Calvin Yuen serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2021. In this role, he oversees branch operations and leads client service initiatives. Prior to his current role, Calvin worked as a Regional Planning Consultant for Fidelity Investments from 2017 to 2021, developing expertise in financial planning and client advisory services. His approach focuses on tailoring strategies to meet each client's specific financial goals and circumstances. Outside of his professional responsibilities, Calvin has interests in baseball, bowling, fitness, running, and snowboarding.

Christopher Lane is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Northwestern Mutual, and Wells Fargo. Prior to his current role, he was involved with Blue Science Pools. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Henry Matula Jr. is a Wealth Management Advisor and Portfolio Manager at Merrill Lynch Wealth Management. He has been a FINRA registered advisor since 1993 and has been with Merrill and its predecessors since June of 1993. As a Portfolio Manager in the Merrill Investment Advisory Program, he can manage personalized or defined investment strategies, which may include individual stocks, bonds, model portfolios, and third-party investment strategies, often with discretionary authority if given by clients. Henry holds a Bachelor of Business Administration in Finance from the University of Houston’s C. T. Bauer School of Business. He completed the Executive Education Program at the University of Pennsylvania’s Wharton School in 2003. His professional designations include CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also holds several licenses including Group 1 Texas Life and Health and FINRA Series 6, 7, 63, and 65 registrations. A native Texan from the Houston/Galveston area, Henry is involved with his church and participates in human welfare charities. He and his wife Tanya live in Houston, Texas, and enjoy spending time with their two sons. His personal interests include fishing, golfing, music, surfing, and tennis.

John Mott is a financial advisor at Morgan Stanley in Houston, TX, with 44 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. 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 and tailored financial planning, managing approximately $2.74 trillion in client assets.

Alison Daley is a financial advisor with Robert W. Baird & Co. in Houston, Texas, holding a Series 66 designation and with 16 years of industry experience. She has been with Robert W. Baird & Co. since 2006. Outside of her advisory role, Daley serves as treasurer for Big Fella Classic Inc., managing funds raised for charitable organizations, and advises the Peoria City Council as a member of the Downtown Advisory Commission. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves a broad client base including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers services such as financial planning, portfolio management, separately managed accounts, and municipal advisory services, utilizing a combination of manager-traded and model-traded strategies with ongoing manager selection and monitoring.

Rebecca Rhodes is a financial advisor with Primerica Advisors in Cypress, TX, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. She has worked with PFS Investments Inc. since 2007 and Primerica Financial Services since 2006. In addition to her advisory role, she is involved in the sale of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm employs an operational model that curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Richard Pfeil is a CFP® and Series 66 designated advisor with Robert W. Baird & Co., where he has worked since 2013. He has 22 years of industry experience. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, and custody and brokerage services, supported by in-house research and strategic partnerships.

Nathaniel Ervin III is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been associated with Primerica Advisors since 1996 and with Primerica Financial Services since 1994. Outside of advisory services, he is involved in sales of investment-related products and non-investment referrals related to home security and automation through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm employs model-driven investment strategies and provides advisor-supported recommendations, overseeing approximately $15.5 billion in assets under management.

Valentina Everhart is a Series 66 licensed financial advisor with Raymond James Financial, based in Spring, TX, and has 19 years of industry experience. She has worked with Raymond James Financial Services, Inc. since 2007 and with Raymond James Financial Services Advisors, Inc. since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs a non-discretionary approach tailored to client goals and supports municipal and public-finance work through unique affiliations.

Ted Oliver Sr. is a financial advisor with Equitable Advisors, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Stifel Independent Advisors, Morgan Stanley Private Bank, Morgan Stanley, and Edward Jones. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Louis Mattaliano is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Raymond James and affiliated entities since 2009. Outside his advisory role, he is a limited partner in the Mattaliano Family LP and a member of Memorial Equities, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting services using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA consulting.

Brandon Glowacki is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Edward Jones. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Blake Davidson is a CFP®, PFS™, and Series 66-licensed financial advisor with 20 years of industry experience, currently with Cetera in Houston, TX. He has previously worked at Avantax Advisory Services and has over two decades of involvement with Kenneth Capital and Power Research Inc., where he serves as president and CFO respectively, overseeing accounting and financial reporting. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad range of clients including individual, corporate, charitable, and institutional accounts, offering portfolio management, financial planning, and retirement services through a network of over 10,000 advisors.

Jimi Shah is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and having five years of industry experience. He has worked at Van Leeuwen & Company, LLC since 2016 and has been affiliated with LPL Financial since 2015. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, providing advisory services through a large network of investment adviser representatives.

Dustin Creager is a Series 66-licensed financial advisor with Edward Jones in Spring, Texas, where he has worked since 2018. He has eight years of industry experience and a prior 20-year career at Wal-Mart Stores Inc. In addition to his financial advisory role, he serves as a volunteer firefighter and District Chief with the Klein Volunteer Fire Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various market segments. The firm offers a range of investment advisory programs and maintains a large national presence with over 23,000 advisors and 15,000 branch offices.

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 licenses and bringing 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets across a large network of financial advisors and offers both brokerage and advisory solutions.

Shannon Moore is a financial advisor at Wells Fargo Clearing in Houston, TX, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo-affiliated firms since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Chris Ames is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, operating under a fiduciary standard.

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.