Jonas Peterson is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, following a long tenure at Bank One, Wisconsin. He serves on the Board of Directors for Citizens for Animal Protection. 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.

Tijinekia Telford is a financial advisor with LPL Enterprise in Houston, TX, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Her prior experience includes roles with The Prudential Insurance Company of America, Pruco Securities, LLC, and Farmers Insurance Group. She is involved in commercial insurance sales through her own agency and plans to start notary services in 2024. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, alongside a notable role in insurance and non-securities services.

Jenae Jordan is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with six years at the firm and one year of industry experience. Prior to joining Edward Jones, she worked with Grace United Methodist Church and Memorial Drive United Methodist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

John Sawyer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while maintaining centralized due diligence and ESG eligibility processes.

Joseph Canlas is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrea Armstrong is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation. Prior to joining Edward Jones, Armstrong worked at the University of Texas Southwestern Medical Center and the MD Anderson Cancer Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies through a nationwide network of approximately 23,701 financial advisors.

Ted Lukeman is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Royal Alliance Associates since 2011. Outside of advisory services, he operates a sole proprietorship as a general agent offering major medical and life insurance. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a focus on asset allocation, risk management, and access to third-party money managers and wrap programs.

Kara Averitt is a financial advisor with Merrill based in The Woodlands, TX. She holds the Series 66 designation and has been with Merrill since 2012, including seven years under its affiliation with Bank of America. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Davis is a financial advisor with Edward Jones in Spring, TX, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and also works as an athletic trainer providing coverage for sporting events in the north Houston area. Prior to joining Edward Jones, he worked in education with Magnolia ISD and Conroe ISD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of advisors and branch offices.

Cassie Lopez is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing three years of industry experience. Her work history includes roles at JPMorgan Securities LLC and Wells Fargo prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model strategies.

Mark Hemann is a financial advisor with Thrivent Investment Management in Spring, TX, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, Hemann serves as a board member and treasurer for the Northampton Municipal Utility District and co-manages a family-owned ranch property. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various planning areas without portfolio management for institutional clients. The firm allows clients to combine planning with managed-account programs through a consolidated billing option called “WealthPlan” while keeping these services separate.

Parker Westover is an Investment Consultant at Fidelity Investments, a position held since 2026. Prior to this role, Parker progressed through several positions within Fidelity Investments, including Relationship Manager (2025-2026), Financial Representative (2024-2025), and Customer Relationship Advocate (2023-2024). Parker began their career as a Wealth Management Intern at Merrill Financial Associates from 2021 to 2023. Parker believes that effective financial plans start with building meaningful relationships. By understanding each client's goals, values, and aspirations, Parker provides personalized guidance and ongoing support to help clients navigate life's changes with confidence. Outside of their professional work, Parker enjoys spending time at the beach and playing golf.

Nicholas Perry is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones in Houston, TX. He has eight years of industry experience, including six years in the restaurant sector prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and affiliated services through a nationwide network of more than 23,700 financial advisors.

John Gutfranski is a CFP® professional with 31 years of industry experience, currently advising at Cetera since 2021. His prior experience includes six years at VOYA Financial Advisors. He serves as a director on a local utility district board overseeing water management operations. Cetera Investment Advisers LLC is a large SEC-registered firm that supports over 10,000 advisors and serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a wide range of portfolio management and advisory services, managing over $256 billion in assets.

Pablo Gomez is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and having 20 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.

Richard Saldana is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for six years. He is also Vice President of Woodforest Wealth, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through an affiliated municipal advisor.

Tyler Henry is a financial advisor at Edward Jones with three years of industry experience and holds the Series 66 designation. Prior to joining Edward Jones, he worked at the University of Texas and held a leadership role as Chef's Lead Assistant with Zeta Tau Alpha, where he helped manage other servers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Jordan King is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and three years of industry experience. He has a background that includes roles at JPMorgan Chase Bank and notable work history with companies such as Lyft and Uber. Outside of his advisory role, he is involved as an owner and partner in several real estate holding companies. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Will Landes is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at Charles Schwab since 2007, including a period at Charles Schwab Bank from 2015 to 2017. He also has experience with Life Changing Home Solutions. 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. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and a formal alternative investment program.

Lauren Esposito is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory role, Lauren is also a voice actor operating independently. Morgan Stanley Wealth Management serves individual and institutional clients by providing various advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets, utilizing structured planning tools and a range of investment offerings.