Danielle De Witt is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes roles at Bank of America, United Healthcare, and in real estate. 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.

Jungsun Susan Mccubbin is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 credential and bringing 19 years of industry experience. She has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she owns multiple rental properties in the Houston and Katy, TX areas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and research.

Joe Fulmer is a CFP® with 29 years of industry experience, currently affiliated with Raymond James Financial in Sugar Land, TX. He previously spent 27 years with Comerica Securities and is the founding partner of BrightHawk Wealth Management LLC. He also owns Fulmer Wealth Management Services LLC, which involves the distribution of fixed annuities and Universal Life policies. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning with advanced analytical tools and supports municipal and public-finance services through unique institutional affiliations.

Aaron Lestage is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2015. He has also been involved with Dynamic Fitness from 2015 to 2017. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts.

Linda Donovan is a financial advisor at RBC Capital Markets with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2016, following prior roles at Morgan Stanley and Citigroup Global Markets. Outside of her advisory work, she serves as Treasurer for the Memorial High School Girls Lacrosse Club in Houston. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs incorporating discretionary and non-discretionary portfolio management, financial planning, and brokerage services, using a combination of in-house and third-party investment managers tailored to client risk profiles.

Jonathan Soares is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he has worked with organizations including United Way of Greater Baytown Area and Chambers County and has experience in educational and community settings. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

James Polk III is a Series 66 licensed financial advisor with seven years of industry experience. He currently works at Merrill and has a background including roles at Bank of America and experience in real estate-related businesses. Outside of his advisory work, Polk is involved as an owner in several LLCs managing real property. 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, offering model-based and discretionary investment strategies across a range of client types including individuals, high-net-worth clients, and institutional investors.

Reginald Green is a financial advisor with Primerica Advisors in Missouri City, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with PFS Investments, Inc. since 2006 and with Primerica Financial Services since 2002. Outside of traditional advisory roles, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Zachary Williams is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Stifel since 2019, following previous roles at Bank of America and Merrill Lynch. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Manly Acker is a financial advisor with LPL Financial in Katy, TX, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at LPL Financial since 2017 and has prior experience with Sales Force Inc., Transamerica Financial Advisors, Inc., and World Financial Group, INC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Max Cameau is a financial advisor at Stifel with 22 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Stifel in 2021, he worked at Bank of America for 12 years. Outside of his advisory role, he is the founder and speaker of Behind the Label, a wine education venture, and serves as the Alumni Chapter Chair for the New York Institute of Technology in Houston. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Vincent Sentmore is a financial advisor at Ameriprise in Houston, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at StaffDNA, Healthtronics, Hospitality Health ER, and Eastex Telephone. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jiaying Zhao is a financial advisor at Cetera with five years of industry experience. Zhao holds Series 65 and Series 63 licenses and has worked at firms including HSBC Securities (USA) Inc. and East West Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with various program options and custodial arrangements.

Jon Andersen is a financial advisor at Morgan Stanley with 36 years of industry experience. He has worked with various Morgan Stanley entities since 1990 and holds the Series 63 and Series 65 designations. In addition to his advisory role, he is the owner of AJALA Investments, LLC, a recreation-related business based in Sugar Land, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs and financial planning services, utilizing structured planning tools and investment modeling techniques as part of its comprehensive approach.

Larry Hill is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2011. The firm serves individual, corporate, and institutional clients through brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor investment plans. UBS combines institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets solutions.

Kelly Schubert is a financial advisor with RBC Capital Markets in Sugar Land, TX, holding Series 63 and Series 66 licenses. She has 25 years of industry experience and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm integrates in-house and third-party investment managers and provides tailored strategies based on clients’ risk profiles.

Robb Scott serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping high net-worth individuals and families develop personalized wealth management strategies aimed at achieving their long-term financial goals. Robb leverages the investment resources of Merrill and the banking solutions of Bank of America to create flexible strategies that address the diverse components of clients’ financial lives. Robb's expertise includes wealth management planning, portfolio management for businesses, institutional clients, individuals, and small businesses. His advisory services cover areas such as college education planning, family wealth management, legacy planning, personal retirement planning, small business strategies, and retirement income. He holds the professional designations of Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Robb earned his High School Diploma from Katy High School. Outside of his professional responsibilities, he participates in community volunteer activities and enjoys a variety of personal interests including biking, boating, hunting, music, scuba diving, skiing, swimming, traveling, watching movies, and spending time with his family.

Rudolph Ammer is a CFP® professional with 28 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2010. His prior work includes roles at Guardian Life Insurance Company and New England Securities. In addition to his advisory work, he is an independent insurance agent and serves as secretary for OG Benefits LLC. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, and retirement-plan advisory services to a wide range of individual and institutional clients, including pension and charitable organizations. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Chandel Strickland is a Series 66-licensed financial advisor with Thrivent Investment Management in Houston, TX, with seven years of industry experience. Prior to joining Thrivent, he worked for Wood Group from 2011 to 2018. Outside of his financial advisory role, he owns a business focused on natural hair care education and content creation, including publishing an instructional eBook and managing a related website. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm emphasizes goal-based planning with broad written recommendations across multiple financial topics, offering clients the option to combine planning with managed-account programs under a consolidated billing arrangement.

Peter Flood is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 21 years of industry experience. He has been with UBS Financial Services Inc. since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to support its financial advisors.