Dan Neuenfeldt is a Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he works closely with clients to define and prioritize their financial goals, emphasizing collaboration to develop tailored financial plans. Prior to this, he served as a Planning Consultant and Relationship Manager at Fidelity Investments from 2021 to 2024. His earlier experience includes working as a Financial Advisor at Waddell & Reed from 2015 to 2019. Throughout his career, Dan has focused on understanding clients' individual circumstances to provide personalized financial guidance. Outside of his professional responsibilities, he has interests in military service and running.

Camiel Verburgt is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Lekker Eten Inc., Lincoln Financial Distributors, Global Retirement Partners, LPL Financial, OneAmerica Securities, and American United Life. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Carlos Cruz Martinez is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and five years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2024, and previously at Bank of America and Merrill from 2018 to 2023. Prior to his advisory roles, he was employed at the University of Houston Downtown. 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 searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research and incorporates ESG criteria into its recommendations.

John Barnefield is a financial advisor with Robert W. Baird & Co. in Houston, TX, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has been with Robert W. Baird & Co. since 2013. The DDK Group at Robert W. Baird & Co., where he works, serves individuals including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management through separately managed accounts and wrap programs, and combines manager-traded and model-traded strategies with tax management and direct-indexing capabilities.

Ray Burns Jr. is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 63 designation and with 39 years of industry experience. He has been with UBS Financial Services since 2013. Burns serves on the Houston Independent School District Investment Advisory Committee and is a non-compensated trustee for the Southwestern Theological Seminary Foundation. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities with wealth management services.

Jackson Markham is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. His prior work includes roles at Integrated Payment Services and involvement in golf-related business activities through Jackson Markham Golf. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which provides asset allocation and planning analyses to support client decision-making.

Ryan Hippert is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked at JP Morgan Chase Bank, N.A. and Bank of America, N.A., as well as Merrill. Outside of finance, he operated Ryan Hippert, LLC, doing business as Delivery Guardian, from 2015 to 2020. 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 written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and offers extended capabilities including derivatives and commodities advisory.

Scott Yates is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 registrations. He has 14 years of industry experience and has been with LPL Financial since 2011, alongside over two decades at Client Management Services. 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 financial planning and investment services, including access to model portfolios, third-party asset managers, and institutional platforms, supported by advanced operational and research tools.

Mychael Haywood is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022, he worked at Merrill and Bank of America. 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. The firm’s advisory process integrates quantitative and qualitative research, incorporates an ESG eligibility framework, and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliations.

Ignatius Liu is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining UBS, he worked at Wells Fargo Clearing Services and Wells Fargo Bank from 2018 to 2023, and at Morgan Stanley Capital International from 2011 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment plans.

Richard Skinner is a financial advisor with Edward Jones in Cypress, TX. He holds a Series 66 designation and has 13 years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment options, supported by a nationwide network of over 23,000 financial advisors.

John Carter is a financial advisor with Charles Schwab in Houston, TX, holding a Series 66 designation and 17 years of industry experience. He previously worked at TDAmeritrade from 2011 to 2022 before joining Charles Schwab in 2022. Outside of advising, he is president of Carter Holdings, a private real estate investment company focused on qualified investors. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm integrates non-discretionary advisory relationships with access to discretionary separate managed accounts and offers multi-asset model portfolios supported by research and formal alternative investment programs.

Gilberto Pena is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. His prior roles include positions at Edward Jones, Morgan Stanley, and Merrill. Pena has established a business entity, Pena Wealth Management LLC, for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants through a large network of investment adviser representatives. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Jason Harris is a financial advisor with Raymond James Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones from 2014 to 2019. Outside of his advisory role, he serves as a committee member on the executive council of Oak Ridge Baptist Church. 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, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting, utilizing risk profiling and analytical tools to support client goals.

Peter Goudeau Jr. is a financial advisor with LPL Financial in Houston, TX, holding the ChFC® designation and Series 63 and 66 licenses. He has 24 years of industry experience, including roles at Ameriprise and Oak Bridge Financial, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers various financial planning and investment management solutions, including model portfolio programs and institutional platforms.

Derek Thain is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and previously worked at Vacek & Thain, PLLC for five years before joining Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios from a broad investable universe, offering both discretionary and non-discretionary advisory solutions.

Grady West is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Merrill, Wells Fargo Bank, and Wells Fargo Clearing Services. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored advisory programs and portfolio management solutions that incorporate both in-house and third-party investment managers.

Brent Garrett is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and previously worked at Independent Bank for five years before joining RBC in 2018. He is based in Houston, TX. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers.

Ashley Greenwood is a financial advisor with Edward Jones in Katy, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2018, Greenwood worked for YMCA Youth & Family Services for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides 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.

James Matthews is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 designations and bringing 53 years of industry experience. He has been with UBS Financial Services since 2000. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a network of Financial Advisors who tailor plans based on proprietary research and model-based asset allocations.