Emory Guest is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at LPL Financial since 2010. He also owns and operates Action Advisors, Inc., an insurance and financial services business. His activities include managing fixed insurance products through multiple agencies, including a family agency inherited from his father. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Mary Wheeler is a Planning Consultant at Fidelity Investments, where she collaborates with clients on the wealth management team to develop clear and concise understandings of their unique financial situations. She emphasizes connecting with clients and their families to foster trust and ensure they feel understood in their financial relationships. Mary's professional experience includes roles as a Planning Consultant and Relationship Manager at Fidelity Investments, a Registered Wealth Management Client Associate at Merrill Lynch, and a Financial Representative at Fidelity Investments. She holds insurance licenses for Arkansas and California. Outside of her professional work, Mary has interests in concerts, fitness, reading, and yoga.

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.

Brad Pickett is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. Prior to joining LPL Financial in 2025, he spent nine years at NEXT Financial Group Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

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.

Lisa Lee is a CFP® professional with 31 years of industry experience. She is currently with OSAIC and has worked at Fortis Investors, Inc. since 1997. Lee is involved as a board member of The Harbor Nizhny, a nonprofit missionary organization. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs.

Monte Piper III is a Series 66 credentialed financial advisor with Edward Jones in Sugar Land, TX, with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions in education with multiple independent school districts. He is also listed as a manager of Piperstein, LLC, an online marketing business that remains inactive. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and advisory services supported by a nationwide network of financial advisors and branches.

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.

Jason Munoz is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Hernan Perez is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America and AXA Advisors. Outside of finance, he has experience working with Orange Theory Fitness and Uber. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver its services.

Jonathan Linker is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Cerity Partners LLC, Northstar Wealth Management, and a non-financial position at I Fratelli Pizza Houston. He also has academic experience from Texas Tech University. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and model portfolio platforms.

Alireza Hashemi is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides financial guidance and investment strategies to clients, leveraging his expertise to help manage and grow their wealth. He holds the Professional Investment Advisor (PIA) designation, underscoring his commitment to professional standards and knowledge in the financial advisory field. Alireza earned his Bachelor's Degree from the University of Houston System. His background combines formal education and professional credentials to support clients in achieving their financial goals.

Danielle Bily is a CFP® designated financial advisor with Edward Jones in Richmond, TX, with 13 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she serves as a bookkeeper for a local yoga studio in Katy, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Wesley Blackmon is a Certified Financial Planner (CFP®) with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Katy, Texas. Outside of his advisory role, he is a partner in a family holdings company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices.

Helen Altemus is a financial advisor with LPL Financial in Houston, TX. She holds the ChFC® designation and Series 66 license and has 10 years of industry experience. Her prior work includes roles at Bank of America and Merrill over the same period. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research support.

Marcos Helms is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. In addition to his advisory role, Helms teaches adults about the basics of equity and fixed income investments for Katy Independent School District. Edward Jones is a full-service wealth management firm serving a broad client base including individual, institutional, and corporate clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard.

William Winegar is a financial advisor at LPL Financial in Houston, TX, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America, N.A. From 2005 to 2023, he served clients at these firms before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement consulting, and brokerage services.

Parag Bhavsar is a financial advisor at Edward Jones in Sugar Land, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at HIR Inc and PAAJ LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm supports its clients through a nationwide network of advisors and branch offices and operates under a fiduciary standard.

John Petersen is a CFP® professional with 33 years of experience in the financial industry. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm operates with a large institutional advisory platform alongside brokerage and investment management capabilities.

Nikhil Modi is a financial advisor with LPL Financial based in Stafford, TX, holding the Series 63 and Series 66 designations and bringing 33 years of industry experience. Prior to joining LPL Financial in 2025, he has been with Next Financial Group Inc since 2009. Modi is also an author and engages in selling and servicing term life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services, supported by comprehensive research and a wide range of investment strategies.