William Harris is a CFP® with over 20 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2005. He has been with JPMorgan Chase Bank, N.A. since 1999. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates centralized due diligence with both quantitative and qualitative research and may include an ESG eligibility framework.

Sheilakai Strickland is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 16 years of industry experience. Her prior work includes roles at UBS Financial Services, JPMorgan Chase, Fifth Third Securities, and The Huntington Investment Company. Outside of finance, she is the sole proprietor of Fashionista De'cor LLC, a home decor consulting business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, serving a range of clients including charitable funds and registered investment companies.

Axl Gayoso is a financial advisor at J.P. Morgan Securities in Houston, TX, with four years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Jpmorgan Chase Bank, N.A. Outside of finance, he has experience in photography, having worked with Valandax Photography. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting with clients retaining final decision-making authority.

Deanna Reeves is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. Her career includes over two decades with JPMorgan Chase Bank, N.A., including roles at JPMorgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative due diligence and may incorporate ESG criteria in its recommendations.

Cimalie Zoy is a CFP® and Series 66 credentialed financial advisor at Edelman Financial Engines with 22 years of industry experience. She previously worked at Palantir Capital Management, Ltd. for 11 years and has held roles at Financial Engines Advisors and The Mutual Fund Store. Outside of advisory work, Zoy serves as Treasurer for Boy Scouts of America Pack 76, managing the group's fundraising and financial records. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven investment process with diversified model portfolios and offers both discretionary and non-discretionary advisory options, managing approximately $326 billion for roughly 477,000 clients.

Stefan Graham is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and possessing 13 years of industry experience. He has been with Raymond James since 2012 in various capacities. Outside of his advisory role, he provides tax preparation assistance using TurboTax and is a partial owner of Graham Financial Group, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary planning and consulting, utilizing risk profiling and analytical tools to support a diverse client base including high-net-worth individuals, corporations, and charitable organizations.

Wesley Pruitt is a financial advisor at RBC Capital Markets in Houston, TX, holding a Series 66 designation with 12 years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, utilizing a combination of in-house and third-party managers to provide portfolio management, financial planning, custody, and brokerage services.

George Eckhardt Jr. is a financial advisor at Wells Fargo Clearing with 54 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Merrill and Bank of America, N.A. Outside of his advisory work, he serves as a guardian for his son. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients through a large network of over 14,000 advisors.

Eric Gould is a financial advisor with LPL Financial in Houston, TX, holding the Series 66 designation and four years of industry experience. His prior roles include positions at FHN Financial Securities Corp., FHN Financial Capital Markets, and First Horizon Advisors. 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, utilizing both proprietary model portfolios and third-party strategies, supported by advanced technology tools while maintaining discretionary and non-discretionary management options.

Harold Green Jr. is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 licenses and has 38 years of industry experience. His prior work includes positions at Raymond James & Associates and City National Bank. He serves as an officer for the Port Alto HOA, managing regulatory filings for a rural water system in Texas. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individuals, institutions, and charitable organizations. The firm offers various advisory programs that combine in-house and third-party investment management with customizable portfolio features and integrated capital markets capabilities.

Heather Carson is a financial advisor with Edward Jones in Houston, TX. She holds a Series 66 designation and began her advisory career in 2025 after 15 years at Shell Oil Company. 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 and offers a range of advisory strategies supported by a large nationwide network of financial advisors and branch offices.

Michael Lincoln is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked in various roles at Fidelity since 2022. Prior to his financial services career, he held positions at Mackay Marine and CarMax. Outside of advising, he serves as an officer of Amagine Homes Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery with a distinctive use of algorithmic portfolio construction and oversight of multiple registered investment companies.

Ronald Sanchez Lopez is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and is based in Houston, TX. Outside of his advisory role, he is a partner and investor in Cubaconstruction LLC. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Michael Moore is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and nine years of industry experience. He previously worked at Windlass Partners LLC for six years and currently serves as principal manager of Windlass LLC outside of business hours. Morgan Stanley Wealth Management is a major SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery and advanced planning tools.

David Semga is a financial advisor with Primerica Advisors in Houston, TX. He holds Series 63 and Series 65 licenses and has been in the industry for less than one year. His prior work includes roles in education and brief employment in other sectors. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages advisory services through a large network of advisors using model-driven strategies developed by third-party managers, focusing primarily on individual investors rather than institutional clients.

Kapil Mathur is a financial advisor with Morgan Stanley in Sugar Land, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and with Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves as a trustee or co-trustee for a trust based in San Diego, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee to model financial outcomes.

Carl Wiggins Jr. is a financial advisor with Merrill in Katy, TX, holding a Series 66 credential and six years of industry experience. He has worked at Merrill and Bank of America since 2019 and previously held positions at Capital One Bank. Outside of his advisory work, he serves as Executive Director and Senior Pastor of Salvation Church, a 501(c)(3) organization focused on worship and spiritual guidance. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts.

Jeffrey Cardwell is a financial advisor at Cetera with 43 years of industry experience. He holds a Series 63 designation and has been associated with Cetera Advisors LLC since 2013. Outside of his advisory role, he is involved as an owner of Duffy Cardwell, LLP, a financial services firm, and also works as a licensed insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management, financial planning, and consulting services across discretionary and non-discretionary program structures.

Carl Vincent is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise in Houston, TX. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, 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 non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts and incorporating algorithmic automation in its advisory process.

Charles Richmond is a CFP®-credentialed financial advisor with Primerica Advisors in Houston, TX, and has three years of industry experience. He has worked at PFS Investments Inc. since 2023 and has been affiliated with Primerica Financial Services since 2014. Outside of finance, he serves as President and Office Manager of Washington Funeral Street in Mississippi, a role he has held since 1996. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of advisors.