Jungsun Susan Mccubbin is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 credential and bringing 19 years of industry experience. She has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she owns multiple rental properties in the Houston and Katy, TX areas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and research.

Joe Fulmer is a CFP® with 29 years of industry experience, currently affiliated with Raymond James Financial in Sugar Land, TX. He previously spent 27 years with Comerica Securities and is the founding partner of BrightHawk Wealth Management LLC. He also owns Fulmer Wealth Management Services LLC, which involves the distribution of fixed annuities and Universal Life policies. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning with advanced analytical tools and supports municipal and public-finance services through unique institutional affiliations.

Aaron Lestage is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2015. He has also been involved with Dynamic Fitness from 2015 to 2017. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts.

Linda Donovan is a financial advisor at RBC Capital Markets with Series 63 and Series 65 credentials and 32 years of industry experience. She previously worked at Morgan Stanley for seven years and Citigroup Global Markets for sixteen years. Outside of her advisory role, she serves as Treasurer for the Memorial High School Girls Lacrosse Club in Houston, managing accounts payable and coach stipends. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and tailored investment strategies that utilize both in-house and third-party managers, along with features such as tax management and responsible investing screens.

Jonathan Soares is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he has held roles at organizations including United Way of Greater Baytown Area and Chambers County, Faith Family Church, and St. Petersburg College. 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 and investment strategies supported by a large nationwide network of financial advisors and branch offices.

James Polk III is a Series 66 licensed financial advisor with seven years of industry experience. He currently works at Merrill and has a background including roles at Bank of America and experience in real estate-related businesses. Outside of his advisory work, Polk is involved as an owner in several LLCs managing real property. 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 across a range of client types including individuals, high-net-worth clients, and institutional investors.

Denny Chu is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He has been with J.P. Morgan since 2016 and previously worked at Wells Fargo Clearing. He holds Series 63 and Series 66 designations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Manly Acker is a financial advisor with LPL Financial in Katy, TX, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at LPL Financial since 2017 and has prior experience with Sales Force Inc., Transamerica Financial Advisors, Inc., and World Financial Group, INC. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Vincent Sentmore is a financial advisor at Ameriprise in Houston, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at StaffDNA, Healthtronics, Hospitality Health ER, and Eastex Telephone. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jiaying Zhao is a financial advisor with Cetera in Houston, TX, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Cetera, Zhao worked at HSBC Securities (USA) Inc. and HSBC Bank USA N.A., and also has experience in the technology sector with Polywell Computers Inc. No additional outside activities were reported. Cetera Investment Advisers LLC is an SEC-registered firm that operates a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a nationwide network of advisors and manages over $256 billion in assets.

Larry Hill is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2011. The firm serves individual, corporate, and institutional clients through brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor investment plans. UBS combines institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets solutions.

Robb Scott serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping high net-worth individuals and families develop personalized wealth management strategies aimed at achieving their long-term financial goals. Robb leverages the investment resources of Merrill and the banking solutions of Bank of America to create flexible strategies that address the diverse components of clients’ financial lives. Robb's expertise includes wealth management planning, portfolio management for businesses, institutional clients, individuals, and small businesses. His advisory services cover areas such as college education planning, family wealth management, legacy planning, personal retirement planning, small business strategies, and retirement income. He holds the professional designations of Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Robb earned his High School Diploma from Katy High School. Outside of his professional responsibilities, he participates in community volunteer activities and enjoys a variety of personal interests including biking, boating, hunting, music, scuba diving, skiing, swimming, traveling, watching movies, and spending time with his family.

Rudolph Ammer is a CFP® professional with 28 years of experience in the financial industry. He has been with Cambridge Investment Research Advisors since 2010 and also maintains a long-standing affiliation with Guardian Life Insurance Company. Ammer serves as an independent insurance agent through The Oughtness Group and holds a secretary position at OG Benefits LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals utilizing a variety of portfolio management strategies and platform arrangements.

Adam Stovall is a Senior Resident Director and Wealth Management Advisor with Merrill, where he has served for over 24 years. In his role, he assists clients in building wealth management strategies tailored to their individual needs, focusing on areas such as college education planning, family wealth management, legacy planning, personal retirement planning, special needs planning, tax minimization, and retirement income. Adam approaches wealth management by listening carefully and helping clients make informed decisions. He holds several professional designations, including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). Adam earned a Bachelor's Degree from Sam Houston State University (SHSU). His professional involvement includes membership in the FFA Future Farms of America. Adam is committed to community participation, reflecting the Merrill tradition of service. He enjoys outdoor activities such as biking, boating, camping, cooking, fishing, football, golfing, hiking, hunting, and music. He prioritizes building strong relationships with his clients, striving to make them feel like family.

Chandel Strickland is a Series 66-licensed financial advisor with Thrivent Investment Management in Houston, TX, with seven years of industry experience. Prior to joining Thrivent, he worked for Wood Group from 2011 to 2018. Outside of his financial advisory role, he owns a business focused on natural hair care education and content creation, including publishing an instructional eBook and managing a related website. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm emphasizes goal-based planning with broad written recommendations across multiple financial topics, offering clients the option to combine planning with managed-account programs under a consolidated billing arrangement.

Peter Flood is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 21 years of industry experience. He has been with UBS Financial Services Inc. since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to support its financial advisors.

Jennifer Paredes Canales is a Series 66 licensed financial advisor with Merrill in Katy, Texas, with seven years of industry experience. She has worked at both Merrill and Bank of America, N.A. since 2007. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cameron Bourque is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having 10 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018 and has prior experience with American Airlines and several other firms. Outside of his advisory role, he is the owner and partner of B Enterprises, a personal investment company that holds individual investable assets. 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 an ESG eligibility framework in its investment approach.

Allison Tharappel is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles at the University of Houston, Barcelona Wine Bar, Knack Technology Inc, and teaching positions at Lawrence E. Elkins High School and Fort Settlement Middle School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a diverse range of investment vehicles.

Zach Harris serves as Vice President and Financial Consultant at Fidelity Investments. In this role, he engages with clients to develop financial plans tailored to their specific goals. He has built his career in financial services, beginning as a Financial Representative at Northwestern Mutual in 2018. Zach joined Fidelity Investments in 2019, progressing through roles including Investment Solutions Representative, Investment Consultant, Financial Consultant, and currently Vice President and Financial Consultant since 2023. Zach's experience spans several years across various capacities within financial consulting and investment services.