Marcus Castille is a financial advisor at Primerica Advisors with seven years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2019. Prior to that, he was employed in educational roles with Fort Bend ISD and Port Arthur ISD, and held a financial services role at Momentum Financial. Outside of advising, he operates a non-investment related business under Pure Potential Properties. 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 utilizes model-delivery strategies managed by unaffiliated asset managers and provides trade execution and custody through BNY Mellon Advisors and Pershing.

Cody Siebert is a financial advisor with LPL Financial in Katy, Texas, holding Series 63 and Series 66 credentials and possessing 38 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America Inc, and 1st Global Advisors Inc. Outside of advisory work, he is involved in agriculture through his farming operation, Dream Catcher Farms, in Cat Spring, Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad network. The firm offers a range of advisory solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, combining scale and diverse financial services with oversight of over $819 billion in discretionary assets.

Amy Kohlert is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Based in Katy, TX, her practice is part of a large nationwide firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Parker Wagner is a Financial Advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Formentera Operations, Valero Energy Corporation, and Dynamic Systems. He has also been involved with Appelt Aggieland Visitor Center and Texas A&M University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored using proprietary research and model-based asset allocations.

Jessika Duarte is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. Her background includes roles at Wells Fargo Clearing Services, LLC, Wells Fargo Bank, N.A., and Bank of America, N.A. Prior to her advisory career, she was involved with LTF Club Management Co, LLC and Premium Brands Opco LLC. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michelle Cohen is a Financial Consultant at Fidelity Investments, where she collaborates with clients to develop and implement customized financial plans utilizing Fidelity's technology. She has held this position since 2021. Prior to her current role, Michelle worked at Stavis & Cohen Financial in various capacities from 2015 to 2021, including Financial Advisor, Financial Planner, Client Service Associate, Insurance Coordinator, and Staff Assistant. This experience has contributed to her knowledge in financial planning and client services.

Meaghan Marquez Peraca is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2020, she worked in the veterinary field and operated a retail business. 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 solutions supported by a large nationwide network of advisors and branch offices.

John Behrend Jr. is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. 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.

Michael Mcgee Sr. is a financial advisor with Cambridge Investment Research Advisors who holds a Series 63 designation and has 32 years of industry experience. His career includes long tenures at Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance. He is also an independent insurance agent through his firm McGee Wealth Management and is involved in authoring, educating, podcasting, and speaking activities. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a range of portfolio management and model-based solutions.

Doreen Collado is a financial advisor with Primerica Advisors in Katy, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. Her career includes roles at PFSI Investment Inc. and Primerica Financial Services, along with positions in healthcare at St. Lukes Baylor Medical Center and HCA Texas Women's Hospital. Outside of financial advising, she is a partner in CLIENTS CHOICE, LLC, a heating and cooling business. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers model-driven investment strategies supported by third-party managers and custodians, managing approximately $15.5 billion in assets through a network of nearly 3,700 advisors across more than 1,800 offices.

Kassidy Davis is a Planning Consultant at Fidelity Investments, where she collaborates closely with a Vice President Financial Consultant to build trusted client relationships. In this role, she utilizes Fidelity's resources and planning tools to develop and implement strategies tailored to clients' specific needs. Kassidy has been with Fidelity Investments since 2019, progressing through roles including Financial Services Associate, Financial Representative, and Relationship Manager before assuming her current position in 2024. Her experience spans various aspects of financial services within the firm. Outside of work, Kassidy enjoys attending concerts, participating in family activities, hiking, listening to music, engaging in outdoor adventures, and traveling.

Brian Mueller is a financial advisor with Edelman Financial Engines in Houston, TX, holding CFP® and Series 66 designations and bringing 19 years of industry experience. He has been with the Edelman Financial Engines organization and its predecessors since 2016. Edelman Financial Engines provides technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of workplace solutions and wealth management services, utilizing a committee-driven modeling process combined with planner delivery and online tools.

Joseph Shemenski is a financial advisor with Raymond James & Associates in Houston, TX. He holds a Series 63 designation and has 45 years of industry experience, including over 30 years with Raymond James & Associates. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Chad Lemmond is a financial advisor with Edward Jones in Richmond, TX, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked for four years at Pacific Builders Inc. He is also the manager of Lemmond Consulting LLC, a consulting business based in Needville, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Keith Nix is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked for eight years with the Cypress Fairbanks Independent School District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chad Glessman is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is a passive investor in several cryotherapy and martial arts businesses. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Gabriel Aguilar is a CFP® with 17 years of industry experience and has been with Edward Jones since 2008. He is based in Cypress, TX. Outside of his advisory role, he is associated with a medical practice focused on sleep and headache solutions in Houston. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and supports its services with a large nationwide network of financial advisors and branch offices.

Zackry Southerland is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked for seven years at Enterprise Holdings. Outside of his advisory role, he has occasionally worked as a food delivery driver in San Francisco. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Stefan Abhiram is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and Jpmorgan Chase Bank since 2008, including prior tenure at J.P. Morgan Securities from 2012 to 2018. He also has experience with Shaver Real Estate LLC. 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 institutional advisory with brokerage, distribution, and investment management capabilities.

Patrick Dowd is a financial advisor at UBS Financial Services in Houston, TX, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.