Hugo Suarez Jr. is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2013. Outside of his advisory role, he is involved in leasing a single-family home as a landlord. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Jacob Dowd is a Series 66-licensed financial advisor at UBS Financial Services with four years of industry experience. He joined UBS in 2022 after working at Ferguson Enterprises LLC and holding various roles prior to that. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management, supported by proprietary research and model-based asset allocations.

Della Moody Davis is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. for 14 years. Based in Houston, TX, she joined Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lakia Taylor is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and one year of industry experience. She has previously worked at Bank of America, N.A., Woodforest National Bank, and Renasant Bank. Outside of advising, she owns and manages a clothing boutique and oversees a software platform focused on virtual AI for e-commerce shopping. Merrill, along 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, and institutions.

Lucas Sealy is a financial advisor with Edward Jones in Spring, TX, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Terri Edwards is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with RBC Capital Markets since 2017 and also has experience at City National Bank since 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm employs tailored investment strategies utilizing both in-house and third-party managers, with additional features such as tax management and responsible investing options.

Jeiccy Hakim is a financial advisor at Edward Jones in Houston, TX, holding the ChFC® and Series 66 designations with 15 years of industry experience. Hakim's career includes roles at Hightower Advisors, Salient Private Client, and Equitable Advisors. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of investment advisory programs, supported by a large network of financial advisors and branch offices nationwide.

Kellan Caldwell is a financial advisor with Thrivent Investment Management in Houston, TX, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. He has been with Thrivent Financial and its affiliated investment management firm since 2014. Outside of his advisory role, Caldwell assists with wedding photography as a second photographer for his wife's photography business and serves as a board member for The Grove Church, focusing on its launch and strategic initiatives. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based planning without discretionary trading authority, and allows clients to integrate planning with managed-account options.

Michelle Rand is a CFP® with ten years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2019. She previously worked at Merrill Lynch from 2016 to 2019. Rand is also the president and CEO of Rand Wealth Management and will become the branch manager of a new Raymond James branch in mid-2025. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, pension plans, and institutional clients. The firm offers tailored, non-discretionary services supported by analytical tools and maintains a notable municipal advisory affiliation alongside specialized consulting programs.

Bryan Broussard is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 2007. 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 affiliated brokerage, distribution, and investment management capabilities.

Thomas Giordano is a CFP® with 43 years of industry experience and has been with Stifel Nicolaus & Co Inc since 2009. He is based in Houston, TX, and holds a Series 63 license. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services grounded in proprietary investment analysis and asset allocation methodologies.

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 at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2011. Based in Houston, TX, his career includes five years at Wells Fargo Advisors LLC before joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment 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.

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 with seven years of industry experience. He holds a Series 66 designation and has worked previously at BOK Financial Securities, Morgan Stanley/E*Trade, and Edward Jones. Outside of his advisory career, he is also an Airbnb host. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

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.