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. She has worked with Cambridge Investment Research Advisors since 2020 and previously worked at H.D. Vest Advisory Services and related entities from 2015 to 2020. Outside of her advisory role, she owns Focus Forward Divorce Planning, a divorce planning service based in Spring, TX. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a variety of portfolio management approaches and platform arrangements tailored to client objectives.

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 at major firms including Bank of America and Merrill. She is based in Spring, TX. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

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 at J.P. Morgan Securities with 12 years of industry experience. He has held positions at Merrill, Bank of America, BOKF Bank of Texas, and JPMorgan Chase Bank. Outside of his advisory role, he is also the owner of a single-family rental property business operating under Brackstone Properties. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis through a select group of Wealth Advisors.

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.

Joseph Klein is a financial advisor at Edward Jones with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Charles Schwab, LPL Financial, and Mass Mutual. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Alvarez is a financial advisor at Raymond James Financial Services Advisors, Inc. based in Houston, TX, holding a Series 66 designation with four years of industry experience. He has worked with Raymond James since 2022 and has been associated with First Community Wealth Advisors and First Community Credit Union since 2012. Outside of his advisory roles, he is the owner of a rental real estate property in Cypress, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm delivers tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports a broad advisor network with specialized municipal and retirement plan advisory programs.

Kenneth Parker is a financial advisor with Edward Jones in Houston, TX, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he serves on the finance committee of Good Shepherd United Methodist Church in Cypress, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies and maintains affiliated capabilities such as a trust company and proprietary mutual funds, supporting approximately $1.01 trillion in assets under management.

Eponine Winegar 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, she worked with WebWeevil.com LLC and had roles at VillaSport Athletic Club and Spa, HBU Bradshaw Fitness Center, and Houston Baptist University. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a broad range of financial planning and investment management options.

John Bunch is a financial advisor with Ameriprise in Kingwood, TX, holding a Series 66 designation and 17 years of industry experience. He previously worked at JPMorgan Securities, LLC for eight years and operated Bunch Consulting Group, LLC for four years. Outside of his advisory work, he provides business oversight for a family venture creating and selling laser-designed products. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that delivers customized retirement income planning and recommendations based on detailed analysis and proprietary tools.

Robert Strange is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of finance, he owns and operates O-Face Productions, a live music production and equipment rental business, and performs with the band Adrenaline. 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 wide range of clients including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services.