Emmanuel Velazquez is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., Regions Bank, and Bank of America. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Lynn Wammel is a financial advisor with Edward Jones, holding a Series 66 designation and 12 years of industry experience. She has spent her entire career at Edward Jones since 2006. Outside of her advisory role, she performs contract work reviewing bridge inspections and related reports for ASK Engineering in Kingwood, TX. Edward Jones is a full-service wealth management firm serving over four million clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies supported by a large national network and operates under a fiduciary standard.

Michael Byers II is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1998. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Keeara Thompson is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at both Merrill and Bank of America N.A. since 2011. Outside of her advisory role, she is involved in a family-owned business in Houston that sells women's hair extensions. 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, and institutional accounts.

Brian Kidwell is a Series 66-licensed financial advisor with LPL Financial, based in The Woodlands, TX. He has 13 years of industry experience, all with LPL Financial. Outside of his advisory role, he serves as Executive Vice President of D.Hilton Associates, Inc., where he oversees a strategic services team and assists in senior executive recruitment for the credit union industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by extensive research and model portfolios.

Lindsey Barlow is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she has a 50% ownership in Barlow Ventures LLC, a specialty contracting business based in Cypress, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Irving Moses Jr. is a financial advisor with Primerica Advisors in Humble, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of advising, he is involved in sales of home security and automation products through affiliated companies and receives compensation for referrals in these areas. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Jared Chamberlain is a Financial Consultant currently working at Fidelity Investments since 2019. He partners with clients to develop financial plans tailored to their family's specific needs and goals. Prior to his current role, Jared held positions as an Investment Consultant from 2017 to 2019 and as a Relationship Manager from 2015 to 2017, both at Fidelity Investments. He also gained experience as a Financial Services Representative at E*trade Financial from 2013 to 2014. Jared holds an Arkansas Insurance License, supporting his professional qualifications in the financial services industry.

Yi Xuan Cheng is a financial advisor at LPL Financial with four years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2024, Cheng worked at firms including Benedetti, Gucer & Associates, Ameriprise, and DriveWealth. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Garrett Huff is a financial advisor with Charles Schwab in The Woodlands, TX, holding Series 63 and Series 65 credentials and having seven years of industry experience. He previously worked at BBVA Compass before joining Charles Schwab and Charles Schwab Bank. Outside of his advisory role, he plays drums at several churches in the Houston area, including Oakridge Baptist Church. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Eriberto Elizondo Sr. is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 26 years of industry experience. He has been with Cetera since 2016 and is also the owner of Marathon Wealth Management. In addition to his advisory work, he is a partner at Elizondo & Elizondo, CPA's, a tax and accounting firm he has been involved with since 1993. Cetera Investment Advisers LLC provides a broad range of investment advisory services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients with a multi-manager platform that includes discretionary and non-discretionary portfolio management options.

Delia Moreno is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and five years of industry experience. She has been with J.P. Morgan Securities since 2020 and also has a longer tenure at JPMorgan Chase Bank, N.A. dating back to 2009. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, providing asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Kara Morin is a financial advisor with Ameriprise in The Woodlands, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, Morin owns and manages Kara R. Morin LLC, a business focused on managing her Ameriprise practice. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research-driven, algorithm-assisted recommendations with personalized financial advice. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Brian Bowman is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

Robert Vaughan is a financial advisor with UBS Financial Services in The Woodlands, TX, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a range of capital markets and fiduciary services.

Lydia Armelin is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and JPMorgan Chase Bank. Outside of her advisory role, she was involved with TAV Houston Volleyball from 2022 to 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Kevin Dean is a financial advisor with Ameriprise who holds a Series 66 designation and has 21 years of industry experience. His prior experience includes roles at Bank of America and Merrill from 2013 to 2022. He is based in Tomball, TX. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial 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, delivering recommendations through a centralized consulting team that works with advisors like Dean.

Anthony Comer is a CFP® with 27 years of industry experience, currently serving at UBS Financial Services. He worked at UBS from 2008 to 2025 before joining Wells Fargo Clearing in 2025. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Robert White is a financial advisor with LPL Financial in Kingwood, TX, holding a Series 63 license and having 38 years of industry experience. He has worked at LPL Financial since 2000 and previously spent five years with Intrua Financial. He is also a Notary Public for the State of Texas and operates a tax preparation and accounting service alongside his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Logan Lopez is a financial advisor with UBS Financial Services in The Woodlands, TX. He holds a Series 66 credential and has been with UBS since 2025. Prior to joining UBS, Lopez had roles at The Club of Carlton Woods and Farmers Daughter, along with experience in collegiate and sports-related positions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 solutions.