Jerome Go is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS Financial Services since 1991. Outside of his advisory role, he serves as president of the Carnegie Vanguard High School Baseball Booster Club, a voluntary organization supporting the school's baseball program. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. Advisors at UBS use proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Lisa Isenhower is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 registrations and 24 years of industry experience. She previously worked at UBS Financial Services for 10 years before joining RBC in 2024. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.

William Keel III is a financial advisor with OSAIC, holding the CFP® designation and Series 63 and 66 licenses, with 30 years of industry experience. He has worked at Royal Alliance Associates, INC. since 2008 and previously spent six years with Fidelity. In addition to his advisory role, he serves as an adjunct instructor in the Certified Financial Planner graduate program at Rice University. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through multiple programs such as comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, operating a large, multi-advisor platform with a complex affiliate network and private-equity ownership.

Jennifer Gill is a Financial Consultant at Fidelity Investments since 2025. She has been with Fidelity Investments since 2023, previously serving as a Planning Consultant. Prior to that, Gill held several roles in financial services, including Assistant Vice President Financial Solutions Advisor at Merrill Lynch Bank of America from 2020 to 2023, Senior Home Lending Advisor at JP Morgan Chase from 2018 to 2020, and Vice President Mortgage Loan Originator at Regions Bank from 2007 to 2018. Throughout her career, Jennifer has developed expertise in financial consulting, planning, and home lending. She emphasizes the importance of understanding clients' stories, values, and aspirations to provide personalized financial guidance. Her approach centers on building lasting relationships and creating plans that align with clients' goals and family well-being. Outside of work, Jennifer enjoys family activities, music, reading, and running.

Joshua Griffin is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on creating personalized financial strategies tailored to clients' long-term goals. His approach includes helping clients understand and manage essential aspects of their finances, such as retirement planning, spending, and investment decisions. Joshua has experience assisting clients with complex financial situations including managing concentrated stock positions and navigating significant life transitions like retirement, divorce, marriage, inheritance, and business sales. He collaborates with various professionals, including estate attorneys and accountants, to coordinate comprehensive financial and legacy planning. His areas of expertise encompass education planning, family wealth management, legacy planning, personal retirement planning, portfolio management, tax minimization, and strategies for small businesses and non-profits. An alumnus of Texas A&M University, Joshua holds the Personal Investment Advisor (PIA) designation. He is active in community and professional organizations such as the Sugar Land Rotary Club, Junior Achievement, Central Fort Bend Chamber of Commerce, Toastmasters International, and the Vantage Professional Network. Outside of his professional life, he enjoys camping, painting, reading, soccer, table tennis, volleyball, and woodworking.

Deandre Sumrall is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he worked in various roles including positions at 24 Hour Fitness, Project Walk Houston, Conservatory at Champion Forest, and LA Fitness. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, including Charitable Gift Funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and offers services such as discretionary portfolio management and model portfolio delivery to intermediary platforms.

Ozzie Bauer is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He has been with UBS since 2009. Bauer is also a partner involved in investment decisions for private limited partnerships. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services and proprietary research to support its advisory network.

Jessica Lauren Vega is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and previously worked for Pappas Restaurants for seven years prior to joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities with wealth management services.

Ashley Richards is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2020. Prior to that, Richards worked at Willis Johnson & Associates from 2017 to 2020. 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kaitlyn Lingo is a financial advisor at Edward Jones in Richmond, TX, with six years of industry experience. She holds a Series 66 designation and previously worked at HFR Management from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors. The firm is notable for its large retail advisor and branch footprint, affiliated capabilities beyond advisory services, and a fiduciary standard in its advisory offerings.

Brenda Munoz is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She previously worked at Valic Financial Advisors for nine years before joining Cambridge in 2012. Munoz serves as Vice Regent for the Catholic Daughters Court St. Laurence #2402, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organization clients, by offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Ricki Evans is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, Evans held roles at Uber Technologies and worked in various positions across different industries, including retail and education. Evans has been involved with the National Notary Association and Southern New Hampshire University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies and oversees a range of investment vehicles including mutual funds, ETFs, and fund-of-funds.

Jeffrey Stubbs is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been working in finance and wealth management since 1999 and has served as a wealth advisor with Merrill Lynch Wealth Management for over 18 years. Jeff focuses on providing wealth management strategies alongside his financial team, assisting affluent clients with concerns such as preserving wealth, mitigating taxes, caring for loved ones, asset preservation, and charitable giving. Jeff's expertise encompasses executive compensation, equity compensation services, family wealth management strategies, services for defined benefit plans, legacy planning, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He and his team utilize a consultative process to understand clients' values and goals, delivering customized recommendations beyond investments. His team collaborates with all lines of business at Bank of America banking services and Merrill Lynch Wealth Management. Jeff earned a Bachelor of Science degree with a minor in Business Administration from the University of Houston and has completed Rice Universitys Certified Financial Planning Program. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Jeff is involved with the Spring Branch Memorial Sports Association.

Emory Guest is a financial advisor with LPL Financial in Fulshear, TX, holding the CFP® designation along with Series 63 and 65 licenses. He has 20 years of industry experience, including over a decade with LPL Financial and more than 20 years as president and owner of Action Advisors, Inc. In addition to his advisory work, he is involved in managing fixed insurance businesses, including a family agency inherited from his father. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of advisors. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms with a focus on both advisory and non-advisory financial services.

Mary Wheeler is a Planning Consultant at Fidelity Investments, where she collaborates with clients on the wealth management team to develop clear and concise understandings of their unique financial situations. She emphasizes connecting with clients and their families to foster trust and ensure they feel understood in their financial relationships. Mary's professional experience includes roles as a Planning Consultant and Relationship Manager at Fidelity Investments, a Registered Wealth Management Client Associate at Merrill Lynch, and a Financial Representative at Fidelity Investments. She holds insurance licenses for Arkansas and California. Outside of her professional work, Mary has interests in concerts, fitness, reading, and yoga.

Carl Lewis is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, NEXT Financial Group, and his own Lewis Loftin Group. Outside of his advisory role, Lewis serves as president of the Woodlake Forest III HOA board of directors. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Lov Bernard is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation. He joined UBS in 2026 and has experience working in various roles including at Transition Support Services, Beebusy Wellness Center, and Zurich North America. Bernard also has entrepreneurial experience with AmLov, LLC, which he has been involved with since 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and provides customized financial planning and portfolio management using proprietary research and model-based asset allocations.

Lisa Lee is a CFP® professional with 31 years of industry experience, currently serving at OSAIC since 2024. She has worked at Fortis Investors, Inc. for 29 years. Lisa serves on the board of a nonprofit missionary organization, The Harbor Nizhny, a 501(c)(3). Osaic Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, and charities. The firm offers a range of brokerage and advisory services with a model-based investment approach that includes portfolio optimization, third-party manager programs, and unified managed accounts.

Jason Munoz is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Edward Jones since 2006. 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 under management through a large network of financial advisors and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Hernan Perez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing six years of industry experience. His background includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, and AXA Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.