Larry Sklar is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 registrations and 42 years of industry experience. He previously worked at Next Financial Group Inc for 18 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Colin Welch is a financial advisor at Edward Jones in Webster, TX, holding a Series 66 designation with over a decade of experience. Before joining Edward Jones in 2026, he worked at Link Crude Resources for four years and AET, Inc for nine years. 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. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

John Zodrow is a financial advisor at UBS Financial Services with 40 years of industry experience. He has worked at UBS since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the advisory board of The Masquerade Theatre, a local musical theater company in Houston, assisting with group direction and fundraising. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Trevor Pickett is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2022. Prior to this, he was employed at Pinebrook Wealth Strategies and T-Mobile. Outside of advising, he is an associate at Velonix Wealth, where he is responsible for trade entry, transaction review, portfolio research, and related tasks. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs across a large network of advisors.

Peter Horton is a CFP® with 16 years of industry experience, currently advising clients at Ameriprise Financial Services LLC. His prior experience includes roles at Wells Fargo Clearing Services LLC and Edward Jones. Horton serves on the Board of Directors for The Harris School Board in Houston, Texas. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research and modeling with tax-efficient strategies to provide tailored recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Barbara Harmon is a Series 66-licensed financial advisor at Ameriprise with 14 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, 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 to deliver tailored retirement income recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Travis Batts is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2014. He is based in Houston, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutions. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Hal Finberg is a financial advisor with Wells Fargo Clearing in Sugar Land, TX, holding Series 65 and Series 66 licenses and 26 years of industry experience. He has previously worked at Bank of America and Merrill, with a combined tenure of nearly three decades across these firms. Outside of his advisory role, he is a co-owner of Prison Break Tattoos, a tattoo shop in Houston. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary plan-level investment management options.

Steele Arthur is a CFP®-credentialed financial advisor with 19 years of industry experience, currently with Edward Jones since 2024. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities LLC from 2022 to 2024, and Ameriprise Financial Services, Inc. from 2010 to 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Asheet Yagnik is a financial advisor with Wells Fargo Clearing in Sugar Land, TX, holding a Series 63 designation and 31 years of industry experience. He previously worked at Bank of America and Merrill. Outside of his advisory role, he has ownership interests in a hotel business in Lafayette, LA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Samir Rihani is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to understand their individual priorities and develop portfolio strategies tailored to their financial goals. His approach involves ongoing advice and adjustments to clients' portfolios as their needs evolve. Samir's expertise encompasses a range of financial planning services including general investing, retirement planning, and preparing for unexpected expenses. He holds several professional designations: Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He completed an Accredited Certificate Program at the University of Pune and is proficient in English, Hindi, Punjabi, and Urdu.

Laura Montealegre is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and eight years of industry experience. She previously worked at Bank of America and Merrill for nine years before joining J.P. Morgan Securities in 2025. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering 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 additional market-facing registrations, delivering advisory services alongside brokerage and investment management capabilities.

Maxwell Stover is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Ruszkowski Fisher Group. Based in Houston, he provides personalized wealth management strategies tailored to each client's financial goals. Maxwell focuses on areas including college education planning, family wealth management, legacy planning, retirement income, and socially responsible investing, among others. Maxwell grew up in Corpus Christi, Texas, and earned a bachelor's degree in economics from Texas A&M University Corpus Christi. Following his graduation in 2011, he relocated to Houston to pursue a career as a financial advisor, joining Merrill Lynch Wealth Management in 2015. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional work, Maxwell participates in community activities such as volunteering with Houston Cares Animal Rescue. Outside of work, he enjoys camping, cooking, fishing, hiking, music, reading, skiing, and spending time with his family.

David Johnstun is a financial advisor with Primerica Advisors in Houston, TX, holding Series 66 and Series 65 credentials and 12 years of industry experience. His prior roles include positions with AIG Capital Services, Inc. and American General Life Insurance. Outside of his advisory work, he is also a part-time Uber driver. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies developed by third-party asset managers.

Ryan Pledger is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at Edward Jones for seven years before joining LPL Financial in 2022. Ryan serves as a board member of the non-profit Sienna MUD 6 in Houston, Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by model portfolios and research from LPL Research and third-party subadvisors.

Beena Mathew is a financial advisor at Cetera with 11 years of industry experience. She holds a Series 66 designation and has been associated with Cetera and Cetera Wealth Services, LLC since 2015. In addition to her advisory role, she is a CPA and is involved in tax planning and preparation through her business, Babukutty Financial, and also sells fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary authorities across multiple program structures.

Diana Alexander is a financial advisor at RBC Capital Markets with 43 years of industry experience. She has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm provides various advisory programs with tailored investment strategies utilizing both in-house and third-party managers, along with integrated capital markets and lending services.

Sasha Thompson is a financial advisor at Edward Jones with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at BBVA Wealth Solutions, Compass Bank, BBVA Securities, BBVA Compass Insurance Agency, Zions Bank, and LPL Financial. Thompson has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, with a notable nationwide network of financial advisors and branch offices.

Lance Allen is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Cetera, Heritage Bank, Edward Jones, and DWS Investments Distributors. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Mirna Polis is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and the Royal Bank of Canada. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.