Linda Sweeten is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 66 and Series 65 credentials and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2017. Prior to that, she worked at Ameriprise Financial Services for two years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework when recommending investment strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.

Mark Cogdill is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at J.P. Morgan Securities since 2007 and at JPMorgan Chase Bank, N.A. since 2016. Outside of his advisory role, Mark serves as a board member and finance committee advisor for The Rise School, a nonprofit organization. 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.

Maria Hurtado Florez is a financial advisor at Fidelity with Series 63 and Series 65 licenses and two years of industry experience. Her prior work includes roles at Labcorp, State Farm, and The Woodlands Behavioral Health and Wellness Center. Outside of her advisory work, she has been employed as a food delivery driver for Uber Eats. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages fund advisory services with oversight and conflict-of-interest controls.

Raheem Zare is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2009. 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 supported by a large nationwide network of advisors and branch offices.

Marcus Malonson is a Wealth Management Advisor with experience in the Financial Services and Wealth Management industry since 1994. He provides personalized wealth management strategies that begin with understanding a client's full financial picture and coordinating access to the investment insights of Merrill Lynch Wealth Management and the banking services of Bank of America. His areas of focus include executive compensation, services for endowments and non-profits, investment consulting for defined contribution plans, personal retirement planning, portfolio management services, and sports and entertainment sectors. Marcus holds a Bachelor of Business Administration focused in Finance and Real Estate with a Minor in Economics from Southern Methodist University, where he attended on a full athletic scholarship, graduating in 1993. He earned his Master of Business Administration from the J.B. Fuqua School of Business at Duke University in 2004. Throughout his career, he has attained multiple professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and others related to retirement benefits and sports and entertainment wealth management. Marcus participates in professional organizations including the American Leadership Forum Houston/Gulf Coast Chapter, Center for Houston's Future, and serves as an Emeritus Board Member of the SMU Cox School of Business Alumni Board. He is involved in community organizations such as the Catholic Endowment Foundation of Galveston-Houston, Houston Area Women's Center, and the SMU Cox School of Business Alumni Association. In his personal time, Marcus enjoys fishing, golfing, hunting, reading, skiing, and traveling, and values spending time with his family.

Andrew Makransky is a financial advisor at Fidelity with Series 65 and Series 63 licenses and 10 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2015 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and utilizes systematic methodologies alongside oversight of sub-advisers.

Cornelio Koehler is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 designations and bringing nine years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, N.A. since 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Claudia Cardona is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its related entities since 2015. Outside of her advisory work, she owns a retail business called Shopsy Queen and is also a professional singer. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on written recommendations and ongoing tax-aware retirement income planning, supported by a centralized team and proprietary research tools.

Patrick Elkins is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans that address their unique ambitions and priorities. His approach emphasizes connecting people with the appropriate strategies and processes to help manage wealth and pursue personal goals such as funding education, planning for retirement, and legacy planning. Patrick’s areas of expertise include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, philanthropic planning, portfolio management, tax minimization, and retirement income planning. He holds the Personal Investment Advisor (PIA) designation. Patrick earned a high school diploma from The Kinkaid School, a bachelor's degree from Southern Methodist University, and a master’s degree from The University of Houston. In addition to his professional work, Patrick serves on the Board of Directors for Trees for Houston, demonstrating his involvement in community initiatives.

Scott Campbell is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Ameriprise and its affiliated entity since 2011. Ameriprise offers a retirement-income planning service designed for clients with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement advice, supported by a centralized consulting team and algorithmic automation.

Josephine Mendoza is a financial advisor with Merrill in Houston, TX, holding a Series 63 designation and having 28 years of industry experience. She has been with Merrill since 1984. 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 individuals, high-net-worth clients, and institutions.

Stephen Alsup Jr. is a ChFC®-designated financial advisor with 15 years of industry experience, currently serving at Morgan Stanley in Houston, TX. His prior experience includes roles at American General Life Insurance and AIG Capital Services. Outside of his advisory work, he assists with IT support for his family’s property and casualty insurance agency. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools.

Tyra Gibson serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. She brings over 10 years of experience in the financial services industry, specializing in helping clients build and preserve generational wealth. Tyra works closely with clients and multiple generations of their families, leveraging the global resources at Merrill to address diverse financial needs. Her background includes roles as a private wealth advisor and a small business lender, enabling her to assist business owners with coordinating business finances and personal wealth through cash and liability management, lending strategies, retirement plan services, business succession, and estate planning. Tyra earned a Bachelor's degree in English from Spelman College in Atlanta, Georgia, and a Master of Science degree in Business Management from Wake Forest University in Winston Salem, North Carolina. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Tyra resides in Houston with her husband and their three children. Outside of work, she enjoys reading, soccer, and spending time with her family.

Evelyn Mendez is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. She has been with Wells Fargo Clearing since 2023 and has prior experience at Wells Fargo Bank, NA, and Cinemark. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Marilyn Eastwood is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 designation and bringing 25 years of industry experience. She previously worked at UBS Financial Services from 1995 to 2020 before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Thomas Tullo Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since 2011 and works with a diverse clientele including individuals, families, business owners, physicians, attorneys, professionals in oil and gas, athletes, and musicians. Prior to joining Merrill Lynch, he worked at Bristol-Myers Squibb Pharmaceuticals as a Neuroscience Specialty District Business Manager. Tullo employs a consultative approach to wealth management, focusing on uncovering each client's unique financial goals to tailor investment, insurance, retirement, and estate planning strategies. He has a particular interest in special needs planning, drawing upon his background in neuroscience to assist families in developing long-term financial security plans. His areas of expertise also include education planning, family wealth management, philanthropic planning, portfolio management, tax minimization, and retirement income strategies. He holds a Bachelor's Degree from the Texas State University System and is a Personal Investment Advisor. Outside of his professional work, Tullo is involved in community service and philanthropy, volunteering with organizations such as the National Alliance on Mental Illness of Greater Houston, Friendswood Youth Baseball, Project Joy & Hope, and the Houston Film Society. He resides in Friendswood, Texas with his wife and two children.

Bradley Garnett is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at PNC Investments LLC, CUNA Mutual Group, CUNA Brokerage Services, Inc., and JP Morgan Chase Bank. 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 approximately $671 billion in assets across more than 14,000 advisors and offers both brokerage and advisory solutions.

Zachary Mott is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and VOV Corporation. 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 clients including individuals, pension plans, corporations, and charitable organizations.

Jennifer Vanderschoor is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with 26 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor financial plans according to client goals and risk tolerances.

Paul Emig is a financial advisor with Primerica Advisors in League City, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with Primerica Advisors since 2005 and was previously with Primerica Financial Services beginning in 2004. Outside of his advisory role, he operates a math instructional DVD business as an independent contractor. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.