Casey Schurwon is a CFP®-designated financial advisor with UBS Financial Services, where he has worked since 2015. He has 10 years of industry experience and holds a Series 66 license. Casey is based in The Woodlands, TX. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client plans.

Brennen Frick is a financial advisor at Cetera with a Series 66 designation and seven years of industry experience. His work history includes roles at Regions Bank, State Farm, and Morgan Buick GMC of Shreveport. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Dawn Vlier Bush is a financial advisor with Thrivent Investment Management, holding a Series 66 designation. She joined the firm and its affiliates in 2025 and has prior experience at healthcare organizations spanning two decades. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm’s approach includes holistic, goal-based planning on various financial topics, with options to combine planning with managed-account services under a consolidated billing system called “WealthPlan.”

Lynn Fletcher is a CFP® professional affiliated with Cetera, with 39 years of experience in the financial services industry. Prior to joining Cetera in 2025, Lynn held roles at Avantax Advisory Services, Provision Brokerage, and Avantax Insurance Agency, among others. In addition to financial advising, Lynn operates a tax preparation and accounting business as a certified public accountant. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party strategies.

Gary Price Sr. is a financial advisor with Cetera who holds the PFS™ designation and has 28 years of industry experience. His career includes long tenures at Avantax Advisory Services, Avantax Insurance Services, and 1st Global Advisors, as well as co-ownership of Price & Price, CPA since 1985. Cetera Investment Advisers LLC is a multi-manager platform serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management options, combining affiliated and third-party model portfolios under both discretionary and non-discretionary authorities.

Janelle Syed is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds the Series 66 designation and has worked at Principal Financial Services and Nationwide prior to joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority. The firm’s services include holistic analyses and ongoing plan reviews, with options to combine planning and managed-account programs.

Chayden Tibbitts is a financial advisor with J.P. Morgan Securities in The Woodlands, TX, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2017. Prior to that, he worked at Brigham Young University. 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 applying an ESG eligibility framework in its recommendations.

Azhoun Al Sada is a financial advisor at Merrill with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Bank of America and Santander Securities. Outside of his advisory role, he is the sole owner of a rental property in Magnolia, Texas. 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 and institutions.

Charlie Saman is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he is involved as a member of Emma Jane DTX LLC, a coffee, bakery, and cocktail establishment, and The Shed DTX LLC, a restaurant and cocktail bar. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools that model financial outcomes, operating primarily in an advisory capacity for planning.

Mark Owens is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 46 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Robert Young is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to that, he worked at MMWKM Advisors, LLC from 2016 to 2019. 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 discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Connie Gambatese is a financial advisor with Wells Fargo Clearing in Bee Cave, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm serves institutional clients with a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Ryan Saravo is a financial advisor at Charles Schwab with Series 65 and Series 66 registrations and four years of industry experience. His prior work includes roles at Finalis Securities LLC, Bank of America, Merrill Lynch, and AllianceBernstein. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering clients multi-asset model portfolios and centralized custody and brokerage services.

Robert Petmecky is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, DKIM Capital, and BNY Mellon Wealth Management. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to 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 developed by internal and third-party managers.

Austin Sturrock is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Gary Greene Better Homes and Gardens, AstraZeneca, and Vertical Pharmaceuticals. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment strategies and affiliated financial services. The firm operates under a fiduciary standard and supports its advisory services with a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Kelly Babineaux is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Bank and Wells Fargo Clearing Services since 2018, following two years at JP Morgan Securities and JP Morgan Chase Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to inform investment decisions.

Tam Tran-Minh is Vice President and Wealth Planner at Fidelity Investments, a role held since 2018. In this capacity, Tam focuses on helping clients and their families develop strategies aimed at achieving financial independence, utilizing Fidelity's planning resources, technology, and investment options. Tam has been with Fidelity Investments since 2000, holding various positions including Financial Consultant, Investment Solutions Consultant, Annuity Sales Representative, Senior Investments Representative, and Investments Representative. Prior to joining Fidelity, Tam worked as a Financial Advisor at American Express Financial Advisors from 1999 to 2000. Outside of professional commitments, Tam enjoys family activities, fitness, visiting museums, traveling, and volunteering.

Cassandra Richardson is a CFP® with 17 years of industry experience, currently affiliated with J.P. Morgan Securities. She has been with J.P. Morgan in various roles since 2012. Outside of her advisory work, she is an owner and partner in a short-term Airbnb rental business in Houston. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment processes.

Robert Fenno is a Series 66 credentialed financial advisor with 20 years of industry experience. He has been with Edelman Financial Engines since 2016, including roles at Financial Engines Advisors L.L.C. and Financial Engines Advisor Center, Llc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Quinetta Anato Mensah is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Northland Securities, Inc. and RBC Capital Markets. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs. The firm also serves in advisory roles for registered investment companies and employs formal governance and proxy-voting procedures.