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.

Matthew Jacobson is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies tailored to clients' individual financial goals, including college education planning, executive and equity compensation, family wealth management, retirement planning, portfolio management, and tax minimization. Matthew holds a Master in Accounting (MAcc) from The Ohio State University Fisher College of Business and a Bachelor in Business Administration with an emphasis in Accounting from the California State University System. He holds professional designations as an Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). He is fluent in English and Dutch. In his personal time, Matthew enjoys activities such as billiards, boating, bowling, golfing, hiking, horseback riding, hunting, music, softball, and spending time with his family. His professional philosophy centers on helping clients uncover what matters most to them and their families to develop strategies that pursue their financial goals.

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.

Parker Mc Collum is a financial advisor with Ameriprise in Webster, TX, holding a Series 66 designation and one year of experience at the firm. Prior to joining Ameriprise, he spent four years at the University of Alabama and thirteen years in full-time education. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, including asset allocation and tax-aware withdrawal strategies. The firm combines internal research with third-party data and algorithmic tools to provide non-discretionary, collaborative recommendations tailored to clients meeting specific asset criteria.

Stephan Raska is a financial advisor with Wells Fargo Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Raska also owns and operates Raska Wealth Management, LLC, a financial planning practice based in Houston. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Carmen Warren is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2017. Prior to her career in finance, she worked at Texas A&M University from 2013 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Conner Percle is a financial advisor at Ameriprise in Webster, TX, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Ameriprise in 2025, he held roles at William Paden Wiese and Northwestern Mutual in various capacities from 2022 to 2025. He is also employed with DGW Worldwide, LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Marcus Rolls is a financial advisor at UBS Financial Services in Houston, TX, holding Series 63 and Series 66 licenses with 16 years of industry experience. His prior roles include positions at Morgan Stanley from 2011 to 2025 and J.P. Morgan Securities from 2020 to 2021. Outside of his advisory work, he is a partner at MKR Family Holdings, LLC, an investment and finance-related firm based in Richmond, Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Sharon Medina is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Prior to joining LPL Financial in 2024, she worked at Ameriprise and Ameriprise Financial Services, Inc., and spent 16 years with BFT Financial Group, LLC. Outside of her advisory role, she owns and operates Medina Insurance Agency, selling auto, home, and commercial general liability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research to support diversified investment strategies.

Brandon Saxton is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Primerica Advisors since 2013 and previously worked at Baylor College of Medicine from 2009 to 2022. Outside of his advisory role, he is involved in a mineral interests business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap-fee structure rather than fixed fees.

William Branham is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 38 years of industry experience. His career includes long tenures at Avantax Advisory Services and Avantax Investment Services, as well as work with WM. Stanton Branham, CPA, where he continues to provide tax preparation and accounting services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, utilizing model portfolios and research from internal and third-party sources.

Warren Mayfield is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Primerica Advisors since 2008 and also works with Primerica Financial Services. Outside of his advisory role, he owns Computer Nutt, a computer restoration business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plan management.

Mark Brezina is a Series 66-licensed financial advisor at Morgan Stanley in Houston, TX, with eight years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Lifestyle Asset Management, First Allied Securities, and Lifestyle Financial Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and analyses from its Global Investment Committee.

Alexander Paulea is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He previously worked at Raymond James and Associates for three years before joining LPL Financial in 2018. Paulea is involved in family investment businesses based in Houston, Texas. 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 and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Michael Cevallos is a financial advisor at Edward Jones with 15 years of industry experience. He has been with Edward Jones since 2012 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services through a large nationwide network of financial advisors and branch offices.

Bryan Flores is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Prior to that, he held positions at Cetera Investment Advisers LLC, Cetera Investment Services LLC, and Regions Bank. J.P. Morgan Securities LLC 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. Their approach incorporates an ESG eligibility framework and access to a wide range of products through its security-based swap dealer and futures commission merchant registrations.

Eric Dluzniewski is a financial advisor at LPL Financial with two years of industry experience. He previously worked with Cain Watters & Associates, LLC and has a Series 65 designation. His background includes positions at Texas A&M University and Beacon Lakes Golf Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

David Wegenke is a financial advisor with Thrivent Investment Management in Houston, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Thrivent Investment Management since 2006 and associated with Thrivent Financial for Lutherans since 1994. Outside of his advisory role, he serves as a Regional Leader for Lutheran Hour Ministries, where he supports recruitment and fundraising efforts for the Lone Star Region. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach includes periodic plan reviews and integration options with managed-account programs while maintaining separation between planning and portfolio management.