Gregory Evans is a financial advisor at Robert W. Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird & Co. since 2013. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, utilizing both internal research and manager selection supported by advanced tools such as artificial intelligence.

Nicholas Festino is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individuals and institutions, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors and 15,000 branches.

Guanyue Zhao is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, Zhao held positions at JPMorgan Chase Bank and J.P. Morgan Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Joseph Patterson Sr. is a financial advisor with LPL Financial, holding the Series 66 designation and 15 years of industry experience. His prior roles include positions at Bank of America, Merrill, Fidelity, J.P. Morgan Securities, Chase Investment Services, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, combining scale and a broad array of financial products with advisory and technological support tools.

Dakota Peacock is a financial advisor based in Houston, TX, affiliated with Edward Jones. He holds the Series 66 designation and has 11 years of industry experience, having been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Donald Huynh is a Series 66-licensed financial advisor with Merrill in Houston, TX, where he has worked since 2015. He has 20 years of industry experience and is also affiliated with Bank of America, N.A. Outside of his advisory role, Huynh serves as an employee of the Harris County Sheriff's Office, assisting with various law enforcement duties. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Williams is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James & Associates since 2004. Outside of advising, he serves on the Board of Directors of Pine Forest Country Club, contributing to golf course and food and beverage improvements. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

C.C. McCray is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, McCray facilitates conversations about wealth and investment planning and delivers personalized service to clients. McCray provides customized services to sophisticated clients seeking a tailored, high-touch relationship and coordinates with Wealth Management Advisors when deeper wealth planning support is needed. McCray has been with Fidelity Investments since 2000, progressing through roles including Financial Representative, Senior Relationship Manager in the Private Client Group, and currently serving as Wealth Management Senior Relationship Manager since 2017.

Chih Hao Ng is a financial advisor with OSAIC in Houston, TX, holding a Series 66 designation and 14 years of industry experience. He previously worked at Sagepoint Financial, Inc. and Next Financial Group Inc. Ng is also involved in insurance sales and management through his roles in related businesses. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports multiple advisory platforms and legacy account transitions.

Ann Fitzgerald Salazar is a financial advisor at UBS Financial Services with 37 years of industry experience. She has held her role at UBS since 1994 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Daniel Hemberger is a financial advisor at Edward Jones in Kingwood, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large national network of advisors and branch offices.

Willard Ulbricht II is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America. Outside of his advisory role, he is president of TWC Holdings LLC, a company that leases raw land for farming. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Peter Steelman is a CFA® charterholder with six years of experience in the financial industry. He currently works with Wells Fargo Clearing in Houston, Texas, and has held roles within Wells Fargo Bank since 2007. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Clarissa Barras is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments in various capacities since 2009. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct algorithm-driven portfolios and serves as a registered commodity pool operator with oversight of multiple registered investment companies.

John Ashley is a financial professional at Cetera with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual and MetLife. Outside of his advisory role, he serves on the board of a nonprofit organization assisting families traveling for children's medical care and is involved in aluminum patio cover sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of advisors and uses a multi-manager platform with various program options and affiliated third-party managers.

Michael Gibbens is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he was involved in entrepreneurial ventures including Brotherlylove Electric LLC and Jan's Gourmet Sweets. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

David Alimi is a financial advisor with Merrill based in Houston, TX, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and multiple financial services firms. Outside of advising, he is the owner of Wizzered Inc, a web development business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mitchell Sosa is a CFA® charterholder and Series 63 licensee with six years of experience in the financial industry. He is currently affiliated with Primerica Advisors and has a background that includes roles at INEOS, Axiom Space Inc., Intuit Inc., and Enterprise Products Company. Outside of his advisory work, he owns MS CPA LLC, providing tax preparation and filing services, and Mitchell Sosa Inc., a consulting business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on percentage-based billing rather than fixed fees.

Charles Bankerd is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 37 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, H.Beck, Inc., and Momentum Independent Network Inc. He also operates Bankerd Financial Services and maintains a non-variable insurance 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 a range of services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Christopher Zuniga is a Series 66-licensed financial advisor at J.P. Morgan Securities with eight years of industry experience. He has worked at Morgan Stanley and its Private Bank division as well as several real estate firms prior to joining J.P. Morgan. 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.