Khadeeja Qureshi is a financial advisor with Merrill, holding Series 66 and Series 63 designations and three years of industry experience. Her prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Before entering finance, she was involved with Net Car Showroom and Sewell Automotive Companies. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joshua George is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. His career also includes roles at JPMorgan Chase Bank, N.A. and Highpoint Insurance Group. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Marlon Robinson II is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at Nordstrom and Integrity One Logistics, among other positions. Outside of his advisory work, he is involved as a managing member of a home renovation and remodeling business and is a partner in a streetwear e-commerce clothing brand. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and provides model portfolios built from mutual funds, ETFs, and ETPs, with oversight and advisory roles that include registered investment companies and fund-of-funds.

Austin Gay is a financial advisor at Edward Jones in Katy, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Kiewit and held various roles at Texas A&M University, Lockheed Martin, and Ernst & Young. He also serves as Secretary for MUD #88 in Houston, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

David Navia is a Series 66 licensed financial advisor with Edward Jones, based in Richmond, TX, and has two years of industry experience. Prior to joining Edward Jones, he worked in various roles at The Cellar Door, Verizon, Bestbuy, and Houston Certified Diamonds. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Allen Van Maanen is a financial advisor with UBS Financial Services in Richmond, TX, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning 12 years before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to customize client plans. The firm operates with a broad platform that includes institutional trading capabilities alongside wealth management services.

Raymond Stauffacher is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He previously worked at UBS Financial Services Inc for 11 years before joining Wells Fargo Clearing in 2020. Outside of his advisory role, he is a limited partner in a family partnership. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Charles Johnson is a financial advisor with Primerica Advisors in Sugarland, TX, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors since 1996 and worked previously at the Preventive Medicine Institute for seven years. Johnson’s activities also include part-time sales of loan products and home security services affiliated with Primerica. Primerica Advisors primarily serves individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and supports a range of tactical and strategic investment approaches.

Margaret Meaux is a financial advisor at Beaumont Asset Management, LLC in Richmond, TX, holding a Series 65 designation with five years of industry experience. She previously worked at Wells Fargo from 2019 to 2021 and has held multiple roles within Beaumont Asset Management since 2017. Beaumont Asset Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a fundamental analysis investment process with tailored portfolio allocations and manages approximately $365 million in discretionary assets.