Harold Green Jr. is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 licenses and has 38 years of industry experience. His prior work includes positions at Raymond James & Associates and City National Bank. He serves as an officer for the Port Alto HOA, managing regulatory filings for a rural water system in Texas. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individuals, institutions, and charitable organizations. The firm offers various advisory programs that combine in-house and third-party investment management with customizable portfolio features and integrated capital markets capabilities.

Felicia Taylor is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked with PFS Investments Inc. since 2008 and Primerica Financial Services since 2006. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies and owns FelMar & Associates, Inc., which operates primarily for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

David Semga is a financial advisor with Primerica Advisors in Houston, TX. He holds Series 63 and Series 65 licenses and has been in the industry for less than one year. His prior work includes roles in education and brief employment in other sectors. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages advisory services through a large network of advisors using model-driven strategies developed by third-party managers, focusing primarily on individual investors rather than institutional clients.

Dena Lewis is a financial advisor with J.P. Morgan Securities in Pearland, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. Her career includes five years each at Jpmorgan Chase Bank and J.P. Morgan Securities, and six years at Wells Fargo Bank NA and Wells Fargo Clearing. 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 and fund searches, and customized performance reporting within a non-discretionary advisory program. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria, with implementation supported by affiliated investment management entities.

Kapil Mathur is a financial advisor with Morgan Stanley in Sugar Land, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and with Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves as a trustee or co-trustee for a trust based in San Diego, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee to model financial outcomes.

Eric Fuentes is a financial advisor at Edward Jones in Pearland, TX, with 18 years of industry experience. He previously worked for Invesco Advisers Inc. and Invesco Distributors Inc. for a decade. He holds Series 63 and Series 65 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Adam Heghinian is a financial advisor at Edward Jones with 21 years of industry experience and holds a Series 66 designation. He has worked at Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of financial advisors and branch offices.

Kent Butler is a financial advisor with UBS Financial Services in Sugar Land, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, Butler serves as a trustee for the Quail Valley Fund Homeowners Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm provides fee-based financial planning, portfolio management, and access to proprietary research to tailor investment strategies to clients' goals and risk tolerances.

Amit Jain is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 25 years of experience assisting families and business owners in growing and protecting their wealth through tailored investment management strategies. Amit focuses on family wealth management, legacy planning, and personal retirement planning, taking the time to understand clients' financial goals and craft customized approaches to help them achieve financial independence. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Houston. Outside of his professional role, Amit is involved with the East Bay SPCA and pursues personal interests such as cooking, football, golfing, and traveling. His approach centers on connecting all aspects of a client's financial life to prioritize and pursue the goals that matter most.

Javier Vincenti is a Series 66-licensed financial advisor at Wells Fargo Advisors with 21 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services Corp., Morgan Stanley, Charles Schwab, and Merrill. He is also the owner of Beacon Tree Wealth Management, a wealth management business based in Sugar Land, TX. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and banking services.

Kevin Benson is a Series 66 licensed financial advisor with Edward Jones, based in Missouri City, TX. He joined Edward Jones in 2025 and has a background that includes experience with the Pasadena Independent School District and The Greater Houston YMCA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Blaise Guzzetta is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and American General Securities Incorporated. Outside of his advisory work, he provides group benefits and educational services to small and mid-sized companies through his role as a broker at Guzzetta Benefit Services, Inc. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and private-equity ownership.

Gregory Basillio serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. He has been with Fidelity Investments since 2005, progressing through roles including Financial Planning Consultant, Relationship Officer, and Active Trader Services Representative. Prior to joining Fidelity, Gregory worked as a Financial Advisor at several firms, including Wachovia Securities and Tiger Investment Group, and began his career as a Trader at Waterhouse Securities. With over two decades of experience in the financial industry, Gregory partners with clients to help them understand their unique financial situations and develop sound financial plans. His expertise encompasses various aspects of financial consulting and planning, supported by extensive practical experience. Outside of his professional role, Gregory has personal interests that include being a foodie and parenthood.

Scott Tiras is a CFP® professional with 37 years of industry experience, currently with Ameriprise since 2020, following a 32-year tenure at Ameriprise Financial Services, Inc. He is involved in developing a software program with his son and manages a recreational ranch in Texas. Additionally, he owns Tiras Wealth Management LLC and holds business interests in office space management and investment-related activities through SJ Holdings, LLC. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, delivering written, non-discretionary recommendations that integrate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Riley Hall is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at KnowBe4 Inc. and Enterprise Holdings Inc. prior to joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a range of financial topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning service.

Brittany Guerrero is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has three years of industry experience. Prior to her current role, she held positions at LPL Financial and worked in corporate roles at Microsoft, Northrop Grumman, and GE Aviation. Outside of finance, she owns an Etsy stationery and sticker business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutions. The firm offers tailored, non-discretionary planning and employs a range of analytical tools to support client goals, with specialized services including municipal and public finance advisory and SIMPLE IRA Employer Advisory programs.

Monica Franco Colinet is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Citigroup and JPMorgan Chase Bank, N.A. Outside of her advisory role, she is an independent stylist and sales representative for J Hilburn Men's Clothier, specializing in custom menswear. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process incorporates centralized due diligence and combines quantitative and qualitative research to support model asset allocations.

Rodney Dixon is a financial advisor at Edward Jones in Pearland, TX, holding a Series 66 designation. He has a background spanning over 19 years in the financial sector, including positions at Smart Financial Credit Union and First National Bank Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and affiliated products. The firm manages over $1 trillion in assets with a large national network of advisors and branch offices.

Jay Foy is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2001. Over his tenure at Fidelity, he has held multiple roles including Financial Consultant, Investments Representative, Senior Fixed Income Specialist, and Financial Representative. Jay has more than two decades of experience in wealth planning and financial consulting. He is committed to helping clients and families pursue their financial goals by prioritizing client needs and upholding Fidelity's brand, ethics, and values. Outside of his professional work, Jay enjoys biking, hiking, running, swimming, solving puzzles, and parenthood.

Gregory Gregory is a financial advisor at Cetera with 29 years of industry experience. He holds the PFS™ credential and Series 63 license. Gregory has worked at several firms including Avantax and has operated his own firm, Gregory Financial Services Inc, since 2009. He serves as Treasurer and Comptroller for the Sharpstown Rotary Club. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, utilizing both affiliated and third-party managers within multiple program structures.