Anita Bowman Mc Cormick is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2004. She holds Series 63 and Series 65 licenses and is based in Houston, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Gregory Loyacano is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at LPL Financial since 2009 and previously spent eight years at Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Austin Bazard is an Investment Consultant at Fidelity Investments, a position he has held since 2026. His professional experience at Fidelity includes roles as Relationship Manager, Financial Representative, and working in Wealth Management Service, spanning from 2022 to 2026. Prior to joining Fidelity, Austin worked as a Client Service Associate at J.P. Morgan Private Bank from 2017 to 2022 and as a Client Service Representative at Invesco from 2015 to 2017. Austin emphasizes a consultative, relationship-first approach to financial planning, focusing on co-creating personalized strategies that meet clients' goals and adapt to life's changes. He aims to simplify complex concepts and provide transparent guidance to empower clients in making confident decisions. Outside of his professional work, Austin's personal interests include family activities, food, social events, golf, parenthood, and traveling.

Fortune Cobb is a Series 66-licensed financial advisor with Edward Jones, based in Katy, TX, and has seven years of industry experience. Prior to joining Edward Jones in 2018, Cobb worked in the pool services industry for several years. Cobb also maintains ownership and rental of a previous home. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.

Dhruba Pant is a financial advisor with Cetera, holding a Series 65 designation and two years of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and has a 13-year background at Medtronic, Inc. Additionally, he is the managing member of Infinity 4 LLC. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Tracy Taylor is a financial advisor with LPL Financial based in Katy, TX, holding a Series 66 designation and 12 years of industry experience. She has worked at several firms including Merrill and HD Vest Investment Services before joining LPL Financial in 2019. Outside of advisory activities, she is involved in an investment related to her husband’s trucking business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, portfolio management, third-party asset management, and institutional platforms, supporting advisors with various strategies and technology tools.

Heather Bryant is a financial advisor with Wells Fargo Advisors in Katy, TX, holding a Series 66 designation and 14 years of industry experience. She has been with Wells Fargo Advisors since 2018 and worked at Wells Fargo Clearing from 2016 to 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations across various financial planning needs.

Miles Watson Sr. is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Equitable Advisors and six years at Walmart. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Eldon Robinson is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 designations and 13 years of industry experience. He has previously worked at Brovitz Group and has been involved with Sentry Builders since 2016. Outside of advising, he participates in business activities related to home security and automation product referrals through Primerica Client Services. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed accounts, supported by custodial and trade execution services from Pershing and overlay management by BNY Mellon Advisors.

Jungsun Susan Mccubbin is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 credential and bringing 19 years of industry experience. She has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she owns multiple rental properties in the Houston and Katy, TX areas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and research.

Nathan Birney is a financial advisor with Ameriprise in Seabrook, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Birney is the owner of Hensley Birney LLC, a business unrelated to investment activities. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Aaron Lestage is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2015. He has also been involved with Dynamic Fitness from 2015 to 2017. 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 individuals, high-net-worth clients, and various institutional accounts.

Norena Kirwan is a financial advisor at Robert W. Baird & Co. with five years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2020, following prior roles at Ameriprise Financial and other firms. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of investment management and financial planning services, utilizing manager-traded and model-traded strategies alongside internal research and technology tools.

Linda Donovan is a financial advisor at RBC Capital Markets with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2016, following prior roles at Morgan Stanley and Citigroup Global Markets. Outside of her advisory work, she serves as Treasurer for the Memorial High School Girls Lacrosse Club in Houston. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs incorporating discretionary and non-discretionary portfolio management, financial planning, and brokerage services, using a combination of in-house and third-party investment managers tailored to client risk profiles.

Delia Moreno is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities LLC since 2020, with a prior tenure at JPMorgan Chase Bank, N.A. beginning in 2009. 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 process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Stephen Allain is a financial advisor with Robert W. Baird & Co. in Houston, Texas, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Robert W. Baird & Co. since 2013. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm employs a range of investment strategies and advisory services supported by internal research, portfolio management expertise, and strategic partnerships.

Jonathan Soares is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he has worked with organizations including United Way of Greater Baytown Area and Chambers County and has experience in educational and community settings. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Nadia Berleth is a financial advisor with Fidelity Investments, holding a Series 66 designation and three years of industry experience. Her work history includes roles at Fidelity Investments, Thrivent Investment Management, Equitable Advisors, and Lone Star College, where she has been involved for several years. She is also associated with Berleth & Associates. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Brendan Martin is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. Prior to his financial advisory roles, he worked at Conroe Independent School District and Baylor University. He is also involved in a support role at Woodforest Wealth in Tomball, TX. 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 institutions. The firm offers tailored, non-discretionary consulting using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Denny Chu is a financial advisor with J.P. Morgan Securities in Cypress, TX, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has been with J.P. Morgan Securities since 2016 and previously worked at Wells Fargo Clearing for one year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative screening and qualitative research to deliver non-discretionary asset allocation advice, investment manager selection, and customized performance reporting.