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 experience in the financial industry. He has been with Cambridge Investment Research Advisors since 2010 and also maintains a long-standing affiliation with Guardian Life Insurance Company. Ammer serves as an independent insurance agent through The Oughtness Group and holds a secretary position at OG Benefits LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals utilizing a variety of portfolio management strategies and platform arrangements.

Adam Stovall is a Senior Resident Director and Wealth Management Advisor with Merrill, where he has served for over 24 years. In his role, he assists clients in building wealth management strategies tailored to their individual needs, focusing on areas such as college education planning, family wealth management, legacy planning, personal retirement planning, special needs planning, tax minimization, and retirement income. Adam approaches wealth management by listening carefully and helping clients make informed decisions. He holds several professional designations, including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). Adam earned a Bachelor's Degree from Sam Houston State University (SHSU). His professional involvement includes membership in the FFA Future Farms of America. Adam is committed to community participation, reflecting the Merrill tradition of service. He enjoys outdoor activities such as biking, boating, camping, cooking, fishing, football, golfing, hiking, hunting, and music. He prioritizes building strong relationships with his clients, striving to make them feel like family.

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.

Jennifer Paredes Canales is a Series 66 licensed financial advisor with Merrill in Katy, Texas, with seven years of industry experience. She has worked at both Merrill and Bank of America, N.A. since 2007. 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.

Cameron Bourque is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having 10 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018 and has prior experience with American Airlines and several other firms. Outside of his advisory role, he is the owner and partner of B Enterprises, a personal investment company that holds individual investable assets. 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 in its investment approach.

Iris Modlin currently serves as Vice President and Branch Leader at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments since 2010, progressing through various leadership and advisory positions, including Branch Leader, Vice President Wealth Planner, Branch Service Manager, Senior Relationship Manager, and Relationship Manager. Prior to joining Fidelity, she worked as a Branch Manager and Personal Banker at JP Morgan Chase and as a Financial Advisor at Morgan Keegan & Co. Throughout her career, Iris has focused on coaching and developing associates to enhance client service and wealth planning. She emphasizes understanding each client's unique story and goals to tailor financial strategies appropriately. Outside of her professional responsibilities, Iris enjoys barre, hiking, outdoor adventures, Pilates, yoga, and spending time with her pets.

Eduardo Zuniga Jr. is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years. Eduardo also served in the United States Navy for 21 years. 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 tailored retirement planning and advice focused on sustainable income sources and tax-aware withdrawal strategies.

Johnathon Bunch is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 14 years and has operated (dba) 3 Mark Financial since 2010. In addition to his advisory role, he provides insurance products and services to clients. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Paul Koerner is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advising, he co-owns Tres Amiri LLC, a specialty food business, and manages general office operations for Katy Freeway Advisors LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jeffrey McClellan is a financial advisor at Cetera with 8 years of industry experience and holds Series 63 and Series 66 licenses. Prior to joining Cetera in 2025, he worked at Avantax Investment Services for six years and has operated his own CPA firm, Jeffrey C. McClellan, CPA, PLLC, since 2010. He serves as a board member of the Rosenberg Railroad Museum and is treasurer of the nonprofit Attack Poverty. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering diverse portfolio management and retirement services across multiple program structures.

Allison Tharappel is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles at the University of Houston, Barcelona Wine Bar, Knack Technology Inc, and teaching positions at Lawrence E. Elkins High School and Fort Settlement Middle School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a diverse range of investment vehicles.

Zach Harris serves as Vice President and Financial Consultant at Fidelity Investments. In this role, he engages with clients to develop financial plans tailored to their specific goals. He has built his career in financial services, beginning as a Financial Representative at Northwestern Mutual in 2018. Zach joined Fidelity Investments in 2019, progressing through roles including Investment Solutions Representative, Investment Consultant, Financial Consultant, and currently Vice President and Financial Consultant since 2023. Zach's experience spans several years across various capacities within financial consulting and investment services.

Carlyn English is a financial advisor with UBS Financial Services in Richmond, TX, holding a Series 63 designation and 27 years of industry experience. She has worked with Painewebber and UBS Financial Services since 1999. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses research-driven, model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jonathan Hoegemeyer is a financial advisor with Edward Jones in Sugar Land, TX, holding Series 63 and Series 66 licenses. He has 22 years of industry experience and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory services supported by a large network of financial advisors and branch offices nationwide.

Terral Hogan is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Robinhood Markets, Inc. and Empower Retirement. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based analyses on various financial planning topics. The firm does not offer portfolio management for institutional clients or serve as a selector of other advisers for institutional mandates.

Peter Goudeau III is a CFP® with 13 years of industry experience, currently affiliated with LPL Financial. He has previously worked at Ameriprise, Oak Bridge Financial, Eagle Strategies, NYLife Securities, and New York Life Insurance Company. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives, offering a range of advisory and brokerage services supported by research and various program options.

John Zodrow is a financial advisor at UBS Financial Services with 40 years of industry experience. He has worked at UBS since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the advisory board of The Masquerade Theatre, a local musical theater company in Houston, assisting with group direction and fundraising. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.