Keith Draehn is a financial advisor at Charles Schwab with 28 years of industry experience. He has been with Charles Schwab since 1997 and has worked at Charles Schwab Bank since 2005. He holds the Series 63 designation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Katie Kovich Edling is a Series 66 licensed financial advisor with 12 years of industry experience. She is currently with Cambridge Investment Research Advisors, where she has worked since 2024. Her prior experience includes roles at Strategic Wealth Advisors Group, LPL Financial, and Wells Fargo. In addition to her advisory work, she is the owner of The KME Group, a separate business entity. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies.

Carmen Stanford is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2007. She has been with Fidelity since 2000, starting as a Financial Consultant before her current position. Prior to joining Fidelity, Carmen worked as a Financial Planner at Ameriprise from 1997 to 2000. With over 20 years of experience in financial planning, Carmen focuses on creating comprehensive financial plans tailored to her clients' needs. She emphasizes understanding her clients' objectives and developing strategies designed to be effective both now and in the future. She holds an Arkansas Insurance License. Outside of her professional activities, Carmen's personal interests include family activities, fitness, lake-related activities, skiing, and traveling.

Aleksey Reznikov is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates, Morgan Stanley, and Wells Fargo Clearing Services LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Its advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jonathan Cheatham is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with various divisions of Raymond James since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional entities. The firm delivers tailored, non-discretionary planning using analytical tools to illustrate potential outcomes and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Marcel Theriot is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Houston Federal Credit Union, CUSO Financial Services, and SWBC Investment Company. He serves as Chief Financial Officer at Houston Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of investment strategies.

Brendan Barry is a Financial Consultant at Fidelity Investments, where he focuses on developing cost-effective financial planning strategies for clients. His work includes tax-efficient investing, charitable giving, and retirement strategies. Brendan joined Fidelity in 2023, progressing through roles as Investment Solutions and Investment Consultant before his current position. Prior to joining Fidelity, Brendan gained experience as an Advisory Associate at Triad Advisors from 2020 to 2023 and worked as a Financial Advisor at Raymond James from 2018 to 2020. He holds a California Insurance License. Outside of his professional career, Brendan has interests in football, running, skiing, and spending time at the lake. He also participates in volunteering activities.

Clinton Sepolio is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 66 designations and over 28 years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his advisory role, he serves as treasurer for the Heights-Reagan High School Band Booster Club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and portfolio management services tailored to client risk profiles, utilizing both in-house and third-party investment managers.

Kevin Hanath is a financial advisor with Edward Jones in Brookshire, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent three years with Right at Home in Brenham. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs with discretionary and non-discretionary strategies, alongside affiliated mutual funds and trust services.

Robert Bauer is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with UBS Financial Services since 2017 following ten years spent as a student. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor plans to clients' goals and risk tolerances.

Brendan Neal is a Series 66-licensed financial advisor with four years of industry experience. He currently works at Fidelity Investments and previously worked at LPL Financial. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a research-driven, quantitative investment process that incorporates algorithmic portfolio construction and manages model portfolios using mutual funds, ETFs, and ETPs.

Jeffrey Keown is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 26 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services for a combined total of 26 years before joining LPL Financial in 2025. 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 advice delivered primarily through investment adviser representatives using a range of strategic and tactical investment approaches.

Andrew Atkinson is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. He holds the Series 66 designation and has been with Baird since 2013. Outside of his advisory role, he is involved as an owner/member in LLCs related to racehorse investment and rental property. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, utilizing a blend of manager-traded and model-traded strategies along with tax management and direct indexing.

Muhammad Dhanji is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Wells Fargo Company, JPMorgan Chase Bank, N.A., First Horizon Bank, and Faysal Bank Ltd. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory approach includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and combining quantitative and qualitative research methods.

Deonte Henson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held positions at Taso and Daikin Comfort Tech. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios, and it serves a noteworthy role as an advisor to multiple registered investment companies and fund-of-funds.

Courtney Folkerts is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. Her prior roles include positions at Avantax Advisory Services, Crossmark Global Investments, and Invesco Distributors. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets across more than 10,000 advisors.

Andrew Graham is a financial advisor with Raymond James Financial Services Advisors, Inc. in Katy, TX, holding a Series 66 credential and seven years of industry experience. He has been with Raymond James since 2019 and is also active as a Twitch Affiliate since 2022. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm utilizes tailored, non-discretionary planning supported by analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Russell Elmore is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 designations and possessing 16 years of industry experience. His prior roles include positions at Ftb Advisors, Inc. and First Tennessee Brokerage, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Landon Thomas is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans tailored to their individual motivations, goals, and family priorities. He aims to build strategies that inspire confidence in clients' financial futures. Landon joined Fidelity Investments in 2021 and has held several roles within the company, including Financial Representative, Relationship Manager, and Planning Consultant, before becoming an Investment Consultant in 2026. Outside of his professional work, Landon has interests in football, golf, parenthood, and pets.

Irene Haas is a Certified Financial Planner (CFP®) with 25 years of industry experience. She currently works at Osaic and has previously been employed at Imperial Capital, LLC, and Wunderlich Securities, Inc. In addition to her advisory role, she serves as an instructor for the Certified Financial Planner certification program at Rice University. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.