Robert Nerio is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He previously worked at Bank of America, N.A. for ten years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Umang Talati is a financial advisor with Primerica Advisors in Sugar Land, TX, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. In addition to advisory work, 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 primarily serving individual investors, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and utilizes model-driven investment strategies managed by third parties.

Robert Rodriguez is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Invesco Advisers, Inc. and A I M Distributors, Inc. Outside of his advisory role, he serves on the board of a private Christian school in Sugar Land, Texas. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Raymond Keogh is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and 36 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a longstanding affiliation with JPMorgan Chase Bank, N.A. since 2005. Outside of his advisory work, he is involved in residential real estate leasing through his ownership of Ray-LK Investments. 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. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and incorporates an ESG eligibility framework when making recommendations.

Marco Ramirez Garcia is a Series 66-licensed financial advisor with Fidelity, based in Katy, Texas, and has one year of industry experience. Prior to joining Fidelity, he worked at First National Bank Texas and held roles in business consulting and education. Outside of advisory work, he is an independent rideshare contractor and serves as an operations manager for a consulting and management firm. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, often employing model portfolios composed of mutual funds, ETFs, and ETPs.

David Altemus is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Franklin Fortney is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has prior experience at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is a partner in private equity and energy investment partnerships and participates on the event committee for the SEAL Legacy Foundation, a nonprofit supporting families of U.S. Navy SEALs. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities and wealth management through proprietary research and model-based asset allocations.

Sandor Takacs is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, with prior roles at Wells Fargo Advisors, Capital One Financial Advisors, and Edward Jones. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Drew Selensky is a Financial Advisor with Merrill Lynch Wealth Management, specializing in managing new wealth, small business strategies, and individual and corporate investment strategies. He works with professionals, families, retirees, and business owners to organize their financial lives and develop tailored strategies intended to simplify complex financial situations and help clients focus on their most important goals. Drew holds a Personal Investment Advisor (PIA) designation and is a graduate of Texas A&M University. His approach emphasizes building long-term relationships based on trust and providing honest guidance. He prioritizes understanding each client's unique story and helping them navigate major financial milestones with confidence. Outside of his professional duties, Drew enjoys spending time with his family and engaging in outdoor activities such as fishing, football, and golfing. These personal interests contribute to his perspective on the importance of creating financial freedom to enjoy life with loved ones.

Jeremiah Patterson is a CFP® with 20 years of experience in financial services. He currently works at Cetera and has held positions at Concourse Financial Group Securities Inc and Harvest Investment Services, LLC. Outside of his advisory role, he provides occasional notary services for clients at no charge. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party managers.

Amanda Evans Field is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 11 years of industry experience. She has been with UBS since 2015. Amanda serves on the board of directors for the Women's Finance Exchange Houston, where she acts as secretary and contributes to developing a network for professional women in finance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Ashlynne Fitzgerald is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Evermark Commercial Group and was involved with the Pokatok Sports Tech Accelerator. Outside of her advisory role, she coaches young girls aged 12 to 18 at Texas Advantage Volleyball. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Michael Mc Daniel is a financial advisor at Edward Jones in Katy, TX, holding a Series 66 designation. He has recently transitioned to advisory work, joining Edward Jones in 2026, following experience in consulting and other roles in the media and corporate sectors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with diverse investment solutions. The firm offers both discretionary and non-discretionary strategies, complemented by affiliated mutual funds and proprietary money market options, operating under a fiduciary standard.

David Chatham is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joshua Mott is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2013, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through direct client agreements and corporate financial planning partnerships.

Michael Fowler is a financial advisor with RBC Capital Markets in Houston, TX, holding a Series 66 designation and two years of industry experience. He previously worked at R.W. Baird & Co. and has experience with Queens University of Charlotte Basketball Camps. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs and tailors investment strategies through a combination of in-house and third-party managers, with features such as tax management and responsible-investing options.

Jacob Dowd is a Series 66-licensed financial advisor at UBS Financial Services with four years of industry experience. He joined UBS in 2022 after working at Ferguson Enterprises LLC and holding various roles prior to that. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management, supported by proprietary research and model-based asset allocations.

Fei Wang is a financial advisor at Cetera with 14 years of industry experience. Wang holds Series 63 and Series 65 credentials. Prior to joining Cetera in 2021, Wang worked at BBVA Wealth Solutions, Compass Bank, and Wells Fargo Clearing among other firms. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and program platforms.

Austin Frederick III is a financial advisor with Edward Jones in Sugar Land, TX, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Standard Furniture Manufacturing Company and Heritage Home Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

John Scarborough is a financial advisor with LPL Financial based in Houston, TX. He holds Series 63 and Series 66 credentials and has 10 years of industry experience. Prior to joining LPL Financial in 2021, he worked with New York Life Insurance Company and its affiliated entities from 2015 to 2021. Outside of his advisory role, he is involved in owning an insurance agency and has business interests in importing through a separate venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning tools and investment strategies supported by technology, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.