Nicholas Domingue is a financial advisor at Morgan Stanley in Houston, TX, with 21 years of industry experience. He has been with Morgan Stanley since 2009 and holds the Series 63, Series 65, and Series 66 credentials. Outside of his advisory work, he is involved as a disc jockey with the University of Louisiana at Lafayette athletics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by its Global Investment Committee’s return estimates and modeling tools.

John Dunegan is a financial advisor with Thrivent Investment Management in Houston, TX. He holds a Series 66 designation and has six years of industry experience. Prior to joining Thrivent, he worked at Private Advisor Group, LPL Financial, Brookwood Advisors, and Invesco. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm focuses on goal-based analyses and allows clients to combine planning with managed-account programs while keeping the services distinct.

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.

Toby McSwain is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at Waddell & Reed, Inc., and running his own firm, Toby McSwain, since 2013. He is also involved with Audacious, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions, utilizing both proprietary and third-party strategies.

Stephen Alexander is a financial advisor with OSAIC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Sagepoint Financial, Inc. for five years and NEXT Financial Group for nine years. Outside of his advisory role, he owns a sole proprietorship offering insurance products and services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios on discretionary or non-discretionary bases.

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.

Madison Konermann is a financial advisor at OSAIC with six years of industry experience. She holds a Series 66 designation and has held various roles at firms including Securities America and Riverbend Financial Group. In addition to her advisory work, she is the Director of Business Development at Altus Consulting Group, a sole proprietorship focused on business growth and client relationships. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment platforms and employs tools such as asset-allocation models and automated rebalancing to construct portfolios tailored to client needs.

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.

Carl Lewis is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, NEXT Financial Group, and his own Lewis Loftin Group. Outside of his advisory role, Lewis serves as president of the Woodlake Forest III HOA board of directors. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Lov Bernard is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation. He joined UBS in 2026 and has experience working in various roles including at Transition Support Services, Beebusy Wellness Center, and Zurich North America. Bernard also has entrepreneurial experience with AmLov, LLC, which he has been involved with since 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and provides customized financial planning and portfolio management using proprietary research and model-based asset allocations.

Tyler Porter is a financial advisor at OSAIC with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Noble Energy, Inc. for 11 years, as well as several advisory firms. He is also involved as an Investment Advisor Representative with Petra Benefits Financial Services and works with SF Cicada, LLC in office-related activities. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of advisers and advisory platforms. The firm employs various asset-allocation and risk-assessment tools to construct portfolios across multiple asset classes, offering a range of integrated brokerage, advisory, and managed-account services.

Linda Gibbs is a Series 66 licensed financial advisor with Merrill in Houston, TX, where she has worked since 2000. She has 18 years of industry experience. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sheryl Barron is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. Her career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James in 2017. She is based in Cypress, TX. Raymond James & Associates, Inc. is a large 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, and offers financial planning and consulting services supported by a national adviser network.

Alberto Molina is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Arca Continental and Coca-Cola Southwest Beverages. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and a broad suite of non-advisory financial products.

Natalie Gaskamp is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Bank of America, Merrill, JP Morgan Securities, and LPL Financial. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Ethan White is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved with Ordos Tax Services, where he assists with tax preparation and accounting tasks. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with various investment strategies and operational tools while overseeing substantial discretionary assets and a large advisor network.

David Richburg Jr. is a CFP®-credentialed financial advisor with 27 years of industry experience, currently with Stifel in Houston, TX. He previously worked at Edward Jones for 11 years and spent two years at B. Riley Wealth Advisors and B. Riley Wealth Management. Richburg serves as a trustee for the Frank C Dailey College Scholarship Fund, which provides college scholarships to local high school graduates. Stifel serves a diverse client base, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Pat Patterson is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He previously worked at Edward Jones for 21 years and Walnut Street Securities, Inc. for 22 years. Outside of his advisory role, Patterson operates H&P Enterprises LLC, a storefront ice and water vending machine business. 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 range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Helen Altemus is a financial advisor with LPL Financial in Houston, TX. She holds the ChFC® designation and Series 66 license, with 10 years of industry experience. Her career includes roles at Bank of America, N.A. and Merrill over the same period. 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.

William Winegar is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research model portfolios, subadvisors, and various strategy options.