Maryam Maadan is a CFA® charterholder and financial advisor with Primerica Advisors in Houston, TX, with nine years of industry experience. She has worked at Primerica since 2017 and has held positions at Ensemble Health Partners and the Texas Commission on Environmental Quality. Outside of financial advising, Maadan is an author of multiple romance novels published and marketed on Amazon.com through her publishing company, Suntrust Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services using model-based investment strategies developed by unaffiliated asset managers and provides trade execution and custody support through Pershing and BNY Mellon Advisors.

Greg Hassett is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Bank of America, Merrill Lynch, Wells Fargo Clearing, and A.G. Edwards & Sons. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Christopher Madden is a financial advisor with J.P. Morgan Securities based in Houston, TX. He holds Series 63 and Series 66 designations and has 18 years of industry experience. His prior roles include positions at Transamerica Capital, Inc. and Axa Equitable Life Insurance. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Michael Mcgee Jr. is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 13 years of industry experience. He previously worked at Hornor, Townsend & Kent, Inc. and has been involved with Investment Insurance Coordinators, Inc. since 2007. Outside of his advisory role, Mcgee serves as an instructor providing continuing education to CPAs and is involved in various business ventures, including ownership in entities related to land and mineral rights as well as running a hunting ranch. Cambridge Investment Research Advisors serves a diverse client base, including individual investors and institutional clients such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports multiple platforms and custodians, provides access to third-party advisers and proprietary model strategies, and offers both discretionary and non-discretionary management options.

Jenna Cedillo is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has worked in various roles at JPMorgan entities since 2016. Outside of her advisory work, she is a co-owner of Gemini Properties, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Jacqueline Rivera is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has held positions at Wells Fargo Bank, BBVA Securities, and Compass Bank prior to her current role. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, with oversight on delegated management and attention to conflicts of interest.

Evan Martin is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with UBS in various capacities since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations in client planning.

Chad Devens is a financial advisor with Edward Jones in Tomball, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as a team representative for the Northpointe Shockwaves Swim Team, acting as a liaison between coaches, parents, and the board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with discretionary and non-discretionary strategies, including separately managed accounts and affiliated mutual funds. The firm supports over 23,000 advisors nationally and manages approximately $1.01 trillion in assets under management.

Michael Marks is a CFP® professional with 31 years of experience in the financial industry. He is currently with LPL Financial in Houston, TX, and has previously worked at JPMorgan Securities LLC, Hancock Whitney Investment Services Inc., and CUNA Brokerage Services, Inc. Marks is also associated with Alliant Credit Union. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Shaelyn Dobson is a financial advisor at Osaic with 16 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Osaic in 2023, she worked at SagePoint Financial beginning in 2010. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Renee Lofland is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she volunteers as a precinct chair for the Harris County GOP, organizing get-out-the-vote campaigns in her neighborhood. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets through its Financial Advisors and Estate Planning Strategies Group.

Thanh Nguyen is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America/Merrill Lynch and NY Life/Eagle Strategies. Outside of his professional work, he is involved with Nguyen Sisters Investments LLC, a commercial real estate holding company, and occasionally supports his husband's skincare business by attending conventions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations, with implementation supported by affiliated entities.

Sara Cebas Mc Bride is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a range of wealth management and institutional trading capabilities.

Kayla Connelly is a financial advisor with LPL Financial in Houston, TX, holding Series 65 and Series 63 licenses and four years of industry experience. Her prior roles include positions at Dealerweb Inc., Alexis Advisors, LLC, and the University of Richmond. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of advisors. The firm offers a broad range of advisory and brokerage services including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Alexander Meyer is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Microsoft for six years and has academic experience from Georgia Institute of Technology and Morehouse College. He also maintains a concurrent role at Texas Tech University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies. The firm is notable for its extensive retail advisor and branch network as well as affiliated capabilities beyond advisory services.

William Stratton is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2013. Stratton serves as the treasurer and a board member of the Literacy Council of Fort Bend County. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research with institutional trading capabilities and wealth management offerings.

Reji Mathews is a financial advisor at OSAIC with 36 years of industry experience. He holds a Series 63 designation and has previously worked at FSC Securities Corporation for 14 years. Mathews also operates a sole proprietorship providing sales and service for health, disability, life insurance, and fixed annuity clients. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers a broad selection of discretionary and third-party management strategies.

Charles Hughes III is a financial advisor with Robert W. Baird & Co. Inc in Houston, Texas, holding a Series 66 designation and four years of industry experience. His prior work includes roles in legal and public affairs sectors, including at Kean Miller LLP and the Louisiana House of Representatives. Robert W. Baird & Co.’s DDK Group serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations through a variety of financial planning and portfolio management services utilizing both discretionary and non-discretionary strategies. The firm manages approximately $394 billion in regulatory assets and offers distinct capabilities such as municipal advisory services, tax-managed and direct-indexing strategies, and ongoing manager selection supported by internal research and technology.

Eric Davis is a financial advisor with Edward Jones in Cypress, TX, holding a Series 66 designation and 8 years of industry experience. Prior to joining Edward Jones in 2017, he worked at Team National and TMI Climate Solutions. He serves as an officer on the committee for a youth soccer club, assisting with team operations and travel coordination. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branches nationwide.

Jose Padron is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and over 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and may include ESG considerations, with implementation supported by affiliated entities.