Karli Maddox is a Planning Consultant at Fidelity Investments, where she collaborates with clients to co-create plans aimed at strengthening their financial well-being. She has been with Fidelity Investments since 2021, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant in 2023. Her experience at Fidelity includes working closely with clients to understand their financial goals and developing strategies to help them achieve those objectives. Karli's professional journey reflects a focus on client engagement and financial planning. Outside of her professional work, Karli's interests include baseball, exploring food, social events with friends, hiking, parenthood, and traveling.

Ebele Gunn is a financial advisor at Thrivent Investment Management with four years at the firm and two years of industry experience. She previously worked for Dera Logistics Nig LLC for ten years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm offers holistic, goal-based financial planning covering a broad range of topics, allowing clients to combine planning services with managed accounts under a consolidated billing option called “WealthPlan.”

Raymond Leslie is a Series 66 licensed advisor at J.P. Morgan Securities with 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2005. Prior to that, he was with Equitable Advisors from 2003 to 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

David Aponte is a Series 66-registered advisor at J.P. Morgan Securities with five years of industry experience. He previously worked at Bank of America/Merrill Lynch and Walmart before joining J.P. Morgan in 2024. 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. Their advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities through affiliated entities.

Jonathon Alicea is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Dyversity, LLC, One Main Financial, and Wells Fargo. He has been with JPMorgan Chase and J.P. Morgan Securities since 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective advisory program focused on written asset allocation advice, manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its recommendations and offers a range of derivatives and commodities capabilities.

James Mahdak Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 34 years of industry experience. Prior to joining Raymond James in 2022, he worked at Wells Fargo Clearing Services and A. G. Edwards & Sons. Outside of his advisory role, he is an independent contractor for Aventura LLC, a support company where he rents office space and uses their OSJ facilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs for municipal and public finance as well as SIMPLE IRA employer advisory services.

Ulises Burnett is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His career includes roles at Bank of America, Merrill, and Woodforest National Bank before joining JPMorgan Chase Bank and J.P. Morgan Securities in 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm's advisory process is supported by centralized due diligence that combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Michael Jerding is a Wealth Management Advisor with extensive experience spanning over four decades. He began his career in the early 1980s focusing on recordkeeping and compliance within trust departments. Over time, he progressed to roles including Trust Officer and Consultant in major bank trust departments, where he gained expertise in plan design and investment menu consulting. Since 2000, Michael has been with Merrill Lynch Wealth Management, serving senior executives and institutional clients, including those with 401(k), defined benefit, and non-qualified plans. Michael holds a Bachelor's degree in Business and a Master's degree in Economics, both from Western Illinois University. He has earned several professional designations including Certified Investment Management Analyst® (CIMA®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His client focus areas encompass corporate benefits, family wealth management strategies, institutional investment consulting, personal retirement planning, and services for endowments, foundations, and non-profits. Outside of his professional work, Michael is active in his community; he has coached several youth sports and supports organizations such as Habitat for Humanity and the Houston Livestock Show and Rodeo. He lives in Cypress, Texas, with his wife Maria and has four children. His personal interests include fishing, football, golfing, and playing soccer, which he has enjoyed for over 40 years.

Kevin Kusak is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Cetera. He has previously worked at Concourse Financial Group Securities Inc and operates Kusak Wealth Management, Inc., where he acts as president and financial advisor. Outside of financial services, Kusak is the owner and operator of a ranch under 4 Elks Ranch LLC. Cetera Investment Advisers LLC is a large SEC-registered adviser serving a diverse client base through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, including access to third-party money managers and multiple program structures.

Scott Brieger is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he worked in the insurance industry and has been involved with Faith Ministry since 2015, teaching Sunday School lessons to children. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a broad range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Salvatore Lobue is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Metrostone Marble and Granite Corp. Additionally, he has been affiliated with Brooklyn College for over 18 years. 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 asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research supported by centralized due diligence and offers access to a range of eligible investment strategies, including ESG-informed options.

