Jenna Cedillo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at various J.P. Morgan entities since 2016 and is also a partner in Gemini Properties, LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jacqueline Rivera is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, and BBVA Securities. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

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.

Robert Hayes is a financial advisor with Merrill in Kingwood, TX, holding a Series 66 designation and 28 years of industry experience. He has worked at Merrill since 1998 and has been affiliated with Bank of America, N.A. since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Chad Devens is a financial advisor with Edward Jones in Tomball, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as a team representative for the Northpointe Shockwaves Swim Team, acting as a liaison between coaches, parents, and the board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with discretionary and non-discretionary strategies, including separately managed accounts and affiliated mutual funds. The firm supports over 23,000 advisors nationally and manages approximately $1.01 trillion in assets under management.

Michael Marks is a CFP® professional with 31 years of experience in the financial industry. He is currently with LPL Financial in Houston, TX, and has previously worked at JPMorgan Securities LLC, Hancock Whitney Investment Services Inc., and CUNA Brokerage Services, Inc. Marks is also associated with Alliant Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Shaelyn Dobson is a financial advisor at OSAIC with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at SagePoint Financial since 2010. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing various portfolio construction tools and providing access to third-party money managers and wrap programs.

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.

James Starnes Jr. is a financial advisor at Cetera with credentials including the Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Cetera, he worked with Totus Wealth Management and has experience as a private baseball coach. Outside of advising, he is involved in baseball coaching as an independent contractor. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Thanh Nguyen is a financial advisor with Merrill in Spring, TX, holding a Series 66 credential and 10 years of industry experience. Prior to joining Merrill and Bank of America, Nguyen worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. Outside of advisory work, Nguyen is a member of Nguyen Sisters Investments, LLC, a commercial real estate holding company, and supports her husband’s skincare business by attending industry conventions. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Sara Cebas Mc Bride is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a range of wealth management and institutional trading capabilities.

Steve Livlanich is a financial advisor with Ameriprise in Humble, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement plans through a centralized consulting team.

Kayla Connelly is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at Dealerweb Inc. and Alexis Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Hector Santos is a Series 66-licensed financial advisor with 18 years of industry experience, currently with J.P. Morgan Securities LLC since 2013. He is based in Houston, TX. J.P. Morgan Securities LLC 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 affiliated brokerage, distribution, and investment management capabilities.

Alexander Meyer is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Microsoft for six years and has academic experience from Georgia Institute of Technology and Morehouse College. He also maintains a concurrent role at Texas Tech University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies. The firm is notable for its extensive retail advisor and branch network as well as affiliated capabilities beyond advisory services.

William Stratton is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2013. Stratton serves as the treasurer and a board member of the Literacy Council of Fort Bend County. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research with institutional trading capabilities and wealth management offerings.

Reji Mathews is a financial advisor at OSAIC with 36 years of industry experience. He holds a Series 63 designation and has worked at FSC Securities Corporation and as a self-employed advisor. He also owns a sole proprietorship providing sales and service of health, disability, life insurance, and fixed annuity products. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers and multiple advisory platforms.

Eduardo Rosales is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with J.P. Morgan in various capacities since 2015. J.P. Morgan Securities LLC 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 brokerage, distribution, and investment management capabilities.

Charles Hughes III is a financial advisor with Robert W. Baird & Co. Inc in Houston, Texas, holding a Series 66 designation and four years of industry experience. His prior work includes roles in legal and public affairs sectors, including at Kean Miller LLP and the Louisiana House of Representatives. Robert W. Baird & Co.’s DDK Group serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations through a variety of financial planning and portfolio management services utilizing both discretionary and non-discretionary strategies. The firm manages approximately $394 billion in regulatory assets and offers distinct capabilities such as municipal advisory services, tax-managed and direct-indexing strategies, and ongoing manager selection supported by internal research and technology.

Ruben Blanco is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked in various roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as at Bank of America/Merrill Lynch. J.P. Morgan Securities LLC 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.