Michael Ross Jr. is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides proprietary research and banking-related programs to support client strategies.

Evelia Martinez is a Series 66-credentialed advisor at Merrill with three years of industry experience. She has worked at Bank of America, N.A. since 2022 and has been with Merrill since 2014. 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 investment strategies for individuals, high-net-worth clients, and institutional entities.

Xiang Ci Mei is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018 and previously worked at Cetera and East West Bank from 2015 to 2018. She holds the Series 63 and Series 65 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Jennifer Mendoza is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at several firms, including UBS Financial Services and Cambridge Investment Research Advisors. Mendoza is based in Pasadena, TX. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research and incorporates ESG criteria within a framework supported by related investment-management affiliates.

Randall Klibert is a financial advisor with Edward Jones in Dickinson, TX, holding Series 63 and Series 66 designations and 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory role, Klibert serves as Vice President of Serra International and chairs the Finance Council at St. Mary Catholic Church, advising on budget and resource allocation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate entities, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various investment strategies through a nationwide network of advisors and branch offices.

Jason Stephens is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at LPL Financial since 2008, with prior experience at Merrill. Outside of his advisory role, he is involved in an insurance business based in The Woodlands, TX. 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 financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various asset classes.

Christopher Washington is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His background includes roles at Waddell & Reed and various insurance carriers, as well as operating as a notary public for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad advisory platform that includes financial planning, model portfolios, and institutional programs. The firm supports over 22,800 advisors and offers a range of investment strategies, combining advisory services with extensive non-advisory financial activities.

Glenda Martinez is a Financial Consultant at Fidelity, where she focuses on understanding her clients' personal stories, families, needs, and goals. She has been working in the financial services industry for over 19 years, assisting individuals, families, and business owners through various life stages and market cycles. Her experience includes roles such as Senior Premier Banker and Vice President at Wells Fargo Bank, Client Service Associate at JPMorgan Chase Bank, Private Client Banker and Licensed Banker at Chase Bank, Registered Representative at First Investors, and Lead Teller at Bank of America. Glenda's approach involves strategic holistic financial planning to help clients build, manage, protect, and transition their wealth.

Nathan Rorick is a Series 66-licensed financial advisor with Edward Jones, based in Pearland, TX, and has 19 years of industry experience. His prior work includes roles at Mutual of America and Axa Advisors, among others. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supporting advisory services with a large nationwide network of financial advisors and branch offices.

Ryan Tolle is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2001, serving in various roles including Vice President, Executive Planning Consultant from 2019 to 2026, and Portfolio Specialist from 2003 to 2006. Prior to joining Fidelity, he worked as a Client Services representative at Ameritrade from 2000 to 2001. Ryan is a Certified Financial Planner™ with 25 years of experience in the financial services industry. He holds a California Insurance License. His approach emphasizes partnering with clients to understand their short-term and long-term goals and developing customized financial plans. He prioritizes forming strong relationships based on trust, reliability, and competency.

Tahir Khursheed is a financial advisor with J.P. Morgan Securities in Missouri City, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at J.P. Morgan Chase Bank, N.A., and Uber. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

Andrew Messarra is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and 65 credentials and bringing 24 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and related entities from 2001 to 2025. Outside of his advisory work, he serves as treasurer and comptroller for the nonprofit A Treasure of Dreams Inc. and operates ALM Financial & Tax Services, providing accounting, tax, and payroll services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management and consulting services, managing over $256 billion in assets.

Clint Auttonberry is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes a decade at Hilltop Securities Inc. Outside of his advisory role, he serves as the board president for Anchor Point, a nonprofit organization. He is also involved in multiple business ventures, including financial services, consulting, and intellectual property review. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies.

Ercilia Garza is a financial advisor with J.P. Morgan Securities in Sugar Land, TX, holding a Series 66 designation and 13 years of industry experience. She has worked at J.P. Morgan Securities since 2016 and previously spent three years at Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach integrates quantitative and qualitative research, uses forward-looking capital market assumptions, and includes broader derivatives and commodities capabilities.

Michael Johnson is a financial advisor with Primerica Advisors in Sugarland, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at PFS Investments, Inc. since 2007 and with Primerica Financial Services since 2005. Outside of advisory services, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Kendall Elkins is a financial advisor at Stifel with 16 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2019, following an 11-year tenure at Merrill. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology created by its Investment Strategy Group to guide asset allocation and financial planning.

Rosemary Guillotte is a CFP® with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2019. Her prior experience includes roles at Bank of America, N.A. and Merrill, where she worked for a combined total of 27 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jared Sheppard is an Investment Consultant at Fidelity Investments, a role he has held since 2023. He assists clients in pursuing their financial goals by developing personalized financial plans tailored to their unique circumstances and aspirations. Jared emphasizes providing exceptional client service to ensure clients receive consistent guidance and support throughout their financial journeys. Prior to his current position, Jared gained experience in various roles within Fidelity Investments, including Fixed Income Help Desk (2022-2023), Investment Solutions Help Desk (2021-2022), and Investment Solutions Representative (2021). He also worked as a Participant Services Representative at Charles Schwab from 2019 to 2021 and as a Financial Representative at AXA Advisors from 2018 to 2019. Outside of his professional work, Jared has personal interests in baseball, camping, cooking and baking, football, gardening, and golf.

Andrew Ennis is a financial advisor with Edward Jones in Sugar Land, TX. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Edward Jones, he worked at Valaris Ltd for 12 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as its affiliated financial services.

Michael Weyant is a financial advisor with Cetera in Houston, TX, holding a Series 66 designation and three years of industry experience. He previously worked at Bank of America Merrill Lynch for 16 years and has held various roles at Avantax and Turner Wealth Management. Weyant also operates under the DBA Stream Wealth Partners. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.