Lisa Isenhower is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 registrations and 24 years of industry experience. She previously worked at UBS Financial Services for 10 years before joining RBC in 2024. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.

William Keel III is a financial advisor with OSAIC, holding the CFP® designation and Series 63 and 66 licenses, with 30 years of industry experience. He has worked at Royal Alliance Associates, INC. since 2008 and previously spent six years with Fidelity. In addition to his advisory role, he serves as an adjunct instructor in the Certified Financial Planner graduate program at Rice University. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through multiple programs such as comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, operating a large, multi-advisor platform with a complex affiliate network and private-equity ownership.

Lester Bostwick is a financial advisor with LPL Financial in Spring, TX, holding a Series 63 designation and 30 years of industry experience. He previously worked at Next Financial Group Inc for 17 years and Ameriprise for 12 years. Outside of his advisory role, he is licensed as an insurance agent specializing in fixed annuities and life/health insurance products. 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, model portfolios, and third-party asset management, supported by a large network of advisors and various non-advisory financial products.

Ozzie Bauer is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He has been with UBS since 2009. Bauer is also a partner involved in investment decisions for private limited partnerships. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services and proprietary research to support its advisory network.

Nicholas Domingue is a financial advisor at Morgan Stanley in Houston, TX, with 21 years of industry experience. He has been with Morgan Stanley since 2009 and holds the Series 63, Series 65, and Series 66 credentials. Outside of his advisory work, he is involved as a disc jockey with the University of Louisiana at Lafayette athletics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by its Global Investment Committee’s return estimates and modeling tools.

John Dunegan is a financial advisor with Thrivent Investment Management in Houston, TX. He holds a Series 66 designation and has six years of industry experience. Prior to joining Thrivent, he worked at Private Advisor Group, LPL Financial, Brookwood Advisors, and Invesco. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm focuses on goal-based analyses and allows clients to combine planning with managed-account programs while keeping the services distinct.

Jessica Lauren Vega is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and previously worked for Pappas Restaurants for seven years prior to joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities with wealth management services.

Ashley Richards is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2020. Prior to that, Richards worked at Willis Johnson & Associates from 2017 to 2020. Raymond James & Associates 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, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jeffrey Stubbs is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been working in finance and wealth management since 1999 and has served as a wealth advisor with Merrill Lynch Wealth Management for over 18 years. Jeff focuses on providing wealth management strategies alongside his financial team, assisting affluent clients with concerns such as preserving wealth, mitigating taxes, caring for loved ones, asset preservation, and charitable giving. Jeff's expertise encompasses executive compensation, equity compensation services, family wealth management strategies, services for defined benefit plans, legacy planning, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He and his team utilize a consultative process to understand clients' values and goals, delivering customized recommendations beyond investments. His team collaborates with all lines of business at Bank of America banking services and Merrill Lynch Wealth Management. Jeff earned a Bachelor of Science degree with a minor in Business Administration from the University of Houston and has completed Rice Universitys Certified Financial Planning Program. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Jeff is involved with the Spring Branch Memorial Sports Association.

Carl Lewis is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, NEXT Financial Group, and his own Lewis Loftin Group. Outside of his advisory role, Lewis serves as president of the Woodlake Forest III HOA board of directors. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Lov Bernard is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation. He joined UBS in 2026 and has experience working in various roles including at Transition Support Services, Beebusy Wellness Center, and Zurich North America. Bernard also has entrepreneurial experience with AmLov, LLC, which he has been involved with since 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and provides customized financial planning and portfolio management using proprietary research and model-based asset allocations.

Tyler Porter is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Noble Energy, Inc., where he worked for eleven years. Outside of his advisory role, he is involved with Petra Benefits Financial Services, offering asset management and insurance services through a separate business. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm provides a range of brokerage and advisory services with a model-based investment approach and supports various portfolio management strategies through an extensive multi-advisor platform.

Sheryl Barron is a Series 66-licensed financial advisor with 21 years of industry experience, currently serving clients at Raymond James & Associates in Cypress, TX. She has worked with Raymond James entities since 2017, with prior experience at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Raymond James & Associates 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, institutions, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

Jonathan Linker is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Cerity Partners LLC, Northstar Wealth Management, and a non-financial position at I Fratelli Pizza Houston. He also has academic experience from Texas Tech University. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and model portfolio platforms.

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.

Wesley Blackmon is a Certified Financial Planner (CFP®) with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Katy, Texas. Outside of his advisory role, he is a partner in a family holdings company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices.

Helen Altemus is a financial advisor with LPL Financial based in Houston, TX. She holds the ChFC® designation and Series 66 license, and has 10 years of industry experience. Her career includes roles at Bank of America, N.A. and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

William Winegar is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research model portfolios, subadvisors, and various strategy options.

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.