Rocio Branz is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2010. Outside of her advisory role, she owns a personal LLC focused on authorship related to mediation, yoga, personal development, and design. 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.

Ernesto Saenz is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, Saenz is involved in managing rental property investments. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related and bank deposit sweep options among its investment offerings.

Esmeralda Valarezo is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has previous work experience at Raymond James Financial Services and Amegy/Zions. Valarezo is also involved with The Noble Group, an investment-related business. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Ryan Taylor is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on creating personalized wealth management strategies tailored to clients' individual financial goals and changing market conditions. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to support clients' pursuit of their financial objectives. Ryan holds a Bachelor's Degree from the University of Houston System and is a Personal Investment Advisor (PIA). He is committed to serving clients by understanding their financial stories and providing guidance aimed at achieving their goals. His professional philosophy emphasizes the importance of meeting with an experienced financial advisor to develop personalized retirement strategies, regardless of the time horizon. Outside of his professional work, Ryan volunteers with organizations in the community, reflecting his dedication to service. He enjoys traveling with his family, golfing, and training for obstacle course races.

Daniel Potter is a financial advisor with Cambridge Investment Research Advisors in Houston, TX, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and has served as president and managing member of Potter & Golden, P.C., an accounting and tax preparation firm, since 2006. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, charities, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of investment strategies and platform options tailored to client objectives.

Justin Nichols is a financial advisor with Robert W. Baird & Co. in Houston, Texas, holding Series 63 and Series 66 designations and 28 years of industry experience. Prior to joining Baird in 2019, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, Nichols is involved in restaurant investments through a holding company he co-owns with his spouse and participates as a passive investor in a sports training facility, as well as engaging in sports broadcasting with the NFHS Network. Baird’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of investment and financial planning services, combining internally managed and externally managed strategies, with distinctive features such as municipal advisory services and strategic partnerships.

Jason Williams is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and develops strategies to address short-, mid-, and long-term objectives. His services cover areas such as general investing, retirement planning, and saving for unforeseen events. He also provides clients access to Bank of America specialists for banking, credit, home financing, and small business solutions. Jason holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Stephen F. Austin State University. His approach focuses on uncovering what matters most to clients and their families to create tailored financial strategies. He maintains ongoing communication to address client goals, concerns, and changing needs.

Richard Grant is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His background includes roles at Charles Schwab Bank, UPS/InSync Staffing, and service in the United States Marine Corps Reserve. 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, using a multi-asset investment approach supported by centralized custody and operational infrastructure.

Nancy Tellez is a financial advisor with Thrivent Investment Management in Houston, TX, holding a Series 66 designation and 16 years of industry experience. She has been with Thrivent Financial for Lutherans and its affiliate Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority, combining planning and managed-account services under a consolidated billing option called “WealthPlan.”

Muna Malik is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Bank of America and JP Morgan Securities. Merrill, together 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 managers.

Alex Caballero is a financial advisor at Fidelity with Series 63 and Series 65 credentials and two years of industry experience. Prior to Fidelity, he held roles at Bill.com, Sewell, AmeriPark, Advantage Solutions, HEB, and C.F.I.S.D. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

David Smetek is a financial advisor at Fidelity Investments, holding a Series 66 designation. He has experience working with Fidelity in multiple periods since 2022 and previously held roles at Sunbelt Securities and academic institutions including Texas A&M College and University of Phoenix. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Matthew Selby is a financial advisor with Primerica Advisors in Stafford, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Primerica since 2013 and also has a background working with Fort Bend Independent School District. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients via a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Gregory Allen is a financial advisor at Charles Schwab with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for TD Ameritrade for 10 years. Outside of finance, he serves as a baseball umpire for youth games in Houston, Texas. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by dedicated research and due diligence.

Heather May is a financial advisor with UBS Financial Services in Sugar Land, TX, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Advisors, and Ameriprise. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Tim Hudnall is a financial advisor with RBC Capital Markets based in Houston, TX. He holds Series 63 and Series 66 designations and has 34 years of industry experience. He has worked at RBC Capital Markets since 2012 and also serves at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Jeffrey Aboloff is a financial advisor at UBS Financial Services with 36 years of industry experience. He has been with UBS since 1989 and holds the Series 63 designation. He also serves as a FINRA arbitrator. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market insights.

Faheem Khwaja is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on building trust and integrating all aspects of his clients' financial lives to help them achieve their important goals. He utilizes wealth planning tools and probabilistic models to track and accomplish specific financial objectives, serving a diverse client base nationwide including business owners, healthcare professionals, and non-profits. Faheem holds multiple professional certifications including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Plans Specialist (CRPS). As a CEPA professional, he specializes in helping business owners plan for their transitions and maximize the value of their organizations while advising on personal financial matters. His expertise covers wealth management planning, asset allocation, investment selection, retirement planning, and tax minimization strategies for individuals and businesses. Born in Pakistan and residing in Houston for 38 years, Faheem is committed to community service consistent with Merrill's tradition. He volunteers with organizations providing essential resources such as food, medicine, clean water, and education. He holds an Associate's Degree from Adamajee Govt Science College and communicates with clients in English and Urdu.

Carson Gilstrap is a Financial Consultant at Fidelity Investments. He partners with clients to understand their financial goals and utilizes Fidelity's resources to develop personalized strategies that focus on clients' priorities. Carson emphasizes that successful financial planning begins with a client's values and goals to provide clarity, confidence, and control over their financial future. Carson's professional experience includes roles as a Financial Consultant and Investment Consultant at Fidelity Investments since 2022, as well as a Financial Representative at Fidelity from 2019 to 2022. Prior to his roles at Fidelity, he worked as a Financial Advisor at Morgan Stanley in 2019 and completed an Equity Analyst Internship at Ameriprise in 2018. He holds a California Insurance License. Outside of his professional career, Carson has interests in baseball, cars, golf, outdoor adventures, skiing, and tennis.

Bradley Walkoviak is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Ameriprise and its affiliate firms since 2009. Outside of his advisory role, he owns Cinnamon Oak Consultants, LLC, through which he manages his Ameriprise business. Ameriprise provides a retirement-income planning service aimed at individuals near or in retirement who meet specific asset criteria, delivering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, offering a broad range of advisory, brokerage, and insurance solutions.