Deane Hafling is a CFP® with 21 years of experience in the financial services industry, currently affiliated with Raymond James Financial in Houston, TX. His career includes over a decade at Raymond James Financial and its related entities, as well as two years at Saxon Financial Group. Hafling has a limited involvement in rental real estate through an investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes various analytical tools to support client goals, with a notable municipal advisor affiliation supporting public finance work.

Royal Lunsford III is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has been with Linsco/Private Ledger Corp. since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Janna Hurd is a financial advisor with Thrivent Investment Management in The Woodlands, TX, holding Series 63 and Series 65 credentials and bringing six years of industry experience. She previously worked at Alight Solutions from 2007 to 2019. Outside of her advisory role, she serves as a board member of the Houston Association of Panamanians and operates Journey with Janna, a business focused on leadership coaching, consulting, and mentoring with a faith-based approach. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and written recommendations on a wide range of financial topics without discretionary trading authority.

Alicia Chourio is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 66 and Series 63 credentials and has previously worked at Bank of America/Merrill Lynch and NY Life Insurance Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence, applying an ESG eligibility framework when recommending strategies.

Brandy Ariza is a CFP®-credentialed financial advisor with 24 years of experience, currently affiliated with Raymond James Financial in Houston, TX. Her prior roles include positions at Centric Advisors, LLC, LPL, Amegy Wealth Advisors, and Amegy Bank. She is also an associate at First Community Credit Union and First Community Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation.

Alexander Rodriguez is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at Wells Fargo, BBVA, and staffing firms such as Coworx Staffing and Randstad. Outside of finance, he was involved with G & H Trash Valet Inc for two years. 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.

Christopher Perry is a CFP® and holds a Series 66 license with 25 years of industry experience. He has been with Edward Jones in Houston, TX, since 2003. 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 range of advisory strategies, supported by a network of over 23,700 financial advisors and more than 15,000 branch offices nationwide.

Rodney Ambrose is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 designation and bringing 38 years of industry experience. He has worked at Morgan Stanley since 2009 and at Citigroup Global Markets since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Sandy Janki is a financial advisor with Ameriprise in Katy, TX, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she serves as President of the SomBas Wellness Foundation. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, utilizing a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to generate personalized recommendations.

Robert Bishop is a financial advisor at UBS Financial Services in Houston, TX, with 31 years of industry experience. He has been with UBS since 2003 and holds a Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad range of capital markets and lending services.

Tyler Bebault is a financial advisor with Edward Jones in Cypress, TX, holding a Series 66 designation and possessing two years of industry experience. His work history includes roles at Edward Jones, Fitzpatrick Group/TIP Group LLC, Edge Home Finance, Keller Williams, Costco Wholesale, Insitu, and ten years of service in the US Navy. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates one of the largest advisor and branch networks in the industry.

Richard Canlas is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has worked at Cetera since 2021 and previously spent four years with Voya Financial Advisors. In addition to his financial advisory career, Canlas has operated as an attorney since 1997. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a multi-manager platform with a range of investment programs and third-party managers.

Alvin Zheng is a financial advisor at Wells Fargo Clearing in Houston, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Wells Fargo in 2026, he worked at Morgan Stanley from 2024 to 2026 and Deloitte from 2021 to 2023. He also spent five years in full-time education before starting his finance career. 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 employs a large team of advisors and uses research-backed approaches including diversification and modern portfolio theory to evaluate investment options.

Amy Ryba is a Series 66 licensed financial advisor with Edward Jones in Spring, Texas, where she has worked since 2019. She has six years of industry experience, including six years prior to Edward Jones at Alief Independent School District. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates an extensive network of advisors and branch offices across the United States.

Charles Grossman is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and four years of industry experience. He previously worked at Karsten Interior Services and Specs Liquor before rejoining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Ashish Mathews is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with OSAIC since 2023, having previously worked at FSC Securities Corporation for 14 years. Mathews also owns a sole proprietorship that provides sales and service support for disability, life, and health products. OSAIC serves a broad range 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 managed-account solutions.

Kensie Hunt is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1993. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Samuel Jordan is a financial advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. He previously worked at Packaging Corporation of America for eight years before transitioning into his current role. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on holistic, goal-based financial planning without discretionary trading authority.

John Varick is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cambridge since 2013. Outside of his advisory work, he volunteers annually at the Houston Livestock Show and Rodeo. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing a range of portfolio management strategies and platforms tailored to client needs.

Angel Mendez is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Bank of America, N.A., including Merrill. He is based in Houston, TX. J.P. Morgan Securities 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 affiliated brokerage, distribution, and investment management capabilities.