Hoang Nguyen is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Tuyet Minh Hoang is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 18 years of industry experience. Prior to joining J.P. Morgan Securities and JP Morgan Chase Bank in 2018, she worked with TMHH Investments LLC, Bank of America, and Merrill from 2011 to 2018. J.P. Morgan Securities 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. The firm offers non-discretionary services through a select group of Wealth Advisors and has distinctive regulatory registrations that expand its product offerings.

James Galpin III is a financial advisor with Ameriprise in Katy, TX, holding a Series 66 designation and eight years of industry experience. He worked at Invesco from 2009 to 2017 before joining Ameriprise, where he has been since 2017. Outside of his advisory role, he is co-owner of Galpin Ag, a family agricultural business involved in livestock production and land management. Ameriprise offers retirement-income planning services targeted at clients approaching or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Richard Lullo II is a CFP® professional with 10 years of industry experience, currently affiliated with Cambridge Investment Research Advisors in Houston, TX. His prior roles include positions at Fidelity Investments and FSC Securities Corp. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base ranging from individual investors to institutional entities. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a variety of investment platforms and strategies tailored to client objectives.

Morris Williams is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Morris works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the Texas State University System. Committed to the Merrill tradition of community involvement, Morris dedicates time to volunteering with organizations within the communities he serves.

Ange Bi Youan is a financial advisor with Fidelity Investments in Missouri City, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Next Financial Group, Inc. and HD Vest Investment Services. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Steven Alexander is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he is involved in several personal business activities, including ownership of AlexanderCafe LLC. RBC Wealth Management serves a diverse client base that includes individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management services that incorporate both in-house and third-party investment managers and provide options for tax management, responsible investing, and alternative investments.

Zackary DeWitt is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants to address the planning and service needs of clients through a holistic approach to their financial goals. He works closely with clients and their families to understand and analyze their current financial situations and develop comprehensive plans tailored to their lifestyles. Zackary has held several roles at Fidelity Investments, including Relationship Manager, Financial Representative, and Financial Services Representative, gaining experience in client relationship management and financial services since 2023. Outside of his professional responsibilities, Zackary has interests in comedy, fitness, golf, hiking, movies, and reading.

Corey Jones is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Before joining Fidelity, he served six years with the Houston Police Department and four years in the United States Marine Corps. He also worked with Veterans Securing America and has experience outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is noted for its use of systematic methodologies, model portfolios, and oversight of affiliated and unaffiliated sub-advisers.

Janet Montgomery is a CFP®-designated financial advisor with 22 years of industry experience. She has been with Cetera since 2020, previously working at First Allied Securities, INC. and First Allied Advisory Services, INC. Montgomery holds a fiduciary position with Brother's Family Limited Partnership and serves as vice president on the board of Alanon Family Group Service, Inc., a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, employing a multi-manager platform with various program structures and custodial relationships.

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.

Jason Touchstone is a financial advisor with J.P. Morgan Securities in Sugar Land, TX, holding a Series 66 designation and 14 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012 and previously spent a year with Beachbody. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Christopher St. Laurent is a financial advisor with LPL Financial in Richmond, TX, holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory work, he is the owner of Imperial Studios, LLC, which operates as Imperial Athletics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a variety of clients including individuals, retirement plans, financial institutions, corporations, and nonprofit organizations. The firm offers comprehensive financial planning and advisory programs, emphasizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Chad James is a financial advisor with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He holds a Series 66 designation and has 23 years of industry experience. Prior to joining Cambridge in 2024, he worked at Ameriprise and Ameriprise Financial Services from 2005 to 2024. He is also the owner of Metam Wealth Advisors LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals. The firm offers multiple investment implementation platforms, proprietary and third-party model strategies, and maintains compliance and supervisory processes to support tailored client solutions.

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.

Camden Hippler is a financial advisor with Edward Jones in Fulshear, TX. He holds a Series 66 designation and has been with Edward Jones since 2023, including current and prior roles totaling approximately four years. 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 and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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.

Jaikishan Daryanani is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining Wells Fargo in 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven, grounded in modern portfolio theory, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

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.