Rosemary Guillotte is a CFP® with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2019. Her prior experience includes roles at Bank of America, N.A. and Merrill, where she worked for a combined total of 27 years. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Aaron Langston is a financial advisor with Merrill in Katy, TX, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He previously worked at AXA-Advisors, LLC before joining Merrill and Bank of America in 2018. 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 offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, and various institutional investors.

Stacy Spier is a Series 66-licensed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, Spier worked at Alfasigma USA for 20 years and held other positions in the medical sector. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning on a variety of topics without discretionary trading authority and provides an option to combine planning with managed-account services under a consolidated billing program.

Andrew Ennis is a financial advisor with Edward Jones in Sugar Land, TX. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Edward Jones, he worked at Valaris Ltd for 12 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as its affiliated financial 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.

Emmanuel June is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 65 designations and 25 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with Wm Financial Services, Inc. since 2006. 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 process integrates quantitative and qualitative due diligence and may include ESG considerations, with implementation support from affiliated investment-management entities.

Eunmi Ahmed is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at notable firms including Bank of America/Merrill Lynch, Wells Fargo, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager selection, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and combines quantitative and qualitative research, with an emphasis on eligible strategy recommendations and ESG considerations.

Henry Jones is a financial advisor with Primerica Advisors in Stafford, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Primerica Advisors since 2012 and has worked with Primerica Financial Services since 2009. Outside of advisory work, he receives non-investment related compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm utilizes third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily under a tiered wrap-fee structure.

Paul Matatall is a financial advisor at Edward Jones with 22 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of advisory strategies, tax-efficient services, and affiliated investment products.

Roneil Patel is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and having one year of industry experience. Prior to joining Wells Fargo in 2025, he worked at Equitable Advisors, LLC for one year. His background also includes roles at Baylor University and RS Oilfield. 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 supported by research and analytics from Wells Fargo Investment Institute.

Walker Herzog is a financial advisor with RBC Capital Markets in Houston, TX, holding a Series 66 designation and three years of industry experience. His background includes roles at various organizations such as Camp Longhorn, Brookfield Properties, and Funderburk Funderburk Courtois, LLP. RBC Wealth Management serves a diverse client base including individuals, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs utilizing both in-house and third-party managers, combining discretionary portfolio management, financial planning, and brokerage services.

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.

Semhar Woldeslassie is a financial advisor at UBS Financial Services with 12 years of industry experience. Prior to joining UBS in 2026, she worked for Wells Fargo Clearing and Wells Fargo Bank NA for 10 years. Outside of her advisory work, Woldeslassie is an author and publisher of children's books focused on language education, including titles teaching Tigrinya and Amharic. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Charles Dickens is a financial advisor at LPL Financial in Katy, TX, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at Edward Jones, PFS Investments, Primerica Financial Services, and Halliburton. He is also associated with D4C Consulting, a business entity unrelated to investment activities. 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, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

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.

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.

Sam Whitaker is a Financial Consultant at Fidelity Investments, where he supports clients in navigating their financial journeys through personalized planning, guidance, and tailored investment strategies. He utilizes Fidelity's resources and expertise to assist individuals and families in making informed decisions toward their long-term financial goals.\n\nPrior to his current role, Sam served as an Investment Consultant at Fidelity Investments from 2023 to 2024 and as an Investment Solutions Representative from 2021 to 2023. These roles have contributed to his experience in the investment and financial services field.\n\nOutside of his professional work, Sam engages in social activities with friends, enjoys playing tennis, and traveling.

Abbas Mohammed is a financial advisor with J.P. Morgan Securities in Richmond, TX, holding Series 65 and Series 63 licenses and seven years of industry experience. His career includes roles at Wells Fargo Clearing, JPMorgan Chase Bank, and positions outside finance with Uber Technologies and Lyft Inc. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research to build model portfolios and incorporates ESG considerations where appropriate.

Sasha Lobo is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, Sasha held roles at Lulu Lemon, Aji Sushi, and David's Bridal, and has experience in higher education at Texas A&M University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and comprehensive asset management.

Travis Dock 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 previously worked at Wells Fargo Clearing and Citizens Securities. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research and includes access to derivatives and commodities capabilities through its broader regulatory registrations.