Danielle Armstrong is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 credential and previously worked at Prudential and LPL Enterprise. Armstrong is also involved in hospitality through her ownership of The Conclave LLC, where she hosts client events and tours. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

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 designations and having nine years of industry experience. He has worked at Primerica Advisors since 2016 and at Primerica Financial Services since 2015. Prior to his financial career, he served for 12 years with the Lafayette Parish Sheriff Department. Outside of advising, he is involved in the sale of home security and automation products as part of his compensation arrangement with affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm offers model-driven investment strategies and operates at scale with approximately 3,961 advisors and $15.5 billion in assets under management.

Jared Kenney is a ChFC®-designated financial advisor with 17 years of industry experience, currently affiliated with LPL Financial in Sugar Land, TX. His prior experience includes roles at Raymond James Financial Services and Oak Harvest Investment Services. Outside of his advisory work, he is involved in several business ventures, including ownership of Wild Aggie Studios LLC, operating under the brand Hotworx Sugar Land. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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 with Charles Schwab based in Sugar Land, TX. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His work history includes roles at Charles Schwab and Charles Schwab Bank, along with prior positions at Greenyard Inc and Texas A&M University Department of Recreational Sports. Charles Schwab 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 affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Joseph Howard is a financial advisor with Ameriprise in Friendswood, TX, holding a Series 66 designation and one year 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 by DGW Worldwide, LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services targeted at individuals with significant investable assets, using a centralized consulting team to deliver non-discretionary, research-driven recommendations that integrate tax and income strategies.

Jason Valentz is a financial advisor with UBS Financial Services in Sugar Land, TX, holding a Series 66 designation and 18 years of industry experience. He previously worked at Bank of America, N.A., and Merrill from 2016 to 2020 before joining UBS in 2020. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm uses proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances while combining institutional trading capabilities with wealth management services.

Jay Jackson is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and three years of industry experience. His prior work includes positions at PFS Investments Inc., The Fiduciary Alliance, Jackson Hewitt Tax Service, and Shell Oil Company, where he spent 22 years. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based strategies and a limited number of discretionary separately managed account options.

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 based in Houston, TX, holding Series 65 and Series 63 licenses and 19 years of industry experience. She has worked with Primerica in various capacities since 2002 and contributes part-time to J.E.M.E. Publishing, LLC, an artificial intelligence consulting business. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies created by unaffiliated asset managers and supported by custodial services from Pershing and portfolio management by BNY Mellon Advisors.

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 at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Securities LLC since 2017, following three years at Axa Advisors, LLC. Based in Houston, TX, he serves clients through a firm known for providing institutional consulting services to corporations, foundations, and defined contribution plan sponsors. J.P. Morgan Securities combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations through a centralized due-diligence 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 at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has previous work experience at Raymond James Financial Services and Amegy/Zions. Valarezo is also involved with The Noble Group, an investment-related business. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Ryan Taylor is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on creating personalized wealth management strategies tailored to clients' individual financial goals and changing market conditions. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to support clients' pursuit of their financial objectives. Ryan holds a Bachelor's Degree from the University of Houston System and is a Personal Investment Advisor (PIA). He is committed to serving clients by understanding their financial stories and providing guidance aimed at achieving their goals. His professional philosophy emphasizes the importance of meeting with an experienced financial advisor to develop personalized retirement strategies, regardless of the time horizon. Outside of his professional work, Ryan volunteers with organizations in the community, reflecting his dedication to service. He enjoys traveling with his family, golfing, and training for obstacle course races.

Daniel Potter is a financial advisor with Cambridge Investment Research Advisors in Houston, TX, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and has served as president and managing member of Potter & Golden, P.C., an accounting and tax preparation firm, since 2006. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, charities, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of investment strategies and platform options tailored to client objectives.