Jaclyn Van Horn is a financial advisor at Edward Jones in Spring, TX, holding a Series 66 designation with two years of industry experience. Prior to her role at Edward Jones, she worked at Shipt Inc. and Unique Home Health Services, Inc. She is involved in multiple business activities, including serving as CFO for Van Horn Innovations, Inc. and Van Horn Dispatching, and providing customer service and quality assurance in hospitality at Courtyard Houston City Place. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Philip Bourgeois is Vice President and Executive Planning Consultant at Fidelity Investments. In this role, he collaborates with corporate executives and their families to build financial plans designed around their individual needs, values, and goals. His approach to the planning process focuses on genuine client connections and building lifelong relationships centered around trust. Philip has held various positions at Fidelity Investments since 2010, including Vice President, Regional Planning Consultant - Executive Services, Vice President, Branch Leader, and Financial Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional work, Philip's personal interests include fitness, golf, hiking, and playing musical instruments.

James Hawn is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as a soccer referee with the Texas Association of Sports Officials and the South Texas Soccer Referees. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Sean Mccullough is a Financial Advisor with Merrill Lynch Wealth Management, dedicated to serving entrepreneurs, executives, and retirees by providing wealth management services, solutions, and advice. His team's mission is to act as a trusted resource, helping clients bring clarity and organization to important decisions affecting their family and legacy. Sean brings expertise in areas including college education planning, equity compensation services, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Leveraging the combined resources of Merrill Lynch and Bank of America, he assists clients with banking and credit needs, retirement planning, business succession, and multigenerational wealth transfer strategies. He holds a Bachelor of Business Administration in Finance from Texas State University, San Marcos, and is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Sean is involved in the Coastal Conservation Association, Texas Northeast Houston chapter, and the Koinonia Life Group at United City Church. He resides in Kingwood with his wife and three children, and enjoys fishing, football, reading, traveling, watching movies, and spending time with his family.

Keith Townsend is a financial advisor with Wells Fargo Advisors in The Woodlands, TX, holding a Series 63 designation and 27 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is a 50% owner of Harmony Wealth Management Group LLC, a financial enterprise based in Port Lavaca, TX. Wells Fargo Advisors serves individual, trust, and institutional clients by providing investment and fee-based financial planning services, using a broad planning menu and firm resources to support tailored client recommendations.

Timothy Hickman is a Senior Financial Advisor and Managing Director with Merrill Lynch Wealth Management. Since joining Merrill in July 2009, he has led a wealth management advisory group delivering a family office-like experience for high-net-worth private clients and corporate executives. His practice emphasizes risk and portfolio management, estate planning, tax minimization strategies, and wealth structuring tailored to the needs of affluent individuals and families. With over 30 years of experience in financial services, Timothy previously served as a Senior Vice President at UBS, where he specialized in executive financial planning for Fortune 500 company executives and managed stock benefit programs for corporate employee financial services teams. His areas of expertise include corporate executive services, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, portfolio management services, and retirement income. Timothy holds a Bachelor's Degree from Lamar University and the Personal Investment Advisor (PIA) designation. Outside of his professional work, he is involved with Special Olympics Texas and enjoys reading, refereeing, and spending time with his family. His approach centers on integrity, collaboration, and care, guided by the principles of doing the right thing, telling the truth, and working hard for the clients he serves.

Jodi Alsobrook is a financial advisor with Merrill in The Woodlands, TX, holding a Series 66 designation and bringing nine years of industry experience. She has been with Merrill since 2019 and previously worked there from 1997 to 2019. Outside of her advisory role, she serves as the secretary for the La Porte High School Tennis Booster Club. Merrill 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 various institutional entities.

David Deveau is a Series 66 licensed financial advisor at J.P. Morgan Securities with six years of industry experience. He has held positions at JPMorgan Chase Bank, Woodforest Wealth Strategies, Raymond James Financial, and Edward Jones. Outside of finance, he was involved with the Match Midtown Arts Theater Center of Houston for three years. 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 asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research supported by a centralized manager solutions team.

William Richardson Jr. is a financial advisor at Charles Schwab with 29 years of industry experience. He has been with Charles Schwab since 1997 and has worked at Charles Schwab Bank since 2005. He holds Series 63 and Series 65 licenses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by centralized custody and order-routing systems.