Julian Becerra is a financial advisor with Primerica Advisors in Cypress, TX, holding Series 63 and Series 65 registrations and having 12 years of industry experience. He has been associated with PFS Investments Inc. since 2013 and with Primerica Financial Services since 2012. Outside of advisory work, he is involved in the sale of loan products and home-related 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 separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its investment solutions.

Cristina Betancourt is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 credential and nine years of industry experience. Her career includes roles at Morgan Stanley Private Bank, E*TRADE Capital Management LLC, and Securities America, Inc. She serves as Board Member and Secretary for Joan Karff’s Women on the Way Up, an educational organization based in Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process and a wide range of investment services.

Matthew Prucha is a CFP® professional with 25 years of experience in the financial services industry. He has been with Edward Jones since 2001. Outside of his advisory role, he manages Tres Lomas Ranch LLC, a ranch property in Humble, Texas. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Eric Winkler is a financial advisor at Merrill in Houston, TX, holding a Series 66 designation with 18 years of industry experience. He has been affiliated with Bank of America and Merrill Lynch since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Thaddeus Moore is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2015, progressing through various positions including Financial Consultant, Investment Consultant, Client Management Representative, Retirement Solutions Representative, Workplace Guidance Consultant, and 401k Customer Service Representative. In his capacity as a Certified Financial Planner (CFP®) professional, Moore partners with clients to develop comprehensive wealth plans that address short, intermediate, and long-term financial goals. His extensive experience within Fidelity Investments encompasses client management, retirement solutions, and investment consulting. Outside of his professional responsibilities, Moore enjoys football, golf, hiking, photography, spending time with his pets, and parenthood.

James Rockford is a CFP® professional with 31 years of experience in the financial industry. He has been with Stifel Nicolaus & Co Inc since 2009. Based in Houston, TX, Rockford holds a Series 63 license. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Donald Gaddy is a financial advisor with Edward Jones in Houston, TX, holding Series 63 and Series 66 designations and having 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and is noted for its extensive retail advisor and branch network as well as its affiliated capabilities beyond advisory services.

Jabari King is a CFP®-designated financial advisor with Edward Jones in Houston, TX, with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he manages a vacation home Airbnb property in Santo Domingo. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a large nationwide network of over 23,700 financial advisors.

Paul Bast is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Primerica Advisors since 2016 and has worked with Primerica Financial Services since 1994. Outside of his advisory role, he is engaged in the sale of vintage clothing through his self-employed business, Nomad Dad Vintage. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with oversight provided by an independent due-diligence consultant and trading delegated to BNY Mellon Advisors.

Gregory Ashcroft is a financial advisor with Robert W. Baird & Co. in Houston, Texas, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Baird since 2015 and also coached fitness classes at CrossFit Memorial Houston from 2016 to 2018. Outside of his advisory role, he continues to coach personal fitness sessions on a limited basis. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, profit-sharing, and charitable clients. The firm offers a range of financial planning and portfolio management services with an emphasis on manager selection, tax management, and the use of internal research and technology, including artificial intelligence, in client advice.

Alex Linder is a Series 66-registered financial advisor with Thrivent Investment Management in Houston, TX, with 21 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Linder serves as a Trust Board Member at Salem Lutheran School, where he participates in decisions regarding scholarship distributions and charitable giving. 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 financial planning without discretionary trading authority and allows clients to combine planning with managed accounts under a consolidated billing option.

M Ehrig is a financial advisor with LPL Financial based in Houston, TX, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Prior to joining LPL Financial in 2016, Ehrig spent nine years at Edward Jones. Ehrig is also involved in a business called Wallstreet Texas, which includes a non-variable insurance activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, using advanced operational and research tools to support its large network of investment adviser representatives.

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.

Dylan Jacobs is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation. He has one year of industry experience and previously worked in roles at Motor Controls Inc and Dynamic Systems Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research and operational tools.

Rikesha Fuller Keen is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. Prior to joining LPL Financial in 2025, she worked for Next Financial Group for 21 years. She also operates Rikesha Keen CPA PC, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment services, including access to model portfolios, third-party asset managers, and institutional platforms.

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.