Eriberto Elizondo Sr. is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked at Cetera and its affiliated entities since 1999 and is also a partner at Elizondo & Elizondo, CPAs, providing tax and accounting services since 1993. In addition to his advisory work, he is the owner of Marathon Wealth Management, a financial services firm. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supported by a nationwide network of more than 10,000 advisors.

Delia Moreno is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities LLC since 2020, with a prior tenure at JPMorgan Chase Bank, N.A. beginning in 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Kara Morin is a financial advisor with Ameriprise in The Woodlands, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, Morin owns and manages Kara R. Morin LLC, a business focused on managing her Ameriprise practice. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research-driven, algorithm-assisted recommendations with personalized financial advice. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Nadia Berleth is a financial advisor with Fidelity Investments, holding a Series 66 designation and three years of industry experience. Her work history includes roles at Fidelity Investments, Thrivent Investment Management, Equitable Advisors, and Lone Star College, where she has been involved for several years. She is also associated with Berleth & Associates. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Brian Bowman is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds Series 63 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 solutions supported by a nationwide network of more than 23,700 advisors.

Brendan Martin is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. Prior to his financial advisory roles, he worked at Conroe Independent School District and Baylor University. He is also involved in a support role at Woodforest Wealth in Tomball, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary consulting using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Denny Chu is a financial advisor with J.P. Morgan Securities in Cypress, TX, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has been with J.P. Morgan Securities since 2016 and previously worked at Wells Fargo Clearing for one year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative screening and qualitative research to deliver non-discretionary asset allocation advice, investment manager selection, and customized performance reporting.

Robert Vaughan is a financial advisor with UBS Financial Services in The Woodlands, TX, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a range of capital markets and fiduciary services.

Sebastian Marti is a financial advisor at Cetera with 16 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include five years with TIAA-CREF before joining Cetera in 2020. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and consulting through a multi-manager platform with discretionary and non-discretionary program options.

Lydia Armelin is a financial advisor with J.P. Morgan Securities in Spring, TX, holding a Series 66 designation and eight years of industry experience. She has worked at Merrill and Bank of America before joining J.P. Morgan Securities and JPMorgan Chase Bank. In addition to her advisory role, she was involved with TAV Houston Volleyball from 2022 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Daniel Lynch is a financial advisor at Edward Jones in Spring, TX, holding a Series 66 designation. He began his career at Edward Jones in 2025 and has prior experience with several small businesses, including Resale with a Purpose from 2016 to 2023. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branches.

Kevin Dean is a financial advisor with Ameriprise who holds a Series 66 designation and has 21 years of industry experience. His prior experience includes roles at Bank of America and Merrill from 2013 to 2022. He is based in Tomball, TX. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering recommendations through a centralized consulting team that works with advisors like Dean.

Shelby Stark is a financial advisor at Edward Jones in Spring, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Shelby's background includes various roles in theatre production and touring companies. Outside of financial advising, Shelby serves as an adjudicator for Houston area high school theatre productions with Theatre Under the Stars. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and strategies supported by a large network of financial advisors and branch offices nationwide.

Anthony Comer is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has worked at UBS Financial Services since 2008 and previously held roles at Citigroup Global Markets and Wells Fargo Clearing. UBS Financial Services Inc. serves individual, corporate, and institutional clients offering brokerage and investment advisory services, 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 to tailor advice to clients’ goals and risk tolerances.

Logan Lopez is a financial advisor with UBS Financial Services in The Woodlands, TX. He holds a Series 66 credential and has been with UBS since 2025. Prior to joining UBS, Lopez had roles at The Club of Carlton Woods and Farmers Daughter, along with experience in collegiate and sports-related positions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Michael Clotiaux is a financial advisor with Ameriprise who holds Series 63 and Series 65 designations and has 25 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors for nearly two decades before joining Ameriprise. Outside of his advisory role, he buys and sells preowned watches as a hobby. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. Their approach includes personalized Recommendation Reports supported by investment research and third-party data, with a service designed for clients meeting specific investable asset criteria.

Richard Mclinden III is a financial advisor with Raymond James Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Edward Jones for eight years before joining Raymond James in 2019. He is also involved with Oakcrest Advisors in a non-owner, support role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a wide range of clients, including individuals, corporations, and institutional investors, using tailored, non-discretionary planning and analytical tools to support client goals.

Brian Hanley is a Financial Advisor at Merrill Lynch Wealth Management. He provides financial advisory services within the firm. Additional details regarding his experience, education, credentials, or personal interests have not been provided.

Joseph Solano is a Financial Consultant who collaborates with clients to help advance their financial goals by employing efficient investment and planning strategies. He has held various roles in the financial industry, including Investment Consultant at Fidelity Investments from 2024 to 2025, Associate Wealth Management Advisor at Century Oak Private Wealth from 2021 to 2024, Financial Representative at Fidelity Investments from 2020 to 2021, and Financial Advisor at Northwestern Mutual from 2018 to 2020. Joseph's career reflects a breadth of experience in investment consultation and wealth management. Outside of his professional work, Joseph has interests in fitness, social events with friends, music, pets, and reading.

John Schantz III is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has worked at Ameriprise since 2018 and previously spent two years at Merrill. Schantz also served in the U.S. Army Reserves from 2010 to 2017. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through a centralized team and non-discretionary implementation, utilizing investment research and algorithmic tools to support tax-aware withdrawal strategies and Social Security claiming options.