Audray Lohn is a financial advisor at LPL Financial with 34 years of industry experience. She has been with LPL Financial since 2005 and previously worked at Morgan Stanley DW Inc. for 12 years. She holds the Series 63 designation and is based in Houston, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions supported by technology tools and a diverse platform of advisory strategies.

Nathan Cook is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. He has been with Robert W. Baird since 2015 and holds a Series 66 designation. Outside of his advisory role, he is an author involved in Bible study content through Leader Treks. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes manager-traded and model-traded SMA strategies supported by internal research and technology tools.

Axl Gayoso is a financial advisor at J.P. Morgan Securities in Houston, TX, with four years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Jpmorgan Chase Bank, N.A. Outside of finance, he has experience in photography, having worked with Valandax Photography. 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 with clients retaining final decision-making authority.

Jennifer Adams is a financial advisor with OSAIC in Houston, TX, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Royal Alliance Associates, UBS Financial Services, Credit Suisse Securities, and other firms. She is also the managing member of THE ADAMS NINE LLC, a non-investment-related business. OSAIC Wealth serves a diverse client base including retail, institutional, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services with a model-based investment approach that incorporates asset allocation and portfolio optimization techniques.

Joseph Oliver is a CFP® and holds a Series 66 license with 11 years of experience in the financial services industry. He has worked at Equitable Advisors since 2026 and previously held roles at Stifel Independent Advisors, Morgan Stanley Private Bank, and Edward Jones. Equitable Advisors serves a diverse range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management. The firm utilizes various advisory programs, including third-party managed accounts and its SAM program, and delivers services through a large network of Investment Adviser Representatives.

Deanna Reeves is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. Her career includes over two decades with JPMorgan Chase Bank, N.A., including roles at JPMorgan Securities since 2012. 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’s process integrates quantitative and qualitative due diligence and may incorporate ESG criteria in its recommendations.

Cimalie Zoy is a CFP® and Series 66 credentialed financial advisor at Edelman Financial Engines with 22 years of industry experience. She previously worked at Palantir Capital Management, Ltd. for 11 years and has held roles at Financial Engines Advisors and The Mutual Fund Store. Outside of advisory work, Zoy serves as Treasurer for Boy Scouts of America Pack 76, managing the group's fundraising and financial records. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven investment process with diversified model portfolios and offers both discretionary and non-discretionary advisory options, managing approximately $326 billion for roughly 477,000 clients.

Stefan Graham is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and possessing 13 years of industry experience. He has been with Raymond James since 2012 in various capacities. Outside of his advisory role, he provides tax preparation assistance using TurboTax and is a partial owner of Graham Financial Group, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary planning and consulting, utilizing risk profiling and analytical tools to support a diverse client base including high-net-worth individuals, corporations, and charitable organizations.

Michael Doering is a financial advisor at Stifel with 16 years of industry experience. He holds the ChFC® and Series 66 designations and previously worked at Bank of America and Merrill for 13 years. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Joel Jaquith is a financial advisor with Fisher Investments in Cypress, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Fisher Investments since 2014. Fisher Investments serves a global range of institutional and private clients, offering discretionary portfolio management with a centralized investment approach that incorporates quantitative and qualitative research to construct diversified portfolios. The firm provides various services including sub-advisory and retirement plan management, and it utilizes tax-aware strategies and defensive tactics to manage risk.

Wesley Pruitt is a financial advisor at RBC Capital Markets in Houston, TX, holding a Series 66 designation with 12 years of industry experience. He has been with RBC Capital Markets since 2013. 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 tailored investment strategies through various advisory programs, utilizing a combination of in-house and third-party managers to provide portfolio management, financial planning, custody, and brokerage services.

Eric Gould is a financial advisor with LPL Financial in Houston, TX, holding the Series 66 designation and four years of industry experience. His prior roles include positions at FHN Financial Securities Corp., FHN Financial Capital Markets, and First Horizon Advisors. 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 provides a range of advisory and brokerage services, utilizing both proprietary model portfolios and third-party strategies, supported by advanced technology tools while maintaining discretionary and non-discretionary management options.

Tracey Childress is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2020. In this capacity, she collaborates with a Wealth Management Advisor to understand clients' goals and priorities, focusing on addressing the complex needs of affluent families and ensuring high-quality service. Prior to her current position, Tracey worked as a Financial Representative at Fidelity Investments from 2017 to 2020. Before joining Fidelity, she served as a Sales & Marketing Manager at State Farm Insurance from 2015 to 2017. Outside of her professional responsibilities, Tracey enjoys family activities, fishing, hiking, outdoor adventures, parenthood, and snowboarding.

Heather Carson is a financial advisor with Edward Jones in Houston, TX. She holds a Series 66 designation and began her advisory career in 2025 after 15 years at Shell Oil Company. 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 and offers a range of advisory strategies supported by a large nationwide network of financial advisors and branch offices.

Jeffrey Kosta is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2015. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with a framework that may include ESG considerations, offering clients tailored investment guidance while retaining final decision-making authority.

Ronald Sanchez Lopez is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and is based in Houston, TX. Outside of his advisory role, he is a partner and investor in Cubaconstruction LLC. 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 clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Michael Moore is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and nine years of industry experience. He previously worked at Windlass Partners LLC for six years and currently serves as principal manager of Windlass LLC outside of business hours. Morgan Stanley Wealth Management is a major SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery and advanced planning tools.

Carl Wiggins Jr. is a financial advisor with Merrill in Katy, TX, holding a Series 66 credential and six years of industry experience. He has worked at Merrill and Bank of America since 2019 and previously held positions at Capital One Bank. Outside of his advisory work, he serves as Executive Director and Senior Pastor of Salvation Church, a 501(c)(3) organization focused on worship and spiritual guidance. Merrill, along 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts.

Carl Vincent is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise in Houston, TX. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts and incorporating algorithmic automation in its advisory process.

Charles Richmond is a CFP®-credentialed financial advisor with Primerica Advisors in Houston, TX, and has three years of industry experience. He has worked at PFS Investments Inc. since 2023 and has been affiliated with Primerica Financial Services since 2014. Outside of finance, he serves as President and Office Manager of Washington Funeral Street in Mississippi, a role he has held since 1996. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of advisors.