Lucas Sealy is a financial advisor with Edward Jones in Spring, TX, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Terri Edwards is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 66 designations and 18 years of industry experience. She has worked at RBC Capital Markets LLC since 2017 and previously at City National Bank starting in 2023. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Lauren Campbell is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Fidelity Investments since 2012. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage assets, with oversight of affiliated and unaffiliated sub-advisers.

Jeiccy Hakim is a financial advisor at Edward Jones in Houston, TX, holding the ChFC® and Series 66 designations with 15 years of industry experience. Hakim's career includes roles at Hightower Advisors, Salient Private Client, and Equitable Advisors. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of investment advisory programs, supported by a large network of financial advisors and branch offices nationwide.

Kellan Caldwell is a financial advisor with Thrivent Investment Management in Houston, TX, holding Series 65 and Series 63 licenses and 18 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2014 and previously was with Maxout Savings Advisors LLC. Outside of his advisory role, Caldwell assists as a second photographer for wedding events with his wife's photography business and serves as a board member for The Grove Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning that covers a wide range of topics without portfolio management or institutional advisory services.

Mitchell Imoudu is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work history includes positions at Wells Fargo Bank N.A. and CarMax, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage and consult on a diverse range of investment products and model portfolios.

Michelle Rand is a CFP® with ten years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2019. She previously worked at Merrill Lynch from 2016 to 2019. Rand is also the president and CEO of Rand Wealth Management and will become the branch manager of a new Raymond James branch in mid-2025. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, pension plans, and institutional clients. The firm offers tailored, non-discretionary services supported by analytical tools and maintains a notable municipal advisory affiliation alongside specialized consulting programs.

Thomas Giordano is a CFP® with 43 years of industry experience and has been with Stifel Nicolaus & Co Inc since 2009. He is based in Houston, TX, and holds a Series 63 license. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services grounded in proprietary investment analysis and asset allocation methodologies.

John Heath is a financial advisor at RBC Capital Markets with 29 years of industry experience. He has worked at RBC Capital Markets since 2008 and concurrently at City National Bank since 2020. He holds Series 63 and Series 65 designations and is based in Houston, TX. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ advisory risk profiles.

Darwin Wisener is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and 29 years of industry experience. His work history includes ten years at Wells Fargo Clearing, eight years with Wells Fargo Investments, LLC, and two years at Chase Investment Services Corp. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets through over 14,000 advisors and offers a range of brokerage and advisory solutions.

Reagan Lyons is a Wealth Management Planning Consultant at Fidelity Investments. Since 2023, Reagan has worked closely with clients and their Wealth Management Advisors to deliver a personalized experience focused on individual client needs and priorities. Reagan's experience at Fidelity includes roles as a Planning Consultant from 2023 to 2026 and as a Relationship Manager from 2021 to 2023. This background has enabled Reagan to develop a deep understanding of financial planning and client relationship management. Outside of work, Reagan enjoys hiking, playing musical instruments, visiting museums, spending time with pets, reading, and traveling.

Jeffrey Davis is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc for 14 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives.

Brandon Duran is a financial advisor at J.P. Morgan Securities in Houston, TX, holding a Series 66 designation with seven years of industry experience. His prior experience includes roles at Morgan Stanley, Edward Jones, and BOK Financial Securities. Outside of his advisory career, he is also an Airbnb host. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary 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 broader derivatives and commodities capabilities through its unique regulatory registrations.

Beau Nichols is an advisor with Robert W. Baird & Co. holding a Series 66 credential. He joined the firm in 2024 and has experience transitioning from full-time student roles at the University of Houston, LSU/Blinn, and prior educational institutions. Outside of finance, he has worked at 6320 Training Yard (formerly Buckley Performance). Beau is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department serving individuals, corporate clients, pensions, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, including separately managed accounts and tax-management strategies, supported by internal research and a mix of manager-traded and model-traded investment approaches.

Andrew Mcgee is a financial advisor at Stifel based in Houston, TX, holding a Series 66 credential with 23 years of industry experience. He previously worked at UBS Financial Services from 2002 to 2025. Outside of his advisory role, Mcgee co-manages a rental property through an LLC with his wife. Stifel serves a diverse client base including individuals, institutions, and nonprofit organizations, offering brokerage and investment advisory services with a proprietary investment analysis methodology developed by its Investment Strategy Group.

Jarrod Mc Cubbin is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation. He has experience working at Morgan Stanley since 2025 and previously operated insurance agencies affiliated with Allstate from 2015 to 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning approach utilizing firm‑approved tools and modeling techniques.

David Green is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2013. 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 various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Keel Jr. is a financial advisor with OSAIC Wealth Inc., holding Series 63 and Series 65 designations and with 40 years of industry experience. His prior work includes long tenures at Royal Alliance Associates, Ltd. and Lone Star Health Plans, Ltd. Outside of his advisory role, he is a partner in Texas Outdoors Guns & Stuff, LLC, a retail firearms business. OSAIC Wealth serves retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm uses a model-based investment approach that incorporates asset allocation, risk tolerance, and portfolio optimization tools.

Joe LeBrane is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He provides strategic financial guidance with a focus on proactive communication and personalized planning and investing approaches. Joe's work involves helping individuals and families make clear, disciplined financial decisions aligned with their long-term goals. Joe has extensive experience in the financial industry, having served as an Investment Consultant at Fidelity Investments from 2020 to 2022, a Financial Advisor and Financial Planning Specialist at Morgan Stanley from 2015 to 2020, and a Financial Services Representative at Hancock Whitney from 2013 to 2015. Outside of his professional work, Joe has interests in fitness, culinary experiences, golf, parenthood, and traveling.

Ryu Yi serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. He aims to empower clients with knowledge and tools to manage their financial lives effectively. Ryu Yi holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Rice University.