David Wilson is a financial advisor with Ameriprise in Friendswood, TX, holding a Series 66 credential and with 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in managing his own business, DGW Worldwide, LLC. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Jacob Morgen is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to this, he had roles at Neghbors Health and Eviro-Pest Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services through a large network of financial advisors and branch offices nationwide.

Samuel Collins III is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of his advisory role, he serves as an associate minister at Greater St. Matthews Baptist Church and is involved in community events and historical speaking through his sole proprietorship, Wild Lion Productions. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of brokerage, advisory, and financial planning services through a large network of affiliated advisors. The firm utilizes asset allocation tools and third-party platforms to construct portfolios with various investment types, catering to both discretionary and non-discretionary accounts.

Joshua Guardado is a Financial Consultant who focuses on building and maintaining strong client relationships by acting as their advocate. He aims to provide peace of mind by helping clients develop robust financial plans over time. Joshua has held several roles in the financial industry, including Investment Consultant at Fidelity Investments from 2024 to 2025, Wealth Management Banking Specialist at Merrill Lynch from 2022 to 2024, and Relationship Banker at J.P. Morgan Chase from 2021 to 2022. Outside of his professional work, Joshua has interests in cars, football, military service, motorcycles, music, and soccer.

Gary Morgan Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and over 31 years of industry experience. He worked at LPL Financial from 2005 to 2024 before joining Raymond James. Outside of his advisory roles, he is involved as a professor at Keystone Aviation and serves as a financial advisor and partner at Keystone Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs for municipal finance and employer advisory services.

Robert Mcdonald Jr. is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise Financial Services, Inc. and LLC since 2014, following previous roles at Morgan Stanley and Citigroup Global Markets. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Charles Bocock is a Series 66-licensed financial advisor with Ameriprise, based in Webster, TX, and has one year of industry experience. His background includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Co, as well as seven years at H-E-B Grocery Company LP. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice.