John Fry is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including seven years at Oppenheimer prior to joining Cambridge in 2016. In addition to his advisory role, Fry serves as an independent insurance agent specializing in health and life insurance and is involved with Synergy Wealth Management in a marketing and agent capacity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients including individuals, institutions, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing tailored strategies across multiple platforms with both proprietary and third-party model options.

Lloyd Hecard Jr. is a financial advisor with Primerica Advisors in Kingwood, TX, holding Series 63 and Series 65 designations and with 26 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998. Outside of his advisory role, he is involved in non-investment business ventures including co-ownership of a restaurant through Hecard Ventures, LLC, and ownership of Roux Design Group, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Hector Martinez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at J.P. Morgan Securities since 2014 and has been with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC 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 delivers these services on a non-discretionary basis, combining large institutional advisory operations with multiple market-facing registrations and functions.

Elias Contreras is a Wealth Management Advisor at Merrill Lynch Wealth Management. He offers investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs, focusing on building and maintaining strong client relationships. Elias assists clients with complex wealth management scenarios, including concentrated stock positions, options, and ESOPs. He has expertise in areas such as Family Wealth Management Strategies, Legacy Planning, LGBT Wealth Planning, Personal Retirement Planning, Portfolio Management Services, and Socially Responsible, Values Based, and ESG Investing. Elias holds a Master of Business Administration and a Bachelor's Degree from the University of St. Thomas in Texas. He carries professional designations as a Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). A native Houstonian, Elias is bilingual in Spanish and English and participates in community activities, volunteering with organizations such as Habitat For Humanity and the Houston Food Bank. He is a member of professional organizations including OneGoal and The Executive and Professional Association of Houston. In his personal time, Elias enjoys basketball, biking, cooking, and running.

David Cottle III is a financial advisor at Edward Jones in The Woodlands, TX, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a nationwide network of more than 23,700 financial advisors.

Sue Burch is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has previously worked at Brydge Advisors, where she was also the owner of a consulting business unrelated to investments. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with specific asset thresholds, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Jacinto Villa is a financial advisor at Primerica Advisors based in Houston, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. His work history includes roles at Tekplan Solutions, PFS Investments Inc, Primerica Financial Services, and Stanley CSS. He also engages in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm employs model-delivery strategies developed by third-party asset managers and supports account custody and trade execution through BNY Mellon Advisors and Pershing.

Jonathan Blakelock is a CFP®-designated financial advisor with 23 years of industry experience. He currently works at LPL Financial and was previously employed at Ameriprise Financial Services, Inc. for ten years. Outside of advising, he is involved in raising goats through one of his business ventures in Texas. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, supported by model portfolios and research from internal and third-party sources.

Antwan Williams is a financial advisor with Edward Jones in Houston, TX, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Lincoln Financial Distributors, Protective Life, Jackson National Life Distributors, and Symetra Securities. Outside of finance, he owns a clothing and apparel business called Kings Amongst Kings. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Jason Petrie is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 65, Series 63, and Series 66 credentials and 28 years of industry experience. He previously worked at Lincoln Financial Distributors for 12 years. Outside of his advisory work, Petrie serves as president of the board for Henry's Home Horse and Human Sanctuary, a horse ranch supporting veterans and retired first responders with PTSD. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Leslie Fitzgerald is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of her advisory work, she serves on the board of a nonprofit organization that provides grants to local Golden Retriever Rescue Organizations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering proprietary research and model-based asset allocation.

Lindsey Redding is a financial advisor at Osaic Wealth, Inc. with 20 years of industry experience and holds the Series 66 designation. Prior to joining Osaic in 2024, she worked at Securities America Advisors, PNC Investments, and BBVA in various roles spanning over a decade. She is also involved in insurance sales through Precept Wealth Management. Osaic Wealth, Inc. serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers brokerage and advisory services with a focus on asset allocation tools, risk assessment, and a variety of investment options managed through multiple platforms.

Kristin Sanders is a financial advisor with Ameriprise in The Woodlands, TX, holding a Series 63 designation and 26 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she serves as a board member and secretary for Brazoria County Municipal Utility District No. 63A and is involved with a family vitamin club through which she earns supplemental income. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and algorithmic tools to deliver tailored, non-discretionary retirement advice primarily for clients holding assets in Ameriprise Managed Accounts.

Jonathan Born is a Series 66 licensed financial advisor with 23 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Based in The Woodlands, TX, he provides financial planning services through his firm. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on a broad range of financial topics without implementation. The firm combines holistic, goal-based analyses with managed-account options under its WealthPlan program, while maintaining separate planning and portfolio management services.

William Richardson Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes roles at Avantax, Securities America, Investacorp, and multiple independent ventures such as Houston Retirement Guy Inc., Post Oak Capital Group LLC, and First Income Advisors. He is involved in entrepreneurial activities through these firms, which provide investment and consulting services. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers diverse portfolio management options through a multi-manager platform that supports discretionary and non-discretionary strategies and includes access to affiliated and third-party managers.

Giovanna Swisher is a CFP® with 24 years of industry experience, currently serving at Robert W. Baird & Co. since 2014. She teaches a community education class on Financial Planning for Women at Brazosport College and is an owner of Euchee Valley LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, provides financial planning, portfolio management, and related services to individuals, corporate clients, pension plans, and charitable organizations. The firm utilizes a combination of manager-traded and model-traded strategies, tax management, and internal research supported by technology, including artificial intelligence, to deliver advisory solutions.

Michael McMahon is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has worked previously at Sagepoint Financial, VWM Advisors, and Next Financial Group. In addition to his advisory role, he is involved as a therapist licensed professional counselor (LPC) on a limited basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Ryan Waller is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. His career includes roles at Principal Financial Services, Transamerica Corporation, and Fisher Investments prior to joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Pedro Navarrete is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Lapp USA and IEWC. Outside of his advisory work, he is a distributor for health supplements with Isagenix. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Kevin Baker is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining Edward Jones, he worked at Knights of Columbus and operated Optimize4U Consulting LLC. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices nationwide.