Raymond Casillas II is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2010, with prior tenure at Bank of America and Merrill from 2018 to 2023. 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 searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research to create model asset allocations and incorporates ESG criteria into its recommendations.

Joshua Friedman is a financial advisor at RBC Capital Markets with four years of industry experience. He holds the Series 66 and Series 63 designations and has worked previously at Fidelity Investments. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

David Farrell is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services Inc., Lincoln Financial Securities Corporation, and Securities America Advisors. Farrell also engages in insurance sales as part of his professional activities. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, with an investment approach centered on model-based asset allocation, portfolio optimization, and multiple managed account strategies.

Mason Laidley is a financial advisor with Edward Jones in Tomball, TX, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jamal Fontenot is a Series 66-licensed financial advisor with four years of industry experience, currently with J.P. Morgan Securities in Houston, TX. His prior roles include positions at Fidelity, Corebridge Financial, Valic Financial Advisors, and JPMorgan Chase Bank. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

Charles Fowler is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones in 2025, he worked at CSE W-Industries, Inc. for five years and Weatherford for eight years. Outside of his advisory role, he is involved as an owner in a residential rental management business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.

Javier Villacreses is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at PFS Investments Inc. since 2011 and with Primerica Financial Services since 2009. Outside of investment advisory, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Elena Mischon is a financial advisor at Stifel with 25 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at UBS Financial Services, Morgan Stanley Smith Barney, and Citigroup Global Markets. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Cassandra Osundele is a Series 66 licensed financial advisor with six years of industry experience. She currently works at Morgan Stanley and has held positions at Fidelity Investments, Merrill, Bank of America, and the New York Police Department. Outside of finance, she is the sole proprietor of Fatou's Choice LLC, a restaurant and bar in Katy, Texas. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning services that utilize structured discovery conversations and firm-approved tools to support tailored advisory solutions.

John Hugele is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 63 designation and 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2002 to 2008. Outside of his advisory role, he serves as a precinct chairman for the Harris County Republican Party, where he encourages voter turnout. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad client base, including individuals, corporations, and institutions. The firm combines research and analytics with a range of brokerage and advisory solutions and supports retirement plans through consulting and discretionary investment services.

Kristina Reyes is a financial advisor at Stifel with 19 years of industry experience. She previously worked at Bank of America and Merrill from 2011 to 2023. Outside of her advisory role, she provides childcare services during church events at Faithbridge in Spring, Texas. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that guides asset allocation and financial planning.

Hernaldo Rivera Jr. is a financial advisor at Cetera with 27 years of industry experience. His prior roles include positions at Linscomb & Williams, Yorktown Management and Research Co., Inc., Api Funds, and BNY Mellon Securities Corporation. Rivera also serves as a financial advisor for WR Anderson & Co., a financial services firm. Cetera Investment Advisers LLC is a nationwide network of independent advisors that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with options that include model portfolios, third-party managers, and customized strategies.

Joseph George is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include tenure at Northwestern Mutual and Innovative Premier Financial Services. He is also involved in a lending business under the name Joseph George / Hurst Lending. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering a range of portfolio management solutions and financial planning services through a large nationwide network of independent advisors.

Bryan Treadway is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Allianz Life Insurance Company of North America, Thornburg Securities Corp., and Invesco Distributors, Inc. He is based in Kingwood, TX. 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 and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Erin Hosford is a financial advisor at Edward Jones with a Series 66 designation and eight years of industry experience, including prior work at Navy Federal Credit Union. She is based in Houston, TX. 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 large network of financial advisors and branch offices nationwide.

Ryan Ward is a financial advisor at Fidelity with a Series 66 designation. He has experience as a realtor and worked in real estate at Security American Realty for 13 years before joining Fidelity in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Michael Misner is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 credentials and totaling 43 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is employed by Certainty of the Uncertainty, LLC, a firm established to manage his practice. Ameriprise Financial Services is a large institutional advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored, ongoing retirement income planning focused on reliable income sources and tax-aware withdrawal strategies.

Tiffany Horne is a financial advisor at LPL Enterprise with a Series 66 designation and four years of industry experience. She has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities, utilizing model-driven investment strategies and offering access to third-party asset managers.

Philip Barrington is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Apple, Inc. from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Taphorn serves as a Wealth Management Advisor and leads a team dedicated to providing financial advice and services to affluent families and successful business owners. With over 40 years of experience in the financial services industry, he focuses on complex planning needs and financial strategies tailored to high net worth investors and private business owners. John holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor℠ (CRPC), and Certified Divorce Financial Analyst® credentials. He earned his Bachelor's Degree in Economics from the State University of New York at Albany, and holds FINRA Series 7, 24, 53, 63, and 65 registrations. Outside of his professional work, John enjoys spending time restoring and racing vintage race and collectible cars. He is married and a father of two, with a family connection to his wealth management team through his son, Robert.