Brian Silver is a financial advisor with Cetera, holding the PFS™ and Series 66 credentials and seven years of industry experience. He previously worked at Avantax Advisory Services and Invesco, and he is also the CEO of Silver Accounting Group, LLC, a CPA firm he owns and operates. In addition to his advisory work, Silver manages his accounting and tax services business separately from his financial advisory practice. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to affiliated and third-party managers, supporting both discretionary and non-discretionary strategies.

Brittney Aparicio is a financial advisor at Cetera with 2 years of industry experience. She holds a Series 66 designation and previously worked at Concourse Financial Group Securities Inc and the State of Texas Health & Human Services. In addition to her advisory role, she provides client service support at Strategic Financial Advisors and is a commissioned notary. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to various third-party managers and program options.

Elizabeth Pfeil is a financial advisor with Robert W. Baird & Co. holding a Series 66 designation. She has been with Robert W. Baird & Co. since 2024, with previous experience at Wisenbaker Builder Services and Sherwin Williams. The DDK Group, part of Robert W. Baird & Co.'s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, tax management, and internal research tools including artificial intelligence.

Micah Inman is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 66 designation and has worked previously at TD Ameritrade and Charles Schwab. Outside of his advisory role, he is the sole owner of a rental real estate business. Fisher Investments serves a global clientele including institutional and high-net-worth individual investors, providing discretionary portfolio management across various asset classes. The firm utilizes a centralized Investment Policy Committee that combines quantitative and qualitative approaches to construct diversified portfolios and employs tax-aware and risk management strategies.

Jackson Wall is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). He earned his High School Diploma from Catholic High School and completed his Bachelor's Degree at Louisiana State University.

Jonathan Conner is a Series 66 licensed advisor with Merrill, based in Kingwood, TX, and has 10 years of industry experience. He previously worked at Edward Jones from 2016 to 2023 before joining Merrill and Bank of America. Outside of his advisory role, he is an officer and meeting leader for a local business networking organization and serves on the advisory board of the Dayton Police Department. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Christopher Hopper is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with LPL Financial since 2002 and previously worked at UBS Financial Services from 2000 to 2002. Outside of his advisory role, Hopper is involved in accounting and tax preparation through C. Cleet Hopper & Co., Inc., and also operates Hopper Farms, a hay-selling business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, asset management programs, and institutional platforms, supported by a large network of investment adviser representatives utilizing various investment strategies.

Tyler Gall is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His work history includes multiple roles at Fidelity Investments since 2020 and prior experience at various country and field clubs. Fidelity’s Strategic Advisers LLC, where he is based, offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that include mutual funds, ETFs, and ETPs.

David Farrell is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services Inc., Lincoln Financial Securities Corporation, and Securities America Advisors. Farrell also engages in insurance sales as part of his professional activities. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, with an investment approach centered on model-based asset allocation, portfolio optimization, and multiple managed account strategies.

Terry Whitney Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at LPL Financial since 2003 and previously spent seven years at Morgan Keegan & Company, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a broad platform that combines advisory capabilities with various financial products and partnerships.

Timothy Neumann is a CFP® with 16 years of industry experience, currently with LPL Financial since 2021. His prior roles include positions at Bass Addicts and Waddell & Reed, Inc., and various insurance carriers within W&R Insurance Agencies. He is also involved with Shoreline Wealth Management, a business entity related to tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, combining advisory services with non-advisory financial products and technologies.

Jamal Fontenot is a Series 66-licensed financial advisor with four years of industry experience, currently with J.P. Morgan Securities in Houston, TX. His prior roles include positions at Fidelity, Corebridge Financial, Valic Financial Advisors, and JPMorgan Chase Bank. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

Charles Fowler is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones in 2025, he worked at CSE W-Industries, Inc. for five years and Weatherford for eight years. Outside of his advisory role, he is involved as an owner in a residential rental management business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.

Javier Villacreses is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at PFS Investments Inc. since 2011 and with Primerica Financial Services since 2009. Outside of investment advisory, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Hernaldo Rivera Jr. is a financial advisor at Cetera with 27 years of industry experience. His prior roles include positions at Linscomb & Williams, Yorktown Management and Research Co., Inc., Api Funds, and BNY Mellon Securities Corporation. Rivera also serves as a financial advisor for WR Anderson & Co., a financial services firm. Cetera Investment Advisers LLC is a nationwide network of independent advisors that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with options that include model portfolios, third-party managers, and customized strategies.

Bryan Treadway is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Allianz Life Insurance Company of North America, Thornburg Securities Corp., and Invesco Distributors, Inc. He is based in Kingwood, TX. 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ryan Ward is a financial advisor at Fidelity with a Series 66 designation. He has experience as a realtor and worked in real estate at Security American Realty for 13 years before joining Fidelity in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Michael Misner is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 credentials and totaling 43 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is employed by Certainty of the Uncertainty, LLC, a firm established to manage his practice. Ameriprise Financial Services is a large institutional advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored, ongoing retirement income planning focused on reliable income sources and tax-aware withdrawal strategies.

Ameet Rajguru is a financial advisor with Primerica Advisors based in Houston, TX, holding Series 63 and Series 65 designations with six years of industry experience. His prior work experience includes roles at Fluor Corp, Zachry Engineering, and Worley/Jacobs. In addition to his advisory role, he is involved in the sale of non-investment related home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates on a large scale, utilizing model-delivery strategies managed by third-party asset managers supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Tiffany Horne is a financial advisor at LPL Enterprise with a Series 66 designation and four years of industry experience. She has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities, utilizing model-driven investment strategies and offering access to third-party asset managers.