Lundyn Cuellar is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Lundyn worked at Bank of America Corporation/Merrill Lynch for three years. J.P. Morgan Securities LLC 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.

Andrew Morris is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and five years of industry experience. He previously worked at Triad Advisors and Primerica Advisors. Outside of his advisory role, Morris is the owner and head brewer of Sport Suits Brewing Company, a brewery and taproom in Missouri City, TX. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports multiple platform programs and managed-account solutions.

Evanan Church is a financial advisor with Primerica Advisors in Stafford, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Primerica Advisors since 2007 and Primerica Financial Services since 2006. Outside of his advisory role, Church participates in mystery shopping activities in the Houston/Sugar Land area. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Jeffrey Gilcrease is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he served 20 years in the U.S. Air Force. 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, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Susanna Schlangen is a financial advisor with Charles Schwab in Richmond, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior work includes roles at TD Ameritrade, NDX Systems U.S., Cox Global Associates, Geneos Wealth Management, and Trisperity Advisors. She has been with Charles Schwab since 2018. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm’s investment approach combines non-discretionary advisory with access to discretionary separately managed accounts, employing multi-asset model portfolios complemented by due diligence on alternative investments.

Logan Baxter is a Planning Consultant at Fidelity Investments, where he engages in financial planning conversations with clients to help them understand their financial picture and pursue their life goals. He joined Fidelity Investments in 2022 and has held roles including Central Relationship Manager and currently serves as a Planning Consultant since 2023. Prior to joining Fidelity, Logan worked as a Registered Representative at Equitable Advisors in 2022. His professional experience encompasses client relationship management and financial planning, contributing to his ability to support clients in achieving their financial objectives. Logan's career progression reflects his commitment to the financial services industry and client engagement. Outside of his professional responsibilities, Logan enjoys activities such as family activities, fishing, reading, tennis, and writing.

Matthew King is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 designations. He has 26 years of industry experience, including roles at Ameriprise Financial Services, Inc. prior to joining Cambridge in 2019. Outside of advising, he is involved in legal services as president of KING ESTATE LAW, PLLC, and owner of SIERRA, SPEARS, & KING PLLC. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple investment solutions, including proprietary and unaffiliated model strategies, with both discretionary and non-discretionary implementation tailored to client objectives.

Belinda Ibenthal is a financial advisor with Merrill in Sugar Land, Texas, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has worked at Merrill Lynch since 1999. Outside of her advisory role, she serves as a trustee and co-trustee for two fiduciary entities based in Sugar Land. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Brent Lilly is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2015. Outside of his advisory role, he serves in the United States Marine Corps Reserve. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets.

Christopher Chaplin is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and previously held positions at Chevron USA and Tengizchevroil. Chaplin is also an independent insurance agent and the owner of Chaplin Financial LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management and model-based solutions.

Steven Williams is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2025. Prior to that, he was with First Command and VALIC Financial Advisors. Outside of his advisory role, he is a co-owner of Williams Way Realty LLC, a real estate company managed by his spouse. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations to deliver comprehensive services.

Maria Prado is a financial advisor at Stifel with three years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Oppenheimer & Co. Inc., Wells Fargo Clearing, and Wells Fargo Bank, N.A. In addition to her advisory role, she is affiliated with the University of Houston. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group to provide forward-looking analyses for asset allocation, retirement, insurance, and estate planning.

Ahmad Chauhan is currently employed as a Planning Consultant at Fidelity Investments, where he contributes to a wealth management team focused on assisting clients in navigating and achieving their financial objectives. His role involves understanding the distinct needs of each client to provide tailored financial guidance. Ahmad has accumulated extensive experience in the financial industry since 2015, holding positions such as Investment Consultant at Fidelity Investments, Wealth Management Advisor at LPL Financial, Financial Solutions Advisor at Merrill, and Relationship Manager at Bank of America. His career reflects a broad exposure to various facets of financial advisory and wealth management. Outside of his professional endeavors, Ahmad has interests that include cars, fitness, movies, reading, and writing.

Jenny Espinoza is a Financial Consultant currently working at Fidelity Investments since 2025. She has held various roles within Fidelity Investments, including Financial Consultant 1 from 2024 to 2025 and Planning Consultant from 2023 to 2024. Prior to joining Fidelity, Jenny worked as a Financial Solutions Advisor at Merrill Lynch from 2015 to 2023, a Private Banker at Wells Fargo from 2014 to 2015, and a Licensed Relationship Banker at JPMorgan Chase from 2009 to 2013. With 15 years of experience in financial services, Jenny focuses on helping clients achieve their financial goals by developing customized financial plans tailored to their unique needs and aspirations. She holds a California Insurance License and is committed to providing exceptional service and building lasting client relationships. Outside of her professional career, Jenny enjoys spending time at the beach, engaging in family activities, attending social events with friends, traveling, parenthood, and volunteering.

William Stone III is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 38 years of industry experience. He is also a partner at Stone and Stone, LLC, a law firm providing legal advice and transactional and probate services in various counties in Texas. Stone has worked at Cetera since 2013 in different capacities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform featuring various program options and affiliations.

Jeffrey O'Brien is a financial advisor with LPL Financial and holds a Series 66 designation. He has 13 years of industry experience and has worked at firms including Raymond James Financial Services and Bank of America. He is also involved with The Noble Group outside of his role at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from LPL Research and third-party subadvisors.

Keith Patterson is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. His prior roles include positions at Cetera Wealth Services, Avantax, and Securities America. He is involved outside of his advisory work as the treasurer of the Fort Bend Christian Academy Booster Club, which supports athletic teams. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management along with research and model portfolios from internal and third-party sources.

Herbert Bender is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, NA since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Suzannah Rako Bsaiso is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, she worked at Estee Lauder The Cosmetic Company Store and Express. She is a co-owner of a family rental property in Dickinson, Texas. 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 a range of individual, institutional, and nonprofit clients.

Kalikolehua Veiseh is a Series 65-licensed financial advisor with 19 years of industry experience, currently with Edelman Financial Engines since 2024. Prior to this, she spent 16 years at Soundmark Wealth Management. She serves as District Secretary for Rotary District 5890 and is a board member and Public Image Chair of the Bellaire/Southwest Houston Rotary Club. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a combination of planner-led and online advice, emphasizing diversified portfolios, periodic rebalancing, and a long-term investment approach.