David Gura is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management in Sugar Land, Texas. He has been with Merrill Lynch Wealth Management since 1999 following a 19-year career with Schlumberger in the Energy Industry. Dave holds the CERTIFIED FINANCIAL PLANNER (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He works with a limited number of clients to help them achieve their financial goals across various areas, including college education planning, corporate benefits, family wealth management strategies, retirement planning, portfolio management, and tax minimization. Clients receive personalized advice and access to specialized investment services tailored to sophisticated investors. Dave meets regularly with clients to ensure their financial strategies align with their personal circumstances. Dave earned his bachelor's degree from Worcester Polytechnic Institute. He and his family currently reside in Sugar Land, Texas. He and his team are involved in community activities supporting charitable organizations such as the Fort Bend County Animal Shelter, Citizens for Animals of Midland Odessa, and Saving our Companion Animals.

Serena Sneeringer is a financial advisor at Ameriprise with 11 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to produce personalized recommendation reports, emphasizing assets managed within Ameriprise accounts and using algorithmic tools overseen by a dedicated team.

Dale Heysse is a financial advisor with UBS Financial Services in Sugar Land, TX, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked at UBS since 2020 and previously at Bank of America and Merrill from 2014 to 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a range of capital markets services supported by proprietary research and model-based asset allocation strategies.

Juan Barrios is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been affiliated with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses a tiered wrap fee structure and curates third-party asset managers while maintaining oversight of model offerings.

Andrea Hendon is a financial advisor with J.P. Morgan Securities LLC holding a Series 66 designation and six years of industry experience. Her prior work includes roles at Merrill and Edward Jones. J.P. Morgan Securities 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 investment recommendations.

Ritchie Nuncio is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2019 and previously spent six years at Merrill. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

David Bott is a financial advisor with Cetera, holding the PFS™ and Series 63 designations and bringing 38 years of industry experience. His prior work includes long tenure at Avantax Advisory Services and its related entities, along with experience at Coopers & Lybrand. Outside of his advisory role, he serves as Vice President at Kenwood & Associates, PC CPA's, focusing on tax preparation and accounting. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, overseeing more than $256 billion in assets through over 10,000 advisors.

Karen Trekell is a financial advisor at Cetera with 18 years of industry experience. She holds a Series 66 designation and has worked at Cetera Advisors LLC since 2013 and Duffy, Cardwell, Clark & Clarke since 2018. Outside of her advisory work, she is a co-owner and partner in LatherUp, LatherMeUp, a soap-making business involved in internet sales and craft fairs. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with various program options and custodial relationships.

Yaqi Li is a financial advisor with J.P. Morgan Securities in Sugarland, TX, holding Series 63 and Series 66 designations and bringing nine years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Li worked at Bank of America/Merrill Lynch and AIG. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, delivering asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis.

Alyssa Gonzales is a Planning Consultant who collaborates with Financial Consultants and clients to develop personalized financial plans tailored to individual goals and circumstances. She focuses on building strong relationships with clients and their families, emphasizing reliability, transparency, and competency in her work. Her professional experience includes roles at Fidelity Investments, where she served as a Financial Representative from 2023 to 2025 and as a Relationship Manager from 2025 to 2026.

John Rigdon is a Wealth Management Advisor with Merrill Lynch Wealth Management and serves as a First Vice President with the VMR Group. With over 18 years of experience, he focuses on holistic wealth management planning that encompasses retirement planning, estate planning, insurance strategies, traditional and alternative investing, and tax minimization. His client services include executive compensation, managing new wealth, personal retirement planning, portfolio management, and retirement income planning. John holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) credential. He earned a Bachelor's Degree from the University of Houston System. John applies a comprehensive approach to financial planning, aiming to provide personalized strategies aligned with each client's long-term goals and evolving market conditions. In addition to his professional work, John is involved in his community through volunteer activities with the SPCA. His personal interests include adventure sports, biking, hiking, horseback riding, and music.

Tabitha Estes is a financial advisor with Ameriprise in Sugar Land, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations, primarily for clients with Ameriprise-managed accounts.

Pradeep Gokhale is a Series 66-credentialed financial advisor with 20 years of industry experience. He has been with Ameriprise since 2016, working across both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, with a focus on dependable income sources and tax-aware withdrawal strategies.

Ming Chen is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Nicholas Gonzalez is a Branch Leader who manages a team of professionals dedicated to delivering quality experiences in the financial services industry and assisting clients in working toward their personal and professional goals. He has held various roles in the financial sector, including Managing Director at Granite Harbor Advisors from 2024 to 2025, Vice President at JP Morgan from 2022 to 2024, and Financial Advisor positions at UBS and Merrill Lynch between 2020 and 2022. Earlier in his career, he served as a Registered Representative at H.C. Wainwright in 2019 and as a Stockbroker Trainee at Maxim Group from 2017 to 2019.

Deborah Saurage is a CFP® and holds a Series 66 license with 12 years of industry experience. She has been with Edward Jones since 2013 and also works at Morton Ranch High School in Katy, TX. 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 network of financial advisors and branch offices nationwide.

Ruben Hope III is a financial advisor with Edward Jones in Richmond, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Edward Jones since 1988. Outside of his advisory work, he is a joint owner of a yoga studio in Katy, TX. 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 and is notable for its extensive network of financial advisors and comprehensive affiliated services.

David Phillips is a Financial Consultant with Fidelity Investments, where he has been working since 2020. He specializes in helping families in the Sugar Land area work towards their definition of financial freedom. Prior to his current role, David held positions as an Investment Consultant at Fidelity Investments from 2015 to 2020 and as a Relationship Manager at Fidelity Investments from 2013 to 2015. Before joining Fidelity, he worked as a Consultant at Tradestation Securities from 2008 to 2013. David's professional experience spans over a decade in financial consulting and investment advisory roles, focusing on client relationship management and investment strategies. His career reflects a consistent commitment to supporting clients in achieving their financial goals through tailored advice and services.

Laurence Witte III is a financial advisor at Edward Jones in Richmond, TX, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and strategies supported by a large nationwide network of advisors and branch offices.

Steven Herce is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.