Sharon Medina is a financial advisor at LPL Financial with 30 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services, BFT Financial Group, and Merrill. Outside of her advisory role, she owns and operates Medina Insurance Agency, which sells auto, home, and commercial general liability insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a range of discretionary and non-discretionary 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 and holds a Series 63 designation. He has 38 years of industry experience, including prior roles at Avantax Advisory Services and Avantax Insurance Agency. Outside of his advisory work, he operates a CPA firm providing tax preparation and accounting services. 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.

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 11 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 through Paulea Investment Partners, Ltd. and Paulea Partners, Ltd. 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 portfolios, and institutional platforms, supported by a large network of advisors and extensive operational tools.

Michael Cevallos is a financial advisor with Edward Jones in Pasadena, Texas, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Edward Jones since 2012. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bryan Flores is a financial advisor with J.P. Morgan Securities in League City, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017, and previously held roles at Cetera Investment Advisers LLC, Cetera Investment Services LLC, and Regions Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may include ESG considerations, supported by a centralized manager solutions team.

Dennis Hellwig is a financial professional with 36 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 credentials and has worked at Cetera since 2025, following 15 years at American Portfolios Financial Services, Inc. Hellwig also serves as president of the Charles Lawson Baur Foundation, a charitable organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services using multiple program structures and investment options.

Eric Dluzniewski is a financial advisor with LPL Financial in Friendswood, TX, holding Series 65 and Series 66 credentials and three years of industry experience. His prior roles include positions at Cain Watters & Associates, LLC, and a brief tenure at Beacon Lakes Golf Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing both model portfolios and customized strategies.

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.

Michael Ferrell is a Series 66-licensed financial advisor with Edward Jones in Alvin, TX, with six years of industry experience. Prior to joining Edward Jones in 2020, he worked in education with Spring ISD, Brazosport ISD, and Houston ISD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Christopher Curran is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He previously worked at Merrill from 1999 to 2005 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to guide investment decisions.

Dallin Beveridge is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and seven years of industry experience. He has worked at J.P. Morgan Securities since 2026 and previously spent eight years at Fidelity Investments. 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 through a centralized due diligence process.

Patricia Salvo is a financial advisor with Primerica Advisors in Houston, TX, holding a Series 66 designation and 24 years of industry experience. She has worked at Primerica Advisors since 2008 and previously held roles at Direct Energy and Centerpoint Energy. Outside of her advisory work, she owns a small business unrelated to investments. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options structured as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Ben Hoffman is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their Financial Consultants to develop and maintain comprehensive financial plans. He emphasizes continuous monitoring and open communication to align financial strategies with clients' goals. Ben has held various roles within Fidelity Investments, progressing from Financial Representative to Relationship Manager, and currently serves as Planning Consultant. Prior to Fidelity, he worked at TD Ameritrade in several capacities including Financial Representative and Electronic Communications Group Representative. Outside of his professional work, Ben has personal interests in food, football, puzzles, and soccer.

Abdallah Charide is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, The Home Depot, and First National Bank. 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. The firm’s advisory process integrates quantitative and qualitative research with an ESG eligibility framework and offers broader derivatives and commodities capabilities.

David Weaver is a financial advisor at Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. He has worked at PFS Investments Inc. since 2018 and has been with Primerica Financial Services since 2017. Weaver has also been involved with Satelytics from 2015 to 2020. Outside of advisory services, he receives compensation related to referrals for home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,935 advisors and $15.5 billion in assets under management. The firm emphasizes model-delivery investment strategies created by unaffiliated managers and operates with a focus primarily on individual investors rather than institutional or pension clients.

Clinton Bussey is a financial advisor at Edward Jones in Houston, TX, with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices.

Micheal Fisher is a Wealth Management Advisor at Merrill Lynch specializing in wealth management and retirement benefits consulting. He joined the Clear Lake Merrill Lynch Wealth Management office in 2005 and focuses his practice on corporate cash, 401(k) and profit-sharing plans, as well as individual accounts. Micheal holds multiple professional designations, including CFP®, ChFC®, C(k)P®, CRPS™, CPFA®, and CRPC™, and is a qualified Portfolio Manager capable of managing personalized investment strategies on a discretionary basis through the firm's Investment Advisory Program. Micheal earned a Bachelor's degree from Kansas State University and has been recognized on the Forbes "Best-in-State Wealth Advisors" list for three consecutive years: 2024, 2025, and 2026. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, small business strategies, tax minimization, and retirement income strategies. Outside of his professional work, Micheal is actively involved in aviation and skydiving communities, holding memberships in the Aircraft Owners and Pilots Association and the United States Parachute Association, where he serves as a PRO Demo Jumper, Tandem Instructor, Coach, and Safety & Training Advisor. His community involvement includes performing skydiving demonstrations for charity. Micheal's personal interests include hiking, music, and skydiving.