Laurie Peterson is a Series 66-licensed financial advisor with Edward Jones, based in Missouri City, TX, and has four years of industry experience. Prior to joining Edward Jones in 2023, she worked at Merrill, Bank of America, Grand Canyon University, and Ascena Retail Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining a large nationwide network of financial advisors and branch offices.

Joanne Wang is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds a Series 66 designation and previously spent over two decades at Charles Schwab and Charles Schwab Bank. Outside of her advisory role, she is involved in managing several rental properties. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Mark Hippler is a financial advisor with Edward Jones in Fulshear, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory work, he receives U.S. military retired pay. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors, offering a range of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

Stephanie Eng is a financial advisor at Osaic with 10 years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Securities Corporation for 10 years before joining Osaic in 2025. She also serves as a notary public. Osaic Wealth, Inc. serves a diverse client base that includes individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of brokerage, investment advisory, and financial planning services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.

Benjamin Deist is a financial advisor with LPL Financial in Richmond, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at Edward Jones, Gracesoft, and Primerica Financial Services. Outside of advisory work, he is involved in debt consulting and media ventures through entities such as Compounding Faith Financial and Compounding Faith Media. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and consulting services supported by research, model portfolios, and advanced technology solutions.

Mario Lopez is an International Wealth Advisor and Senior Vice President at Merrill Lynch Wealth Management. Since joining Merrill in 2011, he has formed The Lopez Team alongside his father, Fernando Lopez, continuing a family legacy in wealth management that began in 1987. Mario specializes in comprehensive wealth planning, tailored business transition and exit strategies, cross-border financial solutions, and tax-efficient investment strategies, serving business owners and families both in the United States and internationally. He holds a Bachelor's degree from the University of Arizona and has earned multiple professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), Accredited Asset Management Specialist™ (AAMS™), and Certified Exit Planning Advisor (CEPA®). His expertise focuses on family wealth management strategies, international wealth management, legacy planning, personal retirement planning, portfolio management, values-based investing, and tax minimization. Fluent in English, Spanish, French, Portuguese, and Italian, Mario brings a global perspective to his client relationships. Outside of his professional role, he enjoys time with his wife and two children, and pursues a variety of interests including Brazilian Jiu-Jitsu, in which he holds a black belt with more than 18 years of training, chess, tennis, rock climbing, music, and travel. In 2024, he was selected to serve on Merrill’s Next Generation Leadership Council.

Samuel Ayers is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on connecting clients to the people, plans, and processes that align with their unique ambitions and financial goals. Ayers specializes in helping clients plan for significant life events, such as funding their children’s educations, preparing for retirement, and managing potential healthcare costs. He works closely with clients to develop personalized strategies aimed at achieving long-term family objectives, emphasizing simplicity and transparency throughout the wealth planning process. He holds a Bachelor’s Degree from Texas A and maintains the Personal Investment Advisor (PIA) professional designation. As a Merrill advisor, his approach centers on integrating all aspects of a client’s financial life to prioritize and pursue the goals that matter most to them.

Duc Nguyen is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Fidelity Investments, and Frost Brokerage Services. Outside of his advisory role, he co-owns and operates a family arcade business in Houston. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Annie Ramirez is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2011, progressing through positions including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, Annie worked as a Financial Sales Advisor at BBVA Compass and as an Advisor at First Investors Corporation. With over 16 years of experience in financial services, Annie focuses on building meaningful relationships with the families she serves and assisting them in navigating their unique financial goals and needs. She provides trusted guidance and leverages Fidelity's resources to help clients generate income, protect assets, and strategically grow and transfer wealth across generations. Annie's personal interests include family activities, enjoying food, social events with friends, outdoor adventures, parenthood, and traveling.

Glenn Lu is a CFP® licensed financial advisor with 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. since 2003. 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 through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kevin Fruge is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch and Bank of America prior to joining J.P. Morgan. His background also includes roles outside finance at ABS Group of Companies and Darden Restaurants Inc. J.P. Morgan Securities 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 delivers these services alongside affiliated brokerage and investment management capabilities through a non-discretionary advisory model.

