Larry Brannick is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with J.P. Morgan Securities and affiliated entities since 2011. 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. The firm combines quantitative and qualitative research to develop model asset allocations and maintains regulatory registrations reflecting broader derivatives and commodities capabilities.

Jason Harris is a financial advisor with Raymond James Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones from 2014 to 2019. Outside of his advisory role, he serves as a committee member on the executive council of Oak Ridge Baptist Church. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting, utilizing risk profiling and analytical tools to support client goals.

Derek Thain is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and previously worked at Vacek & Thain, PLLC for five years before joining Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios from a broad investable universe, offering both discretionary and non-discretionary advisory solutions.

Erika Urvina is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Grady West is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Merrill, Wells Fargo Bank, and Wells Fargo Clearing Services. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored advisory programs and portfolio management solutions that incorporate both in-house and third-party investment managers.

Brent Garrett is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and previously worked at Independent Bank for five years before joining RBC in 2018. He is based in Houston, TX. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers.

Kevin Moran is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and one year of industry experience. His background includes roles at South Texas College of Law, Suffolk University Law School, and PrideOne/Institutional Shareholder Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage services.

James Matthews is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 designations and bringing 53 years of industry experience. He has been with UBS Financial Services since 2000. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a network of Financial Advisors who tailor plans based on proprietary research and model-based asset allocations.

Audray Lohn is a financial advisor at LPL Financial with 34 years of industry experience. She has been with LPL Financial since 2005 and previously worked at Morgan Stanley DW Inc. for 12 years. She holds the Series 63 designation and is based in Houston, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions supported by technology tools and a diverse platform of advisory strategies.

Guy Hudman is a financial advisor with LPL Financial, holding a Series 66 license and bringing 28 years of industry experience. He has worked at LPL Financial since 2009, following prior roles at UBS Financial Services and Merrill. Outside of his advisory work, Hudman owns a classic Corvette company. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor-facing technology and a broad suite of financial products.

Nathan Cook is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. He has been with Robert W. Baird since 2015 and holds a Series 66 designation. Outside of his advisory role, he is an author involved in Bible study content through Leader Treks. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes manager-traded and model-traded SMA strategies supported by internal research and technology tools.

Jennifer Adams is a financial advisor with OSAIC in Houston, TX, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Royal Alliance Associates, UBS Financial Services, Credit Suisse Securities, and other firms. She is also the managing member of THE ADAMS NINE LLC, a non-investment-related business. OSAIC Wealth serves a diverse client base including retail, institutional, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services with a model-based investment approach that incorporates asset allocation and portfolio optimization techniques.

Joseph Oliver is a CFP® and holds a Series 66 license with 11 years of experience in the financial services industry. He has worked at Equitable Advisors since 2026 and previously held roles at Stifel Independent Advisors, Morgan Stanley Private Bank, and Edward Jones. Equitable Advisors serves a diverse range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management. The firm utilizes various advisory programs, including third-party managed accounts and its SAM program, and delivers services through a large network of Investment Adviser Representatives.

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.

Dennis Synatschk is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63, 65, and 66 licenses and with 20 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2006. Outside of his advisory role, he operates an online sales business as an Amazon seller. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and provides a tiered wrap-fee structure for its investment services.

Yvonne Cabral is a financial advisor with LPL Financial, holding a Series 63 license and bringing 29 years of industry experience. She previously worked at Independent Financial Group for 10 years and served at The University of Houston for 30 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plans, banks, trust companies, and institutions.

Michael Doering is a financial advisor at Stifel with 16 years of industry experience. He holds the ChFC® and Series 66 designations and previously worked at Bank of America and Merrill for 13 years. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Joel Jaquith is a financial advisor with Fisher Investments in Cypress, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Fisher Investments since 2014. Fisher Investments serves a global range of institutional and private clients, offering discretionary portfolio management with a centralized investment approach that incorporates quantitative and qualitative research to construct diversified portfolios. The firm provides various services including sub-advisory and retirement plan management, and it utilizes tax-aware strategies and defensive tactics to manage risk.

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.