Loren Westerfield is a financial advisor at Edward Jones with a Series 66 designation and one year of experience at the firm. His career includes roles at InfoStride, We the Veterans Foundation, Atkinson Engineers, Liberty University, and eight years with the United Service Organizations (USO). Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management and a large nationwide network of financial advisors and branch offices.

Lindsey Shiflett is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 14 years before joining Baird in 2026. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of services including discretionary and non-discretionary portfolio management, separately managed accounts, and financial planning, supported by internal research and advanced tools such as artificial intelligence.

Anthony Torres is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and one year of industry experience. He has worked at Ameriprise since 2018 and has prior experience at Heb and Klein Oak Highschool. Outside of his advisory role, he is involved in music as a songwriter and performer. Ameriprise is a large institutional firm that offers retirement-income planning services and a broad range of advisory, brokerage, and insurance solutions. Their approach includes algorithm-driven retirement recommendations combined with personalized financial advising, primarily serving clients with significant investable assets.

John Barnefield is a financial advisor with Robert W. Baird & Co. in Houston, TX, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has been with Robert W. Baird & Co. since 2013. The DDK Group at Robert W. Baird & Co., where he works, serves individuals including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management through separately managed accounts and wrap programs, and combines manager-traded and model-traded strategies with tax management and direct-indexing capabilities.

Ryan Hippert is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked at JP Morgan Chase Bank, N.A. and Bank of America, N.A., as well as Merrill. Outside of finance, he operated Ryan Hippert, LLC, doing business as Delivery Guardian, from 2015 to 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and offers extended capabilities including derivatives and commodities advisory.

Bruce Quick is a financial advisor with Ameriprise in Houston, TX, holding CFP®, ChFC®, and Series 63 designations and has 40 years of industry experience. He has been with Ameriprise since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies through a centralized service team.

Scott Yates is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 registrations. He has 14 years of industry experience and has been with LPL Financial since 2011, alongside over two decades at Client Management Services. 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 services, including access to model portfolios, third-party asset managers, and institutional platforms, supported by advanced operational and research tools.

Samuel Penni is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he serves on the board of the Houston Amateur Hockey Association. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining proprietary research and third-party data to provide tailored recommendations.

Larry Brannick is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with J.P. Morgan Securities and affiliated entities since 2011. 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. The firm combines quantitative and qualitative research to develop model asset allocations and maintains regulatory registrations reflecting broader derivatives and commodities capabilities.

Erika Urvina is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Esmeralda Gonzalez is a Series 66-licensed financial advisor at Fidelity with three years of industry experience. Her prior roles include positions at Merrill and Bank of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and utilizes systematic methodologies including algorithmic and AI-driven approaches.

Armando Garza is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Bank of America, N.A. 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, pension plans, corporations, and charitable organizations.

Kevin Moran is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and one year of industry experience. His background includes roles at South Texas College of Law, Suffolk University Law School, and PrideOne/Institutional Shareholder Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage services.

Audray Lohn is a financial advisor at LPL Financial with 34 years of industry experience. She has been with LPL Financial since 2005 and previously worked at Morgan Stanley DW Inc. for 12 years. She holds the Series 63 designation and is based in Houston, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions supported by technology tools and a diverse platform of advisory strategies.

Guy Hudman is a financial advisor with LPL Financial, holding a Series 66 license and bringing 28 years of industry experience. He has worked at LPL Financial since 2009, following prior roles at UBS Financial Services and Merrill. Outside of his advisory work, Hudman owns a classic Corvette company. 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 advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor-facing technology and a broad suite of financial products.

Nathan Cook is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. He has been with Robert W. Baird since 2015 and holds a Series 66 designation. Outside of his advisory role, he is an author involved in Bible study content through Leader Treks. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes manager-traded and model-traded SMA strategies supported by internal research and technology tools.

Jennifer Adams is a financial advisor with OSAIC in Houston, TX, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Royal Alliance Associates, UBS Financial Services, Credit Suisse Securities, and other firms. She is also the managing member of THE ADAMS NINE LLC, a non-investment-related business. OSAIC Wealth serves a diverse client base including retail, institutional, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services with a model-based investment approach that incorporates asset allocation and portfolio optimization techniques.

Dennis Synatschk is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63, 65, and 66 licenses and with 20 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2006. Outside of his advisory role, he operates an online sales business as an Amazon seller. 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 accounts. The firm curates third-party asset managers and provides a tiered wrap-fee structure for its investment services.

Yvonne Cabral is a financial advisor with LPL Financial, holding a Series 63 license and bringing 29 years of industry experience. She previously worked at Independent Financial Group for 10 years and served at The University of Houston for 30 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plans, banks, trust companies, and institutions.

Tracey Childress is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2020. In this capacity, she collaborates with a Wealth Management Advisor to understand clients' goals and priorities, focusing on addressing the complex needs of affluent families and ensuring high-quality service. Prior to her current position, Tracey worked as a Financial Representative at Fidelity Investments from 2017 to 2020. Before joining Fidelity, she served as a Sales & Marketing Manager at State Farm Insurance from 2015 to 2017. Outside of her professional responsibilities, Tracey enjoys family activities, fishing, hiking, outdoor adventures, parenthood, and snowboarding.