Nataly Serrano is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Primerica Advisors and Primerica Financial Services since 2020 and previously held roles at Ruben Luna PLLC and Downeast Outfiters. Outside of her advisory work, she serves as an administrative assistant for A-Plus Striping LLC, a construction services company. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Ron Lantier is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and bringing five years of industry experience. His career includes roles at Primerica Advisors since 2020, TEPCO since 2019, Pinnacle from 2016 to 2019, and Primerica Financial Services starting in 1996. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with over 3,600 advisors and $15.5 billion in assets under management, delivering model-driven advisory services supported by third-party asset managers and custodial partners.

Jacob Byers is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, he worked in various roles including at Landry's Inc. and Encor Solar, and completed periods of full-time education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with diverse offerings including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Jose Rojas is a financial advisor at Primerica Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Financial Services since 2000. Outside of his advisory role, he is involved in the sales of investment-related products and also participates in referrals for home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies created by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Michael Perdue is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has previously worked at Cetera and Foresters Advisory Services, with a career spanning various firms since 2009. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Mary Foerster is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 21 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she serves on the board of The Regis School of the Sacred Heart. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Jeanette Briones serves as a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In her role, she assists clients in developing personalized financial plans that address objectives such as funding education, preparing for retirement and healthcare expenses, and achieving long-term family goals. Jeanette’s approach incorporates clients' individual perspectives and priorities to create tailored investment strategies. She holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the University of Houston System. Jeanette focuses on providing clarity and transparency in wealth planning to help clients navigate the complexities of investing.

Ronald Hill III is a financial advisor with Edward Jones in Kingwood, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Corey Allen is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and over 20 years of industry experience. His prior roles include positions at Fort Bend ISD and longstanding tenure with PFS Investments Inc. and Primerica Financial Services. Outside of advising, he participates in community organizations including the Greater East Montgomery Chamber of Commerce, San Jacinto Community College, and the Rotary Club. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Cathy Lok is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds a Series 66 designation and has previous experience at Wells Fargo Clearing and Wells Fargo Bank, N.A. in Houston, TX. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor financial plans and offers a broad range of capital markets services alongside wealth management.

Joseph Depaula Jr. is a financial advisor at UBS Financial Services in Houston, TX, with 36 years of industry experience. He has been with UBS since 1999. Outside of his advisory role, he is a partner in his wife's accounting business, TJ Consulting LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Donald Elster Jr. is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, with an emphasis on non-discretionary relationships supported by comprehensive portfolio management options and firm research.

Paul Dimiceli II is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. 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 under management and 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.

Nicholas Hill is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Fidelity Investments since 2021 and prior experience at Wells Fargo Clearing and Raymond James Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple platforms.

William Barrow is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2013. He is based in Houston - Memorial City, TX, and holds a Series 63 license. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department. The firm serves individuals, including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering a range of services such as financial planning, portfolio management, and brokerage services.

Claudia Vasquez is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and 65 licenses with 29 years of industry experience. She worked at Merrill for 10 years before joining LPL Financial in 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Cameron Hayes is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® and Series 66 designations. Prior to his current role, Hayes served 12 years in the U.S. Navy and has owned and managed a leasing and rental real estate business since 2009. 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 solutions supported by a nationwide network of financial advisors and branch offices.

Byron Huff is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 credentials and seven years of industry experience. He has previously worked at Primerica Financial Services and has over two decades of experience at AT&T. Outside of his advisory role, he drives part-time for Uber and serves as president of a real estate investment company. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies from unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Daniel Austin is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at City National Bank and Raymond James & Associates. He serves as a director and board member for nonprofit foundations including the Blue Bird Circle Foundation and The Strake Jesuit Foundation, and is involved with the Houston Country Club as a committee member. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers customized advisory programs and portfolio management solutions that utilize a combination of in-house and third-party investment resources.

Rosanna Chapa is a financial advisor with J.P. Morgan Securities who holds a Series 66 license and has 11 years of industry experience. She has worked at JPMorgan Securities since 2017 and previously held positions at Merrill, Bank of America, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG considerations.