Janet Garner is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her career includes positions at Metlife Securities Inc., Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services. 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 advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customizable strategies to meet client needs.

Sebastian Rodriguez is a financial advisor at Edward Jones in Pearland, TX, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Watkins is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2005. Watkins is also a managing partner of Bay Area Private Wealth Group, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on client information and risk tolerance.

Nayeli Gomez is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and having six years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, she has worked at Montgomery County Woman's Center and held roles in the title insurance sector. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence to inform its recommendations.

Landon Marx is a CFP® professional with 28 years of industry experience and currently affiliated with OSAIC Wealth Inc. His prior experience includes roles at LPL Financial, Fidelity Brokerage Services, and Fidelity Personal and Workplace Advisors. In addition to his advisory work, he serves as President and Chief Financial Advisor of Third Coast Wealth Management, a Texas-based S Corporation. OSAIC Wealth Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management with access to multiple investment products.

Harold Coe is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Primerica Financial Services since 2013 and concurrently holds roles with The Home Depot and PFSI Investment Inc. Outside of traditional advisory work, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure while delegating portfolio implementation to BNY Mellon Advisors.

Ryan Heard is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. He previously worked at Edward Jones Investments for six years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Salvador Elizondo Jr. is a CFP®-credentialed financial advisor with 39 years of industry experience. He is currently affiliated with OSAIC and has previously worked at Texas Wealth Management and FSC Securities Corporation. Elizondo holds roles as a Registered Representative and Investment Adviser Representative with Osaic Wealth Inc and serves as a Senior Financial Advisor at Texas Wealth Management, LLC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing a range of portfolio construction tools and platforms.

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® with 40 years of industry experience, currently serving at LPL Financial since 2019. He previously worked at NEXT Financial Group Inc. and has been operating under his own practice since 1987. He is based in Houston, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning, asset management, and institutional platforms.

Osama Roubi is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank, N.A. for 21 years prior to joining J.P. Morgan Securities in 2022. Outside of his advisory role, he is involved in an automotive business venture, assisting with funding and financing for a used car lot operated by his brother. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

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 in League City, TX, holding a Series 66 designation with 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, offering a broad range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

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.