Walker Herzog is a Series 66-licensed financial advisor at RBC Capital Markets with two years of industry experience. He has held various roles including positions at Camp Longhorn and Brookfield Properties prior to joining RBC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutional clients. The firm offers tailored investment strategies through multiple advisory programs and integrates both in-house and third-party investment managers to implement portfolios.

Mark Lopez is a financial advisor with Stifel in Houston, TX, holding CFP® and Series 66 credentials and bringing 14 years of industry experience. Prior to joining Stifel in 2025, he worked at UBS Financial Services for 14 years and has also been self-employed since 2003. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Manuel Elvir III is a financial advisor at Fidelity with 24 years of industry experience. He holds the ChFC® designation and securities licenses Series 63, 65, and 66. His prior experience includes roles at Mutual of America Securities LLC and Mutual of America Life Insurance Company. Fidelity’s Strategic Advisers LLC, where Manuel works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Semhar Woldeslassie is a financial advisor at UBS Financial Services with 12 years of industry experience. She previously worked for Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors. Outside of finance, she is an author and publisher of children's books focused on language education, including titles aimed at teaching Tigrinya and Amharic. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory products.

Rikesha Fuller Keen is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. Prior to joining LPL Financial in 2025, she worked at Next Financial Group for 21 years. She also operates Rikesha Keen CPA PC, a tax preparation and accounting firm. LPL Financial serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through its nationwide network of advisors. The firm provides both discretionary and non-discretionary portfolio management supported by proprietary research and third-party resources.

Suzanne Short is a financial advisor with Edward Jones in Cypress, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, she worked in full-time education for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Dvoracek is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since becoming a financial advisor in 2018, he has specialized in working with individuals, families, and business owners to consolidate, grow, and preserve wealth through disciplined planning and investment management. His client focus areas include education planning, family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, and retirement income. A native Texan, Joseph holds a Bachelor's Degree from the University of Texas at Austin and graduated from Stavanger American School in Norway. Before transitioning to financial advising, he had a 30-year career in corporate and agency marketing. He holds the Personal Investment Advisor (PIA) designation. Joseph is active in his community, supporting organizations such as the Houston SPCA, the Houston Arboretum and Nature Center, and the Houston Zoo. He and his wife Margaret, to whom he has been married for 30 years, share a passion for animal welfare and care for several rescue animals. His personal interests include biking, cooking, gardening, golfing, music, skiing, soccer, and spending time with his family.

Bryan Dellinger is a financial advisor at Thrivent Investment Management with 29 years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Primerica Advisors. Dellinger serves as a non-public arbitrator for FINRA, participating in dispute resolution within the securities industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various topics and integrates these plans with managed-account programs under a consolidated billing option while keeping services separate.

Shane Bueno is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research and various portfolio management options.

Colleen Reed is a financial advisor with Robert W. Baird & Co. holding a Series 66 designation and four years of industry experience. She previously worked at SYSCO Corp for ten years before joining Baird in 2020. Outside of her advisory role, she serves as a wedding assistant at St. John Vianney Catholic Church in Houston. Colleen is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a combination of manager-traded and model-traded strategies supported by internal research and technology.

Jonathan Ginsburgh is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. His career includes roles at Cetera Investment Services LLC, Cetera Investment Advisors LLC, Regions Bank, Infinex Investments, Inc., and Iberia Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Calvin Nguyen is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has been with J.P. Morgan Securities since 2013 and concurrently associated with JPMorgan Chase Bank since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Esther Clover is a financial advisor at Edward Jones with one year of industry experience. She previously worked at Burnett Specialists (Girard Industries) for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kevin Schillaci is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on managing new wealth, personal retirement planning, individual and corporate investment strategy, and retirement income. Kevin holds the professional designation of Personal Investment Advisor (PIA). He completed his education with a High School Diploma/GED from Houston Community College.

Nabat Mahmudova is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Her prior experience includes roles at Bank of America, Neoair, and New York Life Insurance Company, as well as academic positions at Izmir University of Economics and City University of New York. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Chadwick Lee is a financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2011 and holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Hubert Runnels Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. Runnels has held various roles with Woodforest Wealth, Woodforest Financial Services, and related entities since 2016, including serving as First Vice President at Woodforest Wealth. He is also an insurance agent for Woodforest Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, alongside specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Ryon Senegal is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Wells Fargo Clearing and Wells Fargo. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nadia Khan is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has more than two decades of experience in financial services, serving high-net-worth individuals, families, and business owners primarily in Houston. Nadia specializes in retirement planning, multigenerational wealth strategies, customized investment management, and tax-efficient financial planning. She integrates the resources of Merrill Lynch Wealth Management and Bank of America to address comprehensive financial needs, including education funding, retirement income planning, portfolio design, liquidity, and legacy planning. Beginning her career in 2003, Nadia joined Merrill Lynch in 2015. She employs a disciplined, research-driven approach to portfolio construction and risk management, supported by her Chartered Financial Analyst (CFA) designation. She designs tailored strategies based on clients' priorities, values, and long-term objectives, covering areas such as retirement income solutions, tax-efficient investing, and business owner and executive planning. Nadia is a member of the CFA Institute and holds the Personal Investment Advisor credential. Nadia holds a Bachelor's Degree and a Master's of Business Administration (MBA) from the Institute of Business Administration. She is involved in community organizations including the CFA Institute and the Houston Food Bank. Outside of her professional role, her interests include cooking, gardening, interior decorating, pickleball, reading, spending time with family, swimming, tennis, traveling, and yoga.

Logan Betts is a financial advisor with Raymond James Financial in Tomball, TX, holding a Series 66 designation and two years of industry experience. His career includes roles at Raymond James Financial Services Advisors, Woodforest National Bank, and earlier positions at SmartDraw Software and Renee Langdon State Farm. He is also an associate at Woodforest Wealth. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and maintains notable municipal advisor affiliations and specialized advisory programs.