Kalidou Bocoum is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. since 2019. Prior to his career in finance, he spent nine years at Domino's. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm utilizes quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending investment strategies.

Cynthia Maphet is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Her credentials include Series 63 and Series 66 licenses. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Albert Bandoy is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2020, following roles at Primerica Financial Services and Kaiser Permanente. Outside of advising, Bandoy owns Bandoy Financial Inc. and is a partner in AJB Tax Services LLC, a tax preparation business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap-fee structure for its services.

James Klodosky is a financial advisor with LPL Financial in Sugar Land, TX, holding the PFS™ designation and Series 63 and 65 licenses. He has 34 years of industry experience, including roles at Securities America Advisors and American Wealth Management LLC, which he has been involved with for over two decades. He also operates James R. Klodosky PC, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Diana Alexander is a financial advisor at RBC Capital Markets with 43 years of industry experience. She has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm provides various advisory programs with tailored investment strategies utilizing both in-house and third-party managers, along with integrated capital markets and lending services.

Jason Ingram is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Lowe’s, Ok Grocery, and Primerica Financial Services. Ingram also engages in sales of investment-related products and receives compensation for referrals related to home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and BNY Mellon Advisors for portfolio implementation, operating under a tiered wrap-fee structure.

William Chou is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. He has worked at Fidelity Investments since 2025 and previously at New Marco Polo Inc. from 2014 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles to registered investment companies and fund-of-funds.

Kirbe Williamson is a Series 65 licensed financial advisor with 11 years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL in 2026, Williamson worked at Pensionmark Financial Group, Pensionmark Securities, Lincoln Financial Advisors, and Invesco Distributors. Williamson is also involved in retirement plan consulting with AssuredPartners. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, supported by research, model portfolios, and technology-driven solutions.

James Galpin III is a financial advisor with Ameriprise in Katy, TX, holding a Series 66 designation and eight years of industry experience. He worked at Invesco from 2009 to 2017 before joining Ameriprise, where he has been since 2017. Outside of his advisory role, he is co-owner of Galpin Ag, a family agricultural business involved in livestock production and land management. Ameriprise offers retirement-income planning services targeted at clients approaching or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Morris Williams is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Morris works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the Texas State University System. Committed to the Merrill tradition of community involvement, Morris dedicates time to volunteering with organizations within the communities he serves.

Steven Alexander is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he is involved in several personal business activities, including ownership of AlexanderCafe LLC. RBC Wealth Management serves a diverse client base that includes individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management services that incorporate both in-house and third-party investment managers and provide options for tax management, responsible investing, and alternative investments.

Zackary DeWitt is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants to address the planning and service needs of clients through a holistic approach to their financial goals. He works closely with clients and their families to understand and analyze their current financial situations and develop comprehensive plans tailored to their lifestyles. Zackary has held several roles at Fidelity Investments, including Relationship Manager, Financial Representative, and Financial Services Representative, gaining experience in client relationship management and financial services since 2023. Outside of his professional responsibilities, Zackary has interests in comedy, fitness, golf, hiking, movies, and reading.

Jason Touchstone is a financial advisor with J.P. Morgan Securities in Sugar Land, TX, holding a Series 66 designation and 14 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012 and previously spent a year with Beachbody. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Christopher St. Laurent is a financial advisor with LPL Financial in Richmond, TX, holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory work, he is the owner of Imperial Studios, LLC, which operates as Imperial Athletics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a variety of clients including individuals, retirement plans, financial institutions, corporations, and nonprofit organizations. The firm offers comprehensive financial planning and advisory programs, emphasizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Chad James is a financial advisor with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He holds a Series 66 designation and has 23 years of industry experience. Prior to joining Cambridge in 2024, he worked at Ameriprise and Ameriprise Financial Services from 2005 to 2024. He is also the owner of Metam Wealth Advisors LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals. The firm offers multiple investment implementation platforms, proprietary and third-party model strategies, and maintains compliance and supervisory processes to support tailored client solutions.

Camden Hippler is a financial advisor with Edward Jones in Fulshear, TX. He holds a Series 66 designation and has been with Edward Jones since 2023, including current and prior roles totaling approximately four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jaikishan Daryanani is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining Wells Fargo in 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven, grounded in modern portfolio theory, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Norman Chu is a financial advisor with Ameriprise in Richmond, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations through a centralized consulting team.

Alan Dawson is a financial advisor with Morgan Stanley in Sugar Land, TX, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analytics.

Tony Yu is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 13 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank for six years before joining Cetera and East West Bank in 2018. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients across the United States. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party managers.