Rosa Berry is a financial advisor with Raymond James Financial in Houston, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2015. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs and institutional consulting across a large advisor network.

Kayla Price is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. She is currently affiliated with Cetera and has prior experience working at Avantax Insurance Agency, LLC and Avantax Investment Services, Inc. Kayla also operates MKP-Price & Co., P.C., a tax preparation and accounting firm. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Redenjohn Canlas is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 2005 after graduating from The University of Texas at Austin. Redenjohn holds the CERTIFIED FINANCIAL PLANNER (CFP) designation, the Chartered Retirement Planning Counselor (CRPC) designation, and is a Personal Investment Advisor (PIA). Throughout his career, Redenjohn has focused on providing customized wealth management plans to clients including corporate executives, business owners, and managers. His areas of expertise include corporate executive services, education planning, employee benefits, equity compensation services, legacy planning, managing new wealth, personal retirement planning, portfolio management, women and wealth, and individual and corporate investment strategy. Redenjohn is recognized for his work, having been named to the Forbes "Best-in-State Wealth Advisors" list multiple times and also featured as one of "America's Top Next-Generation Wealth Advisors." Outside of his professional role, he enjoys spending time with his family, traveling, playing golf, and supporting his sons in their activities.

John Sandberg is a financial advisor with Ameriprise in Porter, TX, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory work, he is involved in managing a vacation rental property through his business, Sandbag's Endless Summer, LLC. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to provide tailored, tax-efficient income strategies. The firm delivers these services through a centralized consulting team and supports a broad range of advisory, brokerage, and insurance solutions.

Hugo Suarez Jr. is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and JP Morgan Securities since 2013. Outside of his advisory role, he is a property owner and landlord of a single-family rental home. 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. Their advisory process combines quantitative and qualitative research with a forward-looking capital market framework, offering access to a range of eligible strategies including ESG considerations.

Moria Bailey is a CFP® and holds a Series 66 license, serving as a financial advisor with Edward Jones in Humble, TX. She has seven years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies.

David Mc Lellan is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Blackhawk Energy, AEGIS Hedging, and Conroe ISD, among others. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jesse Webb is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He worked previously at Oppenheimer for nine years before joining Ameriprise in 2021. Webb is a limited partner in Lakeland Terrace, LLC, a real estate business. Ameriprise offers a retirement-income planning service focused on individuals with substantial investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-supported advice primarily for clients holding assets in Ameriprise-managed accounts.

Lucas Sealy is a financial advisor with Edward Jones in Spring, TX, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Kellan Caldwell is a financial advisor with Thrivent Investment Management in Houston, TX, holding Series 65 and Series 63 licenses and 18 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2014 and previously was with Maxout Savings Advisors LLC. Outside of his advisory role, Caldwell assists as a second photographer for wedding events with his wife's photography business and serves as a board member for The Grove Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning that covers a wide range of topics without portfolio management or institutional advisory services.

Michelle Rand is a CFP® with ten years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2019. She previously worked at Merrill Lynch from 2016 to 2019. Rand is also the president and CEO of Rand Wealth Management and will become the branch manager of a new Raymond James branch in mid-2025. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, pension plans, and institutional clients. The firm offers tailored, non-discretionary services supported by analytical tools and maintains a notable municipal advisory affiliation alongside specialized consulting programs.

Austin Thompson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Equitable Advisors. He has also served in advisory capacities at 49 Wealth Management and is involved in fixed insurance sales through 49 Financial and the Financial Independence Group. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians, with both discretionary and non-discretionary management options and proprietary model strategies under the Founders Gate Capital brand.

Bryan Broussard is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 19 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2007, following a year at Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research to support its recommendations, which may include an ESG eligibility framework.

Erich Kelley is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones. Outside of his advisory role, he is involved in selling trading cards and operates a budgeting service. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Thomas Giordano is a CFP® with 43 years of industry experience and has been with Stifel Nicolaus & Co Inc since 2009. He is based in Houston, TX, and holds a Series 63 license. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services grounded in proprietary investment analysis and asset allocation methodologies.

Ron Toth is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in an investment-related estate business in Spring, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm focuses on tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Reagan Lyons is a Wealth Management Planning Consultant at Fidelity Investments. Since 2023, Reagan has worked closely with clients and their Wealth Management Advisors to deliver a personalized experience focused on individual client needs and priorities. Reagan's experience at Fidelity includes roles as a Planning Consultant from 2023 to 2026 and as a Relationship Manager from 2021 to 2023. This background has enabled Reagan to develop a deep understanding of financial planning and client relationship management. Outside of work, Reagan enjoys hiking, playing musical instruments, visiting museums, spending time with pets, reading, and traveling.

David Green is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Zientek is a Series 66-licensed financial advisor with LPL Financial in Kingwood, TX, and has seven years of industry experience. His prior work includes roles at Intrua Financial LLC, Willis Johnson & Associates, and the University of Houston. He is also licensed as an enrolled agent providing tax preparation and accounting services through ORDOS Tax Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Carson Nix is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and with 21 years of industry experience. He has been with Ameriprise since 2016, including six years at Ameriprise Financial Services, LLC. 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.