Patrick Ward is Vice President and Branch Leader at Fidelity Investments, a role he has held since 2026. He initially joined Fidelity in 2011 and has progressed through various positions within the company, including Financial Representative, Investment Consultant, and Financial Consultant. As Branch Leader since 2023, Patrick focuses on fostering a culture of excellence, collaboration, and inclusion within his branch. Throughout his tenure at Fidelity, Patrick has supported his team in developing their skills and growing their business while encouraging autonomy in their approaches. He collaborates with other leaders and stakeholders across the organization to drive strategic initiatives and enhance Fidelity's competitive position.

Frank Diamond is a financial advisor with Fidelity Investments, holding a Series 66 credential and based in Houston, TX. He has one year of industry experience, with prior roles including work on several political campaigns and involvement with Congregation Beth Israel. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across diverse investment vehicles.

Jacob Anderson is a CFP® with 17 years of experience in the financial advisory industry. He is currently with Ameriprise Financial Services, LLC and previously worked at Equitable Advisors and AXA Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice.

Robert Bishop is a financial advisor at UBS Financial Services in Houston, TX, with 31 years of industry experience. He has been with UBS since 2003 and holds a Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad range of capital markets and lending services.

Tyler Bebault is a financial advisor with Edward Jones in Cypress, TX, holding a Series 66 designation and possessing two years of industry experience. His work history includes roles at Edward Jones, Fitzpatrick Group/TIP Group LLC, Edge Home Finance, Keller Williams, Costco Wholesale, Insitu, and ten years of service in the US Navy. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates one of the largest advisor and branch networks in the industry.

Alvin Zheng is a financial advisor at Wells Fargo Clearing in Houston, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Wells Fargo in 2026, he worked at Morgan Stanley from 2024 to 2026 and Deloitte from 2021 to 2023. He also spent five years in full-time education before starting his finance career. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a large team of advisors and uses research-backed approaches including diversification and modern portfolio theory to evaluate investment options.

Amy Ryba is a Series 66 licensed financial advisor with Edward Jones in Spring, Texas, where she has worked since 2019. She has six years of industry experience, including six years prior to Edward Jones at Alief Independent School District. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates an extensive network of advisors and branch offices across the United States.

Charles Grossman is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and four years of industry experience. He previously worked at Karsten Interior Services and Specs Liquor before rejoining Edward Jones in 2022. 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, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Ashish Mathews is a Certified Financial Planner® with 16 years of industry experience. He is currently an advisor at Osaic Wealth, having joined the firm in 2023 after 14 years at FSC Securities Corporation. Outside of his advisory role, he owns a sole proprietorship focusing on sales and service support for disability, life, and health insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies across various programs.

Kensie Hunt is a financial advisor at Merrill with over 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 1993. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Gilbert Montoya is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and Geico. 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 plans, corporations, and charitable organizations.

John Varick is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Cambridge since 2013, following roles at LPL Financial and Valic Financial Advisors. Outside of his advisory work, he volunteers annually at the Houston Livestock Show and Rodeo, assisting patrons with merchandise. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension funds, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to multiple platforms and third-party advisors along with proprietary model strategies.

John Fry is a ChFC® credentialed financial advisor with 34 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2016 and previously held positions at Oppenheimer, Stanford Group Company, and Prudential-affiliated firms. Outside of his advisory role, he is an independent insurance agent specializing in health and life insurance in Houston, TX. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of financial professionals and multiple platform options.

Leilani Shortt is a CERTIFIED FINANCIAL PLANNER™ professional with seven years of industry experience. She is currently with LPL Financial and has previously worked at First Allied Advisory Services and Efficient Wealth Management. 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 range of financial planning and asset management solutions, utilizing both model portfolios and customized strategies.

Lloyd Graham is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, Graham is involved in business ventures including ownership positions in real estate and a financial support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide network of advisors with specialized programs and municipal advisory services.

Elias Contreras is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides investment advice and strategies that are guided by an understanding of his clients' life goals, risk tolerance, time horizon, and liquidity needs. Elias focuses on helping clients pursue long-term financial goals through personalized wealth management strategies. He works closely with current and future leaders, offering solutions for complex scenarios such as concentrated stock positions, options, and ESOPs. Elias holds a Master of Business Administration (MBA) and a Bachelor's Degree from the University of St. Thomas in Texas. He is a Personal Investment Advisor (PIA) and a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is a member of professional organizations including OneGoal and The Executive and Professional Association of Houston. Born and raised in Houston, Elias is engaged in his community through volunteer work with Habitat For Humanity and the Houston Food Bank. He enjoys basketball, biking, cooking, and running in his personal time.

Sue Burch is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has previously worked at Brydge Advisors, where she was also the owner of a consulting business unrelated to investments. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with specific asset thresholds, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Lewis Krinsky is a Series 63 registered financial advisor with Robert W. Baird & Co., where he has worked since 2006. He has 59 years of experience in the industry, including prior roles at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Outside of his advisory work, he serves as an officer of Ellen Krinsky Inc., a printing broker business. The DDK Group at Robert W. Baird & Co., where Krinsky is based, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing manager-traded and model-traded SMA strategies along with tax management and direct indexing.

Keri Wile is a financial advisor with Cambridge Investment Research Advisors in Katy, TX, holding a Series 65 designation and one year of industry experience. Her prior roles include two years at Fruth Investment Management and experience with the Katy Independent School District. Before entering financial services, she worked for Supreme Pet for 14 years. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple custodial platforms.

Jason Petrie is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 65, Series 63, and Series 66 designations. Prior to joining Raymond James in 2025, he worked at Lincoln Financial Distributors for 12 years and has experience with BNY Mellon Securities Corporation. Outside of his advisory role, he serves as president of the board for Henry's Home Horse and Human Sanctuary, a nonprofit supporting veterans and retired first responders with PTSD. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.