Keith Nix is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked for eight years with the Cypress Fairbanks Independent School District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and 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.

Chad Glessman is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Investments, LLC and Banc of America Investment Services, Inc. prior to his current role. Outside of finance, he has ownership interests in several cryotherapy and martial arts businesses. 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 employs a large network of advisors and utilizes research-driven investment strategies based on diversification and modern portfolio theory.

Tracy Miller is a CFP® and ChFC® with 33 years of industry experience, currently affiliated with LPL Financial since 2018. Prior to joining LPL, Miller worked at K Street Retirement Partners and Cetera Advisor Networks, and has operated TMiller Financial LLC since 2006. Outside of advisory work, Miller is a licensed notary. 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 provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various platforms.

Zackry Southerland is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked for seven years at Enterprise Holdings. Outside of his advisory role, he has occasionally worked as a food delivery driver in San Francisco. 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 solutions supported by a large network of financial advisors and branch offices across the United States.

Crockett Du Bose is a financial advisor with Charles Schwab who holds Series 65 and Series 63 licenses and has eight years of industry experience. His prior roles include positions at USAA Investment Management Company and Southern Methodist University. He is based in Houston, TX. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to affiliated discretionary separately managed accounts. The firm is notable for its large scale, integrated operational structure, and multi-asset model portfolios supported by comprehensive research and due diligence.

Andrew Bishara is a financial advisor with J.P. Morgan Securities, holding a Series 63 designation and 33 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at Jpmorgan Chase Bank, N.A. since 1991. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Ginger Davidson is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has worked at Raymond James & Associates and R. W. Baird & Co. Inc. prior to her current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities compared with many institutional advisory programs.

Patrick Dowd is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2008 and previously worked at Wells Fargo Clearing from 2002 to 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Joseph Bassett is a financial advisor at LPL Financial with 10 years of industry experience. His career includes roles at Brighthouse Financial, Allianz Life Insurance Company of North America, McKinney Capital Management, and Cetera Advisors. Based in Houston, TX, he holds Series 63 and Series 65 credentials. 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 portfolio programs, and institutional platforms, supported by both proprietary research and third-party subadvisors.

Judy Lullo is a CFP® professional with 34 years of experience in the financial industry, currently serving as an advisor at Cambridge Investment Research Advisors. She has worked at Cambridge since 2019 and previously held positions at FSC Securities Corporation and through her own firm, Lullo & Associates, LLC. In addition to her advisory role, she is also an independent insurance agent and a notary. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides access to multiple platforms and custodians and manages a substantial multi-billion dollar asset base.

Eric Hodgeson is a financial advisor with Cetera, holding a Series 63 designation and over 31 years of industry experience. His career includes long-term roles at Avantax Advisory Services and Avantax Investment Services, as well as maintaining his own tax preparation and accounting practice since 1982. Cetera Investment Advisers LLC is an SEC-registered firm offering a broad range of services to individual and institutional clients nationwide, including portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform with access to various investment strategies and third-party managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Shannon Scott is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. His prior roles include positions at NFM Lending, Hometown Lenders Inc, Homebridge Financial Services Inc, and American Family Insurance agencies. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing tailored investment strategies through a combination of in-house and third-party managers.

Diven Desai is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing five years of industry experience. Before joining Raymond James, he worked with firms including Charles Schwab and TD Ameritrade. He also consults for Quantum Property Tax Advisors, assisting commercial properties with lowering their assessed values. 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, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management strategies and affiliated research.

Heidi Strange is a financial advisor at Raymond James & Associates with 12 years at the firm and four years of industry experience. She holds a Series 66 designation and is based in Houston, TX. Raymond James & Associates is a large 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Jasmine Garrett is a Planning Consultant at Fidelity Investments, where she has worked since 2020. She has built her career on assisting clients through financial planning to help them achieve their long-term goals. Jasmine partners professionally with families, small business owners, and a diverse audience of clients to ensure they have access to financial support and resources. Prior to her current role, Jasmine was a Wealth Advisor at Morgan Stanley from 2014 to 2020 and a Financial Advisor at Ameriprise Financial from 2012 to 2014. Her professional experience spans over a decade in financial advisory roles. Outside of her professional work, Jasmine has personal interests that include visiting the beach, enjoying comedy, exploring food, visiting museums, and volunteering.

Anh Dieu is a financial advisor with J.P. Morgan Securities in Sugar Land, TX, holding Series 63 and Series 65 licenses. Anh has two years of experience at J.P. Morgan Securities and Jpmorgan Chase Bank, following a ten-year tenure at Wells Fargo Bank, NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Donald Snowden Jr. is a financial advisor at Edward Jones in Katy, TX, with eight years of industry experience. He has held his current position since 2017 and previously worked at AMT from 2014 to 2017. Snowden holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory and investment solutions under a fiduciary standard.

Gabriel Pena is a financial advisor with J.P. Morgan Securities in Sugar Land, TX. He holds Series 63 and Series 65 licenses and has four years of industry experience. His work history includes multiple roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities, as well as positions at PFS Investments Inc/Primerica Financial and New York Life. 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. The firm’s advisory process integrates quantitative and qualitative research, and it maintains regulatory registrations that support broader derivatives and commodities capabilities.

Kenneth Alfonso is a financial advisor with Edward Jones in Katy, TX, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He previously worked at Edward Jones from 2013 to 2019, returned to the firm in 2020, and has experience with Matvey Foundation Repair Inc and Olympic View Swim Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jon Saleem is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has 15 years of industry experience, including prior roles at Good Life Advisors, LPL Financial, and Ameriprise. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with a range of portfolio management and financial planning services, tailoring strategies based on each client’s risk profile.