Harriss Lauderdale serves as a Senior Financial Advisor with Merrill Lynch Wealth Management, focusing on wealth preservation and holistic education for individuals, families, corporate executives, and business owners in the Houston metropolitan area and beyond. Since beginning his career in financial services in 1990, he has aimed to simplify and clarify clients' financial lives by leveraging the services of Merrill Lynch and Bank of America to provide a centralized point for diverse financial needs. In his advisory approach, Harriss integrates the seven areas of life—Health, Home, Family, Work, Leisure, Giving, and Finances—to uncover clients' goals and navigate their personal financial landscapes. He maintains regular meetings with clients, including an annual Financial Physical to update and adjust wealth management plans as necessary, coordinating efforts with external advisors such as attorneys and tax professionals. Harriss holds a Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from Tulane University and completed a non-accredited certificate program at the Musicians Institute. Beyond his professional work, Harriss is active in community fundraising efforts for organizations including K9S4COPS and Sky High for Kids. He has interests in biking, music, reading, and spending time with his family, and brings his background as a former professional guitarist into his personal pursuits.

Jason Bo is a Financial Consultant I at Fidelity Investments in Sugar Land. In this role, he works closely with clients to understand their financial needs and long-term investment goals, collaborating with them to develop financial roadmaps designed to assist in reaching their financial objectives and making informed decisions. Jason has held various positions within the financial services industry, beginning as a Client Service Specialist at TD Ameritrade from 2018 to 2021. He then served as a Client Relationship Specialist at Charles Schwab until 2022. Since joining Fidelity Investments, he progressed through roles including Relationship Manager and Planning Consultant before his current position as Financial Consultant I starting in 2025. Outside of his professional work, Jason enjoys cooking and baking, exploring food as a foodie, watching movies, singing, swimming, and traveling.

Danielle De Witt is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes roles at Bank of America, Texas A&M University System, and United Healthcare. Merrill, together 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, and institutional investors.

Joe Fulmer is a CFP® with 29 years of industry experience, currently affiliated with Raymond James Financial in Sugar Land, TX. He previously spent 27 years with Comerica Securities and is the founding partner of BrightHawk Wealth Management LLC. He also owns Fulmer Wealth Management Services LLC, which involves the distribution of fixed annuities and Universal Life policies. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning with advanced analytical tools and supports municipal and public-finance services through unique institutional affiliations.

James Polk III is a Series 66 licensed financial advisor with seven years of industry experience. He currently works at Merrill and has a background including roles at Bank of America and experience in real estate-related businesses. Outside of his advisory work, Polk is involved as an owner in several LLCs managing real property. Merrill, together 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 across a range of client types including individuals, high-net-worth clients, and institutional investors.

Sadia Awan is a Financial Advisor at Merrill Lynch Wealth Management, where she has supported clients since 2016. She works with individuals, executives, lawyers, business owners, and families to provide personalized wealth planning strategies aimed at building financial security and creating lasting legacies. Her client focus includes corporate executive services, family wealth management strategies, legacy planning, women and wealth, and individual and corporate investment strategies. Prior to joining Merrill, Sadia served at Barclays in Dubai, UAE. She holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She also completed the Accredited Certificate Program from City College of San Francisco. Outside of her professional role, Sadia is the spouse of a Navy veteran engineer and mother of two young children. She enjoys hiking, horseback riding, pickleball, reading, spending time with her family, traveling, and volunteering.

Reginald Green is a financial advisor with Primerica Advisors in Missouri City, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with PFS Investments, Inc. since 2006 and with Primerica Financial Services since 2002. Outside of traditional advisory roles, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Zachary Williams is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Stifel since 2019, following previous roles at Bank of America and Merrill Lynch. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Nathan Smith is a financial advisor with Edward Jones in Sugar Land, TX. He holds a Series 66 designation and has seven years of industry experience, including seven years at Cameron, a Schlumberger Company, prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors nationwide. The firm offers a range of managed solutions and advisory services under a fiduciary standard, supported by affiliated mutual funds and specialized investment options.