Timothy Wells is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at The Vanguard Group, Bank of Oklahoma Financial, and Wells Fargo Bank. Outside of advising, he has served as an independent contractor teaching Bible classes at Garden Oaks Church of Christ and operates a coaching and consulting business, The Infinite Executive. Fidelity Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Stephen Heller is a financial advisor with Edward Jones in Kingwood, TX, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides 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.

Cassidy Wilson is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds a Series 66 designation and has been with Thrivent and its affiliated entities since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering one-time or ongoing planning engagements focused on topics such as retirement, income tax, estate, and business continuation planning. The firm combines holistic, goal-based analyses with managed-account options under a consolidated billing approach, while keeping planning and portfolio management services separate.

Seth Bailey Dudley is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan, he worked at Fidelity Investments and AIG Retirement Services. 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.

Michelle Engalla is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been associated with Jpmorgan Chase Bank, N.A. since 2008. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Braden Witham is a financial advisor at Fidelity with Series 66 and Series 63 designations and two years of industry experience. His prior work includes positions at Charles Schwab and several other companies outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple investment platforms.

Robert Rosenbaum is a financial advisor at Merrill based in Houston, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Bank of America, Premium Retail Services, and Best Buy Co. Inc. 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, pension plans, corporations, and charitable organizations.

Lee Gibson is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. He has worked at Cetera and its related entities since 2025 and previously spent 12 years at Concourse Financial Group Securities Inc. In addition to his advisory role, Gibson is involved in manufacturing and sales of a proprietary design product under a commission agreement. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Craig Zumpano is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works alongside clients and their families to help achieve their financial goals, whether that involves planning for retirement or managing significant financial events. Craig focuses on creating personalized financial strategies tailored to each client's long-term objectives, addressing areas such as family wealth management, retirement planning, philanthropic and socially responsible investing, individual and corporate investment strategies, tax minimization, and retirement income. Craig holds the Professional Investment Advisor (PIA) designation. He graduated from Columbiana High School and the University of Pittsburgh. Throughout his career, he has embraced Merrill's tradition of community involvement, dedicating significant time to volunteering. He has been a member and volunteer with the Knights of Columbus for 26 years, serving in leadership roles such as Trustee, Deputy Grand Knight, and Grand Knight. Additionally, Craig has contributed over 25 years to the Houston Livestock Show and Rodeo Metro Go Texan committee, where he has held multiple leadership positions including Assistant Captain, Captain, Vice Chairmen, Historian, and Coordinator. Outside of work, Craig enjoys biking, fishing, golfing, horseback riding, running, yoga, and spending time with his family.

Brent Mitcham is a CFP® professional affiliated with Cetera, with 10 years of industry experience. Prior to joining Cetera in 2025, he worked for Concourse Financial Group Securities Inc. from 2015 to 2025. He operates Strategic Financial Advisors, providing financial planning and insurance services, and holds leadership roles at Mitcham Advisors LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes discretionary and non-discretionary strategies across various program structures.

Michael Olario is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 65 and Series 66 licenses and possessing 17 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in multiple periods since 2014, as well as Bank of America and Merrill from 2016 to 2023. J.P. Morgan Securities provides investment consulting and advisory services mainly 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.

William Buchanan is a financial advisor with OSAIC based in Houston, TX. He holds Series 63 and Series 65 credentials and has 32 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and VOYA Financial Advisors. Outside of his advisory work, he is involved as a partner in a financial planning and wealth management partnership, Edge Private Wealth. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment solutions supported by advanced asset-allocation tools and multiple third-party platforms.

Amanda Evans Field is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 11 years of industry experience. She has been with UBS since 2015. Amanda serves on the board of directors for the Women's Finance Exchange Houston, where she acts as secretary and contributes to developing a network for professional women in finance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Munira Anderson is an Investment Management Consultant I currently working at Fidelity Investments. She has been with Fidelity since 2016, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant. Munira's professional experience spans financial planning and relationship management, with a focus on helping clients maximize their financial plans and providing ongoing financial guidance. Prior to joining Fidelity, she worked as a Personal Financial Officer at 5 Point Credit Union from 2014 to 2016. Outside of her professional career, Munira engages in activities such as family time, fitness, social events, horseback riding, traveling, and yoga.

Elizabeth Harden is a financial advisor at Edward Jones in Humble, TX, holding a Series 66 designation with nine years of industry experience. She has worked at Edward Jones since 2016 and has been involved with the YMCA of Greater Houston 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 network of financial advisors and branch offices nationwide.

David Chatham is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services 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 modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rosa Berry is a financial advisor with Raymond James Financial in Houston, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2015. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs and institutional consulting across a large advisor network.

Joshua Mott is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2013, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through direct client agreements and corporate financial planning partnerships.

Kayla Price is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. She is currently affiliated with Cetera and has prior experience working at Avantax Insurance Agency, LLC and Avantax Investment Services, Inc. Kayla also operates MKP-Price & Co., P.C., a tax preparation and accounting firm. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Michael Fowler is a financial advisor with RBC Capital Markets in Houston, TX, holding a Series 66 designation and two years of industry experience. He previously worked at R.W. Baird & Co. and has experience with Queens University of Charlotte Basketball Camps. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs and tailors investment strategies through a combination of in-house and third-party managers, with features such as tax management and responsible-investing options.