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.

Kingsley Davis is a Series 66-licensed financial advisor with nine years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Ameriprise, Eagle Strategies (a New York Life affiliated firm), and New York Life Insurance Company. He also operates a non-investment business entity for tax and investment purposes. 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 financial planning and portfolio management services, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary accounts.

Peter Herb Jr. is a CFP® professional with 13 years of industry experience, currently practicing at Cetera in Houston, TX. He has worked with Cetera and its affiliates since 2021 and owns WealthCo Financial Group, LLC, an investment-related business active since 2018. Prior to Cetera, he held roles at Avantax Insurance Agency and Avantax Advisory Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing over $256 billion in assets through a network of more than 10,000 advisors.

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.

Michael Nichley is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 15 years of industry experience. He has worked at UBS since 2021 and was previously with Morgan Stanley and its affiliated entities from 2012 to 2021. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers additional products such as futures commission merchant services and securities-backed lending programs.

Carlos Rubio is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Prior to joining LPL in 2021, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management for a combined ten years, and earlier at FCA Corp for six years. Outside of his advisory role, he owns Sonora Outfitters, LLC, a business unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, employing both proprietary and third-party strategies and leveraging technology tools to support its network of over 22,800 advisors.

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.

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.

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.

Brian Silver is a financial advisor with Cetera, holding the PFS™ and Series 66 credentials and seven years of industry experience. He previously worked at Avantax Advisory Services and Invesco, and he is also the CEO of Silver Accounting Group, LLC, a CPA firm he owns and operates. In addition to his advisory work, Silver manages his accounting and tax services business separately from his financial advisory practice. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to affiliated and third-party managers, supporting both discretionary and non-discretionary strategies.

Brittney Aparicio is a financial advisor at Cetera with 2 years of industry experience. She holds a Series 66 designation and previously worked at Concourse Financial Group Securities Inc and the State of Texas Health & Human Services. In addition to her advisory role, she provides client service support at Strategic Financial Advisors and is a commissioned notary. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to various third-party managers and program options.

Elizabeth Pfeil is a financial advisor with Robert W. Baird & Co. holding a Series 66 designation. She has been with Robert W. Baird & Co. since 2024, with previous experience at Wisenbaker Builder Services and Sherwin Williams. The DDK Group, part of Robert W. Baird & Co.'s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, tax management, and internal research tools including artificial intelligence.

Micah Inman is a financial advisor with Fisher Investments, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at TD Ameritrade and Charles Schwab. Outside of his advisory work, he is the sole owner of a rental property management business. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages various pooled investment vehicles alongside separate accounts.

Craig Sims is a financial advisor with Edward Jones in Tomball, TX, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is the managing member of Madi Bri, LLC, a real estate business based in Cypress, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Jonathan Conner is a Series 66 licensed advisor with Merrill, based in Kingwood, TX, and has 10 years of industry experience. He previously worked at Edward Jones from 2016 to 2023 before joining Merrill and Bank of America. Outside of his advisory role, he is an officer and meeting leader for a local business networking organization and serves on the advisory board of the Dayton Police Department. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Christopher Hopper is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with LPL Financial since 2002 and previously worked at UBS Financial Services from 2000 to 2002. Outside of his advisory role, Hopper is involved in accounting and tax preparation through C. Cleet Hopper & Co., Inc., and also operates Hopper Farms, a hay-selling business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, asset management programs, and institutional platforms, supported by a large network of investment adviser representatives utilizing various investment strategies.