William Henderson is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory work, he manages a high school running club, teaches spin classes at a local church, and is involved in automotive sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management provided primarily by investment adviser representatives using a range of discretionary and non-discretionary strategies.

Toby Pullig is a Series 66-registered financial advisor with UBS Financial Services in Houston, TX, where he has worked since 2008. He has 25 years of industry experience. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its advisory approach.

Robert Anthony is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Stifel in 2025, he worked at B. Riley Wealth Advisors and B. Riley Wealth Management from 2020 to 2025, and at J.P. Morgan Securities from 2012 to 2020. Stifel serves a broad client base including individuals, institutional clients, and nonprofits, providing both brokerage and investment advisory services. Its investment approach relies on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Joshua Skinner is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he was employed at Parata Systems and VectraCor. Outside of financial advising, he manages a sole proprietorship related to online sports card sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Frank Ramirez is a financial advisor with Cetera in Houston, TX, holding a Series 66 designation and four years of industry experience. He has previously worked at Mass Mutual Investors Services and Farmers Insurance. Outside of his advisory roles, Ramirez owns a catering company, Joe Bruno BBQ, which he has operated since 2019. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Chad Peschke is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2013. Outside of his advisory role, he is a partner in ReelWise, LLC, an entity used for office lease liability purposes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Richard Greenwood is a financial advisor at Raymond James & Associates with 16 years of industry experience. He has worked at Raymond James since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Greenwood holds a Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Allison Cloud is a financial advisor with UBS Financial Services in Houston, TX, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. She joined UBS in 2018 after two years at Encompass Advisory Services, LLC. Outside of her advisory work, Allison hosts online and at-home parties for Busy Mom Great Nails by ColorStreet. UBS Financial Services serves a broad client base including individuals, corporations, and institutions by offering brokerage and investment advisory services such as fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocation to tailor client solutions.

Robert Evans is a financial advisor at Fisher Investments with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Fisher Investments since 2018. Prior to that, he was with Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company from 2016 to 2018. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios.

Robert Scott is a financial advisor at Osaic Wealth, Inc. with 32 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Osaic in 2023, he worked at SagePoint Financial, Inc. for seven years and has been involved with Pre Emptive Financial Services Inc. since 2002. He also works as an insurance agent offering health, life, disability, and long-term care insurance. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers, employing tools like risk-tolerance questionnaires and automated rebalancing to manage portfolios across various asset classes.

Christopher Green is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research and capital markets services through its global platform.

Scott Martin is a financial advisor with Merrill based in Houston, TX. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His work history includes roles at Bank of America, N.A. since 2011 and at Merrill since 2010. 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 offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sarah Wiggins is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2003, with a one-year tenure at Morgan Stanley from 2009 to 2010. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations, offering multiple advisory programs that provide portfolio management, financial planning, and brokerage services. The firm implements tailored investment strategies using both in-house and third-party managers, supported by a broad capital-markets platform and affiliated asset management capabilities.

Adam Caldwell is a financial advisor at Edward Jones with seven years of industry experience. Before joining Edward Jones in 2022, he worked for 14 years at ECI Software Solutions/Shoptech Software. He holds Series 63, Series 65, and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Chen Zhao is a financial advisor at Fidelity with 18 years of industry experience. He previously worked at Ameriprise Financial Services and Scottrade Inc. Zhao holds Series 63 and Series 65 licenses. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services and manages model portfolios composed of mutual funds, ETFs, and ETPs.

Juan Marin is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various J.P. Morgan entities since 2005. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Matthew Leatherwood is a CFP® with 18 years of industry experience, currently advising at Robert W. Baird & Co. since 2013. He is also the owner of Beck Beck Designs LLC, a non-investment related business. The DDK Group at Robert W. Baird & Co., where he works, serves individual and institutional clients with financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.

Crystal Nguyen is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 22 years of industry experience. Her prior roles include positions at Morgan Stanley, UBS Financial Services, and MassMutual. Outside of her advisory work, she is active as the president of a local Parent Teacher Association, volunteers as a debate judge, and coaches competitive debate. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party money managers.

Eric Simon is a CFP®-designated financial advisor with Edward Jones, based in Houston, TX, and has 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves on an Investment Policy Committee that oversees neighborhood project funding allocations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.

Michael Anderson Jr. is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 11 years of industry experience. His career includes positions at JPMorgan Securities LLC, JPMorgan Chase Bank, Mutual of Omaha Investor Services, Allstate Insurance Company, and AXA Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management, and model portfolio delivery with a focus on systematic methodologies and long-term asset allocation.