Michael Perdue is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has previously worked at Cetera and Foresters Advisory Services, with a career spanning various firms since 2009. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Corey Allen is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and over 20 years of industry experience. His prior roles include positions at Fort Bend ISD and longstanding tenure with PFS Investments Inc. and Primerica Financial Services. Outside of advising, he participates in community organizations including the Greater East Montgomery Chamber of Commerce, San Jacinto Community College, and the Rotary Club. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Brian Petrauskas is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2000 and holds the Certified Investment Management Analyst® (CIMA®) designation. Brian earned a bachelor's degree in international business from Sam Houston State University, where he also played on the golf team for four years. Brian has been recognized multiple times for his advisory work, including being named to Barron's list of America's Top Financial Advisors annually from 2010 through 2022 and to Forbes' Best-in-State Wealth Advisors list from 2018 to 2022. In 2013, he was named one of the top 40 advisors under the age of 40 by On Wall Street magazine. As a Senior Portfolio Manager, Brian provides traditional advice and guidance and manages personalized or defined investment strategies, including individual securities, Merrill Lynch model portfolios, and third-party strategies. He also has discretionary management authority for clients within the firm's Investment Advisory Program. Outside of his professional responsibilities, Brian serves on the board of trustees at the John Cooper School, where he has been involved for over a decade. He was previously chair of the finance committee at The Woodlands United Methodist Church. His personal interests include adventure sports, golfing, skiing, tennis, traveling, and spending time with his family.

James Horgan is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His career at Morgan Stanley spans multiple affiliates since 2000, including Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, with a broad range of investment and advisory capabilities.

Paul Dimiceli II is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicholas Hill is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Fidelity Investments since 2021 and prior experience at Wells Fargo Clearing and Raymond James Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple platforms.

Daniel Bosworth is a financial advisor at LPL Enterprise with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. He also serves as an investor representative linked to non-variable insurance with Blue Cross Blue Shield of Texas and Prudential-sponsored non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporations, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Cameron Hayes is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® and Series 66 designations. Prior to his current role, Hayes served 12 years in the U.S. Navy and has owned and managed a leasing and rental real estate business since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Rosanna Chapa is a financial advisor with J.P. Morgan Securities who holds a Series 66 license and has 11 years of industry experience. She has worked at JPMorgan Securities since 2017 and previously held positions at Merrill, Bank of America, and Edward Jones. 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 advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG considerations.

Andy Evans is a financial advisor with Edward Jones in Houston, TX, holding the CFP®, ChFC®, and Series 66 designations. He has 12 years of industry experience and has been with Edward Jones since 2013. Outside of his advisory role, he is the executive director of Generosity Culture, Inc., a nonprofit focused on creating content and building relationships with local nonprofits and business owners, and owns two consulting and web design businesses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Joseph Dewhart is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. In this role, he partners with clients to help them understand and utilize their corporate benefits while building customized financial plans tailored to their unique life circumstances. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Prior to joining Fidelity Investments, Mr. Dewhart held various financial advisory and consultant roles at firms including J.P. Morgan Securities, Merrill Lynch, BBVA Securities, Farmers Financial Solutions, SWBC Investment Services, Edward Jones, and WAMU Investments. His extensive experience spans from 2008 through the present, with a consistent focus on financial advising and planning. Mr. Dewhart holds a California Insurance License.

Austin Treptow is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. His background includes various roles in education and retail prior to joining Fidelity. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage assets.

Christian Mckoy is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America/Merrill Lynch, Merrill, Wells Fargo Bank, and logistics firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Kathryn Lackett is a Series 66-credentialed financial advisor with Ameriprise in Houston, TX, with 12 years of industry experience. She has worked at Ameriprise and its affiliated entity since 2011. Outside of her advisory role, she is involved with The Cynthia Woods Mitchell Pavilion, assisting with event logistics such as ticket scanning and guest seating. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Luis Elias Jr. is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include eight years at Valic Financial Advisors / AIG and current service at Bank of America and Merrill since 2022. 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 and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

David Crawford is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Brokerage Services LLC for 10 years before joining Edward Jones. 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 investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jacquelyn Davis is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 66 designations and bringing four years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by proprietary tools and modeling techniques.

John Ekar is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of his advisory work, he is the owner of Venturebooks Ekar & Associates and tutors through I4LEARNING in Sugar Land, Texas. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and focuses on delivering advisory services primarily to individual investors.

Joshua Bouldin is a financial advisor at Merrill, holding a Series 66 designation. He is based in Houston, TX, and has recently begun his career in financial advising, with experience at Merrill since 2024 and previous roles at Bank of America. Outside of finance, he has experience running a contracting business, Your Neighborhood Contracting LLC. 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 model-based and discretionary investment strategies for a range of client types including individuals, high-net-worth clients, and institutions.

Kim Stepanski is a financial advisor at Merrill with a Series 63 designation and 35 years of industry experience. He has worked at Merrill since 1997. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.