Shannon Scott is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. His prior roles include positions at NFM Lending, Hometown Lenders Inc, Homebridge Financial Services Inc, and American Family Insurance agencies. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing tailored investment strategies through a combination of in-house and third-party managers.

Diven Desai is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing five years of industry experience. Before joining Raymond James, he worked with firms including Charles Schwab and TD Ameritrade. He also consults for Quantum Property Tax Advisors, assisting commercial properties with lowering their assessed values. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management strategies and affiliated research.

Anh Dieu is a financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan Securities, Anh worked for ten years at Wells Fargo Bank, NA. Anh holds Series 63 and Series 65 designations and is based in Sugar Land, TX. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Gabriel Pena is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021, with prior experience at PFS Investments Inc/Primerica Financial and New York Life. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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 brokerage, distribution, and investment management capabilities.

Joshua Griffin is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on creating personalized financial strategies tailored to clients' long-term goals. His approach includes helping clients understand and manage essential aspects of their finances, such as retirement planning, spending, and investment decisions. Joshua has experience assisting clients with complex financial situations including managing concentrated stock positions and navigating significant life transitions like retirement, divorce, marriage, inheritance, and business sales. He collaborates with various professionals, including estate attorneys and accountants, to coordinate comprehensive financial and legacy planning. His areas of expertise encompass education planning, family wealth management, legacy planning, personal retirement planning, portfolio management, tax minimization, and strategies for small businesses and non-profits. An alumnus of Texas A&M University, Joshua holds the Personal Investment Advisor (PIA) designation. He is active in community and professional organizations such as the Sugar Land Rotary Club, Junior Achievement, Central Fort Bend Chamber of Commerce, Toastmasters International, and the Vantage Professional Network. Outside of his professional life, he enjoys camping, painting, reading, soccer, table tennis, volleyball, and woodworking.

Deandre Sumrall is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at 24 Hour Fitness and Project Walk Houston. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI integration in research, and its advisory role to multiple registered investment companies.

Kaitlyn Lingo is a financial advisor at Edward Jones in Richmond, TX, with six years of industry experience. She holds a Series 66 designation and previously worked at HFR Management from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors. The firm is notable for its large retail advisor and branch footprint, affiliated capabilities beyond advisory services, and a fiduciary standard in its advisory offerings.

Brenda Munoz is a financial advisor at Cambridge Investment Research Advisors with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cambridge since 2012. Munoz also serves as Vice Regent for the Catholic Daughters Court St. Laurence, a nonprofit organization. Cambridge Investment Research Advisors is an SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm utilizes a variety of portfolio management approaches and platform arrangements, offering both discretionary and non-discretionary investment implementation tailored to client objectives.

Ricki Evans is a financial advisor with Fidelity Investments in Richmond, TX, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, Evans held positions at Uber Technologies and worked in various other roles including at Southern New Hampshire University and the National Notary Association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies.

Emory Guest is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at LPL Financial since 2010. He also owns and operates Action Advisors, Inc., an insurance and financial services business. His activities include managing fixed insurance products through multiple agencies, including a family agency inherited from his father. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Mary Wheeler is a Planning Consultant at Fidelity Investments, where she collaborates with clients on the wealth management team to develop clear and concise understandings of their unique financial situations. She emphasizes connecting with clients and their families to foster trust and ensure they feel understood in their financial relationships. Mary's professional experience includes roles as a Planning Consultant and Relationship Manager at Fidelity Investments, a Registered Wealth Management Client Associate at Merrill Lynch, and a Financial Representative at Fidelity Investments. She holds insurance licenses for Arkansas and California. Outside of her professional work, Mary has interests in concerts, fitness, reading, and yoga.

Brad Pickett is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. Prior to joining LPL Financial in 2025, he spent nine years at NEXT Financial Group Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Monte Piper III is a Series 66 credentialed financial advisor with Edward Jones in Sugar Land, TX, with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions in education with multiple independent school districts. He is also listed as a manager of Piperstein, LLC, an online marketing business that remains inactive. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and advisory services supported by a nationwide network of financial advisors and branches.

Alireza Hashemi is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides financial guidance and investment strategies to clients, leveraging his expertise to help manage and grow their wealth. He holds the Professional Investment Advisor (PIA) designation, underscoring his commitment to professional standards and knowledge in the financial advisory field. Alireza earned his Bachelor's Degree from the University of Houston System. His background combines formal education and professional credentials to support clients in achieving their financial goals.

Danielle Bily is a CFP® designated financial advisor with Edward Jones in Richmond, TX, with 13 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she serves as a bookkeeper for a local yoga studio in Katy, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Parag Bhavsar is a financial advisor at Edward Jones in Sugar Land, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at HIR Inc and PAAJ LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm supports its clients through a nationwide network of advisors and branch offices and operates under a fiduciary standard.

John Petersen is a CFP® professional with 33 years of experience in the financial industry. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm operates with a large institutional advisory platform alongside brokerage and investment management capabilities.

Nikhil Modi is a financial advisor with LPL Financial based in Stafford, TX, holding the Series 63 and Series 66 designations and bringing 33 years of industry experience. Prior to joining LPL Financial in 2025, he has been with Next Financial Group Inc since 2009. Modi is also an author and engages in selling and servicing term life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services, supported by comprehensive research and a wide range of investment strategies.

Kathryn Biron is a Series 66 licensed advisor with Merrill, where she has been working since 2009, totaling 17 years of experience. She serves as a board member for BridgeYear, a nonprofit focused on connecting underserved youth to career and educational opportunities that offer economic stability without necessarily requiring a college degree. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

David Cromack is a financial advisor at Stifel with 20 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 15 years before joining Stifel. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic fee-based financial planning and supports a range of clients with tailored asset allocation and retirement analyses.