affiliated with Eagle Strategies (New York Life) in Houston, TX. His career background includes roles at New York Life Insurance Company and NYLIFE Securities LLC. Outside of his advisory work, he owns and operates William & Associates Insurance Agency LLC, brokering non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers solutions through multiple program types, including fee-based advice and co-advisory relationships, managing the majority of its assets on a non-discretionary basis.

Steven Magehee is a financial advisor with J. W. Cole Advisors, Inc. in Sugar Land, TX, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones and has a long tenure as lead pastor at Hope Unlimited Church. Magehee also assists as a licensed associate at E Financial Group, Inc. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Chris Toomey is a financial advisor with J.P. Morgan Securities in Sugar Land, TX, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. His prior work includes roles at JPMorgan Chase Bank and self-employment with eXp Realty. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

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.

Larry Wallace is a CFP®-designated financial advisor with 38 years of industry experience. He currently practices at LPL Financial and previously spent 13 years at IC Advisory Services, Inc. and The Investment Center Inc. Wallace serves as Treasurer on the board of the Society of St. Vincent DePaul, St Angela Merici conference, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Simone Shammai is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 designations and 20 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she is involved with Shammai Investments LLC, which includes management and supervisory responsibilities related to a rental four-plex property. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans and operates with a broad platform that includes trading, custody, and lending services.

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.

Bill Corbell is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009 and previously worked with Citigroup Global Markets starting in 2002. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market outcome simulations.

William Smith is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and offering 28 years of industry experience. He has worked at Merrill since 2006 and Bank of America since 2011. Outside of his advisory role, he serves as a limited partner in a family-owned investment LLC focused on rental property management. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary strategies developed by internal and third-party managers.

Allie Martinez is a financial advisor at J.P. Morgan Securities with one year of industry experience. She previously worked at Merrill Lynch for six years and held roles at First National Bank of Texas and Tractor Supply Co. 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.

Umang Talati is a financial advisor with Primerica Advisors in Sugar Land, TX, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. Outside of advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure.

Claudia Cardona is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its related entities since 2015. Outside of her advisory work, she owns a retail business called Shopsy Queen and is also a professional singer. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on written recommendations and ongoing tax-aware retirement income planning, supported by a centralized team and proprietary research tools.

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.