Nicholas Perry is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones in Houston, TX. He has eight years of industry experience, including six years in the restaurant sector prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and affiliated services through a nationwide network of more than 23,700 financial advisors.

Jason Roberts is a financial advisor with Ameriprise in Cypress, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Ameriprise and its related entities since 2005. Roberts serves on the board of directors for Last Chance Recovery Center. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Richard Ashcroft is a CFP®-certified financial advisor with Robert Baird & Co., based in Houston, TX, and has 42 years of industry experience. He has been with Robert Baird since 2013. Outside of his advisory role, he is a co-owner and manager of a family partnership, Ashcroft Management. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of portfolio management strategies and emphasizes ongoing manager selection, internal research, and the use of technology in client advice.

Katharine Christian is a CFP® with 30 years of industry experience, currently serving at Robert W. Baird & Co. since 2018. Her prior roles include positions at Hornor, Townsend & Kent, Inc and Penn Mutual Life Insurance Company. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business 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 utilizes a blend of manager-traded and model-traded strategies, supported by internal research and ongoing manager monitoring.

Oscar Ferrufino is a Financial Advisor with Merrill Lynch Wealth Management, bringing 13 years of industry experience to his role. He began his career at Bank of America as a teller and progressed to become a Financial Advisor at Merrill, where he has been for eight years. Oscar's approach involves taking the time to understand clients' priorities to help develop their short-, mid-, and long-term financial goals. His expertise includes college education planning, employee benefits planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, sports and entertainment, tax minimization, and retirement income. He serves as a resource for general investing, retirement planning, and saving for unexpected events, and can facilitate access to Bank of America specialists for banking, credit, home financing, and small business solutions. Oscar holds a Personal Investment Advisor (PIA) designation and earned his High School Diploma from Westbury High School. He is fluent in English and Spanish. Outside of his professional work, Oscar's personal interests include baseball, fishing, music, photography, and watching movies.

Hoang Nguyen is a financial advisor with J.P. Morgan Securities in Katy, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a wealth advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The advisory process incorporates centralized due diligence with both quantitative and qualitative research and includes capabilities in derivatives and commodities.

Steven Spurling is a financial advisor at Edward Jones with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with firms including Columbia Management Investment Distributors Inc and MML Distributors, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Tuyet Minh Hoang is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 65 and Series 63 designations and has worked previously at Bank of America, Merrill, and operated TMHH Investments LLC. She is based in Katy, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, incorporating ESG considerations and leveraging broader derivatives and commodities capabilities.

Richard Lullo II is a CFP® credentialed financial advisor with Cambridge Investment Research Advisors and has 10 years of industry experience. His prior work includes positions at Fidelity Investments and FSC Securities Corp. He is based in Houston, TX. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Poopak Saatpour is a financial advisor at Merrill with Series 65 and Series 63 licenses and seven years of industry experience. Her prior roles include positions at Bank of America, Wells Fargo Clearing, Wells Fargo Bank, and Keller William Realty. 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.

Corey Jones is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Before joining Fidelity, he served six years with the Houston Police Department and four years in the United States Marine Corps. He also worked with Veterans Securing America and has experience outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is noted for its use of systematic methodologies, model portfolios, and oversight of affiliated and unaffiliated sub-advisers.

Schneyder Metellus is a financial advisor at Morgan Stanley in Cypress, TX, with four years of industry experience. He holds the Series 66 designation and has previously worked at the United States Department of Justice. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Janet Montgomery is a CFP® with 23 years of industry experience, currently affiliated with Cetera. She has previously worked at First Allied Securities and FFP Advisory Services. Montgomery serves as vice president on the board of the nonprofit Alanon Family Group Service, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers.

Kelly Keahey is a financial advisor with Primerica Advisors in Katy, TX, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has been with Primerica Advisors since 1995 and with Primerica Financial Services since 1994. Outside of her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, with custody and trade execution facilitated by Pershing and Primerica Brokerage Services.

Mary Foerster is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 21 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she serves on the board of The Regis School of the Sacred Heart. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Jeanette Briones serves as a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In her role, she assists clients in developing personalized financial plans that address objectives such as funding education, preparing for retirement and healthcare expenses, and achieving long-term family goals. Jeanette’s approach incorporates clients' individual perspectives and priorities to create tailored investment strategies. She holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the University of Houston System. Jeanette focuses on providing clarity and transparency in wealth planning to help clients navigate the complexities of investing.

Cathy Lok is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds a Series 66 designation and has previous experience at Wells Fargo Clearing and Wells Fargo Bank, N.A. in Houston, TX. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor financial plans and offers a broad range of capital markets services alongside wealth management.

Joseph Depaula Jr. is a financial advisor at UBS Financial Services in Houston, TX, with 36 years of industry experience. He has been with UBS since 1999. Outside of his advisory role, he is a partner in his wife's accounting business, TJ Consulting LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Donald Elster Jr. is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, with an emphasis on non-discretionary relationships supported by comprehensive portfolio management options and firm research.

William Barrow is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2013. He is based in Houston - Memorial City, TX, and holds a Series 63 license. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department. The firm serves individuals, including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering a range of services such as financial planning, portfolio management, and brokerage services.