Paul Koerner is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advising, he co-owns Tres Amiri LLC, a specialty food business, and manages general office operations for Katy Freeway Advisors LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Joseph Solano is a Financial Consultant who collaborates with clients to help advance their financial goals by employing efficient investment and planning strategies. He has held various roles in the financial industry, including Investment Consultant at Fidelity Investments from 2024 to 2025, Associate Wealth Management Advisor at Century Oak Private Wealth from 2021 to 2024, Financial Representative at Fidelity Investments from 2020 to 2021, and Financial Advisor at Northwestern Mutual from 2018 to 2020. Joseph's career reflects a breadth of experience in investment consultation and wealth management. Outside of his professional work, Joseph has interests in fitness, social events with friends, music, pets, and reading.

Garrett Frazier is a financial advisor with LPL Financial, holding a Series 66 designation and having one year of industry experience. He previously worked at Fund Services Group and completed his education at the University of Oklahoma. 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 a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Alvaro Soto is a financial advisor with Edward Jones in Houston, TX, holding Series 63 and Series 65 registrations and seven years of industry experience. His prior roles include positions at Merrill Lynch/BOA, JPMorgan Chase Bank, N.A., Bank of America, and AT&T. Outside of his financial advisory work, he is connected to his wife's activities involving ebooks on baby-led activities and baby product recommendations, which he supports through joint account arrangements. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Susan Green is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 35 years of experience in investment management. She works with high net worth individuals, families, foundations, endowments, and not-for-profit organizations to help them achieve their financial goals through personalized wealth management strategies. Her client focus areas include liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, and retirement income. Susan holds a Bachelor of Science degree in Commerce and Business Administration from the University of Alabama and a Master’s degree in Finance from Virginia Commonwealth University. She has earned the Personal Investment Advisor (PIA) designation. Susan is skilled in investment management, asset allocation, portfolio management, stocks, bonds, and finance. In addition to her professional work, Susan values community involvement and volunteers with local organizations. Her personal interests include football, golfing, spending time with her family, and traveling. She is committed to working one-on-one with clients to develop personalized financial strategies designed to help them pursue their long-term goals.

Jerred Crumley is a CFP® with 18 years of industry experience and has been with Robert W. Baird & Co. for 13 years. He is based in Houston - Memorial City, TX, and holds the Series 66 designation. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a variety of investment programs, utilizing internal research and tools including artificial intelligence to support client advisory services.

Megan Gaskamp is a financial advisor with LPL Financial in Kingwood, TX, holding the Series 66 designation and bringing 21 years of industry experience. She has been with LPL Financial since 2006 and previously worked at A. G. Edwards & Sons, Inc. and Wells Fargo Investments. Gaskamp is also commissioned as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supporting a broad network of investment adviser representatives.

Neil Puskorius is a Senior Financial Advisor at Merrill Lynch Wealth Management, with 15 years of experience in the financial advising industry. He specializes in working with individual families and small businesses, focusing on building, preserving, and growing their wealth through investment and insurance solutions. He holds a Bachelor's Degree in Finance from Texas State University, graduating Cum Laude in 2010. Neil attained his FINRA registrations also in 2010 and earned the CERTIFIED FINANCIAL PLANNER® (CFP) certification in 2015. He also holds the Personal Investment Advisor (PIA) designation. Neil is based in north Houston, currently living in Tomball with his wife Maranda and their daughter Virginia. Outside of his professional work, he enjoys cooking, music, reading, and spending time with his family. He is also a fan of baseball, particularly the Houston Astros.

Nicole Stokes is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley since 2009. Stokes holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Tijinekia Telford is a financial advisor with LPL Enterprise in Houston, TX, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Her prior experience includes roles with The Prudential Insurance Company of America, Pruco Securities, LLC, and Farmers Insurance Group. She is involved in commercial insurance sales through her own agency and plans to start notary services in 2024. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, alongside a notable role in insurance and non-securities services.

Joseph Chappell is a financial professional affiliated with Cetera, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, American United Life, OneAmerica Securities, and Metlife Securities. Since 2020, he has also been involved with Ensign Financial Partners and Ensign Partners, focusing on financial services and retirement planning for business owner clients. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services. The firm operates a multi-manager platform with access to various investment models and managers, managing over $256 billion in assets through more than 10,000 advisors.

John Sawyer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMORGAN Chase Bank, N.A. since 2007. 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 and fund searches, and customized performance reporting within a non-discretionary advisory program. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, with implementation supported by affiliated investment-management entities.

Danielle Huang is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has worked for both Merrill and Bank of America, N.A. since 2014 and 2015, respectively. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrea Armstrong is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation. Prior to joining Edward Jones, Armstrong worked at the University of Texas Southwestern Medical Center and the MD Anderson Cancer Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies through a nationwide network of approximately 23,701 financial advisors.

Briana Prucha is a Series 66 licensed financial advisor with eight years of industry experience. She has worked at Edward Jones since 2016, with prior experience at Jackson Avenue Center, Indigos, and Neal Hamil. 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 national network of financial advisors and branch offices.

Ted Lukeman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Royal Alliance Associates, Cetera Wealth Services, LLC, and MetLife Investment Fund Services LLC. He also operates a sole proprietorship offering major medical and life insurance products. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach with a variety of advisory programs and third-party manager options, supported by a large, multi-advisor platform.

Richard Davis is a financial advisor with Edward Jones in Spring, TX, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and also works as an athletic trainer providing coverage for sporting events in the north Houston area. Prior to joining Edward Jones, he worked in education with Magnolia ISD and Conroe ISD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of advisors and branch offices.

Cassie Lopez is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing three years of industry experience. Her work history includes roles at JPMorgan Securities LLC and Wells Fargo prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model strategies.

Mark Hemann is a financial advisor with Thrivent Investment Management in Spring, TX, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, Hemann serves as a board member and treasurer for the Northampton Municipal Utility District and co-manages a family-owned ranch property. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various planning areas without portfolio management for institutional clients. The firm allows clients to combine planning with managed-account programs through a consolidated billing option called “WealthPlan” while keeping these services separate.

John Gutfranski is a CFP® professional with 31 years of industry experience, currently advising at Cetera since 2021. His prior experience includes six years at VOYA Financial Advisors. He serves as a director on a local utility district board overseeing water management operations. Cetera Investment Advisers LLC is a large SEC-registered firm that supports over 10,000 advisors and serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a wide range of portfolio management and advisory services, managing over $256 billion in assets.