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 at J.P. Morgan Securities with 13 years of industry experience. She holds the Series 66 designation and has been with J.P. Morgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers its services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Muhammad Ali Shafique is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. His work history includes roles at Bank of America, N.A. since 2018, Merrill since 2017, and PrimeWay Federal Credit Union from 2015 to 2017. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

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 at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012. Prior to that, he worked at Wm Financial Services, Inc. beginning in 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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 licenses and having 22 years of industry experience. She has been with Primerica Advisors since 2016 and has worked with Primerica Financial Services since 1995. She also receives non-investment compensation through referrals related to home security, automation products, and loan services. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program using model-based strategies managed by third-party asset managers and supports trade execution and custody through Pershing.

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.

Benjamin Coffman is a CFP® and holds a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets across a large network of financial advisors and branch offices, providing clients with access to affiliated mutual funds, separately managed accounts, and tax-efficient services under a fiduciary standard.

Roneil Patel is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and having one year of industry experience. Prior to joining Wells Fargo in 2025, he worked at Equitable Advisors, LLC for one year. His background also includes roles at Baylor University and RS Oilfield. 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 offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Stephen Hlavinka is a Series 66-licensed financial advisor with LPL Financial, bringing eight years of industry experience. He previously worked at Edward Jones for six years and spent ten years with Brazos Independent School District. Outside of his advisory role, he serves as a worship leader at Grace Community Fellowship, a position he has held since 2010. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven investment strategies.

Olajide Sarayi is a Financial Advisor with Merrill Lynch Wealth Management, specializing in retirement planning and financial milestones for professional clients, including doctors, lawyers, engineers, IT professionals, and small business owners. He focuses on developing personalized strategies that address college education planning, family wealth management, legacy planning, defined benefit plans, tax minimization, retirement income, and investment strategies for individuals and corporations. Olajide holds a Bachelor's Degree from the Federal University of Technology and an MBA from Virginia International University. His professional credentials include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is fluent in English, Yoruba, and Hausa and serves in the Foster Care Support Foundation Inc., reflecting his community involvement. In his approach, Olajide prioritizes understanding clients’ unique goals and perspectives to create tailored financial plans. Beyond his professional role, he has a range of personal interests, including adventure sports, basketball, biking, boxing, golfing, music, skiing, tennis, traveling, and watching movies.

Andrew Thompson is a financial advisor at Edward Jones in Pearland, TX, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Grassroots Church from 2016 to 2019. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient investment options.

Jesse Esbeck is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and previously worked for the Attorney General of Texas for 13 years before joining Edward Jones in 2018. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sasha Lobo is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, Sasha held roles at Lulu Lemon, Aji Sushi, and David's Bridal, and has experience in higher education at Texas A&M University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and comprehensive asset management.