Hugo Suarez Jr. is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and JP Morgan Securities since 2013. Outside of his advisory role, he is a property owner and landlord of a single-family rental home. 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 with a forward-looking capital market framework, offering access to a range of eligible strategies including ESG considerations.

David Mc Lellan is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Blackhawk Energy, AEGIS Hedging, and Conroe ISD, among others. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Madeleine Mc Gill is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked six years at LyondellBasell and has experience in both the automotive industry and academia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Jared Efurd is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jesse Webb is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He worked previously at Oppenheimer for nine years before joining Ameriprise in 2021. Webb is a limited partner in Lakeland Terrace, LLC, a real estate business. Ameriprise offers a retirement-income planning service focused on individuals with substantial investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-supported advice primarily for clients holding assets in Ameriprise-managed accounts.

Lakia Taylor is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and one year of industry experience. She has previously worked at Bank of America, N.A., Woodforest National Bank, and Renasant Bank. Outside of advising, she owns and manages a clothing boutique and oversees a software platform focused on virtual AI for e-commerce shopping. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

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.

Tamara Johnson is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as Assistant Financial Secretary for Alpha Gamma Alpha Omega, a community service organization. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

Austin Thompson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Equitable Advisors. He has also served in advisory capacities at 49 Wealth Management and is involved in fixed insurance sales through 49 Financial and the Financial Independence Group. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians, with both discretionary and non-discretionary management options and proprietary model strategies under the Founders Gate Capital brand.

Erich Kelley is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones. Outside of his advisory role, he is involved in selling trading cards and operates a budgeting service. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

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.

Ron Toth is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in an investment-related estate business in Spring, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm focuses on tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

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.

David Skilton is a financial advisor with Raymond James & Associates in The Woodlands, TX, holding Series 65 and Series 63 licenses and possessing seven years of industry experience. His prior roles include positions at BBVA, JPMorgan Securities, and Mutual of Omaha. Outside of his advisory work, he and his wife manage Skilton Household LLC, a business established to oversee household contractors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and public entities. The firm offers financial planning and non-discretionary investment consulting, drawing on various portfolio management styles supported by affiliated research and model managers.

Anibal Miatello is a Senior Financial Advisor with Merrill Lynch Wealth Management in The Woodlands, Texas. He collaborates with clients to define, pursue, and achieve their significant financial goals, offering guidance that helps clients make informed decisions and avoid costly errors. His approach emphasizes understanding each client's unique circumstances and priorities to develop personalized wealth management strategies. Anibal brings extensive experience to his role, having joined Merrill Lynch in 2014. Before this, he served as a Private Client Banker at J.P. Morgan Chase & Co for six years, advising high net worth clients on strategic financial solutions, and spent three years as a financial analyst in Chevron Corporation's Supply Chain Management Group. He holds FINRA Series 6, 7, 63, and 66 registrations and earned a bachelor’s degree from the University of Phoenix with dual focus in accounting and finance, supporting his analytical and numerical expertise. Fluent in English, Spanish, and Portuguese, Anibal is supported by a multidisciplinary team to deliver personalized service and long-term client relationships. He is married with three children and dedicates time to the American Cancer Society. His personal interests include fishing, photography, and traveling with family and friends.

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.

Isaac Noble is a Series 66-registered advisor at J.P. Morgan Securities with one year of experience in his current role. He has been with JPMorgan Chase Bank, N.A. since 2018 and previously worked at Shelby Savings Bank. 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 and fund searches, and customized performance reporting through a non-discretionary program.

Carson Nix is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and with 21 years of industry experience. He has been with Ameriprise since 2016, including six years at Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Lex Shinn is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Bank of America, N.A. since 2012 alongside his role at Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2011. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.