Kent Butler is a financial advisor with UBS Financial Services in Sugar Land, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, Butler serves as a trustee for the Quail Valley Fund Homeowners Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm provides fee-based financial planning, portfolio management, and access to proprietary research to tailor investment strategies to clients' goals and risk tolerances.

Amit Jain is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 25 years of experience assisting families and business owners in growing and protecting their wealth through tailored investment management strategies. Amit focuses on family wealth management, legacy planning, and personal retirement planning, taking the time to understand clients' financial goals and craft customized approaches to help them achieve financial independence. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Houston. Outside of his professional role, Amit is involved with the East Bay SPCA and pursues personal interests such as cooking, football, golfing, and traveling. His approach centers on connecting all aspects of a client's financial life to prioritize and pursue the goals that matter most.

Preston Tieman is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He works closely with clients to understand their personal and financial goals, aiming to develop tailored financial plans that meet their unique needs. Preston has been with Fidelity Investments since 2018, previously holding positions as Investment Consultant and Financial Representative. Prior to joining Fidelity, he worked as a Financial Professional at AXA Advisors from 2017 to 2018. This range of experience has contributed to his comprehensive understanding of financial consulting. No information about his education, credentials, personal interests, or community involvement has been provided.

Javier Vincenti is a Series 66-licensed financial advisor at Wells Fargo Advisors with 21 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services Corp., Morgan Stanley, Charles Schwab, and Merrill. He is also the owner of Beacon Tree Wealth Management, a wealth management business based in Sugar Land, TX. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and banking services.

Christopher Madden is a financial advisor with J.P. Morgan Securities based in Houston, TX. He holds Series 63 and Series 66 designations and has 18 years of industry experience. His prior roles include positions at Transamerica Capital, Inc. and Axa Equitable Life Insurance. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Willie Howard is a financial advisor with OSAIC in Richmond, TX, holding Series 63 and Series 66 licenses and over 30 years of industry experience. His career includes positions at Securities America Advisors, Inc., Investacorp Advisory Services, and Edward Jones. He serves as president of the Fred Douglass Community Development Corporation and holds board roles in local nonprofit organizations focused on community and educational development. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services using a model-based investment approach that includes portfolio optimization and access to third-party money managers.

Kevin Benson is a Series 66 licensed financial advisor with Edward Jones, based in Missouri City, TX. He joined Edward Jones in 2025 and has a background that includes experience with the Pasadena Independent School District and The Greater Houston YMCA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Michael Mcgee Jr. is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 13 years of industry experience. He previously worked at Hornor, Townsend & Kent, Inc. and has been involved with Investment Insurance Coordinators, Inc. since 2007. Outside of his advisory role, Mcgee serves as an instructor providing continuing education to CPAs and is involved in various business ventures, including ownership in entities related to land and mineral rights as well as running a hunting ranch. Cambridge Investment Research Advisors serves a diverse client base, including individual investors and institutional clients such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports multiple platforms and custodians, provides access to third-party advisers and proprietary model strategies, and offers both discretionary and non-discretionary management options.

Jenna Cedillo is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has worked in various roles at JPMorgan entities since 2016. Outside of her advisory work, she is a co-owner of Gemini Properties, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Evan Martin is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with UBS in various capacities since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations in client planning.

Sohrab Abbas Zarasvand is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Merrill and Fidelity Personal and Workplace Advisors. Zarasvand is based in Houston, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research, delivering written asset allocation advice, investment manager searches, and customized performance reporting.

Gregory Basillio serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. He has been with Fidelity Investments since 2005, progressing through roles including Financial Planning Consultant, Relationship Officer, and Active Trader Services Representative. Prior to joining Fidelity, Gregory worked as a Financial Advisor at several firms, including Wachovia Securities and Tiger Investment Group, and began his career as a Trader at Waterhouse Securities. With over two decades of experience in the financial industry, Gregory partners with clients to help them understand their unique financial situations and develop sound financial plans. His expertise encompasses various aspects of financial consulting and planning, supported by extensive practical experience. Outside of his professional role, Gregory has personal interests that include being a foodie and parenthood.

Li Ping Cytrynowicz is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has worked at several firms including Prudential Insurance Company of America and LPL Enterprise. Outside of her advisory work, she was involved with Language Land LLC for seven years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Shaelyn Dobson is a financial advisor at Osaic with 16 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Osaic in 2023, she worked at SagePoint Financial beginning in 2010. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Scott Powers is a financial advisor at Edward Jones in Katy, TX, with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2002. Powers is a limited partner in the Irons Bayou Partnership, an LLC based in Henderson, TX. 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 operates through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Riley Hall is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at KnowBe4 Inc. and Enterprise Holdings Inc. prior to joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a range of financial topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning service.

Randall Goebel is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and bringing 25 years of industry experience. 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 who meet specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and emphasizes the use of Ameriprise-managed accounts in its recommendations.

Monica Franco Colinet is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Citigroup and JPMorgan Chase Bank, N.A. Outside of her advisory role, she is an independent stylist and sales representative for J Hilburn Men's Clothier, specializing in custom menswear. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process incorporates centralized due diligence and combines quantitative and qualitative research to support model asset allocations.

Renee Lofland is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she volunteers as a precinct chair for the Harris County GOP, organizing get-out-the-vote campaigns in her neighborhood. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets through its Financial Advisors and Estate Planning Strategies Group.

Thanh Nguyen is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America/Merrill Lynch and NY Life/Eagle Strategies. Outside of his professional work, he is involved with Nguyen Sisters Investments LLC, a commercial real estate holding company, and occasionally supports his husband's skincare business by attending conventions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations, with implementation supported by affiliated entities.