Xiang Ci Mei is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018 and previously worked at Cetera and East West Bank from 2015 to 2018. She holds the Series 63 and Series 65 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Thomas Ford is a financial advisor with Morgan Stanley based in Sugar Land, TX, holding a Series 66 designation and bringing 21 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as stints at Citigroup Global Markets and UBS Financial Services. Outside of his advisory work, he is involved with Rocky Top TX LLC, a finance-related business. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques, with clients responsible for plan implementation and updates.

Jason Stephens is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at LPL Financial since 2008, with prior experience at Merrill. Outside of his advisory role, he is involved in an insurance business based in The Woodlands, TX. 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 solutions, utilizing both proprietary and third-party strategies across various asset classes.

Christopher Washington is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His background includes roles at Waddell & Reed and various insurance carriers, as well as operating as a notary public for over a decade. 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 broad advisory platform that includes financial planning, model portfolios, and institutional programs. The firm supports over 22,800 advisors and offers a range of investment strategies, combining advisory services with extensive non-advisory financial activities.

Glenda Martinez is a Financial Consultant at Fidelity, where she focuses on understanding her clients' personal stories, families, needs, and goals. She has been working in the financial services industry for over 19 years, assisting individuals, families, and business owners through various life stages and market cycles. Her experience includes roles such as Senior Premier Banker and Vice President at Wells Fargo Bank, Client Service Associate at JPMorgan Chase Bank, Private Client Banker and Licensed Banker at Chase Bank, Registered Representative at First Investors, and Lead Teller at Bank of America. Glenda's approach involves strategic holistic financial planning to help clients build, manage, protect, and transition their wealth.

Nathan Rorick is a Series 66-licensed financial advisor with Edward Jones, based in Pearland, TX, and has 19 years of industry experience. His prior work includes roles at Mutual of America and Axa Advisors, among others. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supporting advisory services with a large nationwide network of financial advisors and branch offices.

Ryan Tolle is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2001, serving in various roles including Vice President, Executive Planning Consultant from 2019 to 2026, and Portfolio Specialist from 2003 to 2006. Prior to joining Fidelity, he worked as a Client Services representative at Ameritrade from 2000 to 2001. Ryan is a Certified Financial Planner™ with 25 years of experience in the financial services industry. He holds a California Insurance License. His approach emphasizes partnering with clients to understand their short-term and long-term goals and developing customized financial plans. He prioritizes forming strong relationships based on trust, reliability, and competency.

Tahir Khursheed is a financial advisor with J.P. Morgan Securities in Missouri City, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at J.P. Morgan Chase Bank, N.A., and Uber. J.P. Morgan Securities provides 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.

Andrew Messarra is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and 65 credentials and bringing 24 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and related entities from 2001 to 2025. Outside of his advisory work, he serves as treasurer and comptroller for the nonprofit A Treasure of Dreams Inc. and operates ALM Financial & Tax Services, providing accounting, tax, and payroll services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management and consulting services, managing over $256 billion in assets.

Ercilia Garza is a financial advisor with J.P. Morgan Securities in Sugar Land, TX, holding a Series 66 designation and 13 years of industry experience. She has worked at J.P. Morgan Securities since 2016 and previously spent three years at Morgan Stanley. 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 approach integrates quantitative and qualitative research, uses forward-looking capital market assumptions, and includes broader derivatives and commodities capabilities.

Michael Johnson is a financial advisor with Primerica Advisors in Sugarland, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at PFS Investments, Inc. since 2007 and with Primerica Financial Services since 2005. Outside of advisory services, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Kendall Elkins is a financial advisor at Stifel with 16 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2019, following an 11-year tenure at Merrill. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology created by its Investment Strategy Group to guide asset allocation and financial planning.

Rosemary Guillotte is a CFP® with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2019. Her prior experience includes roles at Bank of America, N.A. and Merrill, where she worked for a combined total of 27 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jared Sheppard is an Investment Consultant at Fidelity Investments, a role he has held since 2023. He assists clients in pursuing their financial goals by developing personalized financial plans tailored to their unique circumstances and aspirations. Jared emphasizes providing exceptional client service to ensure clients receive consistent guidance and support throughout their financial journeys. Prior to his current position, Jared gained experience in various roles within Fidelity Investments, including Fixed Income Help Desk (2022-2023), Investment Solutions Help Desk (2021-2022), and Investment Solutions Representative (2021). He also worked as a Participant Services Representative at Charles Schwab from 2019 to 2021 and as a Financial Representative at AXA Advisors from 2018 to 2019. Outside of his professional work, Jared has personal interests in baseball, camping, cooking and baking, football, gardening, and golf.

Andrew Ennis is a financial advisor with Edward Jones in Sugar Land, TX. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Edward Jones, he worked at Valaris Ltd for 12 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as its affiliated financial services.

Emmanuel June is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 65 designations and 25 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with Wm Financial Services, Inc. since 2006. 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 integrates quantitative and qualitative due diligence and may include ESG considerations, with implementation support from affiliated investment-management entities.

Mark Dempsey Jr. is a financial advisor at Edward Jones with five years of industry experience. His previous roles include positions at Southern Glazers Wine and Spirits, Solon Marketing, and D&V International. He holds a Series 66 designation. 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 under management through a nationwide network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.

Henry Jones is a financial advisor with Primerica Advisors in Stafford, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Primerica Advisors since 2012 and has worked with Primerica Financial Services since 2009. Outside of advisory work, he receives non-investment related compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm utilizes third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily under a tiered wrap-fee structure.

Amy Ciolli Curtis is a financial advisor with Primerica Advisors in Pearland, TX, holding Series 65 and Series 63 registrations and 22 years of industry experience. She has been with Primerica Advisors since 2016 and has been associated with Primerica Financial Services since 1995. In addition to her advisory role, she is involved in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and offers a range of portfolio models, including strategic, tactical, and tax-managed approaches, supported by custodial and trade execution services from Pershing and overlay management by BNY Mellon Advisors.

Paul Matatall is a financial advisor at Edward Jones with 22 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of advisory strategies, tax-efficient services, and affiliated investment products.