David Brady is a financial advisor with Raymond James & Associates in The Woodlands, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James & Associates since 1998. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Shaoying Qing is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. Qing's prior roles include positions at Pruco Securities LLC, GHA Capstone, LLC, and entrepreneurial experience with YuShi Apparel e-commerce LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, access to external asset managers, and participation in the Model Wealth Portfolios wrap program.

Charles Sanders III is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan and JPMorgan Chase Bank, N.A. since 2016, with prior roles at Ameriprise Financial Services, CUNA Mutual Group, and Southern New Hampshire University. 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 asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations and offers broader derivatives and commodities capabilities compared to many similar programs.

Erica Greene is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. She has worked at various Wells Fargo entities since 2013, including Wells Fargo Bank NA and Wells Fargo Clearing Services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with banking, lending, and trustee services.

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.

Adam Burden is a financial advisor with Thrivent Investment Management in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Thrivent, he worked in education with Texans Can Academies and the Austin Independent School District. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses without discretionary trading authority. The firm allows clients to integrate planning with managed accounts through a consolidated billing option, maintaining separation between the services.

Kenneth Logsdon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions.

James Whitmore Sr. is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses. His career includes roles at Summit Financial Group Inc. and Summit Brokerage Services, Inc., and he operates Whitmore Financial Services, a separate business he founded in 2002. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Nicholas Ostaszewski is a financial advisor with J.P. Morgan Securities in Cypress, Texas, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes prior roles at AXA Advisors and Cy-Fair ISD alongside his current tenure at J.P. Morgan. He has additional involvement with Taso and CBCU. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens, qualitative research, and forward-looking capital market assumptions to build model asset allocations within an ESG eligibility framework.

Athena Morrow is a financial advisor with Ameriprise in The Woodlands, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she provides plan production services to local advisors through Penni, Rippey, Cunningham & Associates, LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

James Farris is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 32 years of industry experience. His prior work includes roles at VOYA Financial Advisors and Fidelity Union Life Insurance. He also owns Farris Financial Group, an entity involved in the sale of securities and insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, supporting discretionary and non-discretionary strategies across multiple program structures.

Loren Westerfield is a financial advisor at Edward Jones with a Series 66 designation and one year of experience at the firm. His career includes roles at InfoStride, We the Veterans Foundation, Atkinson Engineers, Liberty University, and eight years with the United Service Organizations (USO). Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management and a large nationwide network of financial advisors and branch offices.

Zachary Heard is a financial advisor with UBS Financial Services in The Woodlands, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Fidelity Investments and Invesco. He is a partner in Black Creek Investment LLC, a real estate investment venture. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering portfolio management, financial planning, and access to alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

John Mccauley is a CFP® professional with 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Deutsche Bank Securities Inc. and UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to inform diversified investment strategies.

Carlos Cruz Martinez is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and five years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2024, and previously at Bank of America and Merrill from 2018 to 2023. Prior to his advisory roles, he was employed at the University of Houston Downtown. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research and incorporates ESG criteria into its recommendations.

Anthony Torres is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and one year of industry experience. He has worked at Ameriprise since 2018 and has prior experience at Heb and Klein Oak Highschool. Outside of his advisory role, he is involved in music as a songwriter and performer. Ameriprise is a large institutional firm that offers retirement-income planning services and a broad range of advisory, brokerage, and insurance solutions. Their approach includes algorithm-driven retirement recommendations combined with personalized financial advising, primarily serving clients with significant investable assets.

Bruce Robertson is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Lincoln Financial Advisors for 10 years. Outside of his advisory role, he provides instruction and performs in musical concerts and is involved in an event planning business alongside his wife. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and supports a range of managed account strategies and third-party money manager programs.

Cynthia Lange is a financial advisor with Merrill, holding the Series 63 and Series 66 designations and bringing 37 years of industry experience. She has been with Merrill since 2009. Outside of her financial advisory role, she is an officer at Texas Glassblowing, LLC, a family-held business in Magnolia, Texas. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jackson Markham is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. His prior work includes roles at Integrated Payment Services and involvement in golf-related business activities through Jackson Markham Golf. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which provides asset allocation and planning analyses to support client decision-making.

Bradley Glenn is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and Sagepoint Financial, Inc. before joining OSAIC. Glenn is also involved with Harman Wealth Management, where he advises clients on portfolio transactions, conducts insurance reviews, and provides financial planning services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization with a range of investment programs and third-party manager options.