Jonathan Davis is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked previously at Briar Capital, JPMorgan Chase Bank, Amegy Bank/Zions Bancorporation, Merrill, and Bank of America. Outside of his advisory role, he is the owner and partner of Opulent Oasis Realty Acquisitions LLC, a business involved in real estate investment. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Chad Odonnell is a Senior Financial Advisor at VMT Wealth Management, a nationally recognized financial advisory team headquartered in Houston. He focuses on providing tailored wealth management services to entrepreneurs, executives, retirees, and their families. Chad specializes in areas such as divorce transition planning, family wealth management, liquidity management, personal retirement planning, portfolio management, small business strategies, and individual and corporate investment strategy. Chad graduated with a bachelor's degree from Texas State University. During his time there, he was involved in managing a portion of the endowment portfolio through the McCoy College of Business. He holds the Personal Investment Advisor (PIA) designation. Prior to his current role, Chad worked on the portfolio strategy team at an endowment fund, applying a risk-managed and tax-efficient approach to investment allocations. As a former collegiate baseball player, Chad enjoys staying connected to the sport through pickup softball games and by introducing baseball to young players in his community, including his children. He also spends time playing golf, fishing, hiking, hunting, skiing, listening to music, traveling, and enjoying time with his family.

John Kaleh is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. 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, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Bryn Felitto is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and five years of industry experience. His career includes roles at JPMorgan Chase Bank NA and BNY Mellon, as well as a position at Notre Dame Clinical Law School. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using quantitative asset-allocation modeling and centralized due diligence to support non-discretionary client decisions.

Barbara Ray is a CFP® with 43 years of industry experience. She has worked at OSAIC since 2023 and previously spent 36 years with FSC Securities Corporation. Outside of advising, she prepares income tax returns for individuals, trusts, and estates and provides accounting and bookkeeping services. She also reviews Medicare-related plans for clients as requested. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools and third-party managed-account solutions.

Corey Di Fazio is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2018, he has been focused on providing personalized wealth management strategies to help clients pursue their financial goals. Corey works closely with his clients to understand their unique financial situations and offers access to a broad range of resources including estate-planning services and financial strategies. Corey specializes in serving energy executives and professionals who have complex and dynamic business and personal lives. His expertise includes corporate benefits, divorce transition planning, executive and equity compensation, family wealth management strategies, legacy planning, retirement planning, and tax minimization. He aims to collaborate with clients to organize, educate, advise, and execute all aspects of their financial affairs. He holds a bachelor's degree in Finance and Economics from The University of North Carolina at Charlotte. Corey carries professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). He is a member of the Sigma Tau Gamma Fraternity and supports the Martin Truex Jr. Foundation. Corey resides in Houston and maintains personal interests such as golfing, offshore fishing, mountain biking, hiking, camping, and a passion for fast cars.

Jennifer Lilly is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2020, she worked in education with roles at Conroe Independent School District and Collier County Public Schools. 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 institutional investors.

Matthew Miller is a financial advisor with Ameriprise based in Missouri City, 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. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jeff Rogers is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2020. In this role, he focuses on developing and motivating a team of financial professionals, providing coaching and feedback to enhance their planning skills and client education. Jeff has extensive experience within Fidelity Investments, having held various roles since 2007. His previous positions include Assistant Branch Manager, Retirement Solutions Senior Manager, Investment Solutions Manager, Service Manager, Private Client Group Representative, Premium Services Representative, and Financial Representative. This progression reflects his broad expertise in financial services and leadership. Specific details about Jeff's education, credentials, personal interests, or community involvement were not provided.

Paraskevi Porsch is a CFP®-certified financial advisor with one year of industry experience, currently with Cetera in Houston, TX. Her prior work includes roles at Forvis Mazars Wealth Advisors LLC, Deloitte & Touche LLP, and time spent at Texas A&M University. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base ranging from individuals to institutional accounts. The firm offers a variety of portfolio management and retirement services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Perla Cevallos is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Edward Jones since 2023. Her prior experience includes roles at JPMorgan Chase Bank, N.A. and JPMorgan Securities, LLC from 2010 to 2023. 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 strategies, supported by a large national network of financial advisors and branch offices.

Marina Pochoumenski is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2016. 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 a range of clients including individuals, high-net-worth investors, and institutions.

Jarrett Lidell is Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2019. He is a Certified Financial Planner with 19 years of experience in financial services, including 12 years at Fidelity Investments. Jarrett specializes in holistic wealth planning and benefits optimization for executives and their families. His professional experience includes positions as Private Client Investment Consultant at TD Ameritrade from 2017 to 2019, Financial Advisor at Edward Jones from 2015 to 2017 and 2006 to 2007, Account Executive at Fidelity Investments from 2008 to 2015, Personal Banker at JP Morgan Chase Bank from 2007 to 2008, and Financial Services Intern at State Farm in 2006. He holds a California Insurance License. Outside of his professional life, Jarrett enjoys cooking and baking, participating in family activities, fishing, football, movies, and parenthood.

Jonathan Martinez Ramirez is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been in the industry since 2023, with prior experience at Belfint, Lyons, & Shuman, P.A., Horty & Horty, P.A., and Goldey-Beacom College. He is based in Houston, TX. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Justin Foster is a financial advisor at Merrill in Houston, TX, holding a Series 66 designation with less than one year of industry experience. His work history includes roles at Bank of America, EP Wealth Advisors, and Merrill, as well as prior experience in education and the restaurant industry. Foster has been involved with Delfino Restaurant for several years. 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 for individuals, high-net-worth clients, and institutions.

Conner Jordan is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been a part of the team since 2017. He holds a Bachelor's Degree from the University of Mississippi and is a Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA), and Personal Investment Advisor (PIA). Conner is a member of professional organizations including the CFP Mentorship Program and participates in community initiatives such as the Green Grove Initiative and Hermann Park Conservancy. Conner's approach to wealth management involves understanding each client's individual goals and tailoring personalized financial strategies. His focus areas include college education planning, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. He contributes as a member of the Walsh, Jordan & Associates team, which has been recognized on the Forbes "Best-in-State Wealth Management Teams" list for multiple years. Outside of work, Conner enjoys outdoor and recreational activities such as baseball, biking, fishing, football, hiking, running, scuba diving, and surfing. He also values spending time with his family and is involved in mentoring for the CFP® exam and community service organizations like JDRF and Volunteer Houston.

Brad Cunningham is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2012. He currently focuses on assisting individuals and their families in building and maintaining comprehensive financial plans that emphasize flexibility, growth, and protection of their wealth. Brad's experience at Fidelity Investments includes roles as an Investment Solutions Representative from 2012 to 2015, an Investment Consultant from 2015 to 2017, and his current position as Vice President and Financial Consultant since 2017. His professional background centers on financial planning and investment consulting. Outside of his professional work, Brad enjoys baseball, football, hiking, outdoor adventures, and traveling.

Robert Kline is a financial advisor at Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, Kline serves on the finance committees of Moody Methodist Church and the Brain Injury Association of America and acts as a trustee for an investment-related trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to assist clients, while generally acting in an advisory capacity for financial planning services.

Diana Diaz Valles is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank N.A. since 2014. Outside of her advisory role, she is an owner and partner of Texas ER Plumbing LLC, a company serving both residential and commercial plumbing needs. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

Griselda Longoria is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney, J.P. Morgan Securities, and Chase Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and integrates proprietary research and model-based asset allocations to tailor client plans.