David Brady is a financial advisor with Raymond James & Associates in The Woodlands, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James & Associates since 1998. 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 and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Shaoying Qing is a financial advisor at LPL Enterprise with one year of industry experience. Qing holds a Series 66 designation and has previously worked at Pruco Securities LLC, GHA Capstone, LLC, and has experience with ventures including YuShi Apparel e-commerce LLC. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Charles Sanders III is a financial advisor at J.P. Morgan Securities LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A., Ameriprise Financial Services, and CUNA Mutual Group. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Erica Greene is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. Her career has been exclusively with Wells Fargo entities in various capacities since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and planning tools to create tailored recommendations.

Bernard Adam III is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His previous roles include positions at VOYA Financial Advisors and Cetera Wealth Services. He is an owner of Bedrock Financial Advisors, LLC, and serves as a board member of a property owners association. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors managing approximately $256 billion in assets.

Tirzah Haiola is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her work history includes roles at Bank of Hawaii and Bank of America, with concurrent involvement at Louisiana State University Shreveport. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various organizations.

Adam Burden is a financial advisor with Thrivent Investment Management in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Thrivent, he worked in education with Texans Can Academies and the Austin Independent School District. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses without discretionary trading authority. The firm allows clients to integrate planning with managed accounts through a consolidated billing option, maintaining separation between the services.

Kenneth Logsdon is a financial advisor with Wells Fargo Clearing in The Woodlands, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s advisory process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

James Whitmore Sr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at Cetera Wealth Services, Summit Financial Group, and operating his own firm, Whitmore Financial Services, since 2002. He is also a partner in a commercial property management partnership. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and consulting services, including discretionary and non-discretionary approaches, with access to multiple program platforms and third-party managers.

Athena Morrow is a financial advisor with Ameriprise in The Woodlands, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she provides plan production services to local advisors through Penni, Rippey, Cunningham & Associates, LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

James Farris is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 32 years of industry experience. His prior work includes roles at VOYA Financial Advisors and Fidelity Union Life Insurance. He also owns Farris Financial Group, an entity involved in the sale of securities and insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, supporting discretionary and non-discretionary strategies across multiple program structures.

Loren Westerfield is a financial advisor at Edward Jones with a Series 66 designation and one year of experience at the firm. His career includes roles at InfoStride, We the Veterans Foundation, Atkinson Engineers, Liberty University, and eight years with the United Service Organizations (USO). Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management and a large nationwide network of financial advisors and branch offices.

Zachary Heard is a financial advisor with UBS Financial Services in The Woodlands, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Fidelity Investments and Invesco. He is a partner in Black Creek Investment LLC, a real estate investment venture. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering portfolio management, financial planning, and access to alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

John Mccauley is a CFP® professional with 34 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses and is based in Beaumont, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment offerings.

Carlos Cruz Martinez is a financial advisor with J.P. Morgan Securities in Cypress, TX, holding a Series 66 designation and five years of industry experience. His work history includes roles at JPMorgan Chase Bank, Bank of America, Merrill, and the University of Houston Downtown. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Miriam Alvarez Martinez is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. She has worked at Merrill since 2019 and previously held roles at Bank of America, N.A. and Wells Fargo Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Torres is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and one year of industry experience. He has worked at Ameriprise since 2018 and has prior experience at Heb and Klein Oak Highschool. Outside of his advisory role, he is involved in music as a songwriter and performer. Ameriprise is a large institutional firm that offers retirement-income planning services and a broad range of advisory, brokerage, and insurance solutions. Their approach includes algorithm-driven retirement recommendations combined with personalized financial advising, primarily serving clients with significant investable assets.

Bruce Robertson is a financial advisor with Osaic Wealth, Inc. based in Tomball, TX, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. Prior to joining Osaic in 2025, he spent 10 years with Lincoln Financial Advisors. Outside of his advisory work, he provides musical instruction and performs in concerts and is involved with a wedding and event planning business managed by his family. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm utilizes integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and multiple investment platforms to offer tailored portfolio management and financial planning solutions.

Cynthia Lange is a financial advisor with Merrill, holding the Series 63 and Series 66 designations and bringing 37 years of industry experience. She has been with Merrill since 2009. Outside of her financial advisory role, she is an officer at Texas Glassblowing, LLC, a family-held business in Magnolia, Texas. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jackson Markham is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. His prior work includes roles at Integrated Payment Services and involvement in golf-related business activities through Jackson Markham Golf. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which provides asset allocation and planning analyses to support client decision-making.