Joseph Bassett is a financial advisor at LPL Financial with 10 years of industry experience. His career includes roles at Brighthouse Financial, Allianz Life Insurance Company of North America, McKinney Capital Management, and Cetera Advisors. Based in Houston, TX, he holds Series 63 and Series 65 credentials. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party subadvisors.

Judy Lullo is a CFP® professional with 34 years of industry experience, currently with Cambridge Investment Research Advisors since 2019. Her prior experience includes roles at FSC Securities Corporation and operating her own firm, Lullo & Associates, LLC. In addition to her advisory work, she also serves as an independent insurance agent and notary. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, delivered through a network of independent Financial Professionals using multiple custody platforms and a mix of proprietary and third-party investment strategies.

Eric Hodgeson is a financial advisor with Cetera, holding a Series 63 designation and over 31 years of industry experience. His career includes long-term roles at Avantax Advisory Services and Avantax Investment Services, as well as maintaining his own tax preparation and accounting practice since 1982. Cetera Investment Advisers LLC is an SEC-registered firm offering a broad range of services to individual and institutional clients nationwide, including portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform with access to various investment strategies and third-party managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Shannon Scott is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. His prior roles include positions at NFM Lending, Hometown Lenders Inc, Homebridge Financial Services Inc, and American Family Insurance agencies. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing tailored investment strategies through a combination of in-house and third-party managers.

Heidi Strange is a financial advisor at Raymond James & Associates with 12 years at the firm and four years of industry experience. She holds a Series 66 designation and is based in Houston, TX. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Jasmine Garrett is a Planning Consultant at Fidelity Investments, where she has worked since 2020. She has built her career on assisting clients through financial planning to help them achieve their long-term goals. Jasmine partners professionally with families, small business owners, and a diverse audience of clients to ensure they have access to financial support and resources. Prior to her current role, Jasmine was a Wealth Advisor at Morgan Stanley from 2014 to 2020 and a Financial Advisor at Ameriprise Financial from 2012 to 2014. Her professional experience spans over a decade in financial advisory roles. Outside of her professional work, Jasmine has personal interests that include visiting the beach, enjoying comedy, exploring food, visiting museums, and volunteering.

Donald Snowden Jr. is a financial advisor at Edward Jones in Katy, TX, with eight years of industry experience. He has held his current position since 2017 and previously worked at AMT from 2014 to 2017. Snowden holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory and investment solutions under a fiduciary standard.

Kenneth Alfonso is a financial advisor with Edward Jones in Katy, TX, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He previously worked at Edward Jones from 2013 to 2019, returned to the firm in 2020, and has experience with Matvey Foundation Repair Inc and Olympic View Swim Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jon Saleem is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds the Series 66 designation and previously worked at Good Life Advisors, LLC and LPL Financial, LLC for a decade. RBC Wealth Management serves a diverse client base, including individual investors and institutional clients, offering multiple advisory programs with customizable portfolio management and financial planning services. The firm integrates in-house and third-party investment managers and provides access to alternative investments and comprehensive capital markets capabilities.

Jerome Go is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS Financial Services since 1991. Outside of his advisory role, he serves as president of the Carnegie Vanguard High School Baseball Booster Club, a voluntary organization supporting the school's baseball program. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. Advisors at UBS use proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Lisa Isenhower is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 registrations and 24 years of industry experience. She previously worked at UBS Financial Services for 10 years before joining RBC in 2024. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.

William Keel III is a CFP® professional with 30 years of industry experience, currently affiliated with OSAIC. He has been with Royal Alliance Associates, Inc. since 2008. Keel serves as an adjunct instructor in the Certified Financial Planner graduate program at Rice University. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through an extensive network of advisors. The firm provides integrated brokerage and advisory services with a focus on diversified portfolio construction, utilizing various asset-allocation tools and third-party managed-account solutions.

Jennifer Gill is a Financial Consultant at Fidelity Investments since 2025. She has been with Fidelity Investments since 2023, previously serving as a Planning Consultant. Prior to that, Gill held several roles in financial services, including Assistant Vice President Financial Solutions Advisor at Merrill Lynch Bank of America from 2020 to 2023, Senior Home Lending Advisor at JP Morgan Chase from 2018 to 2020, and Vice President Mortgage Loan Originator at Regions Bank from 2007 to 2018. Throughout her career, Jennifer has developed expertise in financial consulting, planning, and home lending. She emphasizes the importance of understanding clients' stories, values, and aspirations to provide personalized financial guidance. Her approach centers on building lasting relationships and creating plans that align with clients' goals and family well-being. Outside of work, Jennifer enjoys family activities, music, reading, and running.

Joshua Griffin is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on creating personalized financial strategies tailored to clients' long-term goals. His approach includes helping clients understand and manage essential aspects of their finances, such as retirement planning, spending, and investment decisions. Joshua has experience assisting clients with complex financial situations including managing concentrated stock positions and navigating significant life transitions like retirement, divorce, marriage, inheritance, and business sales. He collaborates with various professionals, including estate attorneys and accountants, to coordinate comprehensive financial and legacy planning. His areas of expertise encompass education planning, family wealth management, legacy planning, personal retirement planning, portfolio management, tax minimization, and strategies for small businesses and non-profits. An alumnus of Texas A&M University, Joshua holds the Personal Investment Advisor (PIA) designation. He is active in community and professional organizations such as the Sugar Land Rotary Club, Junior Achievement, Central Fort Bend Chamber of Commerce, Toastmasters International, and the Vantage Professional Network. Outside of his professional life, he enjoys camping, painting, reading, soccer, table tennis, volleyball, and woodworking.

Ozzie Bauer is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He has been with UBS since 2009. Bauer is also a partner involved in investment decisions for private limited partnerships. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services and proprietary research to support its advisory network.

Jessica Lauren Vega is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and previously worked for Pappas Restaurants for seven years prior to joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities with wealth management services.

Ashley Richards is a CFP® professional at Raymond James & Associates with seven years of experience in the financial industry. Prior to joining Raymond James in 2020, Richards worked at Willis Johnson & Associates from 2017 to 2020 and also at HEB in 2017. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, pension plans, and nonprofit organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jeffrey Stubbs is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been working in finance and wealth management since 1999 and has over 18 years of experience as a wealth advisor with Merrill Lynch. Jeff and his team manage more than $1 billion in assets as of June 2022, focusing on comprehensive wealth management strategies that address clients' goals, values, and unique financial needs. Jeff specializes in areas including executive compensation, equity compensation services, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, and tax minimization. He uses a consultative approach to help affluent clients preserve wealth, mitigate taxes, care for loved ones, and plan charitable giving. Prior to joining Merrill Lynch, he worked for five years as a mutual fund specialist at Invesco. His licenses include Texas Life and Health, Series 7, and Series 66 FINRA registrations. Jeff earned a Bachelor of Science degree with a minor in Business Administration from the University of Houston and completed Rice University’s Certified Financial Planning Program. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Outside of work, Jeff is involved in the Spring Branch Memorial Sports Association. He lives in Houston with his wife and three children.

Emory Guest is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial since 2010. He is also the president and owner of Action Advisors, Inc., which operates the Cinco Ranch Financial insurance agency offering fixed life and health insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Lov Bernard is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation. He joined UBS in 2026 and has experience working in various roles including at Transition Support Services, Beebusy Wellness Center, and Zurich North America. Bernard also has entrepreneurial experience with AmLov, LLC, which he has been involved with since 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and provides customized financial planning and portfolio management using proprietary research and model-based asset allocations.