Trevor Mc Gee is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at Charles Schwab Bank, Charles Schwab, Greenyard Inc, and the Texas A&M University Department of Recreational Sports. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by proprietary research and alternative investment resources.

Lindsey Hutton is a CFP® and Series 66-registered financial advisor with Edward Jones in Houston, TX, bringing nine years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, Lindsey is involved with Crossfit Eminence. 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 strategies, supported by a large network of advisors and branches across the United States.

Cody Turner is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2021. Outside of finance, he has experience at The Toasted Yolk and worked at At&t. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment programs.

David Zian is a CFP® professional with a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent five years at Robbins Brothers. Based in Houston, TX, he is affiliated with Edward Jones, a full-service wealth management firm serving over four million individual and institutional clients. Edward Jones manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates a nationwide network of more than 23,700 financial advisors and maintains capabilities such as a trust company and securities-based lending.

David Aponte is a Series 66-registered advisor at J.P. Morgan Securities with five years of industry experience. He previously worked at Bank of America/Merrill Lynch and Walmart before joining J.P. Morgan in 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities through affiliated entities.

Jonathon Alicea is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Dyversity, LLC, One Main Financial, and Wells Fargo. He has been with JPMorgan Chase and J.P. Morgan Securities since 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective advisory program focused on written asset allocation advice, manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its recommendations and offers a range of derivatives and commodities capabilities.

Taylor Navel is a Series 66-licensed financial advisor with Edward Jones in Richmond, TX, and has 10 years of industry experience, all with Edward Jones since 2016. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Christopher Collins is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, Woodbury Financial Services, The Fitzpatrick Group, and several other firms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jason Valentz is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 credential and has worked at UBS since 2020, following prior roles at Bank of America and Merrill from 2016 to 2020. 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 plans to clients’ goals and risk tolerances.

Garrett Roberts is a financial advisor with Equitable Advisors, holding a Series 66 designation and nine years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors and had a position at Ralph Lauren. He is also involved with Melissa Roberts LLC as an additional business activity. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives, utilizing a variety of third-party asset managers and advisory programs.

Jay Jackson is a financial advisor at Primerica Advisors based in Stafford, TX, with three years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes roles at PFS Investments Inc., The Fiduciary Alliance, Jackson Hewitt Tax Service, and Shell Oil Company. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of advisors who provide model recommendations supported by various third-party asset managers and custodians.

Brad Smith is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior experience includes roles at The Huntington Investment Company, JPMorgan Securities LLC, Morgan Stanley, and MassMutual. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a variety of financial and estate planning topics without portfolio management or discretionary trading authority.

Steven Ambriz is a Wealth Management Advisor with VMT Wealth Management, affiliated with Merrill Lynch Wealth Management and Bank of America. Since beginning his financial services career in 2009 and joining Merrill Lynch in 2012, Steven has focused on delivering comprehensive wealth management strategies tailored to clients' individual goals and risk tolerances. His work includes asset management, insurance planning, estate planning services, customer lending, and access to private banking. Steven emphasizes clear communication and personalized service to help clients align their financial actions with their long-term objectives. He holds several professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Steven earned a Bachelor's Degree from the University of Houston Downtown and completed an Accredited Certificate Program at Rice University. Born and raised in Texas, Steven currently resides in Richmond, a suburb of West Houston, with his wife and three children. He is involved in community organizations such as Brookwood Community and Paternal Time Inc. Outside of work, he enjoys fishing, hunting, F3 workouts, and playing disc golf.

Yi Zhu is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, Yi worked at Canaccord Genuity Wealth Management from 2018 to 2022 and Raymond James Ltd. from 2014 to 2018. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, deploying a range of strategies including customized discretionary and non-discretionary approaches.

Jocelin Mathews is Vice President and Financial Consultant at Fidelity Investments, a position held since 2023. Jocelin has been with Fidelity Investments in various roles since 2011, including Financial Consultant, Planning Consultant, Senior Relationship Manager, and Relationship Manager. Prior to joining Fidelity, Jocelin worked as a Financial Planner at Raymond James Financial from 2006 to 2010, and as an Account Administrator and Information Portfolio Specialist at Wachovia Securities from 2002 to 2006. Jocelin collaborates with clients to create comprehensive financial plans aimed at building, preserving, and distributing wealth. The approach involves understanding what is important to clients and their families to develop and implement tailored strategies that ensure comfort and confidence throughout the financial planning process.

Scott Fogleman is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Salient Capital and Bank of the West prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and may incorporate an ESG eligibility framework.

Rocio Branz 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 prior experience with Citigroup Global Markets and Citicorp Investment Services. In addition to her advisory role, Branz is the owner and author of a personal LLC focused on mediation, yoga, personal development, and design. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Ernesto Saenz is a financial advisor with Wells Fargo Clearing in Houston, TX, holding the Series 63 and Series 66 designations and bringing 15 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2014. Saenz is also involved in a real estate business as a landlord. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a research-driven approach to investment selection and offers a broad range of financial products and services through its bank and insurance affiliates.

Esmeralda Valarezo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at LPL Financial since 2024 and previously held roles at The Noble Group, Raymond James Financial Services, and Amegy/Zions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 a large network of advisors and extensive investment tools.

Ryan Taylor is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on creating personalized wealth management strategies tailored to clients' individual financial goals and changing market conditions. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to support clients' pursuit of their financial objectives. Ryan holds a Bachelor's Degree from the University of Houston System and is a Personal Investment Advisor (PIA). He is committed to serving clients by understanding their financial stories and providing guidance aimed at achieving their goals. His professional philosophy emphasizes the importance of meeting with an experienced financial advisor to develop personalized retirement strategies, regardless of the time horizon. Outside of his professional work, Ryan volunteers with organizations in the community, reflecting his dedication to service. He enjoys traveling with his family, golfing, and training for obstacle course races.