Rosemary Guillotte is a CFP® with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2019. Her prior experience includes roles at Bank of America, N.A. and Merrill, where she worked for a combined total of 27 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Aaron Langston is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill and Bank of America, N.A. since 2018, following two years at AXA-Advisors, LLC. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stacy Spier is a Series 66-licensed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, Spier worked at Alfasigma USA for 20 years and held other positions in the medical sector. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning on a variety of topics without discretionary trading authority and provides an option to combine planning with managed-account services under a consolidated billing program.

Jabari King is a CFP®-designated financial advisor with Edward Jones in Houston, TX, with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he manages a vacation home Airbnb property in Santo Domingo. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a large nationwide network of over 23,700 financial advisors.

Eunmi Ahmed is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Bank of America/Merrill Lynch and Wells Fargo Bank. 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. As a subsidiary of J.P. Morgan, the firm integrates advisory services with affiliated brokerage and investment management capabilities.

Henry Jones is a financial advisor with Primerica Advisors in Stafford, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Primerica Advisors since 2012 and has worked with Primerica Financial Services since 2009. Outside of advisory work, he receives non-investment related compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm utilizes third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily under a tiered wrap-fee structure.

Alex Linder is a Series 66-registered financial advisor with Thrivent Investment Management in Houston, TX, with 21 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Linder serves as a Trust Board Member at Salem Lutheran School, where he participates in decisions regarding scholarship distributions and charitable giving. 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 and allows clients to combine planning with managed accounts under a consolidated billing option.

Paul Matatall is a financial advisor at Edward Jones with 22 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of advisory strategies, tax-efficient services, and affiliated investment products.

Roneil Patel is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and having one year of industry experience. Prior to joining Wells Fargo in 2025, he worked at Equitable Advisors, LLC for one year. His background also includes roles at Baylor University and RS Oilfield. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Walker Herzog is a Series 66-licensed financial advisor at RBC Capital Markets with two years of industry experience. He has held various roles including positions at Camp Longhorn and Brookfield Properties prior to joining RBC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutional clients. The firm offers tailored investment strategies through multiple advisory programs and integrates both in-house and third-party investment managers to implement portfolios.

Mark Lopez is a financial advisor with Stifel in Houston, TX, holding CFP® and Series 66 credentials and bringing 14 years of industry experience. Prior to joining Stifel in 2025, he worked at UBS Financial Services for 14 years and has also been self-employed since 2003. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Semhar Woldeslassie is a financial advisor at UBS Financial Services with 12 years of industry experience. She previously worked for Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors. Outside of finance, she is an author and publisher of children's books focused on language education, including titles aimed at teaching Tigrinya and Amharic. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory products.

Charles Dickens is a financial advisor at LPL Financial in Katy, TX, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at Edward Jones, PFS Investments, Primerica Financial Services, and Halliburton. He is also associated with D4C Consulting, a business entity unrelated to investment activities. 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, supported by a network of over 22,800 advisors.

Rikesha Fuller Keen is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. Prior to joining LPL Financial in 2025, she worked for Next Financial Group for 21 years. She also operates Rikesha Keen CPA PC, providing tax preparation and accounting services. 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 broad range of financial planning and investment services, including access to model portfolios, third-party asset managers, and institutional platforms.

Joseph Dvoracek is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since becoming a financial advisor in 2018, he has specialized in working with individuals, families, and business owners to consolidate, grow, and preserve wealth through disciplined planning and investment management. His client focus areas include education planning, family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, and retirement income. A native Texan, Joseph holds a Bachelor's Degree from the University of Texas at Austin and graduated from Stavanger American School in Norway. Before transitioning to financial advising, he had a 30-year career in corporate and agency marketing. He holds the Personal Investment Advisor (PIA) designation. Joseph is active in his community, supporting organizations such as the Houston SPCA, the Houston Arboretum and Nature Center, and the Houston Zoo. He and his wife Margaret, to whom he has been married for 30 years, share a passion for animal welfare and care for several rescue animals. His personal interests include biking, cooking, gardening, golfing, music, skiing, soccer, and spending time with his family.

Sam Whitaker is a Financial Consultant at Fidelity Investments, where he supports clients in navigating their financial journeys through personalized planning, guidance, and tailored investment strategies. He utilizes Fidelity's resources and expertise to assist individuals and families in making informed decisions toward their long-term financial goals.\n\nPrior to his current role, Sam served as an Investment Consultant at Fidelity Investments from 2023 to 2024 and as an Investment Solutions Representative from 2021 to 2023. These roles have contributed to his experience in the investment and financial services field.\n\nOutside of his professional work, Sam engages in social activities with friends, enjoys playing tennis, and traveling.

Abbas Mohammed is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and six years of industry experience. His prior work experience includes roles at Wells Fargo Clearing and ABC Legal. 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 an ESG eligibility framework to support customized investment recommendations.

Travis Dock is a financial advisor with J.P. Morgan Securities in Sugarland, TX, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior positions include roles at Wells Fargo Clearing and Citizens Securities. Outside of his advisory work, he has interests as a landlord in rental property management. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Esther Clover is a financial advisor at Edward Jones with one year of industry experience. She previously worked at Burnett Specialists (Girard Industries) for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Bilal Alsaleh is a CFP® professional with 20 years of experience in the financial industry. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2005. Based in Houston, TX, he holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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.