Danielle De Witt is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes roles at Bank of America, Texas A&M University System, and United Healthcare. 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 institutional investors.

Joe Fulmer is a CFP® with 29 years of industry experience, currently affiliated with Raymond James Financial in Sugar Land, TX. He previously spent 27 years with Comerica Securities and is the founding partner of BrightHawk Wealth Management LLC. He also owns Fulmer Wealth Management Services LLC, which involves the distribution of fixed annuities and Universal Life policies. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning with advanced analytical tools and supports municipal and public-finance services through unique institutional affiliations.

J Thomas Ybarbo is a CFP® with 16 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities since 2012. He has also been employed by JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he is a partner in Lion's Den Capital Group, LLC, an investment vehicle focused on real estate and equity injections into existing businesses. 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 an ESG eligibility framework.

Sadia Awan is a Financial Advisor at Merrill Lynch Wealth Management, where she has supported clients since 2016. She works with individuals, executives, lawyers, business owners, and families to provide personalized wealth planning strategies aimed at building financial security and creating lasting legacies. Her client focus includes corporate executive services, family wealth management strategies, legacy planning, women and wealth, and individual and corporate investment strategies. Prior to joining Merrill, Sadia served at Barclays in Dubai, UAE. She holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She also completed the Accredited Certificate Program from City College of San Francisco. Outside of her professional role, Sadia is the spouse of a Navy veteran engineer and mother of two young children. She enjoys hiking, horseback riding, pickleball, reading, spending time with her family, traveling, and volunteering.

Reginald Green is a financial advisor with Primerica Advisors in Missouri City, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with PFS Investments, Inc. since 2006 and with Primerica Financial Services since 2002. Outside of traditional advisory roles, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Zachary Williams is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Stifel since 2019, following previous roles at Bank of America and Merrill Lynch. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Nathan Smith is a financial advisor with Edward Jones in Sugar Land, TX. He holds a Series 66 designation and has seven years of industry experience, including seven years at Cameron, a Schlumberger Company, prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors nationwide. The firm offers a range of managed solutions and advisory services under a fiduciary standard, supported by affiliated mutual funds and specialized investment options.

Steven Spiller is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at PFS Investments Inc., Sears, and Primerica Financial Services. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven strategies primarily developed by unaffiliated asset managers.

Max Cameau is a financial advisor at Stifel with 22 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Stifel in 2021, he worked at Bank of America for 12 years. Outside of his advisory role, he is the founder and speaker of Behind the Label, a wine education venture, and serves as the Alumni Chapter Chair for the New York Institute of Technology in 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 incorporates proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Landon Durham is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Transamerica Life Insurance Company, Lincoln Financial Distributors, Paychex, Inc., and ADP Inc. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and third-party managers to construct and manage portfolios across various asset classes.

Jiaying Zhao is a financial advisor with Cetera in Houston, TX, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Cetera, Zhao worked at HSBC Securities (USA) Inc. and HSBC Bank USA N.A., as well as in the technology and restaurant sectors. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary strategies.

Jon Andersen is a financial advisor with Morgan Stanley in Sugar Land, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is the sole proprietor of AJALA Investments, LLC, a recreation-related business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a range of investment and financial services through both direct and employer-sponsored agreements.

Kelly Schubert is a financial advisor with RBC Capital Markets in Sugar Land, TX, holding Series 63 and Series 66 licenses. She has 25 years of industry experience and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm integrates in-house and third-party investment managers and provides tailored strategies based on clients’ risk profiles.

Cameron Bourque is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and nine years of industry experience. His work history includes roles at J.P. Morgan Securities, J.P. Morgan Chase Bank, and American Airlines. He is also the owner of B Enterprises, a personal investment company that holds individual investable assets. J.P. Morgan Securities primarily provides investment consulting and advisory services to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Iris Modlin currently serves as Vice President and Branch Leader at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments since 2010, progressing through various leadership and advisory positions, including Branch Leader, Vice President Wealth Planner, Branch Service Manager, Senior Relationship Manager, and Relationship Manager. Prior to joining Fidelity, she worked as a Branch Manager and Personal Banker at JP Morgan Chase and as a Financial Advisor at Morgan Keegan & Co. Throughout her career, Iris has focused on coaching and developing associates to enhance client service and wealth planning. She emphasizes understanding each client's unique story and goals to tailor financial strategies appropriately. Outside of her professional responsibilities, Iris enjoys barre, hiking, outdoor adventures, Pilates, yoga, and spending time with her pets.

Eduardo Zuniga Jr. is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years. Eduardo also served in the United States Navy for 21 years. 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 tailored retirement planning and advice focused on sustainable income sources and tax-aware withdrawal strategies.

Jamal Uddin is a financial advisor at Ameriprise with 25 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his work at Ameriprise, he manages an independent advisory business through DGW Worldwide, LLC. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm serves clients through a centralized consulting team and integrates algorithmic tools alongside advisor input in its planning approach.

Johnathon Bunch is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 14 years and has operated (dba) 3 Mark Financial since 2010. In addition to his advisory role, he provides insurance products and services to clients. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Michael Patrick is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously worked for Memorial Hermann Health System for ten years before joining Fidelity in 2024. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Larry Sklar is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 registrations and 42 years of industry experience. He previously worked at Next Financial Group Inc for 18 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.