Sheryl Barron is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. Her career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James in 2017. She is based in Cypress, TX. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning and consulting services supported by a national adviser network.

Alberto Molina is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Arca Continental and Coca-Cola Southwest Beverages. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and a broad suite of non-advisory financial products.

Samantha Ward is a financial advisor at Morgan Stanley with 17 years of industry experience. She has worked previously at Merrill and held several roles within Morgan Stanley since 2016. Outside of her advisory work, Ward serves on the finance committee and board of Girls on the Run Greater Houston, a nonprofit focused on youth development. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning that incorporates firm-approved tools and market outlooks. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagements and corporate planning agreements.

Natalie Gaskamp is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Bank of America, Merrill, JP Morgan Securities, and LPL Financial. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

David Richburg Jr. is a CFP®-credentialed financial advisor with 27 years of industry experience, currently with Stifel in Houston, TX. He previously worked at Edward Jones for 11 years and spent two years at B. Riley Wealth Advisors and B. Riley Wealth Management. Richburg serves as a trustee for the Frank C Dailey College Scholarship Fund, which provides college scholarships to local high school graduates. Stifel serves a diverse client base, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Jacob Watson is currently serving as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, advancing through roles from Investment Consultant to Financial Consultant before his current vice presidential role. Prior to joining Fidelity, he worked as a New Client Development Specialist at TD Ameritrade in 2019. Jacob focuses on understanding the various financial decisions his clients face during different life events. He approaches financial planning by considering his clients' current life circumstances and strives to provide clear explanations for his recommendations. His goal is to support clients through changing situations with straightforward and tailored financial plans. Outside of his professional work, Jacob enjoys cooking and baking, fitness activities, socializing with friends, gardening, hiking, and traveling.

Pat Patterson is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He previously worked at Edward Jones for 21 years and Walnut Street Securities, Inc. for 22 years. Outside of his advisory role, Patterson operates H&P Enterprises LLC, a storefront ice and water vending machine business. 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 investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Troy Perkins is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Cetera and its related entities since 2025 and previously served at Concourse Financial Group Securities and Lincoln Financial Securities. Perkins is also involved in several financial service businesses, including his own Perkins Financial, where he provides insurance and financial products. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various third-party managers and program options.

Scott Gross is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals, families, and business owners pursue financial confidence through personalized wealth management strategies tailored to their unique goals, values, and aspirations. Scott works closely with clients to develop thoughtful and flexible financial plans that address various aspects of their financial lives, including investments, retirement planning, risk management, estate considerations, cash flow needs, and legacy objectives. With a family background in financial planning, Scott brings a collaborative and proof-based approach to advising. Alongside his brother Gary at Gross and Associates, he combines technical expertise and interpersonal skills to provide strategies supported by financial modeling. His areas of focus include college education planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. Scott holds a Personal Investment Advisor (PIA) designation and earned his education from the University of North Texas and Klein Forest High School. Outside of his professional role, he has interests in adventure sports, ice hockey, scuba diving, and soccer.

Tyler Fink is a financial advisor at Merrill with a Series 66 designation. He has prior experience at Bank of America, Fisher Investments, and has worked in various roles outside the financial industry, including at Texas Christian University and Bear Creek Running Company. 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 plans, corporations, and charitable organizations.

Alan Lopez is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 designations and 13 years of industry experience. He previously worked at LPL Financial and LSNB Investment Services before joining Merrill and Bank of America in 2018. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party teams, with features tailored for tax sensitivity and customizable investment restrictions.

Devon Pittarelli is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation. Prior to joining Edward Jones, he worked at Native Solar, The Big Vibe Group, Alight Solutions, and several educational institutions and agencies. 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 and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Nicholas Hathaway is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2023. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm integrates investment management with Bank of America’s broader banking and capital-markets platform and emphasizes tax-efficient investment strategies.

Matthew Lentz is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2014, concurrently with his role at Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

James Robertson is a financial advisor at Ameriprise with 42 years of industry experience. He holds a Series 63 designation and previously worked at Sagepoint Financial, Inc. and OSAIC. Robertson serves on the Board of Directors for the Westwood Magnolia Improvement District and is the owner of Mint Private Client Group PLLC. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to provide non-discretionary, written retirement-income recommendations.

Lauren Martin is a financial advisor with Edward Jones in Tomball, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, she worked at Austin Independent School District and Texas A&M University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Phillip Graiff is a financial advisor with Edward Jones in Houston, TX, holding the Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as Board Chair of the Pearl Fincher Museum in Spring, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Shaoying Qing is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, Qing held positions at Pruco Securities LLC and GHA Capstone, LLC. Qing has also been involved with an e-commerce LLC and has experience at Texas Tech University. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers and financial planning services.

Charles Sanders III is a financial advisor at J.P. Morgan Securities LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A., Ameriprise Financial Services, and CUNA Mutual Group. 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 applying an ESG eligibility framework in its recommendations.

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.