Janet Bryant is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. She serves as a trustee for a friend's trust in Birmingham, Michigan. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is based on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Donato Martone is a financial advisor with Merrill in The Woodlands, TX, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Edward Jones and Bank of America, N.A. Outside of his advisory work, he is engaged in authoring a book and has an administrative role in a healthcare services business owned by his wife. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Braden Witham is a financial advisor at Fidelity with Series 66 and Series 63 designations and two years of industry experience. His prior work includes positions at Charles Schwab and several other companies outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple investment platforms.

Diego Berrocal Dejo is a financial advisor with Charles Schwab who holds Series 63 and Series 66 designations and has six years of industry experience. He has worked with Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2020, and prior to that was with Wells Fargo Clearing Services and Wells Fargo Bank. Outside of his financial advisory work, he is involved in organizing pickleball tournaments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a comprehensive model portfolio approach supported by centralized custody and operational infrastructure.

Mark Pond is a CFP® professional with 23 years of industry experience, currently affiliated with Raymond James Financial in The Woodlands, TX. He has held various roles within Raymond James since 2016 and manages MAP Wealth Management LLC and Pond Wealth Management. Pond serves as a volunteer finance committee member for Frassati Catholic High School. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, and government entities. The firm offers tailored, typically non-discretionary advisory solutions and maintains a notable presence in municipal and public finance through its affiliated network.

Lee Gibson is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. He has worked at Cetera and its related entities since 2025 and previously spent 12 years at Concourse Financial Group Securities Inc. In addition to his advisory role, Gibson is involved in manufacturing and sales of a proprietary design product under a commission agreement. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Kari Ruchti is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has previously worked in various healthcare-related roles, including at UnityPoint Health System Services and Plains Area Mental Health. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning services supported by structured processes and advanced modeling tools.

Valerie Avila is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She has been with J.P. Morgan Securities since 2018 and has a longer tenure with JPMorgan Chase Bank, N.A. dating back to 2009. She holds Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Brent Mitcham is a CFP® professional affiliated with Cetera, with 10 years of industry experience. Prior to joining Cetera in 2025, he worked for Concourse Financial Group Securities Inc. from 2015 to 2025. He operates Strategic Financial Advisors, providing financial planning and insurance services, and holds leadership roles at Mitcham Advisors LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes discretionary and non-discretionary strategies across various program structures.

Joshua Heard is a financial advisor with UBS Financial Services in The Woodlands, TX, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2021, he held positions at DS Recreational Services, Inc., Panola College, and The University of Texas at Austin. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm offers a broad platform including fee-based planning, portfolio management, principal trading, and capital markets services.

Richard Ebert is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 1989 and has also operated GGFC Inc. since 1983. Outside of his advisory role, he manages a sole proprietorship involved in rental property in Cleveland, Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and research-driven portfolio management.

Rosa Berry is a financial advisor with Raymond James Financial Services Advisors Inc. in Houston, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Raymond James since 2015. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and state and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis, modeling tools, and firm research to develop tailored financial plans and investment recommendations.

Redenjohn Canlas is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 2005 after graduating from The University of Texas at Austin. Redenjohn works closely with a select group of clients, many of whom are managers, executives, and business owners, to develop customized wealth management plans aligned with their values and objectives. His areas of expertise include Corporate Executive Services, Education Planning, Employee Benefits Planning, Equity Compensation Services, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, Women and Wealth, and Individual and Corporate Investment Strategy. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Over the course of his career, Redenjohn has been recognized nationally, receiving honors such as Forbes "Best-in-State Wealth Advisors" in 2021 and inclusion in Forbes "America's Top Next-Generation Wealth Advisors" in 2017 and 2018, as well as "Best-in-State Next-Generation Wealth Advisors" in 2019. Outside of his professional role, Redenjohn is married to his wife, Teiy, and they have two sons with a third child on the way. He enjoys traveling with his family, playing golf, and spending time supporting his sons' activities. He balances his work with priorities including faith, family, fitness, and finance.

Gregory Pasler is a Financial Consultant currently with Fidelity Investments, a position he has held since 2022. He has over 25 years of experience in financial advisory roles, having worked with various firms including Merrill Lynch, USAA Financial Planning, Chase Investment Services, and others. His career spans roles such as Investment Consultant, Financial Solutions Advisor, and Financial Advisor across multiple organizations. Throughout his career, Gregory has focused on developing personalized financial plans by understanding clients' current situations and goals, and collaborating to create tailored solutions. He holds an Arkansas Insurance License and has experience in financial planning, investment consulting, and banking services. Additional details on his education or personal interests were not provided.

Madeleine Mc Gill is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked for six years at LyondellBasell and has experience in education and the automotive sector. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Jared Efurd is a financial advisor with Merrill in The Woodlands, TX, holding a Series 66 designation and eight years of industry experience. He has worked with Merrill and Bank of America since 2016, including roles at Merrill Lynch, Pierce, Fenner & Smith. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad range of clients including individuals, high-net-worth clients, and institutional investors.

Wade Hollis Jr. is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. Prior to joining Edward Jones, Wade held positions at Cam Integrated Solutions, Entergy Service Inc., and Perrys Steakhouse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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.

Tamara Johnson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2011 to 2016. Outside of her advisory role, she serves as Assistant Financial Secretary for Alpha Gamma Alpha Omega, Alpha Kappa Alpha Sorority, Inc., contributing to community service activities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.