Uchechukwu Obi is a financial advisor at Merrill with seven years at the firm and a total of nine years of industry experience. He holds the Series 66 designation. Prior to Merrill, he worked at Bank of America, N.A., Nov Fiberglass, and Zenith Bank PLC. Outside of his advisory role, he works as a part-time rideshare and delivery driver. 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.

Keith A. Weidemann is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and over 27 years of industry experience. He has been with UBS since 1998. Outside of his advisory role, he is involved in several business activities related to land ownership, cattle raising, and real estate development through various family-owned entities. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

Michael Dunavant is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2015, with a brief period at Bank of America, N.A. prior to returning to Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies managed by internal teams and third-party managers.

Ashley Freitag is a financial advisor with Ameriprise in Friendswood, TX, holding a Series 66 designation and 14 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers retirement-income planning services primarily for clients with at least $1 million in net investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized retirement-income consulting team.

Edward Wood Jr. is a CFP® professional with 27 years of experience, currently serving at MassMutual Investors Services. He has been with MassMutual and its affiliate MML Investors Services since 1998 and 1999, respectively. In addition to his advisory role, Wood serves as a vice president at UFG Advisors, LLC and holds a position on the board of Doal Enterprises, Inc., which is involved in the sales of oil field tubular products. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using a structured, collaborative planning process supported by firm-approved analytical tools.

Jarrod Hageman is a CFP® with 20 years of industry experience currently serving at LPL Financial. He has held positions at LPL Financial since 2015 and has also worked at Raymond James Financial Services and Zions First National Bank. Hageman is involved with The Noble Group, an entity related to his LPL business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that provides a range of financial planning and advisory services to individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers both discretionary and non-discretionary management, model portfolios, and research, along with additional services such as overlay portfolio management and participant advice programs.

Cindrell Thomas is a financial advisor with Primerica Advisors in Sugarland, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has worked with PFS Investments Inc. since 2003 and Primerica Financial Services since 2001. Outside of her advisory role, she is a member of Cee G.O.A.T., LLC, a non-investment related entity. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based, tiered wrap fee structure.

Jean Wollenberg is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 1992. Outside of her advisory role, she serves as Vice President and Treasurer of a family-owned electrical services company and is Treasurer of a homeowner’s association. UBS Financial Services serves individual, corporate, and institutional clients through 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 proprietary research and model-based asset allocations to tailor plans for clients.

Shyam Bhatia is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Cetera Wealth Services, and The Prudential Insurance Company of America. Outside of advising, he serves as a board member for Houston Coffee Collective, engaging with local business owners and the community. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party investment teams.

Stephan Raska is a financial advisor with Wells Fargo Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Raska also owns and operates Raska Wealth Management, LLC, a financial planning practice based in Houston. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Mahib Shroff Hemani is a financial advisor at Fidelity with the Series 66 designation and one year of industry experience. His prior roles include positions at Edward Jones, The Wealth Builders Group, Flowserve, and the University of Texas at Austin. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and other advisory services.

Jeff Jow is a financial advisor with Morgan Stanley in Sugar Land, Texas, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a director of American First National Bank and is a co-owner of Computer Station Corp. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s investment approach includes structured planning tools and scenario modeling but generally acts in an advisory capacity without offering individual security recommendations as part of standalone financial plans.

David Smith is a CFP® with 33 years of industry experience currently affiliated with Fidelity. He has worked within various Fidelity entities since 1993, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Edgar Escobar is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, PNC Bank, and Verizon Wireless. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jodi Le Nguyen is a financial advisor with J.P. Morgan Securities in Missouri City, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2017, and previously at Capital One Bank NA from 2011 to 2017. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

William Branham is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 38 years of industry experience. His career includes long tenures at Avantax Advisory Services and Avantax Investment Services, as well as work with WM. Stanton Branham, CPA, where he continues to provide tax preparation and accounting services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, utilizing model portfolios and research from internal and third-party sources.

Tereza Alvarado Pineda is a Planning Consultant at Fidelity Investments, a position she has held since 2023. She has been with Fidelity Investments since 2021, progressing through roles including Financial Representative and Relationship Manager. In her work, Tereza focuses on building and maintaining strong relationships with clients by understanding their priorities and collaborating to develop flexible financial plans that accommodate changes in their lives.

William Propper III is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Concourse Financial Group Securities Inc and 3 Mark Equities Inc. He also serves as president of 3 Mark Financial Inc, where he is involved in recruiting and marketing activities. He is additionally engaged in brokerage of life settlements and offers annuity products and life settlements through affiliated entities. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers, offering various program structures and custodial relationships.

John Babu is a financial advisor with Cetera, holding the PFS™ designation along with Series 63 and Series 65 licenses, and has nine years of industry experience. He previously worked at Avantax and Principal Securities Inc., and has served as Managing Member of JJB CPA Group PLLC, providing accounting, tax, and financial consulting services. In addition, he is involved as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options and accesses third-party money managers.

Benjamin Dawson is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and previously worked at Ecolab and PwC before joining Morgan Stanley in 2018. Dawson has been part of Morgan Stanley Private Bank since 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services through its Financial Advisors and Estate Planning Strategies Group.