Donald Mitcham is a CFP® and ChFC® with 41 years of experience in financial planning and advisory services. He has been with Cetera since 2025 and previously spent 28 years at Concourse Financial Group Securities Inc. He also leads Mitcham Advisors, LLC, where he manages operations and strategic planning. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diverse portfolio management options and operates a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary strategies.

Isabel Beltran is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked at several firms including J.P. Morgan Chase Bank, N.A. and BBVA Securities Inc. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence with both quantitative and qualitative research, incorporating ESG criteria and leveraging affiliates for implementation and portfolio services.

Lance Jones is a financial advisor with Edward Jones in Kingwood, TX, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and offers a variety of investment strategies and affiliated financial products under a fiduciary standard.

William Berry Jr. is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Raymond James since 2010. Outside of advisory work, he is an insurance agent focusing on Medicare-related solutions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal and SIMPLE IRA Employer Advisory services.

Sharon Campbell is a financial advisor at Merrill with Series 63 and Series 65 credentials and 31 years of industry experience. She has worked at several firms including UBS Financial Services, Wells Fargo Clearing, Raymond James & Associates, and MassMutual Life Insurance Co. She is currently based in Kingwood, TX. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Felicia Cumby is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. She holds Series 63 and Series 66 licenses and is based in Kingwood, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

Deane Hafling is a CFP®-certified financial advisor with over 22 years of industry experience. He is currently with Raymond James Financial in Houston, TX, where he has worked in various capacities since 2010, including roles at Saxon Financial Group and Edward Jones earlier in his career. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm employs analytical tools for tailored, non-discretionary planning and supports clients through multiple advisory programs and institutional consulting.

Sheryl Jimerson is a financial advisor with Cambridge Investment Research Advisors holding a PFS™ designation and a Series 63 license. She has one year of industry experience and has previously operated Jimerson Financial and Tax Advisory, LLC, as well as Jimerson Tax and Accounting, LLC. She also worked at Lone Star College for six years. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services through a large network of Financial Professionals and multiple platforms.

Royal Lunsford III is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL and its predecessor Linsco/Private Ledger Corp. since 2007 and was previously employed at Thrivent Investment Management from 2004 to 2007. 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 a range of services including financial planning, model portfolios, third-party asset management access, and institutional platforms, with advice delivered primarily through investment adviser representatives.

Alicia Chourio is a financial advisor at J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses with five years of industry experience. Her prior roles include positions at Bank of America/Merrill Lynch, NY Life, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking market assumptions to build model asset allocations.

Brandy Ariza is a CFP® with 25 years of experience in financial advising. She currently works at Raymond James Financial and First Community Credit Union in Houston, TX. Her prior experience includes roles at Centric Advisors, LLC, LPL, Amegy Wealth Advisors, Amegy Bank, and CUSO Financial Services, L.P. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports clients through advisory programs and institutional consulting.

Alexander Rodriguez is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 and Series 63 credentials. Prior to joining J.P. Morgan, his career included roles at BBVA, Wells Fargo, and various staffing firms. Outside the financial industry, he was involved with G & H Trash Valet Inc for two years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm employs centralized due diligence combining quantitative and qualitative research to support its recommendations, which may include ESG considerations.

Edward Mireles is a Series 66 licensed financial advisor with Edward Jones in Houston, TX, with nine years of industry experience. He has worked at Edward Jones since 2017 and previously at GP De Silva Spices, Inc. and Merit Professional Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sandy Janki is a financial advisor with Ameriprise in Katy, TX, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she serves as President of the SomBas Wellness Foundation. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, utilizing a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to generate personalized recommendations.

Richard Canlas is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has worked at Cetera since 2021 and previously spent four years with Voya Financial Advisors. In addition to his financial advisory career, Canlas has operated as an attorney since 1997. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a multi-manager platform with a range of investment programs and third-party managers.

Amy Ryba is a Series 66 licensed financial advisor with Edward Jones in Spring, Texas, where she has worked since 2019. She has six years of industry experience, including six years prior to Edward Jones at Alief Independent School District. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates an extensive network of advisors and branch offices across the United States.

Kensie Hunt is a financial advisor at Merrill with over 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 1993. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Keaton Uresti is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

John Varick is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Cambridge since 2013, following roles at LPL Financial and Valic Financial Advisors. Outside of his advisory work, he volunteers annually at the Houston Livestock Show and Rodeo, assisting patrons with merchandise. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension funds, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to multiple platforms and third-party advisors along with proprietary model strategies.

Angel Mendez is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including JPMorgan Chase Bank, Bank of America, Merrill, USAA, and Morgan Stanley. He is based in Houston, TX. 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 non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.