Rebecca Wagner is a financial advisor with Merrill in Tomball, Texas, holding a Series 66 credential and eight years of industry experience. She has worked at Bank of America and Merrill since 2009. Outside of her advisory role, she is the sole owner of a rental property in Kingwood, Texas. 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 plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Thomas Singletary is a CFP® with 24 years of experience in the financial industry. He has been with Stifel Nicolaus & Co Inc since 2009 and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, he serves as an appointed board member of the Lake Shore Cove Homeowners Association, where he presides over meetings and manages the annual budget. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Michael Leatherwood is a financial advisor with Edward Jones in Kingwood, TX, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2017 and also worked at Swinging Door from 2016 to 2019. 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 offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Arnold Rivas Griswold is a financial advisor at Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at KAM Controls, Inc. in business development for the oil and gas sector and positions at RMG Americas Inc., Primerica Financial Services, and New York Life. Outside of finance, he is involved in business development for instrumentation and measurement products in the oil and gas market. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients with a focus on model-delivery strategies created by unaffiliated asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Merwan Abssi is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, BBVA Securities Inc., and Compass Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Richard Friedman is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 66 licenses and with 34 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Kevin Cascarelli is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with OSAIC since 2007. Prior to that, he worked at Amegy Investments, Inc. and United Securities Alliance, Inc. In addition to his advisory role, he serves as a Permanent Deacon in the Catholic Church and volunteers as a hospital chaplain. OSAIC Wealth 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, utilizing a model-based investment process with multiple platform options and a complex network of affiliated entities.

Aaron Thomas is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2017 to 2023, and WFG Investments, Inc. from 2012 to 2017. He also operated as a sole proprietor from 2002 to 2023. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services provided through a network of investment adviser representatives employing a variety of investment strategies and support tools.

Lori Vorwerk is a financial advisor at Stifel with 36 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Stifel in 2025, she worked at UBS from 2017 to 2025, Morgan Stanley Smith Barney from 2008 to 2017, and UBS Financial Services from 1991 to 2004. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group for asset allocation and planning analyses.

Gregory Evans is a financial advisor at Robert W. Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird & Co. since 2013. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, utilizing both internal research and manager selection supported by advanced tools such as artificial intelligence.

Nicholas Festino is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individuals and institutions, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors and 15,000 branches.

Joseph Patterson Sr. is a financial advisor with LPL Financial, holding the Series 66 designation and 15 years of industry experience. His prior roles include positions at Bank of America, Merrill, Fidelity, J.P. Morgan Securities, Chase Investment Services, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, combining scale and a broad array of financial products with advisory and technological support tools.

Donald Huynh is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 credential. His prior roles include positions at Chase Investment Services Corp., Banc One Securities Corporation, and Morgan Stanley DW Inc. Outside of his advisory work, he serves as an employee with the Harris County Sheriff's Office, assisting with law enforcement duties. 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 both model-based and discretionary investment strategies, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Williams is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James & Associates since 2004. Outside of advising, he serves on the Board of Directors of Pine Forest Country Club, contributing to golf course and food and beverage improvements. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

C.C. McCray is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, McCray facilitates conversations about wealth and investment planning and delivers personalized service to clients. McCray provides customized services to sophisticated clients seeking a tailored, high-touch relationship and coordinates with Wealth Management Advisors when deeper wealth planning support is needed. McCray has been with Fidelity Investments since 2000, progressing through roles including Financial Representative, Senior Relationship Manager in the Private Client Group, and currently serving as Wealth Management Senior Relationship Manager since 2017.

Chih Hao Ng is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Sagepoint Financial, Inc. and Next Financial Group Inc. Ng is also involved in insurance sales and management through multiple business activities related to life, health, and other insurance products. OSAIC Wealth serves a diverse clientele ranging from individual investors to institutional clients, offering a wide range of brokerage and advisory services. The firm employs a model-based investment process focusing on asset allocation and portfolio optimization, supported by various programs including Unified Managed Accounts and third-party money manager platforms.

Ann Fitzgerald Salazar is a financial advisor at UBS Financial Services with 37 years of industry experience. She has held her role at UBS since 1994 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Daniel Hemberger is a financial advisor at Edward Jones in Kingwood, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large national network of advisors and branch offices.

Willard Ulbricht II is a financial advisor with Stifel in Houston, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Merrill and Bank of America, N.A. He is also president of TWC Holdings LLC. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Peter Steelman is a CFA® charterholder with six years of experience in the financial industry. He currently works with Wells Fargo Clearing in Houston, Texas, and has held roles within Wells Fargo Bank since 2007. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.