Lauren Wincott is a financial advisor with Ameriprise in Louisville, KY, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Samuel Valerio is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Ameriprise, Morgan Stanley, and various insurance agencies. He is also involved in insurance sales through W&R Insurance Agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Brian Turpen is a CFP® with 20 years of experience and currently serves as a financial advisor at Raymond James Financial in Houston, TX. He previously worked at Cuna Brokerage Services, Inc. and is an officer and vice president at First Community Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to deliver tailored advice and supports municipal and public finance work through a unique affiliation with a municipal advisor.

John Babu is a financial advisor with Cetera, holding the PFS™ designation along with Series 63 and Series 65 licenses, and has nine years of industry experience. He previously worked at Avantax and Principal Securities Inc., and has served as Managing Member of JJB CPA Group PLLC, providing accounting, tax, and financial consulting services. In addition, he is involved as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options and accesses third-party money managers.

Shane Theriot is a CFP® designated financial advisor with Edward Jones in Katy, TX, and has eight years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Jeffery Van Wart Jr. is a Series 66-credentialed financial advisor with two years of industry experience, currently with Cambridge Investment Research Advisors since 2025. His prior work includes roles at King Capital Advisors, Brady Machine Works, and Hammer Trading. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, utilizing both proprietary and third-party model strategies with flexible investment implementation options.

Michael Peschke is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation. Outside of his advisory role, he serves as a fill-in pastor on Sundays for churches in need through the Trinity Conference of the Global Methodist Church. Raymond James & Associates 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Joseph Stassi Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. His career includes roles at firms such as Morgan Stanley, Ameriprise, and Citigroup Global Markets. Stassi is involved in health insurance sales as an independent agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a large network of advisors.

Cristian Martinez is a financial advisor at Fidelity with a Series 66 credential and one year of experience in the industry. Prior to joining Fidelity, he worked at JP Morgan Chase for three years and has held positions in various other companies including Old Second National Bank and eXp Realty LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an adviser to multiple registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks in its model portfolios.

Amir Abileah is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Foto Electric Supply Co. and Epilady USA Inc. He also serves as President of the Nine Oaks Condominium Association, a volunteer position on the homeowners association board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Joshua Graeff is a financial advisor at OSAIC with 17 years of industry experience. He has held positions at Osaic Advisory Services, Arbor Point Advisors, Securities America, and Kms Financial Services. Outside of his advisory work, he is president and owner of Northern Pacific Asset Management and serves as CFO and co-owner of a spouse’s esthetics company. OSAIC serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated investment advisory and brokerage services with a range of portfolio management tools and third-party solutions.

Hank Shieh is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2009. 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 brokerage, distribution, and investment management capabilities.

Julie Haviland is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 63 designation and bringing 30 years of industry experience. She has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor financial plans.

Alexander Streusand is a financial advisor at Merrill with 14 years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Merrill, he worked at Capital Group - American Funds Distributors, Inc., Franklin Templeton, and Invesco. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies managed by internal teams and third-party managers.

Mark Magee is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Edward Jones and Chase Investment Services Corp. Magee is based in Houston, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christian Cordova is a Planning Consultant at Fidelity Investments. In this role, he assists clients using a holistic planning approach that encompasses retirement planning, portfolio optimization, and complex financial needs leveraging Fidelity's resources. His objective is to provide clients with confidence in their financial plans and support throughout life's changes as they work toward their goals. Christian's experience at Fidelity began in 2022 as a Financial Representative, followed by a role as Relationship Manager from 2025 to 2026 before becoming a Planning Consultant in 2026. Throughout his tenure, he has developed expertise in client relationship management and comprehensive financial planning.

Kordell Nolan is a financial advisor at Edward Jones in Cypress, TX, holding Series 66 and Series 63 credentials with one year of industry experience. Prior to joining Edward Jones in 2026, he was with Phreesia for one year and was a franchise owner at Goosehead Insurance for nine years. Edward Jones is a full-service wealth management firm serving more than 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.

Michael Kopfer is a financial advisor with Primerica Advisors in Sugar Land, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Primerica Advisors since 2002 and has over two decades of prior experience at Primerica Financial Services. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and selectively managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure with oversight procedures to manage potential conflicts of interest.

Loryn Woodard is a financial advisor at Edward Jones with seven years of industry experience. She has held roles at Edward Jones since 2018 and previously worked at First Community Credit Union from 2014 to 2018. Woodard holds a Series 66 designation and is based in Houston, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Rao is a financial advisor with Cambridge Investment Research Advisors in Houston, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Cambridge Investment Research Advisors in 2022, he worked at Cantella & Co., Inc. from 2015 to 2023. Outside of his advisory role, Rao is also involved as a tennis coach in Katy, TX. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, with a range of portfolio management options and a mix of proprietary and third-party strategies.