Bradley Walkoviak is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Ameriprise and its affiliate since 2009. He is also the owner of Cinnamon Oak Consultants, LLC, through which he manages his Ameriprise advisory business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies.

Charles Mehling is a financial advisor with LPL Financial, holding the Series 63 designation and bringing 39 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he is involved in the sale of group and individual health, fixed life, disability income, and long-term care insurance products through Mehling Financial Group. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Nicole Chan is a financial advisor at RBC Capital Markets in Houston, TX, with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JPMorgan Chase Bank, N.A. and Legacy Mutual Mortgage. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs tailored to clients' risk profiles, utilizing a combination of in-house and third-party investment managers while providing portfolio management, financial planning, custody, and brokerage services.

Jacob Zolman is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked in construction and held various roles including at Kingwood Park High School and the office of Texas State Senator Brian Birdwell. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Daniel Weber is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2011. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Marcus Fair Jr. is a financial advisor with RBC Capital Markets, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Baird and BMO Harris Bank. He is based in Houston, TX. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, tailored strategies based on client risk profiles, and access to both in-house and third-party investment managers.

Steven Will is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he was employed at Charles Schwab Bank and Charles Schwab & Co., Inc. for two years and worked at Lone Star College - University Park for two years. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisory strategies with a range of options including strategic allocations and alternative exposures.

Lisa Calloway is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 17 years of industry experience. Her career includes roles at Cambridge Investment Research Advisors since 2020, preceded by work at H.D. Vest and Wells Fargo Clearing. She is also the owner of Focus Forward Divorce Planning, a divorce planning service based in Spring, TX. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and offering access to multiple platforms, third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Justin Letbetter is a financial advisor with Thrivent Investment Management in Houston, TX, holding a Series 66 credential and one year of industry experience. His background includes military service in the United States Marine Corps and roles at Caldwell Companies and Texas A&M prior to joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive written recommendations on various financial planning topics while separating planning from portfolio management.

Carlos Diaz is a Financial Consultant currently working at Fidelity Investments. He focuses on understanding his clients' financial goals and concerns to build and develop holistic plans that address their needs and help achieve their objectives. He has professional experience in various roles including Financial Consultant and Investment Consultant at Fidelity Investments in 2023, as well as Premier Banker and Relationship Banker at Wells Fargo from 2015 to 2023. Outside of his professional work, Carlos enjoys spending time with friends and attending social events. He also has interests in scuba diving and traveling.

Julia Arnsworth is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations and affiliated entities.

Emilee Baker is a Series 65-licensed financial advisor with two years of industry experience, currently working at Edelman Financial Engines in Houston, TX. Her background includes prior roles within the same firm and its predecessor, Financial Engines Advisors, L.L.C., as well as experience outside finance at United Rentals Inc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management with a focus on diversified model portfolios and long-term investment orientation.

Gavin Walters is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience at Uber and ARISS Financial Group/Kuttin Wealth Management Ameriprise. Walters also has a background outside finance, having worked at Mencius Gourmet Hunan. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through a centralized team and proprietary analysis tools.

Hongjie Zheng is a financial advisor at Edelman Financial Engines in Houston, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Edelman Financial Engines, Zheng worked at Financial Planning Solutions and has experience in the food service industry through Haidilao Hot Pot Houston Inc. Zheng’s background also includes several years in education, working at various high schools and Bentley University. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios and long-term oriented investment management across a broad range of account types.

Robert Taphorn is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with affluent individuals and families to address a range of financial needs, including retirement planning and investment strategies. Robert and his team take a collaborative approach to wealth planning, aiming to generate tailored ideas that help clients achieve their financial goals. Since joining the Taphorn, Boike & Associates team at Merrill in 2016, Robert has assisted clients from the Houston area and across the country in managing family wealth, legacy planning, portfolio management, socially responsible and ESG investing, tax minimization, and retirement income strategies. He leverages Merrill’s research, planning capabilities, and investment resources to support his clients effectively. Robert holds a Personal Investment Advisor (PIA) designation and graduated from the University of Texas at Austin in 2015 with a bachelor's degree in Economics and a minor in Business Administration. Outside of his professional role, Robert enjoys playing disc golf and watching films in his free time.

Matthew Braxton is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and having 13 years of industry experience. His career includes roles at Merrill, Bank of America, BOKF Bank of Texas, and JPMorgan Chase Bank. Outside of his advisory work, he is involved in managing a single-family rental property through his own business, Brackstone Properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates quantitative and qualitative due diligence and may include ESG criteria, with implementation support from affiliated investment management entities.

William Probe is a financial advisor with Ameriprise in Humble, TX, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his work at Ameriprise, Probe manages an independent advisory business through DGW Worldwide, LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized advice, with an emphasis on assets held within Ameriprise-managed accounts.

Bill Rippey is a financial advisor at Ameriprise in Houston, TX, with 32 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in business ownership through Ronin Services LLC and a member of Pennway Management, both non-investment-related activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Chloe Tran is a financial advisor at Cetera with 14 years of industry experience. She holds the Series 66 designation and has been with Cetera Wealth Services, LLC since 2013. Outside of her advisory role, she provides administrative support to a registered representative and holds a fixed insurance license. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base, including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Jay Gentry is a financial advisor at RBC Capital Markets in Houston, TX, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Baird, Good Karma Brands, Rosen Honda, Wheeling University, and Brown Deer High School. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, utilizing a mix of in-house and third-party investment managers tailored to each client’s risk profile.