Sharon Medina is a financial advisor at LPL Financial with 30 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services, BFT Financial Group, and Merrill. Outside of her advisory role, she owns and operates Medina Insurance Agency, which sells auto, home, and commercial general liability insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a range of discretionary and non-discretionary investment strategies.

Brandon Saxton is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Primerica Advisors since 2013 and previously worked at Baylor College of Medicine from 2009 to 2022. Outside of his advisory role, he is involved in a mineral interests business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap-fee structure rather than fixed fees.

Penny Rozelle is a Wealth Management Advisor with over 30 years of experience. She joined Merrill Lynch Wealth Management in 1989 and is a Portfolio Manager in Merrill's Investment Advisory Program, where she manages personalized or defined strategies on a discretionary basis. Her work includes handling individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Her primary focus areas include wealth management and retirement planning for individuals and small businesses through asset allocation and strategy-specific account management. Penny has earned several professional designations, including Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Certified 401k Professional (CKP), Certified Private Wealth Advisor (CPWA), and Certified Plan Fiduciary Advisor (CPFA). Penny is an honors graduate of Simmons College in Boston, Massachusetts, with a degree in Business Administration. She enjoys interior decorating, reading, traveling, and spending time with her family. She and her husband, Skip, have two sons.

William Branham is a financial advisor with LPL Financial and holds a Series 63 designation. He has 38 years of industry experience, including prior roles at Avantax Advisory Services and Avantax Insurance Agency. Outside of his advisory work, he operates a CPA firm providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Edgar Cruz Castillo is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 designations with three years of industry experience. His work history includes roles at Wells Fargo Bank, NA; Primary Services; and self-employment. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Aristela Cravens is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank. Outside of her advisory role, she is the sole proprietor of UAssist, an app development venture focused on promoting different types of services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through comprehensive planning and investment approaches.

Ryan Spaulding is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. His prior roles include positions at Partner Solutions Capital Group LLC and The Hancock Firm. 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 delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Larette Mcpherson is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 designations and 21 years of industry experience. She has been with UBS Financial Services since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Randal Simpson is a Wealth Management Advisor with Merrill Lynch Wealth Management in Houston. Since joining Merrill in 2016, he has worked with a diverse range of clients, including families, companies, and executives, to develop long-term wealth management strategies aligned with their life goals. He also serves as the TSPN Group's resource for executive services, specializing in stock option planning, Rule 10b5-1 plans, and Rule 144 services. Prior to his current role, Randal accumulated over 30 years of experience as a manufacturing and supply chain executive, including more than a decade as a Section 16 officer. He applies his extensive background in customer service, business, and finance to address areas such as corporate benefits, executive compensation, equity compensation services, divorce transition planning, family wealth management, and retirement planning. Randal holds a Bachelor of Science degree in Operations Management and an MBA in Finance, both from the University of Colorado. He has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). In addition to his professional work, Randal speaks conversational Spanish. He and his wife, Daniela, reside in Houston with their three children. Outside of work, he enjoys hiking, scuba diving, skiing, playing table tennis, and traveling.

Warren Mayfield is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Primerica Advisors since 2008 and also works with Primerica Financial Services. Outside of his advisory role, he owns Computer Nutt, a computer restoration business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plan management.

Elizabeth Lockwood is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with UBS since 1989 and previously worked at PaineWebber/Rotan Mosle starting in 1985. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Mark Brezina is a Series 66-licensed financial advisor at Morgan Stanley in Houston, TX, with eight years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Lifestyle Asset Management, First Allied Securities, and Lifestyle Financial Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and analyses from its Global Investment Committee.

Douglas Hohertz is a financial advisor with Cambridge Investment Research Advisors based in Houston, TX, holding a Series 63 designation and 21 years of industry experience. His prior roles include positions at Black Knight Wealth Management, Salient Partners, and The Mitchell Group, Inc. He serves as a board member of the Houston Community College Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering both discretionary and non-discretionary investment solutions tailored to client objectives.

Perry Silverman is a financial advisor with LPL Financial in Houston, TX, holding the Series 63 and Series 65 designations and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. He has been with LPL Financial since 2015. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Alexander Paulea is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He previously worked at Raymond James and Associates for three years before joining LPL Financial in 2018. Paulea is involved in family investment businesses through Paulea Investment Partners, Ltd. and Paulea Partners, Ltd. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and extensive operational tools.

Michael Cevallos is a financial advisor at Edward Jones with 15 years of industry experience. He has been with Edward Jones since 2012 and holds Series 63 and Series 66 licenses. 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 provides a range of advisory services through a large nationwide network of financial advisors and branch offices.

Bryan Flores is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Prior to that, he held positions at Cetera Investment Advisers LLC, Cetera Investment Services LLC, and Regions Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. Their approach incorporates an ESG eligibility framework and access to a wide range of products through its security-based swap dealer and futures commission merchant registrations.

Adam Field is a financial advisor with Wells Fargo Clearing in Katy, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, and various Wells Fargo entities. Outside of his advisory work, he is a content creator on YouTube. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment process is IPS-driven and based on modern portfolio theory, with a range of financial products that include insurance-related vehicles and bank deposit sweep options.

Olivia Luque is a Series 66 licensed financial advisor at J.P. Morgan Securities in Houston, TX, with one year of industry experience. She has held positions at JPMorgan Chase Bank, N.A. and has a background that includes academic involvement at the University of Florida. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Dennis Hellwig is a financial professional with 35 years of industry experience, currently affiliated with Cetera in Houston, TX. He holds Series 63 and Series 65 licenses and has worked at Cetera and Cetera Wealth Services since 2025, following 15 years at American Portfolios Financial Services, Inc. He also serves as President of the Charles Lawson Baur Foundation, a charitable organization focused on identifying candidates for donations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, institutional, corporate, and charitable clients through a large nationwide network of independent advisors. The firm offers various portfolio management and retirement plan services and operates a multi-manager platform that provides access to affiliated and third-party managers across multiple program structures.