Jason Hugele is a financial advisor with Wells Fargo Clearing in Cypress, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he co-owns MK Events LLC, a business involved in tax preparation for his spouse's wedding and event floral business. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Blake Greer is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 23 years of industry experience. He has worked at Cetera since 2025 and has managed Greer Wealth Management since 2013, previously working at Concourse Financial Group Securities Inc for 12 years. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party money managers.

John Carolyn is a financial advisor at Stifel in Houston, TX, holding a Series 66 designation with 24 years of industry experience. He was previously with UBS Financial Services for 23 years before joining Stifel in 2025. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm offers episodic fee-based financial planning and caters to a variety of client needs without automatic implementation or ongoing monitoring.

Jared Kenney is a ChFC®-designated financial advisor with 17 years of industry experience, currently affiliated with LPL Financial in Sugar Land, TX. His prior experience includes roles at Raymond James Financial Services and Oak Harvest Investment Services. Outside of his advisory work, he is involved in several business ventures, including ownership of Wild Aggie Studios LLC, operating under the brand Hotworx Sugar Land. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

James Barnett is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He previously worked at Waddell & Reed, Inc. and various insurance carriers from 2005 to 2021, and has operated his own entities, including CSS455 LLC. James also maintains an insurance agent role related to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources across discretionary and non-discretionary programs.

Trevor Mc Gee is a financial advisor with Charles Schwab based in Sugar Land, TX. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His work history includes roles at Charles Schwab and Charles Schwab Bank, along with prior positions at Greenyard Inc and Texas A&M University Department of Recreational Sports. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Lindsey Hutton is a CFP®-designated financial advisor with Edward Jones in Houston, TX, with nine years of industry experience. She has been with Edward Jones since 2016 and previously worked at Innovative Funding Services, LLC. Outside of her advisory role, she is involved with Crossfit Eminence. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cody Turner is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2021. Outside of finance, he has experience at The Toasted Yolk and worked at At&t. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment programs.

David Zian is a CFP® professional with a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent five years at Robbins Brothers. Based in Houston, TX, he is affiliated with Edward Jones, a full-service wealth management firm serving over four million individual and institutional clients. Edward Jones 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. The firm operates a nationwide network of more than 23,700 financial advisors and maintains capabilities such as a trust company and securities-based lending.

Jonathon Alicea is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. His prior experience includes roles at Dyversity, LLC, One Main Financial, and Wells Fargo. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan banking and broker-dealer organization.

Taylor Navel is a Series 66-licensed financial advisor with Edward Jones in Richmond, TX, and has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Christopher Collins is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, Woodbury Financial Services, The Fitzpatrick Group, and several other firms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jason Valentz is a financial advisor with UBS Financial Services in Sugar Land, TX, holding a Series 66 designation and 18 years of industry experience. He previously worked at Bank of America, N.A., and Merrill from 2016 to 2020 before joining UBS in 2020. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm uses proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances while combining institutional trading capabilities with wealth management services.

Garrett Roberts is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has nine years of industry experience, including prior roles at AXA Advisors, LLC and Ralph Lauren. Outside of his advisory work, he is involved with Melissa Roberts LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC-registered investment adviser and broker-dealer platform.

Jay Jackson is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and three years of industry experience. His prior work includes positions at PFS Investments Inc., The Fiduciary Alliance, Jackson Hewitt Tax Service, and Shell Oil Company, where he spent 22 years. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based strategies and a limited number of discretionary separately managed account options.

Brad Smith is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior experience includes roles at The Huntington Investment Company, JPMorgan Securities LLC, Morgan Stanley, and MassMutual. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a variety of financial and estate planning topics without portfolio management or discretionary trading authority.

Steven Ambriz is a Wealth Management Advisor with VMT Wealth Management, affiliated with Merrill Lynch Wealth Management and Bank of America. Since beginning his financial services career in 2009 and joining Merrill Lynch in 2012, Steven has focused on delivering comprehensive wealth management strategies tailored to clients' individual goals and risk tolerances. His work includes asset management, insurance planning, estate planning services, customer lending, and access to private banking. Steven emphasizes clear communication and personalized service to help clients align their financial actions with their long-term objectives. He holds several professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Steven earned a Bachelor's Degree from the University of Houston Downtown and completed an Accredited Certificate Program at Rice University. Born and raised in Texas, Steven currently resides in Richmond, a suburb of West Houston, with his wife and three children. He is involved in community organizations such as Brookwood Community and Paternal Time Inc. Outside of work, he enjoys fishing, hunting, F3 workouts, and playing disc golf.

Yi Zhu is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2023, Yi worked at Canaccord Genuity Wealth Management and Raymond James Ltd., with a combined eight years in the financial services sector. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and brokerage services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jocelin Mathews is Vice President and Financial Consultant at Fidelity Investments, a position held since 2023. Jocelin has been with Fidelity Investments in various roles since 2011, including Financial Consultant, Planning Consultant, Senior Relationship Manager, and Relationship Manager. Prior to joining Fidelity, Jocelin worked as a Financial Planner at Raymond James Financial from 2006 to 2010, and as an Account Administrator and Information Portfolio Specialist at Wachovia Securities from 2002 to 2006. Jocelin collaborates with clients to create comprehensive financial plans aimed at building, preserving, and distributing wealth. The approach involves understanding what is important to clients and their families to develop and implement tailored strategies that ensure comfort and confidence throughout the financial planning process.

Scott Fogleman is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Salient Capital L.P. and Bank of the West. 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 through its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.