Christopher Reilly is a financial advisor with Raymond James Financial Services Advisors, Inc. in Houston, TX, holding a Series 66 designation and having 10 years of industry experience. He previously worked at Edward Jones from 2016 to 2022. Outside of his advisory role, he serves as Vice President of First Community Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers tailored non-discretionary planning and consulting, employing analytical tools such as deterministic and probability modeling, and supports specialized municipal and public-finance work through a unique affiliation with a municipal advisor.

Matthew Leyden is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and with 38 years of industry experience. He has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling.

Markine Dorch is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Primerica Advisors since 2013 and also has roles with Harris Health System and Primerica Financial Services. Outside of advising, he is involved in selling loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio models implemented by BNY Mellon Advisors.

Chukwuemeka Onumaeme is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and having one year of industry experience. His career includes roles at Primerica Financial Services and Ascend Elements, as well as positions outside the financial sector. He is involved in sales of loan products and home-related services through affiliate companies of Primerica. Primerica Advisors provides a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies managed by unaffiliated asset managers.

Christopher Billings is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He has been with JPMorgan Securities LLC since 2017 and previously worked at JPMorgan Chase Bank from 2010 to 2017. He holds a Series 66 designation and is based in Houston, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Ashlyne Ball is a financial advisor at Edward Jones in Katy, TX, holding a Series 66 designation with three years of industry experience. She has worked with Edward Jones since 2016. Outside of advising, she is a silent owner of a print manufacturing business based in Albuquerque, NM. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages assets of approximately $1.01 trillion and operates a nationwide network of over 23,000 financial advisors.

Xiang Ci Mei is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018 and previously worked at Cetera and East West Bank from 2015 to 2018. She holds the Series 63 and Series 65 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Bob Lincoln is a CFP® and ChFC® with five years of industry experience, currently serving as an advisor at J.P. Morgan Securities in Katy, TX. His prior experience includes a role at Bobasa International Trading Co and a long tenure at JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a structured advisory program.

Philip Gundy is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds a Series 63 designation and has worked with Wells Fargo Clearing since 2016, following six years at A. G. Edwards & Sons, Inc. in Houston, TX. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a large network of advisors.

Thomas Ford is a financial advisor with Morgan Stanley based in Sugar Land, TX, holding a Series 66 designation and bringing 21 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as stints at Citigroup Global Markets and UBS Financial Services. Outside of his advisory work, he is involved with Rocky Top TX LLC, a finance-related business. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques, with clients responsible for plan implementation and updates.

Jared Kainer is a financial advisor with Edward Jones in Brookshire, TX, holding a Series 66 credential and beginning his advisory career in 2025. Prior to his role at Edward Jones, he worked in various positions including at Hewlett Packard Enterprise and has been self-employed as well as involved in managing Kainer Cattle Company, where he handles seasonal cattle management and sales. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors. The firm is notable for its extensive retail advisor presence and affiliated capabilities such as trust services and proprietary mutual funds.

Terry Bradford is a financial advisor with Ameriprise in Katy, TX, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored guidance through a centralized consulting team, emphasizing the use of Ameriprise-managed assets and algorithmic support in its recommendations.

Cristina Betancourt is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at E*TRADE Capital Management LLC and Securities America, Inc. Betancourt serves as a board member and secretary for Joan Karff's Women on the Way Up, an educational organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, featuring tailored financial planning and comprehensive asset management.

Glenda Martinez is a Financial Consultant at Fidelity, where she focuses on understanding her clients' personal stories, families, needs, and goals. She has been working in the financial services industry for over 19 years, assisting individuals, families, and business owners through various life stages and market cycles. Her experience includes roles such as Senior Premier Banker and Vice President at Wells Fargo Bank, Client Service Associate at JPMorgan Chase Bank, Private Client Banker and Licensed Banker at Chase Bank, Registered Representative at First Investors, and Lead Teller at Bank of America. Glenda's approach involves strategic holistic financial planning to help clients build, manage, protect, and transition their wealth.

Christopher Elkhoury is a Financial Consultant at Fidelity Investments. He specializes in comprehensive financial planning, working closely with clients to develop customized financial plans that align with their individual goals. Christopher leverages Fidelity's resources to provide clarity and confidence in pursuing life objectives. He has been with Fidelity Investments since 2019, progressing through roles as a Financial Representative, Relationship Manager, and Planning Consultant before his current position. His experience encompasses client relationship management and financial planning. Outside of his professional work, Christopher enjoys comedy, outdoor adventures, running, tennis, and traveling.

Ryan Tolle is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2001, serving in various roles including Vice President, Executive Planning Consultant from 2019 to 2026, and Portfolio Specialist from 2003 to 2006. Prior to joining Fidelity, he worked as a Client Services representative at Ameritrade from 2000 to 2001. Ryan is a Certified Financial Planner™ with 25 years of experience in the financial services industry. He holds a California Insurance License. His approach emphasizes partnering with clients to understand their short-term and long-term goals and developing customized financial plans. He prioritizes forming strong relationships based on trust, reliability, and competency.

Ercilia Garza is a financial advisor with J.P. Morgan Securities in Sugar Land, TX, holding a Series 66 designation and 13 years of industry experience. She has worked at J.P. Morgan Securities since 2016 and previously spent three years at Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach integrates quantitative and qualitative research, uses forward-looking capital market assumptions, and includes broader derivatives and commodities capabilities.

Zimbabwe Barnes is a financial advisor with Fidelity in Richmond, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Fidelity, Barnes worked in various roles at JPMorgan Chase Bank, JPMorgan Securities LLC, and Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory for charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it maintains oversight through affiliated and unaffiliated sub-advisers.

Michael Johnson is a financial advisor with Primerica Advisors in Sugarland, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at PFS Investments, Inc. since 2007 and with Primerica Financial Services since 2005. Outside of advisory services, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Kendall Elkins is a financial advisor at Stifel with 16 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2019, following an 11-year tenure at Merrill. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology created by its Investment Strategy Group to guide asset allocation and financial planning.