Stephanie Brown is a financial advisor at RBC Capital Markets with 31 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. Brown holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies and multiple advisory programs that offer portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers and provides options for tax management and responsible investing.

Charmaine Ollie is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 designations and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 from Wells Fargo Investment Institute and third-party sources.

Shannon Moore is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. His prior roles include positions at Northern Trust Securities, Inc. and Wells Fargo Bank, N.A. He has been with Wells Fargo Clearing since 2016. 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 from Wells Fargo Investment Institute and third-party sources.

Jeffery Scott is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at firms including Corebridge Financial, Valic Financial Advisors, and Guardian Life. 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 combines quantitative screens and qualitative research, supported by a centralized manager solutions team.

Rachel Lewis is a financial advisor with Raymond James Financial in Spring, TX. She holds a Series 66 designation and has been with Raymond James since 2025. Lewis has over 20 years of experience as a bank branch manager at First Tech Federal Credit Union. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as wrap-fee advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Dennis Sump is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 10 years of industry experience. Prior to joining Cambridge in 2018, he spent three years with Edward Jones. He is also the owner of LKS Wealth Management, LLC, based in Spring, TX. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets through multiple platforms and custodians and offers both discretionary and non-discretionary management options, with proprietary model strategies under the Founders Gate Capital brand.

Earl Newsome is a CFP® and ChFC® with 32 years of industry experience. He is currently with LPL Financial and has previously worked at Next Financial Group Inc, 1717 Capital Management Company, and Wealth Development Strategies Investment Advisory, Inc. 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 a wide range of strategic and tactical investment approaches.

Parker Wagner is a Financial Advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Formentera Operations, Valero Energy Corporation, and Dynamic Systems. He has also been involved with Appelt Aggieland Visitor Center and Texas A&M University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored using proprietary research and model-based asset allocations.

Reagan Pettey is a financial advisor with LPL Financial based in Houston, TX, holding a Series 63 designation and with 28 years of industry experience. He has been with LPL Financial since 2015 and also has a longstanding affiliation with Custom Benefit Services of Houston, Inc., which he has been involved with since 1997. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research technology.

Courtney Ruckstuhl is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her prior experience includes roles at J.P. Morgan Securities and Chase Bank, as well as Price Financial LLC, where she provides financial planning and wealth management services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management options and serves over 800,000 clients with more than $256 billion in assets under management.

Jessika Duarte is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. Her background includes roles at Wells Fargo Clearing Services, LLC, Wells Fargo Bank, N.A., and Bank of America, N.A. Prior to her advisory career, she was involved with LTF Club Management Co, LLC and Premium Brands Opco LLC. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lorena Garcia is a financial advisor at Merrill with 9 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America, N.A. since 2004. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jacob Gonzalez is a financial advisor with Wells Fargo Clearing in Tomball, TX, holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Lone Star National Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Tara Olson is a Series 66 licensed financial advisor with eight years of industry experience. She is currently with Cetera and has previously worked at firms including Avantax Advisory Services and R&R Wealth Management. Olson also serves as a paraplanner at DGN Wealth Advisors, providing client support and assisting with planning and trade execution. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management options through a multi-manager platform and supports both discretionary and non-discretionary strategies.

John Behrend Jr. is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Brian Leatherwood is a financial advisor with Edward Jones in Kingwood, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as Vice President of The Forest Corporation, a family real estate business. 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 programs and investment solutions through a large nationwide network of advisors and branch offices.

Hrini Sandoval is an Investment Consultant at Fidelity Investments, a position held since 2026. In this role, she focuses on understanding each client's unique needs and goals and educates them on available options to help achieve their objectives. She works collaboratively with clients to develop customized investment strategies tailored to their priorities. Prior to her current position, Hrini was a Wealth Management Service Specialist, II at Fidelity Investments from 2022 to 2026. Before joining Fidelity, she worked as a Senior Registered Client Service Associate at UBS from 2016 to 2018.

Brian Mueller is a financial advisor with Edelman Financial Engines in Houston, TX, holding CFP® and Series 66 designations and bringing 19 years of industry experience. He has been with the Edelman Financial Engines organization and its predecessors since 2016. Edelman Financial Engines provides technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of workplace solutions and wealth management services, utilizing a committee-driven modeling process combined with planner delivery and online tools.

Joseph Shemenski is a financial advisor with Raymond James & Associates in Houston, TX. He holds a Series 63 designation and has 45 years of industry experience, including over 30 years with Raymond James & Associates. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

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.