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.

Theodore Stanley is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 registrations and over 31 years of industry experience. He has worked at LPL Financial since 2007 and previously held roles at SeCU Brokerage Services, Merrill, and Banc One Securities Corporation. Outside of his advisory work, he is a board member of the nonprofit TownshipFuture and operates a small gift basket business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and large-scale operations.

Lindsey Shiflett is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 14 years before joining Baird in 2026. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of services including discretionary and non-discretionary portfolio management, separately managed accounts, and financial planning, supported by internal research and advanced tools such as artificial intelligence.

Camiel Verburgt is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Lekker Eten Inc., Lincoln Financial Distributors, Global Retirement Partners, LPL Financial, OneAmerica Securities, and American United Life. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

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.

John Barnefield is a financial advisor with Robert W. Baird & Co. in Houston, TX, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has been with Robert W. Baird & Co. since 2013. The DDK Group at Robert W. Baird & Co., where he works, serves individuals including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management through separately managed accounts and wrap programs, and combines manager-traded and model-traded strategies with tax management and direct-indexing capabilities.

Ray Burns Jr. is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 63 designation and with 39 years of industry experience. He has been with UBS Financial Services since 2013. Burns serves on the Houston Independent School District Investment Advisory Committee and is a non-compensated trustee for the Southwestern Theological Seminary Foundation. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities with wealth management services.

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.

Ryan Hippert is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank and Merrill, as well as Bank of America. Prior to his current role, he operated a business called Delivery Guardian from 2015 to 2020. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Bruce Quick is a financial advisor at Ameriprise with 39 years of industry experience. He holds the CFP® and ChFC® designations and has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he manages a business entity used for staff payroll and oversees an LLC that rents a former residence to family members. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research and modeling with tax-smart strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Scott Yates is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 registrations. He has 14 years of industry experience and has been with LPL Financial since 2011, alongside over two decades at Client Management Services. 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 financial planning and investment services, including access to model portfolios, third-party asset managers, and institutional platforms, supported by advanced operational and research tools.

Mychael Haywood is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, combining institutional advisory operations with brokerage and investment management capabilities.

Ignatius Liu is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining UBS, he worked at Wells Fargo Clearing Services and Wells Fargo Bank from 2018 to 2023, and at Morgan Stanley Capital International from 2011 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment plans.

Richard Skinner is a financial advisor with Edward Jones in Cypress, TX. He holds a Series 66 designation and has 13 years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment options, supported by a nationwide network of over 23,000 financial advisors.

John Carter is a financial advisor with Charles Schwab in Houston, TX, holding a Series 66 designation and 17 years of industry experience. He previously worked at TDAmeritrade from 2011 to 2022 before joining Charles Schwab in 2022. Outside of advising, he is president of Carter Holdings, a private real estate investment company focused on qualified investors. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm integrates non-discretionary advisory relationships with access to discretionary separate managed accounts and offers multi-asset model portfolios supported by research and formal alternative investment programs.