Cathy Buchanan is a CFP® with 27 years of industry experience. She is currently with Cambridge Investment Research Advisors and previously worked at Ameriprise and Ameriprise Financial Services. She is also the owner of Metam Wealth Advisors, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using a range of strategies and platform arrangements.

Nathan Burks is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He collaborates with clients to develop tailored financial strategies aimed at achieving long-term financial well-being and confidence for retirement planning. Prior to his current role, Nathan worked as an Investment Consultant at Fidelity Investments from 2022 to 2023. Before joining Fidelity, he held positions as Lead Advisor at Aspire Wealth Advisors from 2021 to 2022 and as a Financial Advisor at Principal from 2019 to 2021. Nathan's professional experience spans multiple roles in the financial advisory field, focusing on client collaboration and strategic financial planning. Outside of his professional work, Nathan enjoys outdoor activities such as beach outings, camping, fishing, running, and spending time with his pets.

Gerald Mischon Jr. is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and over 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is involved with Black Diamond Incorporated, a holding company for concession equipment assets, serving as its secretary. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer providing financial planning and advisory services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and committee insights.

Erin Spring is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011. Based in Houston, TX, she works within a large institutional firm. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bernard Adam III is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His previous roles include positions at VOYA Financial Advisors and Cetera Wealth Services. He is an owner of Bedrock Financial Advisors, LLC, and serves as a board member of a property owners association. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors managing approximately $256 billion in assets.

Sopuruchi Uchechi Onuoha is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Primerica Advisors, Onuoha worked at Primerica Financial Services and held positions at TDCJ and Kamalu, Wodu and Associates. Outside of advising, Onuoha is involved in sales of non-investment home-related products through affiliated companies. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

Danielle Masin is a financial advisor with J.P. Morgan Securities in Tomball, TX, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Merrill and Bank of America. 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 delivers its program on a non-discretionary basis, combining institutional advisory operations with brokerage and investment management capabilities.

Chenchu Vellore Srinivas is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Guardian Life Insurance Company and Rethink Wealth. Outside of his advisory role, he is involved with ASV Consulting Group, a civil engineering and subsurface utility service company, where he manages employee payroll. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support client decision-making.

Will Ortiz is a financial advisor with J.P. Morgan Securities in Katy, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior experience includes roles at Bank of America/Merrill Lynch and multiple positions within JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the larger J.P. Morgan organization and offers a range of fund and strategy recommendations approved through internal review.

Theodore Stanley is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 registrations and over 31 years of industry experience. He has worked at LPL Financial since 2007 and previously held roles at SeCU Brokerage Services, Merrill, and Banc One Securities Corporation. Outside of his advisory work, he is a board member of the nonprofit TownshipFuture and operates a small gift basket business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and large-scale operations.

Anthony Bui is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Wells Fargo Advisors. Bui is based in Houston, TX. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Martin Pate is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1996. In his role, Martin assists clients in portfolio construction tailored to their risk tolerance, objectives, and time horizons through the Investment Advisory Program. His client focus areas include institutional and corporate benefit services, employee financial health, managing new wealth, personal retirement planning, philanthropic planning, and retirement income. Martin holds several professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned both his Bachelor’s and Master’s degrees from the Texas A&M University System, with a Master’s in Statistics. He has also completed training at Wharton’s Executive Education Program. A resident of Fort Bend County for over 38 years, Martin, along with his wife Pam and their three children, is active in the local community, including involvement with the Houston Livestock Show and Rodeo. Outside of his professional work, Martin enjoys baseball, cooking, fishing, football, gardening, golfing, horseback riding, and woodworking. His approach to wealth management emphasizes collaboration to align financial planning with clients’ unique life priorities and changing circumstances.

Steven Swanson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers its program on a non-discretionary basis, combining large institutional advisory operations with additional market-facing registrations and functions.

Dan Neuenfeldt is a Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he works closely with clients to define and prioritize their financial goals, emphasizing collaboration to develop tailored financial plans. Prior to this, he served as a Planning Consultant and Relationship Manager at Fidelity Investments from 2021 to 2024. His earlier experience includes working as a Financial Advisor at Waddell & Reed from 2015 to 2019. Throughout his career, Dan has focused on understanding clients' individual circumstances to provide personalized financial guidance. Outside of his professional responsibilities, he has interests in military service and running.

Daniel Ojekunbi is a financial advisor with Primerica Advisors in Richmond, TX, holding Series 63 and Series 65 credentials and four years of industry experience. His work history includes roles at Primerica Advisors, Optic, Inc., and Primerica Financial Services, among others. He also engages in sales of investment-related products and receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors 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 delivers advisory services primarily through model-based strategies managed by third parties, supported by custodial services from Pershing and overlay management by BNY Mellon Advisors.

Camiel Verburgt is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Lekker Eten Inc., Lincoln Financial Distributors, Global Retirement Partners, LPL Financial, OneAmerica Securities, and American United Life. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Carlos Cruz Martinez is a financial advisor with J.P. Morgan Securities in Cypress, TX, holding a Series 66 designation and five years of industry experience. His work history includes roles at JPMorgan Chase Bank, Bank of America, Merrill, and the University of Houston Downtown. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Ray Burns Jr. is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 63 designation and with 39 years of industry experience. He has been with UBS Financial Services since 2013. Burns serves on the Houston Independent School District Investment Advisory Committee and is a non-compensated trustee for the Southwestern Theological Seminary Foundation. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities with wealth management services.

Stephen Mount is a financial advisor at Edward Jones in Katy, TX, with eight years of industry experience. He holds a Series 66 designation and previously worked at Slalom, LLC for four years. Outside of his advisory role, he serves as Vice President on the board of Fort Bend County Municipal Utility District No. 58 and owns a family farm where hay is grown and sold. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Mychael Haywood is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, combining institutional advisory operations with brokerage and investment management capabilities.