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.

Mark Mcmillan is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes a role at The Hobbit Cafe and a decade as a full-time student. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

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.

Shyam Bhatia is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Cetera Wealth Services, and The Prudential Insurance Company of America. Outside of advising, he serves as a board member for Houston Coffee Collective, engaging with local business owners and the community. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party investment teams.

Sarah Wiggins is a financial advisor with RBC Capital Markets in Houston, TX, holding a Series 66 designation and 21 years of industry experience. She has been with RBC Capital Markets since 2012. Outside of her advisory role, she is an owner of a rental property in Colorado. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Jessica Dail is a financial advisor with Thrivent Investment Management in Katy, TX, holding Series 66 and Series 63 licenses. She has one year of industry experience, including prior roles at PFS Investment Inc. and Primerica Financial Services. Outside of finance, she works as a substitute tutor for SpiderSmart, providing instruction in English, reading, spelling, and writing to K-12 students. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. Their approach includes comprehensive written recommendations across various financial topics and opportunities to combine planning with managed-account services under a unified billing system.

Mahib Shroff Hemani is a financial advisor at Fidelity with the Series 66 designation and one year of industry experience. His prior roles include positions at Edward Jones, The Wealth Builders Group, Flowserve, and the University of Texas at Austin. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and other advisory services.

Rivers Patout is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is a board member of an amusement park and a passive investor in an energy minerals exploration company. J.P. Morgan Securities 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 additional broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

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.

Jeff Jow is a financial advisor with Morgan Stanley in Sugar Land, Texas, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a director of American First National Bank and is a co-owner of Computer Station Corp. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s investment approach includes structured planning tools and scenario modeling but generally acts in an advisory capacity without offering individual security recommendations as part of standalone financial plans.

Joshua Ecroyd is Vice President Private Wealth Management Advisor at Fidelity Investments, a role he has held since 2021. He partners with ultra high net worth families to collaboratively develop holistic plans that simplify complex financial questions, helping these families build, protect, and transfer their wealth. He has been with Fidelity Investments since 2005, progressing through various roles including Investment Representative, Financial Planning Consultant, and Vice President Financial Consultant. Prior to joining Fidelity, Joshua served as a Financial Advisor at Merrill Lynch from 2004 to 2005 and at Pruco Securities from 2002 to 2004.

Erica Soares is a Planning Consultant at Fidelity Investments, where she collaborates with clients and Financial Consultants to develop personalized strategies aligned with individual client goals and needs. She focuses on building long-term relationships through trust, thoughtful guidance, and consistent support. Erica has been with Fidelity Investments since 2000, holding various roles including Senior Relationship Manager, Relationship Manager, Private Access Operations Specialist, and Financial Representative. This extensive experience at Fidelity has equipped her with deep knowledge and dedication to providing personalized planning services. Outside of her professional duties, Erica enjoys cooking and baking, attending social events with friends, watching movies, listening to music, spending time with pets, and volunteering.

Isaac Robles is a financial advisor with Fidelity who holds Series 63 and Series 65 licenses and has six years of industry experience. His previous roles include positions at Wells Fargo Clearing and Wells Fargo Bank, as well as experience outside finance at Lyft, Uber, and Big Bux Bingo. He has also been involved with Lone Star College System since 2010. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Lauren Wincott is a financial advisor with Ameriprise in Louisville, KY, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

David Smith is a CFP® with 33 years of industry experience currently affiliated with Fidelity. He has worked within various Fidelity entities since 1993, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Jodi Le Nguyen is a financial advisor with J.P. Morgan Securities in Missouri City, TX, holding Series 63 and Series 66 licenses with 18 years of industry experience. Her career includes nine years at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities and six years at Capital One Bank NA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s process incorporates an ESG eligibility framework and focuses on customized, non-discretionary advisory services delivered by a select group of wealth advisors.

Darrell Pesek is a CFP® credentialed financial advisor with 27 years of industry experience. He has been with Robert Baird & Co. since 2013. He is part of The DDK Group within Robert W. Baird & Co.’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, portfolio management, separately managed accounts, and custody services, supported by internal research and tools such as artificial intelligence in client advice.

Tereza Alvarado Pineda is a Planning Consultant at Fidelity Investments, a position she has held since 2023. She has been with Fidelity Investments since 2021, progressing through roles including Financial Representative and Relationship Manager. In her work, Tereza focuses on building and maintaining strong relationships with clients by understanding their priorities and collaborating to develop flexible financial plans that accommodate changes in their lives.

Samuel Valerio is a financial advisor with LPL Financial in Katy, TX, holding the Series 63 and Series 66 credentials and possessing 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Ameriprise Financial Services. Valerio is also involved in insurance sales through various carriers for W&R Insurance Agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from internal and third-party providers.

William Propper III is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Concourse Financial Group Securities Inc and 3 Mark Equities Inc. He also serves as president of 3 Mark Financial Inc, where he is involved in recruiting and marketing activities. He is additionally engaged in brokerage of life settlements and offers annuity products and life settlements through affiliated entities. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers, offering various program structures and custodial relationships.