Anh Dieu is a financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan Securities, Anh worked for ten years at Wells Fargo Bank, NA. Anh holds Series 63 and Series 65 designations and is based in Sugar Land, TX. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Acie French is a financial advisor at LPL Financial with 26 years of industry experience, including 21 years at LPL. He holds the Series 63 and Series 66 designations. His background includes non-variable insurance sales as an additional business activity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research resources.

Donald Snowden Jr. is a financial advisor at Edward Jones in Katy, TX, with eight years of industry experience. He has held his current position since 2017 and previously worked at AMT from 2014 to 2017. Snowden holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory and investment solutions under a fiduciary standard.

Gabriel Pena is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021, with prior experience at PFS Investments Inc/Primerica Financial and New York Life. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Kenneth Alfonso is a financial advisor with Edward Jones in Katy, TX, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He previously worked at Edward Jones from 2013 to 2019, returned to the firm in 2020, and has experience with Matvey Foundation Repair Inc and Olympic View Swim Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 38 years of industry experience. He has been with UBS since 1991. Outside of his advisory work, he serves as president of the Carnegie Vanguard High School Baseball Booster Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor solutions using proprietary research and model-based asset allocations.

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 CFP® professional with 30 years of industry experience, currently affiliated with OSAIC. He has been with Royal Alliance Associates, Inc. since 2008. Keel serves as an adjunct instructor in the Certified Financial Planner graduate program at Rice University. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through an extensive network of advisors. The firm provides integrated brokerage and advisory services with a focus on diversified portfolio construction, utilizing various asset-allocation tools and third-party managed-account solutions.

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, he held roles at 24 Hour Fitness and Project Walk Houston. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI integration in research, and its advisory role to multiple registered investment companies.

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 at Raymond James & Associates with seven years of experience in the financial industry. Prior to joining Raymond James in 2020, Richards worked at Willis Johnson & Associates from 2017 to 2020 and also at HEB in 2017. Raymond James & Associates, Inc. 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, pension plans, and nonprofit 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 at Cambridge Investment Research Advisors with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cambridge since 2012. Munoz also serves as Vice Regent for the Catholic Daughters Court St. Laurence, a nonprofit organization. Cambridge Investment Research Advisors is an SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm utilizes a variety of portfolio management approaches and platform arrangements, offering both discretionary and non-discretionary investment implementation tailored to client objectives.

Ricki Evans is a financial advisor with Fidelity Investments in Richmond, TX, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, Evans held positions at Uber Technologies and worked in various other roles including at Southern New Hampshire University and the National Notary Association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies.

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 over 18 years of experience as a wealth advisor with Merrill Lynch. Jeff and his team manage more than $1 billion in assets as of June 2022, focusing on comprehensive wealth management strategies that address clients' goals, values, and unique financial needs. Jeff specializes in areas including executive compensation, equity compensation services, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, and tax minimization. He uses a consultative approach to help affluent clients preserve wealth, mitigate taxes, care for loved ones, and plan charitable giving. Prior to joining Merrill Lynch, he worked for five years as a mutual fund specialist at Invesco. His licenses include Texas Life and Health, Series 7, and Series 66 FINRA registrations. Jeff earned a Bachelor of Science degree with a minor in Business Administration from the University of Houston and completed Rice University’s Certified Financial Planning Program. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Outside of work, Jeff is involved in the Spring Branch Memorial Sports Association. He lives in Houston with his wife and three children.