Kelly Keahey is a financial advisor with Primerica Advisors in Katy, TX, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has been with Primerica Advisors since 1995 and with Primerica Financial Services since 1994. Outside of her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, with custody and trade execution facilitated by Pershing and Primerica Brokerage Services.

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 five years of industry experience. He has worked at Primerica Advisors since 2020 and previously at Pinnacle from 2016 to 2019. Additionally, he has been associated with TEPCO since 2019 and Primerica Financial Services since 1996. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies managed by unaffiliated asset managers.

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 Series 66-registered financial advisor with 24 years of industry experience. She is currently with UBS Financial Services, having previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. located in Houston, TX. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client strategies.

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.

Patrick Mc Clernon is a Series 66-licensed financial advisor with eight years of industry experience. He is currently affiliated with Merrill and Bank of America N.A., where he has worked since 2020. His prior experience includes roles at Edward Jones and involvement with Kingwood Lacrosse and Bluewater Books. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, and institutions. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with portfolio implementation tailored by strategy and incorporating tax-aware options for sensitive investors.

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.