Rosanna Chapa is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bank of America prior to joining J.P. Morgan Securities in 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

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-licensed financial advisor with Ameriprise in Spring, TX, bringing 11 years of industry experience. She has been with Ameriprise and its affiliate since 2011. Outside of her advisory role, she works at The Cynthia Woods Mitchell Pavilion assisting with security and guest seating. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with personalized recommendations delivered by a centralized consulting team, offering a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

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 with a Series 66 credential and two years of industry experience. He has worked at Bank of America and First Financial Bank and has been involved with Your Neighborhood Contracting LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

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.

John Holmes III is a financial advisor with OSAIC in Cypress, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at FSC Securities Corporation, Wells Fargo Clearing, and ShareBuilder 401K. Holmes is also president of Taurus Wealth Advisors, an LLC financial management business. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage, advisory, and retirement consulting services. The firm utilizes advanced portfolio construction tools and supports both discretionary and non-discretionary account management across multiple investment types.

Kaitlyn Fick is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. She has worked at Bank of America and Merrill since 2019, and previously was involved with Lonestar Banners/Cetane Media and Sweet Caroline & Co. from 2016 to 2019. 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 with model-based and discretionary investment strategies.

Christopher Kohnhorst is a financial advisor with Edward Jones in Spring, TX. He holds the CFP® and Series 66 designations and has 15 years of industry experience. He has been with Edward Jones since 2010. 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 network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Brian Silver is a financial advisor with Cetera, holding the PFS™ and Series 66 credentials and seven years of industry experience. He previously worked at Avantax Advisory Services and Invesco, and he is also the CEO of Silver Accounting Group, LLC, a CPA firm he owns and operates. In addition to his advisory work, Silver manages his accounting and tax services business separately from his financial advisory practice. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to affiliated and third-party managers, supporting both discretionary and non-discretionary strategies.

Brittney Aparicio is a financial advisor at Cetera with 2 years of industry experience. She holds a Series 66 designation and previously worked at Concourse Financial Group Securities Inc and the State of Texas Health & Human Services. In addition to her advisory role, she provides client service support at Strategic Financial Advisors and is a commissioned notary. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to various third-party managers and program options.

Micah Inman is a financial advisor with Fisher Investments, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at TD Ameritrade and Charles Schwab. Outside of his advisory work, he is the sole owner of a rental property management business. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages various pooled investment vehicles alongside separate accounts.

Craig Sims is a financial advisor with Edward Jones in Tomball, TX, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is the managing member of Madi Bri, LLC, a real estate business based in Cypress, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Sandra Bloem Curtis is a financial advisor at Edelman Financial Engines based in Spring, TX. She holds a Series 65 designation and has been with Edelman Financial Engines since 2023. Prior to her advisory role, she worked for ten years at William Marsh Rice University. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified model portfolios and long-term orientation.