Larry Zhang is a Series 66-registered financial advisor at J.P. Morgan Securities with three years of industry experience. He has held roles at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022, and previously worked in various positions including at American Airlines and Johnson Law Group. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Rebecca Rush is a Wealth Management Advisor based in Houston, TX, specializing in working with individuals to address their financial needs. She focuses on building relationships grounded in trust, understanding, and service to help clients pursue their long-term financial goals. She maintains a thoughtfully selected clientele to provide personalized planning and service tailored to each investor's unique objectives. With over 20 years of experience, Rebecca guides clients through every life stage, including career transitions and retirement planning. Her expertise encompasses financial strategies, retirement planning, college planning, investment portfolio management, lending strategies, and career transition guidance. She emphasizes legacy planning and collaborates with clients' legal advisors to develop comprehensive estate plans. Rebecca leverages the resources and specialists of Merrill Lynch Wealth Management and Bank of America to offer complete wealth management services. Rebecca holds a Bachelor's Degree from Luther College and a Master's Degree from Houston Baptist University. She holds professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Personal Investment Advisor (PIA). She participates actively in community organizations, serving on the Advisory Council for the University of Houston Friends of Women's Studies and the United Way of Greater Houston Board of Trustees.

Mark Simpson is a CFP® professional with 40 years of experience in the financial industry. He has worked at LPL Financial since 2019 and previously spent eight years at NEXT Financial Group Inc. From 1987 onward, he has also operated under his own advisory practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management along with research-backed model portfolios and advanced technologies.

Lauren Harris is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, she worked at State Farm and held positions in dermatology and grocery retail. Harris serves as Vice President of the Downtown Crockett Association, where she participates in leading meetings and volunteering at community events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory services. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Muhammad Qadir is a Financial Consultant at Fidelity Investments, a position he has held since 2024. In his role, he assists clients in creating personalized financial plans to meet their objectives and navigate market fluctuations. His approach involves understanding individual circumstances to provide tailored guidance on investments, savings, and retirement planning. Prior to his current role, Muhammad served as an Investment Consultant at Fidelity Investments from 2023 to 2024 and as a Customer Relationship Advocate at the same firm from 2022 to 2023. He began his financial services career at Bank of America, where he worked as a Client Service Representative from 2019 to 2022 and completed an internship in 2019. Outside of his professional work, Muhammad enjoys playing tennis.

Christopher Busta is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 11 years of industry experience. He previously worked at JPMorgan Securities LLC for six years and JP Morgan Chase Bank for one year. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to support its investment approach.

Virginia Nasworthy is a CFP® with 18 years of experience in the financial industry, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2013 to 2020. Outside of her advisory role, she owns and operates GinnyGetsCrafty, a retail business focused on homemade craft items. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Skyler Childress is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and 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 manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices, offering a range of advisory strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

Tanue Honore is a financial advisor with Edward Jones in Houston, TX, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. Prior to joining Edward Jones in 2023, Honore worked at PNC Investments and BBVA Securities from 2014 to 2023. 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 nationwide network of more than 23,700 financial advisors.

Denise Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical among large institutional advisers.

James Downham Jr. is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to that, he was employed at HSBC Securities and HSBC Bank USA. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and offers advisory services alongside brokerage, distribution, and investment management capabilities.

Daniel Rosenthal is a CFP® with seven years of industry experience. He is currently affiliated with Wells Fargo Clearing and Wells Fargo Bank, N.A., where he has worked since 2023. His prior experience includes roles at UBS Financial Services, Morgan Stanley, JPMorgan Securities, Charles Schwab, and Invesco. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

John Caram is a financial advisor with Wells Fargo Advisors in Sugar Land, TX, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with various Wells Fargo entities since 2009 and has been involved with his family business, Caram & Sons, Ltd., since 1983. He currently serves as chair of the finance committee at St. Thomas High School in Houston. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche areas such as business-owner transition and special-needs planning. Advisors use firm research and planning tools to develop tailored recommendations, with implementation options available through brokerage or advisory programs.

Jennifer Flowers is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2015, following a role at Bank of America, N.A. She is based in Houston, TX. 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 developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Victoria Palmer is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, she worked at Vanguard as an Inheritance Specialist and Consultant from 2014 to 2015. Victoria partners with individuals, families, and local businesses to develop, implement, and maintain customized financial plans. She emphasizes working with integrity to help clients achieve their financial goals over time. Outside of her professional work, Victoria has interests in beach activities, music, parenthood, skiing, traveling, and yoga.

Nolan Caldwell is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 63 designation and 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Prior to that, he was with Union Planters National Bank for 37 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Lori Patalocco is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities, The Ratings Center, and RBC Investor and Treasury Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts.

Mary Jenkins is a financial advisor with Wells Fargo Advisors in Sugar Land, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of her advisory role, Jenkins serves as a board member of the Houston Business Cabinet and is president of the Houston Business Network Breakfast Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and incorporates proprietary research and tools to develop tailored recommendations for its clients.

Soma Chakraborty is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC 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 to support its recommendations.

John Patrick Koshakji is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 license with three years of industry experience. His prior work includes roles at The Catholic University of America and Jesuit College Prep Highschool. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services.