Cathy Buchanan is a CFP® and Series 63-registered financial advisor with 27 years of industry experience. She is currently with Cambridge Investment Research Advisors and has previously worked at Ameriprise and Ameriprise Financial Services, Inc. Cathy is also the owner of Metam Wealth Advisors, LLC, a separate advisory business. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and provides multiple platform options along with proprietary model strategies under the Founders Gate Capital brand.

Nathan Burks is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He collaborates with clients to develop tailored financial strategies aimed at achieving long-term financial well-being and confidence for retirement planning. Prior to his current role, Nathan worked as an Investment Consultant at Fidelity Investments from 2022 to 2023. Before joining Fidelity, he held positions as Lead Advisor at Aspire Wealth Advisors from 2021 to 2022 and as a Financial Advisor at Principal from 2019 to 2021. Nathan's professional experience spans multiple roles in the financial advisory field, focusing on client collaboration and strategic financial planning. Outside of his professional work, Nathan enjoys outdoor activities such as beach outings, camping, fishing, running, and spending time with his pets.

John Osborn is a CFP® and ChFC® with 48 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011 and has longstanding experience at New England Life dating back to 1985. Outside of his advisory role, he serves on the board of a local Property Owners Association and is involved in administration and bookkeeping for qualified plans. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Travis Fitts is a financial advisor with Charles Schwab in Houston, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Schwab in 2022, he worked at Robinhood Financial, Thrivent Investment Management, and Modern Woodmen of America. Outside of his advisory role, Fitts assists with management and upkeep of his family’s agricultural business producing cattle and hay. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment selection process.

Gerald Mischon Jr. is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and over 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is involved with Black Diamond Incorporated, a holding company for concession equipment assets, serving as its secretary. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer providing financial planning and advisory services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and committee insights.

Lamar Morris is a CFP®-designated financial advisor with 28 years of industry experience. He is currently with Stifel, where he has worked since 2020. Prior to that, he spent nine years at Bank of America, N.A. Outside of financial advising, he is involved in oil and gas exploration through Spooner Petroleum. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Marcus Reed is a financial advisor with Charles Schwab based in Houston, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at TD Ameritrade and Scottrade prior to joining Schwab in 2019. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed account options. The firm’s model combines non-discretionary client relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research and due diligence on alternative investments.

Russell Kemp is a CFP® with 21 years of industry experience, currently serving at RBC Capital Markets since 2008. Based in Sugar Land, TX, he holds the Series 66 designation. Outside of his advisory role, he is a passive owner of a department store in Kerrville, Texas. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management and integrates both in-house and third-party investment managers to implement client strategies.

Sopuruchi Uchechi Onuoha is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 credentials and one year of industry experience. She has previously worked at Primerica Financial Services, TDCJ, and Kamalu, Wodu and Associates. Her business activities include sales of investment-related products and referral of home security and automation services through affiliates of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers advisory services primarily through model-delivery strategies created by unaffiliated asset managers, supported by trade execution and custody arrangements with BNY Mellon Advisors and Pershing.

Danielle Masin is a Series 66-licensed financial advisor with seven years of industry experience. She has worked at J.P. Morgan Securities since 2024 and previously held roles at Merrill and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Chenchu Vellore Srinivas is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2023. Outside of finance, he is involved with ASV Consulting Group, a civil engineering and subsurface utility service company, where he manages payroll on a part-time basis. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through written asset allocation advice, investment manager searches, and customized performance reporting. Their approach combines quantitative screening and qualitative research to build model asset allocations within a non-discretionary advisory program.

Will Ortiz is a financial advisor with J.P. Morgan Securities in Katy, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as four years at Bank of America/Merrill Lynch. 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. The firm combines quantitative screening and qualitative research with forward-looking market assumptions to develop model asset allocations, incorporating ESG criteria where appropriate.

Theodore Stanley is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 registrations and over 31 years of industry experience. He has worked at LPL Financial since 2007 and previously held roles at SeCU Brokerage Services, Merrill, and Banc One Securities Corporation. Outside of his advisory work, he is a board member of the nonprofit TownshipFuture and operates a small gift basket business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and large-scale operations.

Anthony Bui is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and 16 years of industry experience. Prior to joining J.P. Morgan Securities in 2020, he worked at LPL Financial, Wells Fargo Clearing, Wells Fargo Advisors, and Chase Investment Services. 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 and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Martin Pate is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1996. In his role, Martin assists clients in portfolio construction tailored to their risk tolerance, objectives, and time horizons through the Investment Advisory Program. His client focus areas include institutional and corporate benefit services, employee financial health, managing new wealth, personal retirement planning, philanthropic planning, and retirement income. Martin holds several professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned both his Bachelor’s and Master’s degrees from the Texas A&M University System, with a Master’s in Statistics. He has also completed training at Wharton’s Executive Education Program. A resident of Fort Bend County for over 38 years, Martin, along with his wife Pam and their three children, is active in the local community, including involvement with the Houston Livestock Show and Rodeo. Outside of his professional work, Martin enjoys baseball, cooking, fishing, football, gardening, golfing, horseback riding, and woodworking. His approach to wealth management emphasizes collaboration to align financial planning with clients’ unique life priorities and changing circumstances.

Steven Swanson is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and Chase Investment Services Corp. prior to his current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and includes derivatives and commodities capabilities through its unique regulatory registrations.

Dan Neuenfeldt is a Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he works closely with clients to define and prioritize their financial goals, emphasizing collaboration to develop tailored financial plans. Prior to this, he served as a Planning Consultant and Relationship Manager at Fidelity Investments from 2021 to 2024. His earlier experience includes working as a Financial Advisor at Waddell & Reed from 2015 to 2019. Throughout his career, Dan has focused on understanding clients' individual circumstances to provide personalized financial guidance. Outside of his professional responsibilities, he has interests in military service and running.

Daniel Ojekunbi is a financial advisor at Primerica Advisors with four years of industry experience. He holds Series 65 and Series 63 credentials and has worked with several firms, including Primerica Financial Services and Optic, Inc. Outside of advisory services, he is involved in sales of loan products and home security referrals through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Camiel Verburgt is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Lekker Eten Inc., Lincoln Financial Distributors, Global Retirement Partners, LPL Financial, OneAmerica Securities, and American United Life. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Pradip Shah is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC for five years each. Outside of his advisory role, he owns AMARPSHAH LLC, an LLC established for potential future business endeavors. Ameriprise Financial Services is a large diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with written Recommendation Reports and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team, proprietary investment research, and collaboration with financial advisors, with enrollment criteria that include minimum investable assets and assets held within Ameriprise.