Garrett Roberts is a financial advisor with Equitable Advisors, holding a Series 66 designation and nine years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors and had a position at Ralph Lauren. He is also involved with Melissa Roberts LLC as an additional business activity. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives, utilizing a variety of third-party asset managers and advisory programs.

Jay Jackson is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and three years of industry experience. His prior work includes positions at PFS Investments Inc., The Fiduciary Alliance, Jackson Hewitt Tax Service, and Shell Oil Company, where he spent 22 years. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based strategies and a limited number of discretionary separately managed account options.

Brad Smith is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior experience includes roles at The Huntington Investment Company, JPMorgan Securities LLC, Morgan Stanley, and MassMutual. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a variety of financial and estate planning topics without portfolio management or discretionary trading authority.

Steven Ambriz is a Wealth Management Advisor with VMT Wealth Management, affiliated with Merrill Lynch Wealth Management and Bank of America. Since beginning his financial services career in 2009 and joining Merrill Lynch in 2012, Steven has focused on delivering comprehensive wealth management strategies tailored to clients' individual goals and risk tolerances. His work includes asset management, insurance planning, estate planning services, customer lending, and access to private banking. Steven emphasizes clear communication and personalized service to help clients align their financial actions with their long-term objectives. He holds several professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Steven earned a Bachelor's Degree from the University of Houston Downtown and completed an Accredited Certificate Program at Rice University. Born and raised in Texas, Steven currently resides in Richmond, a suburb of West Houston, with his wife and three children. He is involved in community organizations such as Brookwood Community and Paternal Time Inc. Outside of work, he enjoys fishing, hunting, F3 workouts, and playing disc golf.

Yi Zhu is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, Yi worked at Canaccord Genuity Wealth Management from 2018 to 2022 and Raymond James Ltd. from 2014 to 2018. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, deploying a range of strategies including customized discretionary and non-discretionary approaches.

Rocio Branz is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2010. Outside of her advisory role, she owns a personal LLC focused on authorship related to mediation, yoga, personal development, and design. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Ernesto Saenz is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, Saenz is involved in managing rental property investments. 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 modern portfolio theory, with a notable inclusion of insurance-related and bank deposit sweep options among its investment offerings.

Ryan Taylor is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on creating personalized wealth management strategies tailored to clients' individual financial goals and changing market conditions. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to support clients' pursuit of their financial objectives. Ryan holds a Bachelor's Degree from the University of Houston System and is a Personal Investment Advisor (PIA). He is committed to serving clients by understanding their financial stories and providing guidance aimed at achieving their goals. His professional philosophy emphasizes the importance of meeting with an experienced financial advisor to develop personalized retirement strategies, regardless of the time horizon. Outside of his professional work, Ryan volunteers with organizations in the community, reflecting his dedication to service. He enjoys traveling with his family, golfing, and training for obstacle course races.

Daniel Potter is a financial advisor with Cambridge Investment Research Advisors in Houston, TX, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and has served as president and managing member of Potter & Golden, P.C., an accounting and tax preparation firm, since 2006. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, charities, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of investment strategies and platform options tailored to client objectives.

Jason Williams is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and develops strategies to address short-, mid-, and long-term objectives. His services cover areas such as general investing, retirement planning, and saving for unforeseen events. He also provides clients access to Bank of America specialists for banking, credit, home financing, and small business solutions. Jason holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Stephen F. Austin State University. His approach focuses on uncovering what matters most to clients and their families to create tailored financial strategies. He maintains ongoing communication to address client goals, concerns, and changing needs.

Nancy Tellez is a financial advisor with Thrivent Investment Management in Houston, TX, holding a Series 66 designation and 16 years of industry experience. She has been with Thrivent Financial for Lutherans and its affiliate Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority, combining planning and managed-account services under a consolidated billing option called “WealthPlan.”

Alex Caballero is a financial advisor at Fidelity with Series 63 and Series 65 credentials and two years of industry experience. Prior to Fidelity, he held roles at Bill.com, Sewell, AmeriPark, Advantage Solutions, HEB, and C.F.I.S.D. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

David Smetek is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His work history includes multiple roles at Fidelity Investments as well as positions at Sunbelt Securities Inc. and teaching appointments at the University of Phoenix and Texas A&M College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional clients and is notable for its use of systematic methodologies, AI-driven research, and a formal advisory role to several registered investment companies.

Matthew Selby is a financial advisor with Primerica Advisors in Stafford, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Primerica since 2013 and also has a background working with Fort Bend Independent School District. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients via a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Tim Hudnall is a financial advisor with RBC Capital Markets based in Houston, TX. He holds Series 63 and Series 66 designations and has 34 years of industry experience. He has worked at RBC Capital Markets since 2012 and also serves at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Jeffrey Aboloff is a financial advisor at UBS Financial Services with 36 years of industry experience. He has been with UBS since 1989 and holds the Series 63 designation. He also serves as a FINRA arbitrator. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market insights.

Faheem Khwaja is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on building trust and integrating all aspects of his clients' financial lives to help them achieve their important goals. He utilizes wealth planning tools and probabilistic models to track and accomplish specific financial objectives, serving a diverse client base nationwide including business owners, healthcare professionals, and non-profits. Faheem holds multiple professional certifications including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Plans Specialist (CRPS). As a CEPA professional, he specializes in helping business owners plan for their transitions and maximize the value of their organizations while advising on personal financial matters. His expertise covers wealth management planning, asset allocation, investment selection, retirement planning, and tax minimization strategies for individuals and businesses. Born in Pakistan and residing in Houston for 38 years, Faheem is committed to community service consistent with Merrill's tradition. He volunteers with organizations providing essential resources such as food, medicine, clean water, and education. He holds an Associate's Degree from Adamajee Govt Science College and communicates with clients in English and Urdu.

Carson Gilstrap is a Financial Consultant at Fidelity Investments. He partners with clients to understand their financial goals and utilizes Fidelity's resources to develop personalized strategies that focus on clients' priorities. Carson emphasizes that successful financial planning begins with a client's values and goals to provide clarity, confidence, and control over their financial future. Carson's professional experience includes roles as a Financial Consultant and Investment Consultant at Fidelity Investments since 2022, as well as a Financial Representative at Fidelity from 2019 to 2022. Prior to his roles at Fidelity, he worked as a Financial Advisor at Morgan Stanley in 2019 and completed an Equity Analyst Internship at Ameriprise in 2018. He holds a California Insurance License. Outside of his professional career, Carson has interests in baseball, cars, golf, outdoor adventures, skiing, and tennis.

Donnell Carter is a financial advisor with Primerica Advisors in Cypress, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors since 1992 and Primerica Financial Services since 1989. In addition to his advisory role, he is involved in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs a curated approach to third-party asset managers and uses a tiered wrap fee structure.

Bradley Walkoviak is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Ameriprise and its affiliate since 2009. He is also the owner of Cinnamon Oak Consultants, LLC, through which he manages his Ameriprise advisory business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies.