Jason Roberts is a financial advisor with Ameriprise in Cypress, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Ameriprise and its related entities since 2005. Roberts serves on the board of directors for Last Chance Recovery Center. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Richard Ashcroft is a CFP®-certified financial advisor with Robert Baird & Co., based in Houston, TX, and has 42 years of industry experience. He has been with Robert Baird since 2013. Outside of his advisory role, he is a co-owner and manager of a family partnership, Ashcroft Management. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of portfolio management strategies and emphasizes ongoing manager selection, internal research, and the use of technology in client advice.

Katharine Christian is a CFP® with 30 years of industry experience, currently serving at Robert W. Baird & Co. since 2018. Her prior roles include positions at Hornor, Townsend & Kent, Inc and Penn Mutual Life Insurance Company. She 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, discretionary and non-discretionary portfolio management, and utilizes a blend of manager-traded and model-traded strategies, supported by internal research and ongoing manager monitoring.

John Gauthier is a financial advisor with LPL Financial in Kingwood, TX, holding a Series 66 credential and 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Chase Investment Services Corp., Wamu Investments, Inc., and Wells Fargo Investments, LLC. Outside of advising, he sells sports cards on a limited basis. 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 offers a range of financial planning and portfolio management services through a large network of investment adviser representatives, leveraging a variety of advisory platforms and tools.

Nataly Serrano is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Primerica Advisors and Primerica Financial Services since 2020 and previously held roles at Ruben Luna PLLC and Downeast Outfiters. Outside of her advisory work, she serves as an administrative assistant for A-Plus Striping LLC, a construction services company. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Ron Lantier is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and bringing five years of industry experience. His career includes roles at Primerica Advisors since 2020, TEPCO since 2019, Pinnacle from 2016 to 2019, and Primerica Financial Services starting in 1996. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with over 3,600 advisors and $15.5 billion in assets under management, delivering model-driven advisory services supported by third-party asset managers and custodial partners.

Jacob Byers is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, he worked in various roles including at Landry's Inc. and Encor Solar, and completed periods of full-time education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with diverse offerings 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 nationwide network of financial advisors and branch offices.

Michael Perdue is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has previously worked at Cetera and Foresters Advisory Services, with a career spanning various firms since 2009. 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 offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ronald Hill III is a financial advisor with Edward Jones in Kingwood, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Corey Allen is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and over 20 years of industry experience. His prior roles include positions at Fort Bend ISD and longstanding tenure with PFS Investments Inc. and Primerica Financial Services. Outside of advising, he participates in community organizations including the Greater East Montgomery Chamber of Commerce, San Jacinto Community College, and the Rotary Club. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Paul Dimiceli II is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicholas Hill is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Fidelity Investments since 2021 and prior experience at Wells Fargo Clearing and Raymond James Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple platforms.

William Barrow is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2013. He is based in Houston - Memorial City, TX, and holds a Series 63 license. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department. The firm serves individuals, including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering a range of services such as financial planning, portfolio management, and brokerage services.

Claudia Vasquez is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and 65 licenses with 29 years of industry experience. She worked at Merrill for 10 years before joining LPL Financial in 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Cameron Hayes is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® and Series 66 designations. Prior to his current role, Hayes served 12 years in the U.S. Navy and has owned and managed a leasing and rental real estate business since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Patrick Mc Clernon is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America/Merrill Lynch and had a role at Kingwood Lacrosse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kathryn Lackett is a Series 66-credentialed financial advisor with Ameriprise in Houston, TX, with 12 years of industry experience. She has worked at Ameriprise and its affiliated entity since 2011. Outside of her advisory role, she is involved with The Cynthia Woods Mitchell Pavilion, assisting with event logistics such as ticket scanning and guest seating. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Luis Elias Jr. is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include eight years at Valic Financial Advisors / AIG and current service at Bank of America and Merrill since 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Carlos Rubio is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Prior to joining LPL in 2021, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management for a combined ten years, and earlier at FCA Corp for six years. Outside of his advisory role, he owns Sonora Outfitters, LLC, a business unrelated to investment activities. 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 range of advisory and brokerage services, employing both proprietary and third-party strategies and leveraging technology tools to support its network of over 22,800 advisors.

John Ekar is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of his advisory work, he is the owner of Venturebooks Ekar & Associates and tutors through I4LEARNING in Sugar Land, Texas. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and focuses on delivering advisory services primarily to individual investors.