Eunmi Ahmed is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at notable firms including Bank of America/Merrill Lynch, Wells Fargo, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager selection, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and combines quantitative and qualitative research, with an emphasis on eligible strategy recommendations and ESG considerations.

Paul Bast is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Primerica Advisors since 2016 and has worked with Primerica Financial Services since 1994. Outside of his advisory role, he is engaged in the sale of vintage clothing through his self-employed business, Nomad Dad Vintage. 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 employs a tiered wrap fee structure, with oversight provided by an independent due-diligence consultant and trading delegated to BNY Mellon Advisors.

Gregory Ashcroft is a financial advisor with Robert W. Baird & Co. in Houston, Texas, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Baird since 2015 and also coached fitness classes at CrossFit Memorial Houston from 2016 to 2018. Outside of his advisory role, he continues to coach personal fitness sessions on a limited basis. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, profit-sharing, and charitable clients. The firm offers a range of financial planning and portfolio management services with an emphasis on manager selection, tax management, and the use of internal research and technology, including artificial intelligence, in client advice.

Alex Linder is a Series 66-registered financial advisor with Thrivent Investment Management in Houston, TX, with 21 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Linder serves as a Trust Board Member at Salem Lutheran School, where he participates in decisions regarding scholarship distributions and charitable giving. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed accounts under a consolidated billing option.

M Ehrig is a financial advisor with LPL Financial based in Houston, TX, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Prior to joining LPL Financial in 2016, Ehrig spent nine years at Edward Jones. Ehrig is also involved in a business called Wallstreet Texas, which includes a non-variable insurance activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, using advanced operational and research tools to support its large network of investment adviser representatives.

Walker Herzog is a financial advisor with RBC Capital Markets in Houston, TX, holding a Series 66 designation and three years of industry experience. His background includes roles at various organizations such as Camp Longhorn, Brookfield Properties, and Funderburk Funderburk Courtois, LLP. RBC Wealth Management serves a diverse client base including individuals, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs utilizing both in-house and third-party managers, combining discretionary portfolio management, financial planning, and brokerage services.

Mark Lopez is a financial advisor with Stifel in Houston, TX, holding CFP® and Series 66 credentials and bringing 14 years of industry experience. Prior to joining Stifel in 2025, he worked at UBS Financial Services for 14 years and has also been self-employed since 2003. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Semhar Woldeslassie is a financial advisor at UBS Financial Services with 12 years of industry experience. Prior to joining UBS in 2026, she worked for Wells Fargo Clearing and Wells Fargo Bank NA for 10 years. Outside of her advisory work, Woldeslassie is an author and publisher of children's books focused on language education, including titles teaching Tigrinya and Amharic. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Rikesha Fuller Keen is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. Prior to joining LPL Financial in 2025, she worked for Next Financial Group for 21 years. She also operates Rikesha Keen CPA PC, providing tax preparation and accounting services. 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 broad range of financial planning and investment services, including access to model portfolios, third-party asset managers, and institutional platforms.

Suzanne Short is a financial advisor with Edward Jones in Cypress, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, she worked in full-time education for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Dvoracek is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since becoming a financial advisor in 2018, he has specialized in working with individuals, families, and business owners to consolidate, grow, and preserve wealth through disciplined planning and investment management. His client focus areas include education planning, family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, and retirement income. A native Texan, Joseph holds a Bachelor's Degree from the University of Texas at Austin and graduated from Stavanger American School in Norway. Before transitioning to financial advising, he had a 30-year career in corporate and agency marketing. He holds the Personal Investment Advisor (PIA) designation. Joseph is active in his community, supporting organizations such as the Houston SPCA, the Houston Arboretum and Nature Center, and the Houston Zoo. He and his wife Margaret, to whom he has been married for 30 years, share a passion for animal welfare and care for several rescue animals. His personal interests include biking, cooking, gardening, golfing, music, skiing, soccer, and spending time with his family.

Sam Whitaker is a Financial Consultant at Fidelity Investments, where he supports clients in navigating their financial journeys through personalized planning, guidance, and tailored investment strategies. He utilizes Fidelity's resources and expertise to assist individuals and families in making informed decisions toward their long-term financial goals.\n\nPrior to his current role, Sam served as an Investment Consultant at Fidelity Investments from 2023 to 2024 and as an Investment Solutions Representative from 2021 to 2023. These roles have contributed to his experience in the investment and financial services field.\n\nOutside of his professional work, Sam engages in social activities with friends, enjoys playing tennis, and traveling.

Colleen Reed is a financial advisor with Robert W. Baird & Co. holding a Series 66 designation and four years of industry experience. She previously worked at SYSCO Corp for ten years before joining Baird in 2020. Outside of her advisory role, she serves as a wedding assistant at St. John Vianney Catholic Church in Houston. Colleen is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a combination of manager-traded and model-traded strategies supported by internal research and technology.

Esther Clover is a financial advisor at Edward Jones with one year of industry experience. She previously worked at Burnett Specialists (Girard Industries) for one year. 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 wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kevin Schillaci is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on managing new wealth, personal retirement planning, individual and corporate investment strategy, and retirement income. Kevin holds the professional designation of Personal Investment Advisor (PIA). He completed his education with a High School Diploma/GED from Houston Community College.

Chadwick Lee is a financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2011 and holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Ryon Senegal is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo before joining J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, offering written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Nadia Khan is a financial advisor with Merrill in Houston, TX. She holds a Series 66 designation and has 11 years of industry experience. Khan has been with Merrill and Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Heather Ringuet is a Series 66 licensed financial advisor with 15 years of industry experience, currently serving clients at UBS Financial Services in Katy, TX. She has been with UBS since 2010. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to both traditional and alternative investment products through a platform that combines institutional trading capabilities with wealth management services.

Daniel Guido is a Planning Consultant at Fidelity Investments, where he has been working since 2025. He has held several roles within Fidelity, including Director, Retirement Planner from 2023 to 2025, Workplace Planning Consultant from 2022 to 2023, and High Net Worth Service Associate from 2021 to 2022. Prior to joining Fidelity, Daniel was a Financial Associate at Thrivent from 2020 to 2021 and worked in banking at Newtown Savings Bank as a Bank Teller and Loan Servicing Officer from 2012 to 2015. Daniel's professional focus is on helping clients and their families achieve their long-term financial goals through principles of sound financial planning presented in a collaborative and actionable manner. He emphasizes building relationships based on mutual trust, transparency, and honesty. Daniel is passionate about aligning financial outcomes with clients' core values. Outside of his professional work, Daniel spends time engaged in activities such as board games, family activities, visiting museums, reading, writing, and parenthood.