Michael Brooks is a financial advisor with UBS Financial Services in Sugar Land, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a partner at Brooks Law PLLC, where he engages in select pro bono and non-financial legal matters and occasionally presents at Texas law schools on how to complete law school and pass the Bar Exam as a nontraditional student. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Catherine Hesse is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 designation and has worked at Texas Wealth Management, LLC and FSC Securities before joining OSAIC. Outside of her advisory role, she is a licensed attorney and serves as a notary public. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by a range of technology tools and third-party management options.

Danielle Armstrong is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 credential and has previously worked at Prudential and LPL Enterprise. Outside of her advisory role, she is involved in hospitality through ownership of The Conclave LLC, where she hosts client events and tours. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Garrett Maddox is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds a Series 66 designation and is based in Webster, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Lawrence Willis III is a financial advisor with Primerica Advisors in Bellaire, TX, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. Prior to his financial services career beginning in 2015, he served with the Lafayette Parish Sheriff Department for 12 years. 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 employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established partners.

Jared Kenney is a financial advisor with LPL Financial in Sugar Land, TX, holding the ChFC® designation along with Series 66 and Series 63 licenses. He has 17 years of industry experience, having worked previously at firms including Raymond James Financial Services and Oak Harvest Investment Services. Outside of his advisory work, Kenney is involved in several business ventures, including ownership of Wild Aggie Studios LLC, known for operating Hotworx Sugar Land. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, including access to third-party asset managers and institutional platforms, supported by technology tools for operational and research assistance.

Christine Malik is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2015 and 2016, respectively, and previously held roles at RX To Go Pharmacy and Walgreens. Malik is also involved in referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets under management through a large network of advisors delivering model-based investment strategies supported by third-party asset managers and custodial services.

Trevor Mc Gee is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at Charles Schwab Bank, Charles Schwab, Greenyard Inc, and the Texas A&M University Department of Recreational Sports. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by proprietary research and alternative investment resources.

Joseph Howard is a financial advisor with Ameriprise in Webster, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at Maique Insurance and Financial Services, Inc and Katie Lamb State Farm. He is also employed at DGW Worldwide, LLC, where he manages an advisory business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies. The firm’s recommendations incorporate proprietary research and third-party data, with enrollment criteria requiring a minimum level of investable assets.

Jason Valentz is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 credential and has worked at UBS since 2020, following prior roles at Bank of America and Merrill from 2016 to 2020. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jay Jackson is a financial advisor at Primerica Advisors based in Stafford, TX, with three years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes roles at PFS Investments Inc., The Fiduciary Alliance, Jackson Hewitt Tax Service, and Shell Oil Company. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of advisors who provide model recommendations supported by various third-party asset managers and custodians.

Byoung Kang is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and starting his advisory career in 2025. Prior to joining Ameriprise, he worked for Goose Creek CISD for 14 years. He is also employed at DGW Worldwide, LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.

Shaquila Ellis is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. Her career includes roles at Primerica Advisors since 2007, along with involvement in health services and education. Outside of her advisory work, she manages J.E.M.E. Publishing, LLC, an artificial intelligence consultation business based in Austin, TX. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors who use model-driven strategies managed by third-party asset managers.

Kazuyoshi Kimura is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Sacramento, California. With 23 years of experience, he specializes in managing new wealth, personal retirement planning, and retirement income. Kazuyoshi works closely with clients to develop personalized financial strategies tailored to their long-term goals, leveraging the investment insights of Merrill along with the banking and lending solutions of Bank of America. He holds a Bachelor's Degree from Pacific Union College and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his professional responsibilities, Kazuyoshi participates in community volunteering consistent with Merrill’s tradition of service. In his personal time, he enjoys camping, fishing, gardening, and spending time with his family.

Steven Ambriz is a Wealth Management Advisor with VMT Wealth Management, affiliated with Merrill Lynch Wealth Management and Bank of America. Since beginning his financial services career in 2009 and joining Merrill Lynch in 2012, Steven has focused on delivering comprehensive wealth management strategies tailored to clients' individual goals and risk tolerances. His work includes asset management, insurance planning, estate planning services, customer lending, and access to private banking. Steven emphasizes clear communication and personalized service to help clients align their financial actions with their long-term objectives. He holds several professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Steven earned a Bachelor's Degree from the University of Houston Downtown and completed an Accredited Certificate Program at Rice University. Born and raised in Texas, Steven currently resides in Richmond, a suburb of West Houston, with his wife and three children. He is involved in community organizations such as Brookwood Community and Paternal Time Inc. Outside of work, he enjoys fishing, hunting, F3 workouts, and playing disc golf.

Douglas Sobotik is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies that align with clients' individual goals and the dynamic conditions of today’s market. Leveraging the investment insights of Merrill and the banking services of Bank of America, he focuses on comprehensive wealth management tailored to each client's unique financial picture. Douglas holds the Personal Investment Advisor (PIA) designation. His educational background includes an Associate's Degree from San Jacinto College, coursework completed at the University of Houston System, and a Bachelor's Degree from the University of Phoenix. Committed to community involvement, he participates in volunteer activities within the local area, reflecting Merrill’s tradition of serving the communities where clients live and work.

Jocelin Mathews is Vice President and Financial Consultant at Fidelity Investments, a position held since 2023. Jocelin has been with Fidelity Investments in various roles since 2011, including Financial Consultant, Planning Consultant, Senior Relationship Manager, and Relationship Manager. Prior to joining Fidelity, Jocelin worked as a Financial Planner at Raymond James Financial from 2006 to 2010, and as an Account Administrator and Information Portfolio Specialist at Wachovia Securities from 2002 to 2006. Jocelin collaborates with clients to create comprehensive financial plans aimed at building, preserving, and distributing wealth. The approach involves understanding what is important to clients and their families to develop and implement tailored strategies that ensure comfort and confidence throughout the financial planning process.

Colby Hunt is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and 12 years of industry experience. He has worked at JPMorgan Securities since 2017 and previously with Axa Advisors from 2014 to 2017. 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 uses centralized due diligence combining quantitative and qualitative analysis to build model asset allocations and incorporates an ESG eligibility framework.

Allen Baker is a financial advisor at Ameriprise in Houston, TX, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has worked at Ameriprise since 2019 and previously spent 10 years at RBC Capital Markets Corporation. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and algorithmic tools to support tailored, non-discretionary advice, emphasizing assets held in Ameriprise Managed Accounts.

Esmeralda Valarezo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at LPL Financial since 2024 and previously held roles at The Noble Group, Raymond James Financial Services, and Amegy/Zions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and extensive investment tools.