Rosanna Chapa is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bank of America prior to joining J.P. Morgan Securities in 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Andy Evans is a financial advisor with Edward Jones in Houston, TX, holding the CFP®, ChFC®, and Series 66 designations. He has 12 years of industry experience and has been with Edward Jones since 2013. Outside of his advisory role, he is the executive director of Generosity Culture, Inc., a nonprofit focused on creating content and building relationships with local nonprofits and business owners, and owns two consulting and web design businesses. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Joseph Dewhart is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. In this role, he partners with clients to help them understand and utilize their corporate benefits while building customized financial plans tailored to their unique life circumstances. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Prior to joining Fidelity Investments, Mr. Dewhart held various financial advisory and consultant roles at firms including J.P. Morgan Securities, Merrill Lynch, BBVA Securities, Farmers Financial Solutions, SWBC Investment Services, Edward Jones, and WAMU Investments. His extensive experience spans from 2008 through the present, with a consistent focus on financial advising and planning. Mr. Dewhart holds a California Insurance License.

Austin Treptow is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. His background includes various roles in education and retail prior to joining Fidelity. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage assets.

Alexander Burchett is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021. Prior to his current role, he was employed at BOMA Georgia and has experience in educational institutions including Auburn University and Conroe Independent School District. He is involved with NSB Solutions, providing administrative support related to his advisory practice. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supported by a centralized consulting team and algorithmic tools, while offering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brian Benandi is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on connecting clients with the people, plans, and processes tailored to their individual ambitions and financial goals. Brian assists clients in areas such as education funding, retirement planning, managing potential health care costs, and developing personalized strategies to support long-term family objectives. He holds the Professional Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Houston. Brian aims to bring clarity and transparency to investment management, guiding clients through the complexities of wealth planning with an approach centered on their personal perspectives and priorities.

Christian Mckoy is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America/Merrill Lynch, Merrill, Wells Fargo Bank, and logistics firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Tyler Griffin is a financial advisor at Merrill with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes positions at Equitable Advisors and a range of roles outside finance, including in the restaurant and retail sectors. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charlton Vance is a Series 66 registered financial advisor with UBS Financial Services in The Woodlands, TX, where he has worked since 2003. He has 25 years of industry experience. Outside of his advisory role, he serves as an executor for an estate, managing the execution of a will for a family member. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services across a broad range of products and strategies.

Kathryn Lackett is a Series 66-licensed financial advisor with Ameriprise in Spring, TX, bringing 11 years of industry experience. She has been with Ameriprise and its affiliate since 2011. Outside of her advisory role, she works at The Cynthia Woods Mitchell Pavilion assisting with security and guest seating. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with personalized recommendations delivered by a centralized consulting team, offering a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Luis Elias Jr. is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include eight years at Valic Financial Advisors / AIG and current service at Bank of America and Merrill since 2022. 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.

David Crawford is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Brokerage Services LLC for 10 years before joining Edward Jones. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jacquelyn Davis is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 66 licenses and three years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services.

John Ekar is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of his advisory work, he is the owner of Venturebooks Ekar & Associates and tutors through I4LEARNING in Sugar Land, Texas. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and focuses on delivering advisory services primarily to individual investors.

Joshua Bouldin is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. He has worked at Bank of America and First Financial Bank and has been involved with Your Neighborhood Contracting LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Kim Stepanski is a financial advisor at Merrill with a Series 63 designation and 35 years of industry experience. He has worked at Merrill since 1997. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

John Holmes III is a financial advisor with OSAIC in Cypress, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at FSC Securities Corporation, Wells Fargo Clearing, and ShareBuilder 401K. Holmes is also president of Taurus Wealth Advisors, an LLC financial management business. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage, advisory, and retirement consulting services. The firm utilizes advanced portfolio construction tools and supports both discretionary and non-discretionary account management across multiple investment types.

Kaitlyn Fick is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. She has worked at Bank of America and Merrill since 2019, and previously was involved with Lonestar Banners/Cetane Media and Sweet Caroline & Co. from 2016 to 2019. 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 with model-based and discretionary investment strategies.

Brian Thompson is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christopher Kohnhorst is a financial advisor with Edward Jones in Spring, TX. He holds the CFP® and Series 66 designations and has 15 years of industry experience. He has been with Edward Jones since 2010. 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 supported by a network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.