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.

Zackry Southerland is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked for seven years at Enterprise Holdings. Outside of his advisory role, he has occasionally worked as a food delivery driver in San Francisco. 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 and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Crockett Du Bose is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 65 and Series 63 credentials and has held positions at Charles Schwab and USAA investment and financial planning firms. His background also includes a year at Southern Methodist University and experience related to Texas A&M University. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by model portfolios and alternative investment due diligence.

Michael Price is a financial advisor at Cetera with 12 years of industry experience and holds a Series 66 designation. He has previously worked at Avantax Advisory Services and Avantax Insurance Agency for a decade. Outside of his advisory role, he is the president and owner of MKP-Price & Co., P.C., a CPA firm, and serves as a director and treasurer of the Captain Swim Foundation Inc. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing access to affiliated and third-party managers across multiple program structures and custodial relationships.

Patrick Dowd is a financial advisor at UBS Financial Services in Houston, TX, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has been with UBS Financial Services since 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 uses proprietary research and model-based asset allocations to tailor client plans.

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 industry experience, currently with Cambridge Investment Research Advisors since 2019. Her prior experience includes roles at FSC Securities Corporation and operating her own firm, Lullo & Associates, LLC. In addition to her advisory work, she also serves as an independent insurance agent and notary. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, delivered through a network of independent Financial Professionals using multiple custody platforms and a mix of proprietary and third-party investment strategies.

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® with 39 years of experience in financial services, currently serving at OSAIC since 2025. Her prior experience includes eight years at Lincoln Financial Advisors Corporation and eleven years at Waddell & Reed, INC. and various insurance carriers through W&R Insurance Agencies, Inc. She is also a licensed notary. OSAIC serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory platforms and investment services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.

Anthony Hensley is a financial advisor with Ameriprise in Richmond, TX, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved with Hensley Birney LLC. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver customized, algorithm-supported advice while emphasizing the use of Ameriprise-managed accounts.

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 at RBC Capital Markets with 14 years of industry experience. He holds the Series 66 designation and previously worked at Good Life Advisors, LLC and LPL Financial, LLC for a decade. RBC Wealth Management serves a diverse client base, including individual investors and institutional clients, offering multiple advisory programs with customizable portfolio management and financial planning services. The firm integrates in-house and third-party investment managers and provides access to alternative investments and comprehensive capital markets capabilities.

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, holding a Series 63 designation and over 30 years of industry experience. His prior experience includes twelve years at Ameriprise and eighteen years with Next Financial Group Inc. He is also licensed as an insurance agent, selling fixed annuities and life and health insurance products. 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.

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.

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.