Jonathan Hoegemeyer is a financial advisor with Edward Jones in Sugar Land, TX, holding Series 63 and Series 66 licenses. He has 22 years of industry experience and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory services supported by a large network of financial advisors and branch offices nationwide.

John Zodrow is a financial advisor at UBS Financial Services with 40 years of industry experience. He has worked at UBS since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the advisory board of The Masquerade Theatre, a local musical theater company in Houston, assisting with group direction and fundraising. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Peter Horton is a CFP® with 16 years of industry experience, currently advising clients at Ameriprise Financial Services LLC. His prior experience includes roles at Wells Fargo Clearing Services LLC and Edward Jones. Horton serves on the Board of Directors for The Harris School Board in Houston, Texas. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research and modeling with tax-efficient strategies to provide tailored recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Hal Finberg is a financial advisor with Wells Fargo Clearing in Sugar Land, TX, holding Series 65 and Series 66 licenses and 26 years of industry experience. He has previously worked at Bank of America and Merrill, with a combined tenure of nearly three decades across these firms. Outside of his advisory role, he is a co-owner of Prison Break Tattoos, a tattoo shop in Houston. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary plan-level investment management options.

Asheet Yagnik is a financial advisor with Wells Fargo Clearing in Sugar Land, TX, holding a Series 63 designation and 31 years of industry experience. He previously worked at Bank of America and Merrill. Outside of his advisory role, he has ownership interests in a hotel business in Lafayette, LA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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.

Paula Wise Hansen is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured planning tools and broad investment resources while managing approximately $2.74 trillion in client assets.

Minh Nguyen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012 in various roles. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Laura Montealegre is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and eight years of industry experience. She previously worked at Bank of America and Merrill for nine years before joining J.P. Morgan Securities in 2025. 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 large institutional advisory operations with additional market-facing registrations, delivering advisory services alongside brokerage and investment management capabilities.

Kalidou Bocoum is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. since 2019. Prior to his career in finance, he spent nine years at Domino's. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm utilizes quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending investment strategies.

Cynthia Maphet is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Her credentials include Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Ryan Pledger is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at Edward Jones for seven years before joining LPL Financial in 2022. Ryan serves as a board member of the non-profit Sienna MUD 6 in Houston, Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by model portfolios and research from LPL Research and third-party subadvisors.

Beena Mathew is a financial advisor at Cetera with 11 years of industry experience. She holds a Series 66 designation and has been associated with Cetera and Cetera Wealth Services, LLC since 2015. In addition to her advisory role, she is a CPA and is involved in tax planning and preparation through her business, Babukutty Financial, and also sells fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary authorities across multiple program structures.

Albert Bandoy is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2020, following roles at Primerica Financial Services and Kaiser Permanente. Outside of advising, Bandoy owns Bandoy Financial Inc. and is a partner in AJB Tax Services LLC, a tax preparation business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap-fee structure for its services.

James Klodosky is a financial advisor with LPL Financial in Sugar Land, TX, holding the PFS™ designation and Series 63 and 65 licenses. He has 34 years of industry experience, including roles at Securities America Advisors and American Wealth Management LLC, which he has been involved with for over two decades. He also operates James R. Klodosky PC, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Diana Alexander is a financial advisor at RBC Capital Markets with 43 years of industry experience. She has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm provides various advisory programs with tailored investment strategies utilizing both in-house and third-party managers, along with integrated capital markets and lending services.

Sasha Thompson is a financial advisor at Edward Jones with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at BBVA Wealth Solutions, Compass Bank, BBVA Securities, BBVA Compass Insurance Agency, Zions Bank, and LPL Financial. Thompson has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, with a notable nationwide network of financial advisors and branch offices.

Mirna Polis is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and the Royal Bank of Canada. 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.

Kirbe Williamson is a Series 65 licensed financial advisor with 11 years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL in 2026, Williamson worked at Pensionmark Financial Group, Pensionmark Securities, Lincoln Financial Advisors, and Invesco Distributors. Williamson is also involved in retirement plan consulting with AssuredPartners. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, supported by research, model portfolios, and technology-driven solutions.

James Galpin III is a financial advisor with Ameriprise in Katy, TX, holding a Series 66 designation and eight years of industry experience. He worked at Invesco from 2009 to 2017 before joining Ameriprise, where he has been since 2017. Outside of his advisory role, he is co-owner of Galpin Ag, a family agricultural business involved in livestock production and land management. Ameriprise offers retirement-income planning services targeted at clients approaching or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Morris Williams is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Morris works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the Texas State University System. Committed to the Merrill tradition of community involvement, Morris dedicates time to volunteering with organizations within the communities he serves.