Courtney Folkerts is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. Her prior roles include positions at Avantax Advisory Services, Crossmark Global Investments, and Invesco Distributors. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets across more than 10,000 advisors.

Duc Nguyen is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Fidelity Investments, and Frost Brokerage Services. Outside of his advisory role, he co-owns and operates a family arcade business in Houston. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Andrew Graham is a financial advisor with Raymond James Financial in Katy, TX, holding a Series 66 designation and six years of industry experience. He has worked at Raymond James Financial Services since 2019 and also maintains a separate role as a Twitch Affiliate. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses fact-finding and analytical tools to tailor non-discretionary planning and consulting to client goals, supporting a wide range of advisory programs.

Russell Elmore is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at FTB Advisors, Inc. and First Tennessee Brokerage, Inc. during his career. His professional activities include offering investment products and services through LPL Financial under the First Horizon Advisors name. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a wide range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and a variety of investment strategies.

Annie Ramirez is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2011, progressing through positions including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, Annie worked as a Financial Sales Advisor at BBVA Compass and as an Advisor at First Investors Corporation. With over 16 years of experience in financial services, Annie focuses on building meaningful relationships with the families she serves and assisting them in navigating their unique financial goals and needs. She provides trusted guidance and leverages Fidelity's resources to help clients generate income, protect assets, and strategically grow and transfer wealth across generations. Annie's personal interests include family activities, enjoying food, social events with friends, outdoor adventures, parenthood, and traveling.

Landon Thomas is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans tailored to their individual motivations, goals, and family priorities. He aims to build strategies that inspire confidence in clients' financial futures. Landon joined Fidelity Investments in 2021 and has held several roles within the company, including Financial Representative, Relationship Manager, and Planning Consultant, before becoming an Investment Consultant in 2026. Outside of his professional work, Landon has interests in football, golf, parenthood, and pets.

Irene Haas is a Certified Financial Planner® at OSAIC with 25 years of industry experience. She has worked at Imperial Capital, LLC for nine years and Wunderlich Securities, Inc. for seven years prior to joining OSAIC. Haas serves as a financial and medical power of attorney for family members with learning disabilities and has been an instructor for the CFP® Certification program at Rice University. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs firm-provided asset allocation tools and supports a range of complex platform arrangements and third-party solutions.

Austin Bazard is an Investment Consultant at Fidelity Investments, a position he has held since 2026. His professional experience at Fidelity includes roles as Relationship Manager, Financial Representative, and working in Wealth Management Service, spanning from 2022 to 2026. Prior to joining Fidelity, Austin worked as a Client Service Associate at J.P. Morgan Private Bank from 2017 to 2022 and as a Client Service Representative at Invesco from 2015 to 2017. Austin emphasizes a consultative, relationship-first approach to financial planning, focusing on co-creating personalized strategies that meet clients' goals and adapt to life's changes. He aims to simplify complex concepts and provide transparent guidance to empower clients in making confident decisions. Outside of his professional work, Austin's personal interests include family activities, food, social events, golf, parenthood, and traveling.

Glenn Lu is a CFP® licensed financial advisor with 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities LLC 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 team of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Douglas Walden is a financial advisor with Edward Jones in Katy, TX. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at KHOU Channel 11 from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Thomas Fons is a financial advisor with Ameriprise in Katy, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves as President on the Board of Directors for the King Lakes Homeowners Association. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kevin Fruge is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch and Bank of America prior to joining J.P. Morgan. His background also includes roles outside finance at ABS Group of Companies and Darden Restaurants Inc. 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. The firm delivers these services alongside affiliated brokerage and investment management capabilities through a non-discretionary advisory model.

Harriss Lauderdale is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients in the Houston metropolitan area and across the United States. In this role, he oversees and coordinates the financial affairs of individuals, families, corporate executives, and business owners, focusing on wealth preservation and providing holistic education to support informed financial decision-making. Since beginning his career in financial services in 1990, Harriss has aimed to simplify and clarify his clients' financial lives by leveraging the combined services of Merrill Lynch and Bank of America as a single point of contact. His approach integrates seven areas of life—Health, Home, Family, Work, Leisure, Giving, and Finances—to comprehensively assess clients' goals and aspirations. Harriss meets regularly with clients, conducting annual Financial Physicals to review and update wealth management plans collaboratively with a team that includes attorneys and tax professionals. He holds a Bachelor's Degree from Tulane University and a non-accredited certificate from Musicians Institute and is recognized as a Personal Investment Advisor (PIA). Outside of his professional work, Harriss is active in community service, contributing to organizations such as K9S4COPS and Sky High for Kids. He is also passionate about guitar, music, fitness, and health, interests that align with his background as a former professional guitarist. Harriss emphasizes personalized financial strategies developed through one-on-one collaboration to help clients pursue long-term goals.

Fortune Cobb is a Series 66-licensed financial advisor with Edward Jones, based in Katy, TX, and has seven years of industry experience. Prior to joining Edward Jones in 2018, Cobb worked in the pool services industry for several years. Cobb also maintains ownership and rental of a previous home. 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, supported by a large nationwide network of financial advisors and branch offices.

Tracy Taylor is a Series 66-licensed financial advisor with over 12 years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL Financial in 2019, Tracy held roles at Merrill and HD Vest Advisory Services, among others. Outside of advising, Tracy has an ownership interest in a business that supports her husband’s trucking company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with research from multiple sources.

Heather Bryant is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Star, Idaho, and has 13 years of industry experience. She has worked at various Wells Fargo entities since 1982, including Wells Fargo Advisors, LLC, Wells Fargo Clearing, and currently Wells Fargo Advisors since 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and planning tools to deliver recommendations in various specialized areas.

Miles Watson Sr. is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Equitable Advisors and six years at Walmart. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Eldon Robinson is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses with 13 years of industry experience. His prior work includes roles at Brovitz Group and ongoing involvement with Sentry Builders. In addition to his advisory work, he participates in business activities related to investment product sales and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors alongside some corporate and charitable clients. The firm manages approximately $15.5 billion in assets through a model-driven strategy supported by third-party asset managers and custodial services.

Jason Bo is a Financial Consultant I at Fidelity Investments in Sugar Land. In this role, he works closely with clients to understand their financial needs and long-term investment goals, collaborating with them to develop financial roadmaps designed to assist in reaching their financial objectives and making informed decisions. Jason has held various positions within the financial services industry, beginning as a Client Service Specialist at TD Ameritrade from 2018 to 2021. He then served as a Client Relationship Specialist at Charles Schwab until 2022. Since joining Fidelity Investments, he progressed through roles including Relationship Manager and Planning Consultant before his current position as Financial Consultant I starting in 2025. Outside of his professional work, Jason enjoys cooking and baking, exploring food as a foodie, watching movies, singing, swimming, and traveling.

Joey Soto is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2015. Outside his advisory role, Soto is involved with Brandon Brokerage, a non-variable insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.