Robert Evans is a financial advisor at Fisher Investments with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Fisher Investments since 2018. Prior to that, he was with Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company from 2016 to 2018. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios.

Robert Scott is a CFP®-designated financial advisor with 32 years of industry experience. He is currently with OSAIC and has previously worked at SagePoint Financial, Inc. and Pre Emptive Financial Services Inc. Outside of his advisory role, he is also an insurance agent specializing in health, life, disability, and long-term care insurance. OSAIC Wealth serves a diverse range of clients, including retail and institutional investors, by offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and the ability to implement discretionary and advisor-managed strategies.

Adam Caldwell is a financial advisor at Edward Jones with seven years of industry experience. Before joining Edward Jones in 2022, he worked for 14 years at ECI Software Solutions/Shoptech Software. He holds Series 63, Series 65, and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Chen Zhao is a financial advisor at Fidelity with 18 years of industry experience. He previously worked at Ameriprise Financial Services and Scottrade Inc. Zhao holds Series 63 and Series 65 licenses. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services and manages model portfolios composed of mutual funds, ETFs, and ETPs.

Juan Marin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked with J.P. Morgan entities since 2005, including JPMorgan Chase Bank, N.A. Marin is based in Spring, Texas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their program emphasizes non-discretionary advice on asset allocation, investment manager selection, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Matthew Leatherwood is a CFP® with 18 years of industry experience, currently advising at Robert W. Baird & Co. since 2013. He is also the owner of Beck Beck Designs LLC, a non-investment related business. The DDK Group at Robert W. Baird & Co., where he works, serves individual and institutional clients with financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.

Crystal Nguyen is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 22 years of industry experience. Her prior roles include positions at Morgan Stanley, UBS Financial Services, and MassMutual. Outside of her advisory work, she is active as the president of a local Parent Teacher Association, volunteers as a debate judge, and coaches competitive debate. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party money managers.

Eric Simon is a CFP®-designated financial advisor with Edward Jones, based in Houston, TX, and has 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves on an Investment Policy Committee that oversees neighborhood project funding allocations. 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 manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.

Michael Anderson Jr. is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank, Mutual of Omaha, Allstate Insurance Company, and AXA Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages various portfolios with oversight controls and employs systematic methodologies integrating mutual funds, ETFs, and ETPs.

Grant David is a Financial Advisor at Merrill Lynch Wealth Management based in Baton Rouge. He works with young professionals and families to build long-term, tax-efficient wealth using clear, data-driven strategies. His approach includes combining market research, Monte Carlo-style planning, and real-world coaching to simplify decisions related to investing, retirement, and risk management. Grant holds a Bachelor's Degree from Nicholls State University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he engages in sports analytics, strength training, and exploring new technology tools, interests that inform the analytical and forward-thinking perspective he offers his clients.

Aaron Barnes is a Series 66-licensed financial advisor with Edward Jones in Humble, TX, where he has worked since 2019. He has six years of industry experience, including five years with Humble ISD prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, tax-efficient services, and access to affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Darrell Pesek is a CFP® credentialed financial advisor with 27 years of industry experience. He has been with Robert Baird & Co. since 2013. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody services, supported by internal research and tools such as artificial intelligence in client advice.

Emmanuel Torres is a financial advisor with Cetera and holds a Series 66 designation. He has two years of industry experience and has previously worked at Avantax Investment Services and HD Vest Investment Services. Outside of his advisory role, he is the president of Exclusive Professional Services LLC, where he provides accounting, tax, and business consulting services. Cetera Investment Advisers LLC is a national firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary accounts, financial planning, and access to third-party money managers.

Adam Badeaux is a financial advisor with Ameriprise in Humble, TX, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet certain asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Shane Young is the Resident Director and Financial Advisor at Merrill Lynch Wealth Management, serving the Houston Champions office. He has been with Merrill Lynch since 2000 and has experience as a Complex Administrative Manager, overseeing offices across Texas and Louisiana. His role also includes responsibilities as a registered FINRA Principal Supervisor, providing clients with insight into the regulatory and risk considerations of wealth management. Shane's expertise encompasses a range of financial services including family wealth management strategies, legacy planning, liquidity management, and personal retirement planning. He holds multiple FINRA registrations including Series 7, 66, 9, 10, and 3, along with licenses from the Texas Department of Insurance and the National Mortgage Licensing System (NMLS ID: 1163440). Prior to his financial career, he was a Tae Kwon Do instructor and business owner. Shane earned a bachelor's degree in Applied Arts and Sciences from Lamar University. He resides in Spring, Texas, with his wife Antonieta and their three children. Shane is involved with the Klein Independent School District and has personal interests in boxing, fishing, and music.

Jose Pantoja is a Financial Advisor working with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Jose has completed both his Bachelor's and Master's degrees at Sam Houston State University. His educational background supports his role in providing financial guidance and investment advice.

Samuel Villacreses is a financial advisor with Primerica Advisors in Houston, TX. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his current role, his work history includes positions at Carve American Grille and H-E-B. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based investment strategies supported by third-party asset managers and custodians.

Spencer Murchison is a financial advisor with Cambridge Investment Research Advisors in Houston, TX. He holds Series 63 and Series 65 designations and has 28 years of industry experience. His prior roles include positions at Merrill, the Stanford Group Company, and WFG Advisors. Outside of his advisory work, he operates as an independent insurance agent with Synergy Wealth Management. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary portfolio management through multiple platforms and custodians.

Derek Ward is a financial advisor with J.P. Morgan Securities in Spring, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His previous roles include positions at Merrill, Bank of America, and Morgan Stanley. Outside of his advisory career, he is an owner and partner in residential real estate rental properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

Lori Scott Klein is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 65 and Series 63 credentials and 26 years of industry experience. She has worked at Raymond James since 2003 and previously at Citigroup Global Markets from 2001 to 2003. Outside of her advisory role, she serves as Vice President of Bay Court Interests Inc. Raymond James & Associates is a large, dually registered broker‑dealer and SEC-registered investment adviser serving a wide client base that includes individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing a variety of portfolio management styles supported by firm research and affiliated sub-advisers.