Manly Acker is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously with Sales Force Inc., Transamerica Financial Advisors, Inc., and World Financial Group, INC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and specialized services such as retirement plan consulting and 529 account management.

Max Cameau is a financial advisor at Stifel with 22 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Stifel in 2021, he worked at Bank of America for 12 years. Outside of his advisory role, he is the founder and speaker of Behind the Label, a wine education venture, and serves as the Alumni Chapter Chair for the New York Institute of Technology in Houston. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Jiaying Zhao is a financial advisor with Cetera in Houston, TX, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Cetera, Zhao worked at HSBC Securities (USA) Inc. and HSBC Bank USA N.A., as well as in the technology and restaurant sectors. 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 various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary strategies.

Jon Andersen is a financial advisor with Morgan Stanley in Sugar Land, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is the sole proprietor of AJALA Investments, LLC, a recreation-related business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a range of investment and financial services through both direct and employer-sponsored agreements.

Kelly Schubert is a financial advisor with RBC Capital Markets in Sugar Land, TX, holding Series 63 and Series 66 licenses. She has 25 years of industry experience and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm integrates in-house and third-party investment managers and provides tailored strategies based on clients’ risk profiles.

Cameron Bourque is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and nine years of industry experience. His work history includes roles at J.P. Morgan Securities, J.P. Morgan Chase Bank, and American Airlines. He is also the owner of B Enterprises, a personal investment company that holds individual investable assets. J.P. Morgan Securities primarily provides investment consulting and advisory services to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Iris Modlin currently serves as Vice President and Branch Leader at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments since 2010, progressing through various leadership and advisory positions, including Branch Leader, Vice President Wealth Planner, Branch Service Manager, Senior Relationship Manager, and Relationship Manager. Prior to joining Fidelity, she worked as a Branch Manager and Personal Banker at JP Morgan Chase and as a Financial Advisor at Morgan Keegan & Co. Throughout her career, Iris has focused on coaching and developing associates to enhance client service and wealth planning. She emphasizes understanding each client's unique story and goals to tailor financial strategies appropriately. Outside of her professional responsibilities, Iris enjoys barre, hiking, outdoor adventures, Pilates, yoga, and spending time with her pets.

Eduardo Zuniga Jr. is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years. Eduardo also served in the United States Navy for 21 years. 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 tailored retirement planning and advice focused on sustainable income sources and tax-aware withdrawal strategies.

Johnathon Bunch is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 14 years and has operated (dba) 3 Mark Financial since 2010. In addition to his advisory role, he provides insurance products and services to clients. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Jeffrey McClellan is a financial advisor at Cetera with 8 years of industry experience and holds Series 63 and Series 66 licenses. Prior to joining Cetera in 2025, he worked at Avantax Investment Services for six years and has operated his own CPA firm, Jeffrey C. McClellan, CPA, PLLC, since 2010. He serves as a board member of the Rosenberg Railroad Museum and is treasurer of the nonprofit Attack Poverty. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering diverse portfolio management and retirement services across multiple program structures.

Carlyn English is a financial advisor with UBS Financial Services in Richmond, TX, holding a Series 63 designation and 27 years of industry experience. She has worked with Painewebber and UBS Financial Services since 1999. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses research-driven, model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jonathan Hoegemeyer is a financial advisor with Edward Jones in Sugar Land, TX, holding Series 63 and Series 66 licenses. He has 22 years of industry experience and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory services supported by a large network of financial advisors and branch offices nationwide.

John Zodrow is a financial advisor at UBS Financial Services with 40 years of industry experience. He has worked at UBS since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the advisory board of The Masquerade Theatre, a local musical theater company in Houston, assisting with group direction and fundraising. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Peter Horton is a CFP® with 16 years of industry experience, currently advising clients at Ameriprise Financial Services LLC. His prior experience includes roles at Wells Fargo Clearing Services LLC and Edward Jones. Horton serves on the Board of Directors for The Harris School Board in Houston, Texas. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research and modeling with tax-efficient strategies to provide tailored recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kent Beard is a financial advisor with Edward Jones in Fulshear, TX, holding Series 63 and Series 66 licenses. He has 24 years of industry experience and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

Hal Finberg is a financial advisor with Wells Fargo Clearing in Sugar Land, TX, holding Series 65 and Series 66 licenses and 26 years of industry experience. He has previously worked at Bank of America and Merrill, with a combined tenure of nearly three decades across these firms. Outside of his advisory role, he is a co-owner of Prison Break Tattoos, a tattoo shop in Houston. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary plan-level investment management options.

Asheet Yagnik is a financial advisor with Wells Fargo Clearing in Sugar Land, TX, holding a Series 63 designation and 31 years of industry experience. He previously worked at Bank of America and Merrill. Outside of his advisory role, he has ownership interests in a hotel business in Lafayette, LA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Nicholas Arevalo is a financial advisor with Equitable Advisors in Richmond, TX, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2005, including its predecessor Axa Advisors, Llc. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Paula Wise Hansen is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured planning tools and broad investment resources while managing approximately $2.74 trillion in client assets.

Minh Nguyen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012 in various roles. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.