Huy Nguyen is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Merrill, he worked at Texas Bay Credit Union and CUSO Financial Services, LP. He has also been involved in entrepreneurial ventures, including ownership roles in fitness-related businesses such as Crossfit Zeke LLC and Suite Time Fitness, LLC. Merrill, along with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sergio Ordonez currently serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity Investments since 2016, progressing through various positions including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Sergio worked as a Financial Representative at MetLife Securities and New England Securities. With over a decade of experience in the financial services industry, Sergio focuses on creating comprehensive and holistic financial plans tailored to each client's unique situation and goals. He holds an Arkansas Insurance License which supports his work in providing financial guidance. Outside of his professional career, Sergio enjoys activities such as spending time at the beach, family activities, hiking, running, soccer, and traveling.

Jenifer Thomas is a financial advisor at Edward Jones in Pearland, TX, holding a Series 66 designation. She began her career at Edward Jones in 2025 after 25 years at Oceaneering Space Systems. 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 and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Logan Cheak is a Senior Financial Advisor at Merrill Lynch Wealth Management and a key member of The Cheak Group. Since joining the team in 2018 alongside his father, he has focused on assisting clients with personal retirement and college education planning, as well as developing wealth management strategies tailored to families and individuals. Logan supports The Cheak Group’s goals-based approach to financial planning, emphasizing customized strategies that address tax minimization, retirement income, estate considerations, and long-term care. A native Texan, Logan earned his Bachelor of Business Administration degree in Marketing from Texas Tech University in 2017. He holds the Personal Investment Advisor (PIA) designation and is affiliated with the professional organization Lambda Chi Alpha. In addition to his professional work, Logan participates in community activities including involvement with the South Plains Food Bank. Outside of work, he enjoys playing golf and softball, drawing and painting, and following Houston and Texas Tech sports.

Christopher Steger is a financial advisor at Edward Jones in Alvin, TX, holding a Series 66 designation. He joined Edward Jones in 2025 following a 13-year tenure with Angleton Independent School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Mary Dixon is a CFP® with 39 years of industry experience, currently serving at Cetera Wealth Services, LLC. She has held roles at Avantax and related firms for over three decades and leads wealth management and planning at Integrated Tax and Wealth Strategies. Dixon is also the treasurer of the Association of Business & Professional Women, a local organization supporting women business owners. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides various portfolio management and financial planning services through a nationwide network of independent advisors.

Corey Magliolo is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Sagepoint Financial, Inc. and Lincoln Financial Securities Corp. Outside of his advisory role, he serves as President of the Board for Dickinson Independent School District and is involved in managing employee benefits through two insurance agencies. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various investment types.

Gary Broughton is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 designations with six years of industry experience. Before joining Primerica Advisors in 2020, he worked for Market Source for nine years. His other business activities include part-time sales of loan products and home security and automation services through affiliated companies. Primerica Advisors serves primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program with model-based investment strategies supported by third-party managers and custodial services.

Antonio Coria is a financial advisor at J.P. Morgan Securities LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan in various capacities since 2018. Outside of his advisory role, he is a partner in The Lakeshore Group LLC, a real estate venture with a lifelong friend. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset allocation and centralized due diligence while incorporating an ESG eligibility framework.

Virginia Grosz is a Planning Consultant at Fidelity Investments, where she works to provide a comprehensive planning experience to help clients and their families create plans for retirement and beyond. She has been with Fidelity Investments since 2022, progressing from the role of Financial Representative to Relationship Manager, and currently serves as a Planning Consultant since 2023. Throughout her time at Fidelity Investments, Virginia has gained experience in client relationship management and financial planning. Her roles have involved working closely with clients to develop and implement financial strategies that align with their retirement goals. Further information regarding Virginia's education, credentials, personal interests, and community involvement has not been provided.

Paula Kingsbury is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 38 years of industry experience. She has worked extensively with Avantax and currently manages Kingsbury Business Services, LLC, where she provides tax preparation and management services. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts, offering a multi-manager platform with a range of investment program options and discretionary and non-discretionary portfolio management services.

Donald Burrows Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 33 years of industry experience. Prior to Cetera, he worked for Hilltop Securities Inc. for 10 years and is involved in several business ventures including ownership of a family-operated pine plantation and management of a ranch in Timpson, TX. He also owns and consults for multiple businesses in consulting, tax preparation, and mineral interests. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services with access to both affiliated and third-party managers, supporting a wide range of program options and custodial arrangements.

Cristobal Moreno is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing personalized financial strategies tailored to each client's unique goals and circumstances. Moreno's expertise includes college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and values-based investing, sports and entertainment, tax minimization, and retirement income. He holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. He earned his Bachelor's Degree from Baylor University. Outside of his professional role, Moreno enjoys various sports such as baseball, basketball, chess, football, pickleball, running, soccer, tennis, as well as spending time with his family and watching movies.

Ethan Sonnier is a financial advisor at Edward Jones in League City, TX, holding a Series 66 designation with two years of industry experience. Prior to his advisory role, he worked at Edward Jones since 2021 and was involved with Juicy Crawfish from 2021 to 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Matthew Nelson is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he partners with local individuals and their families to develop and implement comprehensive financial plans tailored to their unique circumstances and goals. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2021 to 2023. Matthew's professional experience includes positions at Wells Fargo as a Premier Banker from 2018 to 2021, and at JP Morgan Chase where he held the roles of Branch Manager, V.P. from 2015 to 2016 and Relationship Banker from 2011 to 2015. He holds an Arkansas Insurance License.

Lester Saathoff is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds a Series 63 designation and is based in Houston, TX. 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 options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gregory Lamm is a financial advisor with Ameriprise in Webster, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he owns a tax preparation business, Gregory A Lamm, PC, based in San Antonio, TX. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

David Coney is a financial advisor with Edward Jones in Friendswood, TX, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. 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 more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Chad Nichols is a financial advisor at Ameriprise Financial Services with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Clarksons Platou Shipping Services USA. He serves as co-trustee and holds power of attorney roles for family members involving investment decisions. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with an emphasis on dependable income and tax-aware withdrawal strategies.

Nolan Ginsberg is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Allstate Insurance Company, Arkadios Wealth Advisors, Arkadios Capital, SAGEPOINT FINANCIAL, and The Oak Financial Group. 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 retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.