Zachary Rogers is a financial advisor at Wells Fargo Advisors with two years of industry experience. He held prior roles at Fidelity Investments and worked in various positions including with Texans For Jodey Arrington and the U.S. House of Representatives. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. Advisors deliver tailored recommendations supported by firm research and planning tools, offering a broad range of planning services for clients who meet a net-worth threshold.

Samuel Villacreses is a financial advisor at Primerica Advisors based in Houston, TX, holding Series 63 and Series 65 licenses with one year of industry experience. His background includes roles at Carve American Grille, PFS Investments Inc., Primerica Financial Services, and prior positions in the retail and education sectors. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors and some corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-based investment strategies managed by unaffiliated asset managers.

Jeffrey Stephens is a Financial Consultant at Fidelity Investments, a role he has held since 2019. He brings extensive experience in financial services, having worked at Fidelity Investments since 2015 in various capacities including Relationship Manager and Financial Representative. Prior to his tenure at Fidelity, he served as a Financial Professional at AXA Advisors from 2013 to 2014. In his current position, Jeffrey focuses on understanding clients' financial situations and goals to provide tailored planning and guidance. He facilitates discussions on the various options Fidelity offers to help clients grow and protect their savings.

Philip Schneider is a financial advisor with UBS Financial Services, holding a Series 66 designation and 21 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he operates a weekend retail store specializing in apparel and food. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides a wide range of services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products, supported by institutional trading capabilities and proprietary research.

Ryan Bibler is a financial advisor with Wells Fargo Clearing in The Woodlands, TX, holding a Series 66 designation and 25 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and previously at UBS Financial Services Inc from 2009 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s 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.

Lorena Mackelvie is a financial advisor with Morgan Stanley in The Woodlands, TX, holding a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017, following a year at Friedberg Investment Management. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Derek Ward is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Merrill, Bank of America, and Morgan Stanley. Outside of his advisory work, he is involved in residential property rental through ownership interests in two real estate entities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to guide non-discretionary investment decisions.

Joshua Garnier is a Wealth Management Advisor with Merrill Lynch Wealth Management in The Woodlands, TX. He works with business owners, wealthy families, affluent C-suite senior executives, physicians, and non-profit institutions to develop customized financial strategies tailored to their distinctive needs and goals. He focuses on areas including corporate executive services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, sports and entertainment, and individual and corporate investment strategy. Mr. Garnier leverages his extensive knowledge of estate and succession planning, investment management, and wealth management, supported by his Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA) designations. He holds a Bachelor's Degree from Loyola University New Orleans and a Juris Doctorate Degree from South Texas College of Law. Joshua actively participates in professional and community organizations such as Suits For Sons, The Houston Club, and the NAACP. In his personal time, he enjoys basketball, boxing, chess, football, golfing, reading, skiing, and writing.

Yarisel Ducharne is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 2013. J.P. Morgan Securities LLC 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 brokerage, distribution, and investment management capabilities.

Miguel Macareno Jr. is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he owns a small digital arts business that creates and sells digital drawings printed on t-shirts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Cortney Corpus is a financial advisor with Morgan Stanley in The Woodlands, TX, holding a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Robert Sitton is a financial advisor at Edward Jones with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Sitton has been with Edward Jones since 2002 and previously worked at Dean Witter Reynolds Inc. Outside of advising, he is a partner in a property management business based in Humble, Texas. 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 and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds.

Jeffery Cheatham is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for eight years and has experience with other firms including Texas Bullion Exchange and The Lucas Group. Outside of advising, he is a silent shareholder in Mercury Imports LLC, a premium wine and spirits company. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service.

Samuel Pyle is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios.

J Mays is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and 34 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Wells Fargo in 2025. Outside of his advisory role, he owns and manages a real estate LLC that occasionally buys, leases, and sells residential rental properties. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its offerings.

John Davis is a financial advisor with Ameriprise in Conroe, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Davis is involved in music as a performer with Tabernacle Music and serves as a minister leading various ceremonies and choir activities at Family Faith Church. He also holds board positions with Tau Kappa Epsilon and Montgomery County MUD No. 145. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jorge Loyo is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2007. Loyo also owns The MAP Initiative, LLC, an entity formed to support Primerica business activities. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients with approximately $15.5 billion in assets under management. The firm employs model-delivery strategies developed by unaffiliated managers and provides advisory services through a large network of financial advisors.

Sarah Davis is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Meredith Graeber is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors, she worked at Stifel Independent Advisors, LLC and Morgan Stanley. Outside of her advisory work, she creates clothing review videos on YouTube. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth investors, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Michael Kevlin is a Series 66-licensed financial advisor with Edward Jones in Kingwood, TX, where he has worked since 2016. He has 10 years of industry experience. Outside of his advisory role, he is associated with The Friedkin Companies through a deferred compensation account. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.