Ritchie Nuncio is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2019 and previously spent six years at Merrill. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

David Bott is a financial advisor with Cetera, holding the PFS™ and Series 63 designations and bringing 38 years of industry experience. His prior work includes long tenure at Avantax Advisory Services and its related entities, along with experience at Coopers & Lybrand. Outside of his advisory role, he serves as Vice President at Kenwood & Associates, PC CPA's, focusing on tax preparation and accounting. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, overseeing more than $256 billion in assets through over 10,000 advisors.

Rebecca Norman is a financial advisor at Equitable Advisors with seven years of industry experience. She holds Series 63 and Series 66 designations and previously worked at TIAA before joining Equitable Advisors in 2020. She is also involved with Flodder Financial Group, a company she has been associated with since 2020. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party advisory models to tailor strategies based on client risk tolerance and goals.

Christopher Perry is a CFP® and holds a Series 66 license with 25 years of industry experience. He has been with Edward Jones in Houston, TX, since 2003. 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 range of advisory strategies, supported by a network of over 23,700 financial advisors and more than 15,000 branch offices nationwide.

Rodney Ambrose is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 designation and bringing 38 years of industry experience. He has worked at Morgan Stanley since 2009 and at Citigroup Global Markets since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Karen Trekell is a financial advisor at Cetera with 18 years of industry experience. She holds a Series 66 designation and has worked at Cetera Advisors LLC since 2013 and Duffy, Cardwell, Clark & Clarke since 2018. Outside of her advisory work, she is a co-owner and partner in LatherUp, LatherMeUp, a soap-making business involved in internet sales and craft fairs. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with various program options and custodial relationships.

Patrick Ward is Vice President and Branch Leader at Fidelity Investments, a role he has held since 2026. He initially joined Fidelity in 2011 and has progressed through various positions within the company, including Financial Representative, Investment Consultant, and Financial Consultant. As Branch Leader since 2023, Patrick focuses on fostering a culture of excellence, collaboration, and inclusion within his branch. Throughout his tenure at Fidelity, Patrick has supported his team in developing their skills and growing their business while encouraging autonomy in their approaches. He collaborates with other leaders and stakeholders across the organization to drive strategic initiatives and enhance Fidelity's competitive position.

Frank Diamond is a financial advisor with Fidelity Investments, holding a Series 66 credential and based in Houston, TX. He has one year of industry experience, with prior roles including work on several political campaigns and involvement with Congregation Beth Israel. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across diverse investment vehicles.

Jacob Anderson is a CFP® with 17 years of experience in the financial advisory industry. He is currently with Ameriprise Financial Services, LLC and previously worked at Equitable Advisors and AXA Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice.

Robert Bishop is a financial advisor at UBS Financial Services in Houston, TX, with 31 years of industry experience. He has been with UBS since 2003 and holds a Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad range of capital markets and lending services.

Alvin Zheng is a financial advisor at Wells Fargo Clearing in Houston, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Wells Fargo in 2026, he worked at Morgan Stanley from 2024 to 2026 and Deloitte from 2021 to 2023. He also spent five years in full-time education before starting his finance career. 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 employs a large team of advisors and uses research-backed approaches including diversification and modern portfolio theory to evaluate investment options.

Charles Grossman is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and four years of industry experience. He previously worked at Karsten Interior Services and Specs Liquor before rejoining Edward Jones in 2022. 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, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Ashish Mathews is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with OSAIC since 2023, having previously worked at FSC Securities Corporation for 14 years. Mathews also owns a sole proprietorship that provides sales and service support for disability, life, and health products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and managed-account solutions.

John Rigdon is a Wealth Management Advisor with Merrill Lynch Wealth Management and serves as a First Vice President with the VMR Group. With over 18 years of experience, he focuses on holistic wealth management planning that encompasses retirement planning, estate planning, insurance strategies, traditional and alternative investing, and tax minimization. His client services include executive compensation, managing new wealth, personal retirement planning, portfolio management, and retirement income planning. John holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) credential. He earned a Bachelor's Degree from the University of Houston System. John applies a comprehensive approach to financial planning, aiming to provide personalized strategies aligned with each client's long-term goals and evolving market conditions. In addition to his professional work, John is involved in his community through volunteer activities with the SPCA. His personal interests include adventure sports, biking, hiking, horseback riding, and music.

Lloyd Graham is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, Graham is involved in business ventures including ownership positions in real estate and a financial support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide network of advisors with specialized programs and municipal advisory services.

Elias Contreras is a Wealth Management Advisor at Merrill Lynch Wealth Management. He offers investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs, focusing on building and maintaining strong client relationships. Elias assists clients with complex wealth management scenarios, including concentrated stock positions, options, and ESOPs. He has expertise in areas such as Family Wealth Management Strategies, Legacy Planning, LGBT Wealth Planning, Personal Retirement Planning, Portfolio Management Services, and Socially Responsible, Values Based, and ESG Investing. Elias holds a Master of Business Administration and a Bachelor's Degree from the University of St. Thomas in Texas. He carries professional designations as a Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). A native Houstonian, Elias is bilingual in Spanish and English and participates in community activities, volunteering with organizations such as Habitat For Humanity and the Houston Food Bank. He is a member of professional organizations including OneGoal and The Executive and Professional Association of Houston. In his personal time, Elias enjoys basketball, biking, cooking, and running.

Rick Fogle is a Planning Consultant at Fidelity Investments, where he provides financial planning support to clients and their families as part of the Wealth Management Teams. He has been with Fidelity Investments since 2015, progressing through roles including Financial Representative from 2015 to 2019 and Relationship Manager from 2019 to 2022 before assuming his current position in 2022. Throughout his tenure at Fidelity Investments, Rick has gained experience in client relationship management and financial planning, supporting a diverse range of client needs. His professional background reflects a continuous commitment to assisting clients in managing their financial objectives.

Keri Wile is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. She holds a Series 65 designation and previously worked at Fruth Investment Management and the Katy Independent School District. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing multiple custody platforms and a mix of proprietary and third-party strategies.

Jason Petrie is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 65, Series 63, and Series 66 credentials and 28 years of industry experience. He previously worked at Lincoln Financial Distributors for 12 years. Outside of his advisory work, Petrie serves as president of the board for Henry's Home Horse and Human Sanctuary, a horse ranch supporting veterans and retired first responders with PTSD. 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 wide range of clients including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Gazi Khan is a financial advisor at Merrill in Houston, TX, holding a Series 66 designation with four years of industry experience. His work history includes roles at Bank of America N.A. and Merrill since 2021, as well as previous positions at Netbrands Media Corporation and Alif Security LLC. 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 strategies developed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.