Vincent Sentmore is a financial advisor at Ameriprise in Houston, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at StaffDNA, Healthtronics, Hospitality Health ER, and Eastex Telephone. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Larry Hill is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2011. The firm serves individual, corporate, and institutional clients through brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor investment plans. UBS combines institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets solutions.

Robb Scott serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping high net-worth individuals and families develop personalized wealth management strategies aimed at achieving their long-term financial goals. Robb leverages the investment resources of Merrill and the banking solutions of Bank of America to create flexible strategies that address the diverse components of clients’ financial lives. Robb's expertise includes wealth management planning, portfolio management for businesses, institutional clients, individuals, and small businesses. His advisory services cover areas such as college education planning, family wealth management, legacy planning, personal retirement planning, small business strategies, and retirement income. He holds the professional designations of Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Robb earned his High School Diploma from Katy High School. Outside of his professional responsibilities, he participates in community volunteer activities and enjoys a variety of personal interests including biking, boating, hunting, music, scuba diving, skiing, swimming, traveling, watching movies, and spending time with his family.

Rudolph Ammer is a CFP® professional with 28 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2010. His prior work includes roles at Guardian Life Insurance Company and New England Securities. In addition to his advisory work, he is an independent insurance agent and serves as secretary for OG Benefits LLC. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, and retirement-plan advisory services to a wide range of individual and institutional clients, including pension and charitable organizations. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Shelby Stark is a financial advisor at Edward Jones in Spring, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Shelby's background includes various roles in theatre production and touring companies. Outside of financial advising, Shelby serves as an adjudicator for Houston area high school theatre productions with Theatre Under the Stars. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and strategies supported by a large network of financial advisors and branch offices nationwide.

Peter Flood is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 21 years of industry experience. He has been with UBS Financial Services Inc. since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to support its financial advisors.

Lance Thompson is a financial advisor with Thrivent Investment Management in Houston, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Thompson serves as a board member of St. Mark Houston church and is on the Board of Regents for Concordia University Texas. He also owns a timber farm in Trinity, Texas. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers planning on various topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Jennifer Paredes Canales is a Series 66 licensed financial advisor with Merrill in Katy, Texas, with seven years of industry experience. She has worked at both Merrill and Bank of America, N.A. since 2007. 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.

Paul Koerner is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advising, he co-owns Tres Amiri LLC, a specialty food business, and manages general office operations for Katy Freeway Advisors LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Allison Tharappel is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles at the University of Houston, Barcelona Wine Bar, Knack Technology Inc, and teaching positions at Lawrence E. Elkins High School and Fort Settlement Middle School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a diverse range of investment vehicles.

Joseph Solano is a Financial Consultant who collaborates with clients to help advance their financial goals by employing efficient investment and planning strategies. He has held various roles in the financial industry, including Investment Consultant at Fidelity Investments from 2024 to 2025, Associate Wealth Management Advisor at Century Oak Private Wealth from 2021 to 2024, Financial Representative at Fidelity Investments from 2020 to 2021, and Financial Advisor at Northwestern Mutual from 2018 to 2020. Joseph's career reflects a breadth of experience in investment consultation and wealth management. Outside of his professional work, Joseph has interests in fitness, social events with friends, music, pets, and reading.

Terral Hogan is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Robinhood Markets, Inc. and Empower Retirement. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based analyses on various financial planning topics. The firm does not offer portfolio management for institutional clients or serve as a selector of other advisers for institutional mandates.

Peter Goudeau III is a CFP® professional with 13 years of experience in the financial services industry. He is currently with LPL Financial and has held prior roles at Ameriprise, Oak Bridge Financial, Eagle Strategies, NYLife Securities, and New York Life Insurance Company. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

William Splawn is a financial advisor at OSAIC Wealth, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Royal Alliance Associates, Inc. and Lone Star Health Plans. Outside of his advisory role, he owns Splawn and Associates, a life, health, dental, disability, and vision insurance brokerage, and is a partner in Core Benefit Services, an employee benefits consulting firm. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm’s investment process is model-based, incorporating asset allocation and portfolio optimization tools, and supports discretionary management strategies as well as third-party managers.

Benjamin Canfield is a financial advisor at Edward Jones in Houston, TX, with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. He is a partner in Canfield Partners LLC and Canfield Krampitz Partners, LLC, both partnerships established to fund passive investment opportunities. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Yasir Manzoor is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. for a combined 10 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Alvaro Soto is a financial advisor with Edward Jones in Houston, TX, holding Series 63 and Series 65 registrations and seven years of industry experience. His prior roles include positions at Merrill Lynch/BOA, JPMorgan Chase Bank, N.A., Bank of America, and AT&T. Outside of his financial advisory work, he is connected to his wife's activities involving ebooks on baby-led activities and baby product recommendations, which he supports through joint account arrangements. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Robert Gardner III is a financial advisor with Wells Fargo Clearing in Houston, TX, holding CFP® and ChFC® designations and over 31 years of industry experience. He previously worked at UBS Financial Services for 19 years before joining Wells Fargo in 2016. Gardner also serves as a co-independent executor and co-trustee for his father's trust. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines internal research with third-party analytics to support its diversified investment approach.

Robert Maxwell III is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2019. Maxwell serves on the Hedwig Village Pension Advisory Board, advising the city council on pension options for city employees. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Cheryl Peschke is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 63 designation and with 36 years of industry experience. She has been with Raymond James for 15 years. Outside of her advisory role, she owns a personal farm where she leases land for cattle grazing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by extensive research and a broad range of portfolio management styles.