Mathew Paul is a financial advisor with Cambridge Investment Research Advisors in Houston, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Cambridge, he worked at General Electric in the oil and gas sector for four years. He is also the managing partner of Mayanah Financial Coaching and Altirah Financial Solutions, and serves on the board of GreenLight House Ministries. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals, utilizing multiple platforms and proprietary model strategies.

Thomas Doggett Jr. is a financial advisor with Ameriprise Financial Services and holds Series 63, 65, and 66 licenses. He has 29 years of industry experience, including prior roles at Edward Jones and Invesco AIM Private Asset Management. Outside of his advisory work, he organizes and manages the Mason Creek-3.5 Tennis Team. Ameriprise Financial Services is a diversified firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that offers tailored retirement planning and income-focused recommendations. The firm’s approach integrates proprietary research and third-party data, emphasizing tax-aware withdrawal strategies and structured asset allocation.

Lynn Thompson is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds a Series 63 designation and has worked at firms including MBSC Securities Corporation, BNY Mellon, American Business Planning, Capital Plan Inc., and M Holdings Securities, Inc. His current role at RBC Capital Markets began in 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and nonprofits. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, implementing customized strategies through a combination of internal and third-party investment managers.

Elvis Rodriguez is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2019, initially serving as a Financial Consultant before his current role. Prior to joining Fidelity, Mr. Rodriguez worked as a Financial Advisor at VALIC Financial Advisors from 2015 to 2019. His earlier experience includes roles at Wells Fargo as a Home Equity Sales Consultant from 2007 to 2011 and as a Commercial Credit Analyst from 2006 to 2007. Mr. Rodriguez is a CERTIFIED FINANCIAL PLANNER™ who focuses on collaborating with clients to develop, implement, and monitor personalized financial plans tailored to their goals and needs. He emphasizes forming strong relationships with clients and their families, maintaining trust, reliability, and competency throughout his professional practice. Outside of his professional work, Mr. Rodriguez has interests in baseball, cooking and baking, family activities, football, pets, and traveling.

William Henderson is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory work, he manages a high school running club, teaches spin classes at a local church, and is involved in automotive sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management provided primarily by investment adviser representatives using a range of discretionary and non-discretionary strategies.

Toby Pullig is a Series 66-registered financial advisor with UBS Financial Services in Houston, TX, where he has worked since 2008. He has 25 years of industry experience. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its advisory approach.

Robert Anthony is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Stifel in 2025, he worked at B. Riley Wealth Advisors and B. Riley Wealth Management from 2020 to 2025, and at J.P. Morgan Securities from 2012 to 2020. Stifel serves a broad client base including individuals, institutional clients, and nonprofits, providing both brokerage and investment advisory services. Its investment approach relies on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Chad Peschke is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2013. Outside of his advisory role, he is a partner in ReelWise, LLC, an entity used for office lease liability purposes. 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, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Richard Greenwood is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Raymond James since 2017 and previously worked at Wells Fargo Clearing for one year. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Brittney Restivo is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. She has been with Fidelity Investments since 2023. Fidelity’s Strategic Advisers LLC, where she works, provides investment management and advisory services to a diverse client base including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and funds.

Allison Cloud is a financial advisor with UBS Financial Services in Houston, TX, holding Series 65 and Series 63 licenses and 21 years of industry experience. She has worked at UBS Financial Services in multiple periods since 2006, with additional experience at Encompass Advisory Services and Nationwide Securities. Outside of her advisory work, Allison hosts online and at-home parties for ColorStreet nail products. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of investment and capital markets solutions.

Steve Moss is a financial advisor at UBS Financial Services with 32 years of industry experience, including 26 years at UBS. He holds Series 63 and Series 65 licenses and is based in Katy, Texas. Outside of his advisory role, he owns an LLC established to purchase and manage a small plane. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocation to tailor client solutions.

Christopher Green is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research and capital markets services through its global platform.

Mark Mcmillan is a financial advisor at Fidelity Investments with a Series 66 credential and three years of industry experience. Prior to joining Fidelity, he worked at The Hobbit Cafe and was a full-time student for ten years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Scott Martin is a financial advisor with Merrill based in Houston, TX. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His work history includes roles at Bank of America, N.A. since 2011 and at Merrill since 2010. 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 a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sarah Wiggins is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2003, with a one-year tenure at Morgan Stanley from 2009 to 2010. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations, offering multiple advisory programs that provide portfolio management, financial planning, and brokerage services. The firm implements tailored investment strategies using both in-house and third-party managers, supported by a broad capital-markets platform and affiliated asset management capabilities.

Adam Caldwell is a financial advisor at Edward Jones with seven years of industry experience. Before joining Edward Jones in 2022, he worked for 14 years at ECI Software Solutions/Shoptech Software. He holds Series 63, Series 65, and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Jessica Dail is a financial advisor with Thrivent Investment Management, holding Series 66 and Series 63 licenses and having one year of industry experience. Her prior work includes roles at PFS Investment Inc., Primerica Financial Services, and Thrivent Financial. Outside of finance, she works as a substitute tutor for SpiderSmart Katy, providing English, reading, spelling, and writing support to K-12 students. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors. The firm focuses on holistic, goal-based planning across multiple areas such as retirement, tax, and estate planning, providing written recommendations without discretionary trading authority.

Rivers Patout is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with J.P. Morgan Securities since 2012 and maintains ownership interests in diverse businesses, including an energy minerals exploration company and a produce import and sales firm, as well as serving as a board member of a regional amusement park. 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 while clients retain final decision-making authority.

Matthew Leatherwood is a CFP® with 18 years of industry experience, currently advising at Robert W. Baird & Co. since 2013. He is also the owner of Beck Beck Designs LLC, a non-investment related business. The DDK Group at Robert W. Baird & Co., where he works, serves individual and institutional clients with financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.