Tanner Mitchell is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2022. Prior to this, he was employed at JPMorgan Chase Bank, N.A. beginning in 2019. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines systematic quantitative screens and qualitative research to create model asset allocations, incorporating ESG considerations and supported by affiliated implementation services.

Chad Glessman is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Investments, LLC and Banc of America Investment Services, Inc. prior to his current role. Outside of finance, he has ownership interests in several cryotherapy and martial arts businesses. 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 employs a large network of advisors and utilizes research-driven investment strategies based on diversification and modern portfolio theory.

Gabriel Aguilar is a CFP® with 17 years of industry experience and has been with Edward Jones since 2008. He is based in Cypress, TX. Outside of his advisory role, he is associated with a medical practice focused on sleep and headache solutions in Houston. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and supports its services with a large nationwide network of financial advisors and branch offices.

David Burke is a financial advisor at Fisher Investments with Series 65 credentials and one year of industry experience. His prior work includes roles at Accenture, JP Morgan, and deVere Acuma, as well as a period at Rice University. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm utilizes a centralized Investment Policy Committee and combines quantitative and qualitative research to construct diversified portfolios, employing tax-aware strategies and defensive tactics to manage risk.

Crockett Du Bose is a financial advisor with Charles Schwab who holds Series 65 and Series 63 licenses and has eight years of industry experience. His prior roles include positions at USAA Investment Management Company and Southern Methodist University. He is based in Houston, TX. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to affiliated discretionary separately managed accounts. The firm is notable for its large scale, integrated operational structure, and multi-asset model portfolios supported by comprehensive research and due diligence.

Patrick Dowd is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2008 and previously worked at Wells Fargo Clearing from 2002 to 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Joseph Bassett is a financial advisor at LPL Financial with 10 years of industry experience. His career includes roles at Brighthouse Financial, Allianz Life Insurance Company of North America, McKinney Capital Management, and Cetera Advisors. Based in Houston, TX, he holds Series 63 and Series 65 credentials. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party subadvisors.

Judy Lullo is a CFP® professional with 34 years of experience in the financial industry, currently serving as an advisor at Cambridge Investment Research Advisors. She has worked at Cambridge since 2019 and previously held positions at FSC Securities Corporation and through her own firm, Lullo & Associates, LLC. In addition to her advisory role, she is also an independent insurance agent and a notary. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides access to multiple platforms and custodians and manages a substantial multi-billion dollar asset base.

Richard Grant is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Equitable Advisors, FTR Technology, and various positions outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Heidi Strange is a financial advisor at Raymond James & Associates with 12 years at the firm and four years of industry experience. She holds a Series 66 designation and is based in Houston, TX. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Acie French is a financial advisor at LPL Financial with 26 years of industry experience, including 21 years at LPL. He holds Series 63 and Series 66 credentials. French is also involved in non-variable insurance sales as part of his professional activities. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Beth Hearn is a CFP® professional with 39 years of industry experience, currently advising at OSAIC since 2025. Her prior roles include eight years at Lincoln Financial Advisors Corporation and over a decade with Waddell & Reed. Outside of financial advising, she is a commissioned notary. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based asset allocation and portfolio optimization approach, supporting both discretionary and advisor-managed strategies across various account types.

Anthony Hensley is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and 35 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Tony Solomon is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to develop comprehensive financial plans that aim to grow, preserve, and distribute wealth. He focuses on simplifying complex financial concepts and leveraging Fidelity's resources and technology platform to deliver personalized financial solutions. Tony's professional experience includes roles as an Investment Consultant at Fidelity Investments, CFO at MLMPI Preparatory Academy, and AVP Private Client Banker in the Advisor Development Program at JPMorgan Chase. His career reflects a broad background in financial consulting, investment advising, and financial management. Outside of his professional responsibilities, Tony is interested in family activities, golf, and military service.

Joshua Jurek is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Thrivent Financial, Chick-fil-A, and ownership of HeBrews Coffeehouse. Outside of his advisory work, Jurek serves as a board member of the Design Discovery and Development Foundation and as a house church pastor at Grace House Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive written financial recommendations across various planning areas without implementation. The firm combines holistic, goal-based analyses with managed-account options under a consolidated billing system, while advisors maintain responsibility for plan delivery and updates.

Indira Urcuyo is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Bank of America, N.A., Moopark College, Walmart, and Lafise Bank. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jon Saleem is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has 15 years of industry experience, including prior roles at Good Life Advisors, LPL Financial, and Ameriprise. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with a range of portfolio management and financial planning services, tailoring strategies based on each client’s risk profile.

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.

Lester Bostwick is a financial advisor with LPL Financial in Spring, TX, holding a Series 63 designation and 30 years of industry experience. He previously worked at Next Financial Group Inc for 17 years and Ameriprise for 12 years. Outside of his advisory role, he is licensed as an insurance agent specializing in fixed annuities and life/health insurance products. 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 advisory and brokerage services including financial planning, model portfolios, and third-party asset management, supported by a large network of advisors and various non-advisory financial products.

William Lloyd is a financial advisor with Fidelity, holding the Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining Fidelity, he worked at JP Morgan Chase and JP Morgan Securities from 2016 to 2022. Outside of his financial career, he operates a woodworking business called Willow's Woodshop, where he creates and sells wood products online. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves as an advisor to multiple registered investment companies and utilizes systematic methodologies in its discretionary and non-discretionary management offerings.