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 financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked within Wells Fargo-affiliated firms since 2014. Additionally, he owns and manages Beacon Tree Wealth Management, a wealth management business based in Sugar Land, TX. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services, including retirement, education, and specialized planning areas, using proprietary research and tools to develop personalized recommendations.

Christopher Madden is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His career includes roles at JPMorgan Chase Bank, Transamerica Capital, and AXA Equitable Life Insurance. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services with client decision-making authority.

Willie Howard is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Securities America Advisors, Inc. and Investacorp. Howard is involved in community and nonprofit activities, serving as President of the Fred Douglass Community Development Corporation and holding leadership roles with the Fred Douglass Alumni Association and the Christian Entrepreneurial Organization of Windsor Village United Methodist Church. OSAIC serves a wide range of retail and institutional clients through a large network of financial advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party managers. The firm employs various portfolio construction tools and supports multiple account management approaches.

Kevin Benson is a financial advisor at Edward Jones based in Missouri City, TX. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining Edward Jones, he worked in education with the Pasadena Independent School District and has experience with nonprofit organizations including the Greater Houston YMCA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Michael McGee Jr. is a Series 66-credentialed financial advisor with 13 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously was with Hornor, Townsend & Kent, Inc. from 2013 to 2018. Outside of advising, he teaches continuing education courses for CPAs and is involved as an author, educator, podcast host, and speaker. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using multiple platform arrangements and a range of discretionary and non-discretionary strategies tailored to client objectives.

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 previously worked at Fidelity Personal and Workplace Advisors, Commerica Bank, and Merrill. 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 to guide investment recommendations.

Li Ping Cytrynowicz is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at firms including Prudential Insurance Company of America and LPL Enterprise. Outside of financial services, she was involved with Language Land LLC for seven years. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver comprehensive advisory and brokerage services.

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 25 years of industry experience. Her prior roles include positions at CITIGROUP and JPMorgan Chase Bank, N.A. In addition to her advisory work, she is a sales representative for J Hilburn Men's Clothier, where she sells custom menswear as an independent stylist. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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.

Jamie Dillon is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Bank of America, BBVA Securities Inc., and Colonial Life. 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 a range of clients including individuals, high-net-worth clients, and corporate entities.

Sara Cebas Mc Bride is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 licenses and 15 years of industry experience. Her career includes previous roles at Morgan Stanley, Wells Fargo Clearing, and UBS Securities LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work supported by proprietary research and model-based asset allocations.

Jay Foy is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2001. Over his tenure at Fidelity, he has held multiple roles including Financial Consultant, Investments Representative, Senior Fixed Income Specialist, and Financial Representative. Jay has more than two decades of experience in wealth planning and financial consulting. He is committed to helping clients and families pursue their financial goals by prioritizing client needs and upholding Fidelity's brand, ethics, and values. Outside of his professional work, Jay enjoys biking, hiking, running, swimming, solving puzzles, and parenthood.

Kayla Connelly is a financial advisor at LPL Financial with Series 65 and Series 63 licenses and four years of industry experience. Her prior roles include positions at Dealerweb Inc. and Alexis Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.