Kenneth Parker is a financial advisor with Edward Jones in Houston, TX, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he serves on the finance committee of Good Shepherd United Methodist Church in Cypress, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies and maintains affiliated capabilities such as a trust company and proprietary mutual funds, supporting approximately $1.01 trillion in assets under management.

Tyler Ginn is a Financial Advisor with Merrill Lynch Wealth Management, serving clients alongside Ginn Wealth Management, an advisory team based in Baton Rouge. He works to provide wealth management services that focus on connecting all aspects of clients' financial lives to help prioritize and pursue personal goals. His areas of focus include college education planning, personal retirement planning, and portfolio management services. Tyler joined Merrill Lynch Wealth Management in 2021 and holds a bachelor's degree in finance from Louisiana State University, obtained in 2024. He has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). His approach centers on developing strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. Outside of his professional role, Tyler enjoys LSU sports such as baseball and football, as well as hiking, traveling, and playing pickleball.

Chad Brown is a financial advisor with J.P. Morgan Securities in Cypress, TX, holding Series 66 and Series 63 registrations and bringing 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at J.P. Morgan Chase Bank since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, including ESG considerations, supported by centralized due diligence and leveraging affiliates for implementation and portfolio services.

Jennifer Salvato is a financial advisor with Cetera, holding a Series 66 designation and over 10 years of industry experience. She has been with Cetera and its affiliated entities since 2013 and has operated Salvato Design Services since 2010. In addition to her advisory work, she serves as the finance chair for the Women's Ministry Board at Holy Covenant United Methodist Church. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services through a nationwide network serving individual, corporate, charitable, and institutional clients. The firm provides access to multiple investment platforms and third-party managers, managing over $256 billion in assets with more than 10,000 advisors.

Eponine Winegar is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked with WebWeevil.com LLC and had roles at VillaSport Athletic Club and Spa, HBU Bradshaw Fitness Center, and Houston Baptist University. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a broad range of financial planning and investment management options.

Christopher Natera is an Investment Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he collaborates with clients to assess their financial goals and risk tolerance, developing investment strategies that align with their objectives. Prior to this position, Christopher served as a Relationship Manager at Fidelity Investments from 2023 to 2024 and as a Financial Representative from 2022 to 2023. Outside of his professional work, Christopher has personal interests in baseball, bowling, fitness, golf, soccer, and tennis.

Robert Strange is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of finance, he owns and operates O-Face Productions, a live music production and equipment rental business, and performs with the band Adrenaline. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services.

Calvin Yuen serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2021. In this role, he oversees branch operations and leads client service initiatives. Prior to his current role, Calvin worked as a Regional Planning Consultant for Fidelity Investments from 2017 to 2021, developing expertise in financial planning and client advisory services. His approach focuses on tailoring strategies to meet each client's specific financial goals and circumstances. Outside of his professional responsibilities, Calvin has interests in baseball, bowling, fitness, running, and snowboarding.

Steven Nelson is a financial advisor with LPL Financial in Katy, TX, holding Series 63, Series 65, and Series 66 credentials and having 28 years of industry experience. He previously worked at Next Financial Group Inc. for 19 years and Bok Financial Asset Management, Inc. for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services through a large network of investment adviser representatives and provides access to model portfolios, third-party asset management, and institutional platforms.

Henry Matula Jr. is a Wealth Management Advisor and Portfolio Manager at Merrill Lynch Wealth Management. He has been a FINRA registered advisor since 1993 and has been with Merrill and its predecessors since June of 1993. As a Portfolio Manager in the Merrill Investment Advisory Program, he can manage personalized or defined investment strategies, which may include individual stocks, bonds, model portfolios, and third-party investment strategies, often with discretionary authority if given by clients. Henry holds a Bachelor of Business Administration in Finance from the University of Houston’s C. T. Bauer School of Business. He completed the Executive Education Program at the University of Pennsylvania’s Wharton School in 2003. His professional designations include CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also holds several licenses including Group 1 Texas Life and Health and FINRA Series 6, 7, 63, and 65 registrations. A native Texan from the Houston/Galveston area, Henry is involved with his church and participates in human welfare charities. He and his wife Tanya live in Houston, Texas, and enjoy spending time with their two sons. His personal interests include fishing, golfing, music, surfing, and tennis.

John Mott is a financial advisor at Morgan Stanley in Houston, TX, with 44 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Alison Daley is a financial advisor with Robert W. Baird & Co. in Houston, Texas, holding a Series 66 designation and with 16 years of industry experience. She has been with Robert W. Baird & Co. since 2006. Outside of her advisory role, Daley serves as treasurer for Big Fella Classic Inc., managing funds raised for charitable organizations, and advises the Peoria City Council as a member of the Downtown Advisory Commission. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves a broad client base including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers services such as financial planning, portfolio management, separately managed accounts, and municipal advisory services, utilizing a combination of manager-traded and model-traded strategies with ongoing manager selection and monitoring.

Rebecca Rhodes is a financial advisor with Primerica Advisors in Cypress, TX, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. She has worked with PFS Investments Inc. since 2007 and Primerica Financial Services since 2006. In addition to her advisory role, she is involved in the sale of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm employs an operational model that curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Richard Pfeil is a CFP® and Series 66 designated advisor with Robert W. Baird & Co., where he has worked since 2013. He has 22 years of industry experience. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, and custody and brokerage services, supported by in-house research and strategic partnerships.

Ted Oliver Sr. is a financial advisor with Equitable Advisors, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Stifel Independent Advisors, Morgan Stanley Private Bank, Morgan Stanley, and Edward Jones. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Louis Mattaliano is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Raymond James and affiliated entities since 2009. Outside his advisory role, he is a limited partner in the Mattaliano Family LP and a member of Memorial Equities, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting services using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA consulting.

Franklin Guanipa Navarro is a financial advisor with Fidelity in Katy, TX, holding a Series 66 credential and four years of industry experience. He has worked at Fidelity Investments since 2022 and previously held roles at Pruco Securities LLC and Everise. Outside of his advisory work, he is a partner at Small Cakes, a bakery cafe in Houston, where he manages business development, financial operations, logistics, accounting, and business analysis. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Jimi Shah is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and bringing five years of industry experience. He has worked previously at Van Leeuwen & Company, LLC, where he spent a total of eight years across two periods. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management services delivered through a large network of advisors, offering both discretionary and non-discretionary strategies supported by a variety of proprietary and third-party resources.

Dustin Creager is a Series 66-licensed financial advisor with Edward Jones in Spring, Texas, where he has worked since 2018. He has eight years of industry experience and a prior 20-year career at Wal-Mart Stores Inc. In addition to his financial advisory role, he serves as a volunteer firefighter and District Chief with the Klein Volunteer Fire Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various market segments. The firm offers a range of investment advisory programs and maintains a large national presence with over 23,000 advisors and 15,000 branch offices.

Stephanie Brown is a financial advisor at RBC Capital Markets with 31 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. Brown holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies and multiple advisory programs that offer portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers and provides options for tax management and responsible investing.