Kathryn Lackett is a Series 66-credentialed financial advisor with Ameriprise in Houston, TX, with 12 years of industry experience. She has worked at Ameriprise and its affiliated entity since 2011. Outside of her advisory role, she is involved with The Cynthia Woods Mitchell Pavilion, assisting with event logistics such as ticket scanning and guest seating. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Luis Elias Jr. is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include eight years at Valic Financial Advisors / AIG and current service at Bank of America and Merrill since 2022. 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 using model-based and discretionary investment strategies.

David Crawford is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Brokerage Services LLC for 10 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jacquelyn Davis is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 66 designations and bringing four years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by proprietary tools and modeling techniques.

John Ekar is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of his advisory work, he is the owner of Venturebooks Ekar & Associates and tutors through I4LEARNING in Sugar Land, Texas. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and focuses on delivering advisory services primarily to individual investors.

Joshua Bouldin is a financial advisor at Merrill, holding a Series 66 designation. He is based in Houston, TX, and has recently begun his career in financial advising, with experience at Merrill since 2024 and previous roles at Bank of America. Outside of finance, he has experience running a contracting business, Your Neighborhood Contracting LLC. 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 client types including individuals, high-net-worth clients, and institutions.

Kim Stepanski is a financial advisor at Merrill with a Series 63 designation and 35 years of industry experience. He has worked at Merrill since 1997. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kaitlyn Fick is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. She has worked at Bank of America and Merrill since 2019, and previously was involved with Lonestar Banners/Cetane Media and Sweet Caroline & Co. from 2016 to 2019. 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.

Christopher Kohnhorst is a financial advisor with Edward Jones in Spring, TX. He holds the CFP® and Series 66 designations and has 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Brian Silver is a financial advisor with Cetera, holding the PFS™ and Series 66 credentials and seven years of industry experience. He previously worked at Avantax Advisory Services and Invesco, and he is also the CEO of Silver Accounting Group, LLC, a CPA firm he owns and operates. In addition to his advisory work, Silver manages his accounting and tax services business separately from his financial advisory practice. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to affiliated and third-party managers, supporting both discretionary and non-discretionary strategies.

Brittney Aparicio is a financial advisor at Cetera with 2 years of industry experience. She holds a Series 66 designation and previously worked at Concourse Financial Group Securities Inc and the State of Texas Health & Human Services. In addition to her advisory role, she provides client service support at Strategic Financial Advisors and is a commissioned notary. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to various third-party managers and program options.

Micah Inman is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 66 designation and has worked previously at TD Ameritrade and Charles Schwab. Outside of his advisory role, he is the sole owner of a rental real estate business. Fisher Investments serves a global clientele including institutional and high-net-worth individual investors, providing discretionary portfolio management across various asset classes. The firm utilizes a centralized Investment Policy Committee that combines quantitative and qualitative approaches to construct diversified portfolios and employs tax-aware and risk management strategies.

Sandra Bloem Curtis is a financial advisor at Edelman Financial Engines based in Spring, TX. She holds a Series 65 designation and has been with Edelman Financial Engines since 2023. Prior to her advisory role, she worked for ten years at William Marsh Rice University. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified model portfolios and long-term orientation.

Jackson Wall is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). He earned his High School Diploma from Catholic High School and completed his Bachelor's Degree at Louisiana State University.

Jonathan Conner is a Series 66 licensed advisor with Merrill, based in Kingwood, TX, and has 10 years of industry experience. He previously worked at Edward Jones from 2016 to 2023 before joining Merrill and Bank of America. Outside of his advisory role, he is an officer and meeting leader for a local business networking organization and serves on the advisory board of the Dayton Police Department. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Tyler Gall is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His work history includes multiple roles at Fidelity Investments since 2020 and prior experience at various country and field clubs. Fidelity’s Strategic Advisers LLC, where he is based, offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that include mutual funds, ETFs, and ETPs.

David Farrell is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services Inc., Lincoln Financial Securities Corporation, and Securities America Advisors. Farrell also engages in insurance sales as part of his professional activities. OSAIC 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, with an investment approach centered on model-based asset allocation, portfolio optimization, and multiple managed account strategies.

Terry Whitney Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at LPL Financial since 2003 and previously spent seven years at Morgan Keegan & Company, LLC. 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 and access to third-party asset management, supported by a broad platform that combines advisory capabilities with various financial products and partnerships.

Mason Laidley is a financial advisor with Edward Jones in Tomball, TX, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Thomas Simutis is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at Invesco and has held various roles at The University of Alabama. 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, pension plans, corporations, and charitable organizations.