John Heath is a financial advisor at RBC Capital Markets with 29 years of industry experience. He has worked at RBC Capital Markets since 2008 and concurrently at City National Bank since 2020. He holds Series 63 and Series 65 designations and is based in Houston, TX. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ advisory risk profiles.

Darwin Wisener is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and 29 years of industry experience. His work history includes ten years at Wells Fargo Clearing, eight years with Wells Fargo Investments, LLC, and two years at Chase Investment Services Corp. 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 manages roughly $671 billion in assets through over 14,000 advisors and offers a range of brokerage and advisory solutions.

Reagan Lyons is a Wealth Management Planning Consultant at Fidelity Investments. Since 2023, Reagan has worked closely with clients and their Wealth Management Advisors to deliver a personalized experience focused on individual client needs and priorities. Reagan's experience at Fidelity includes roles as a Planning Consultant from 2023 to 2026 and as a Relationship Manager from 2021 to 2023. This background has enabled Reagan to develop a deep understanding of financial planning and client relationship management. Outside of work, Reagan enjoys hiking, playing musical instruments, visiting museums, spending time with pets, reading, and traveling.

Jeffrey Davis is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc for 14 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives.

Brandon Duran is a financial advisor at J.P. Morgan Securities in Houston, TX, holding a Series 66 designation with seven years of industry experience. His prior experience includes roles at Morgan Stanley, Edward Jones, and BOK Financial Securities. Outside of his advisory career, he is also an Airbnb host. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research supported by centralized due diligence and offers broader derivatives and commodities capabilities through its unique regulatory registrations.

Beau Nichols is an advisor with Robert W. Baird & Co. holding a Series 66 credential. He joined the firm in 2024 and has experience transitioning from full-time student roles at the University of Houston, LSU/Blinn, and prior educational institutions. Outside of finance, he has worked at 6320 Training Yard (formerly Buckley Performance). Beau is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department serving individuals, corporate clients, pensions, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, including separately managed accounts and tax-management strategies, supported by internal research and a mix of manager-traded and model-traded investment approaches.

Andrew Mcgee is a financial advisor at Stifel based in Houston, TX, holding a Series 66 credential with 23 years of industry experience. He previously worked at UBS Financial Services from 2002 to 2025. Outside of his advisory role, Mcgee co-manages a rental property through an LLC with his wife. Stifel serves a diverse client base including individuals, institutions, and nonprofit organizations, offering brokerage and investment advisory services with a proprietary investment analysis methodology developed by its Investment Strategy Group.

Jarrod Mc Cubbin is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation. He has experience working at Morgan Stanley since 2025 and previously operated insurance agencies affiliated with Allstate from 2015 to 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning approach utilizing firm‑approved tools and modeling techniques.

David Green is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2013. 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 offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lee Dudinsky is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and having 42 years of industry experience. His career includes roles at FSC Securities Corporation and Advantage Capital Corporation, as well as over three decades of self-employment. He also acts in a fiduciary capacity for an estate. 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 portfolios, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Joe LeBrane is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He provides strategic financial guidance with a focus on proactive communication and personalized planning and investing approaches. Joe's work involves helping individuals and families make clear, disciplined financial decisions aligned with their long-term goals. Joe has extensive experience in the financial industry, having served as an Investment Consultant at Fidelity Investments from 2020 to 2022, a Financial Advisor and Financial Planning Specialist at Morgan Stanley from 2015 to 2020, and a Financial Services Representative at Hancock Whitney from 2013 to 2015. Outside of his professional work, Joe has interests in fitness, culinary experiences, golf, parenthood, and traveling.

Ryu Yi serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. He aims to empower clients with knowledge and tools to manage their financial lives effectively. Ryu Yi holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Rice University.

Daniel Ayala Jr. is a financial advisor with OSAIC based in Tomball, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Royal Alliance and SF CICADA LLC since 2015. Outside of advisory work, he serves as a registered assistant and supervision delegate for SF CICADA LLC, assisting with regulatory oversight. OSAIC serves a diverse client base that includes retail and institutional investors, offering brokerage and advisory services through various programs such as comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by advanced risk assessment and rebalancing tools.

Joshua Crader is a financial advisor at Charles Schwab with eight years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, LPL Financial, and Texas Dow Employee Credit Union. Joshua is based in Houston, TX. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management with centralized custody and compliance infrastructure.

Blake Rusk is a CFP® with 13 years of industry experience, currently serving at RBC Capital Markets since 2012. Based in Houston, TX, he holds the Series 66 designation. Outside of his advisory role, he is the sole proprietor of R-Oil LLC, an oil pipeline shipping business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.

Timothy Mckinney is a financial advisor at Fidelity with CFP® and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors, LLC and spent ten years at TIB Chemical Corporation. He serves as a board trustee and treasurer for Williams Temple Church of God in Christ. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees affiliated and unaffiliated sub-advisers.

Eric Schneider is a CFP® professional with 12 years of industry experience, currently advising clients at Ameriprise in Houston, TX since 2021. He has prior experience with Avantax Advisory Services and Avantax Investment Services, where he worked for a combined 20 years, and also has a background with Alfred W. Zientek & Co., P.C. Outside of his advisory role, Schneider is involved with Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Kristi Thomas is a CFP® and ChFC® affiliated with Edward Jones in Spring, TX, with 10 years of industry experience. She has worked at Edward Jones since 2016 and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Gerald Dolinsky is a CFP® professional with 22 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012 and previously was with Valic Financial Advisors from 2004 to 2012. 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. The firm’s advisory process integrates quantitative and qualitative research with forward-looking market assumptions and may incorporate an ESG eligibility framework.

Scott Bartosh is a financial advisor with Robert W. Baird & Co. who holds a Series 66 designation and has 13 years of industry experience. He has been with Robert W. Baird & Co. since 2013. Outside of his advisory role, Bartosh serves as an umpire for Houston TASO. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services utilizing both manager-traded and model-traded strategies, along with ongoing investment manager selection and monitoring.