Travis Dock is a financial advisor with J.P. Morgan Securities in Sugarland, TX, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior positions include roles at Wells Fargo Clearing and Citizens Securities. Outside of his advisory work, he has interests as a landlord in rental property management. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Bilal Alsaleh is a CFP® professional with 20 years of experience in the financial industry. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2005. Based in Houston, TX, he holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Martha Robinson is a financial advisor at OSAIC with 24 years of industry experience. She holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. for 13 years. Robinson is also involved with SilverOak Financial Group, Ltd., where she provides comprehensive financial planning, including investment advisory and wealth management strategies. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs.

Britton Noble is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Raymond James Financial Services. He also operates BNoble LLC and The Noble Group, entities related to his advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Nadia Khan is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has more than two decades of experience in financial services, serving high-net-worth individuals, families, and business owners primarily in Houston. Nadia specializes in retirement planning, multigenerational wealth strategies, customized investment management, and tax-efficient financial planning. She integrates the resources of Merrill Lynch Wealth Management and Bank of America to address comprehensive financial needs, including education funding, retirement income planning, portfolio design, liquidity, and legacy planning. Beginning her career in 2003, Nadia joined Merrill Lynch in 2015. She employs a disciplined, research-driven approach to portfolio construction and risk management, supported by her Chartered Financial Analyst (CFA) designation. She designs tailored strategies based on clients' priorities, values, and long-term objectives, covering areas such as retirement income solutions, tax-efficient investing, and business owner and executive planning. Nadia is a member of the CFA Institute and holds the Personal Investment Advisor credential. Nadia holds a Bachelor's Degree and a Master's of Business Administration (MBA) from the Institute of Business Administration. She is involved in community organizations including the CFA Institute and the Houston Food Bank. Outside of her professional role, her interests include cooking, gardening, interior decorating, pickleball, reading, spending time with family, swimming, tennis, traveling, and yoga.

Heather Ringuet is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 14 years of industry experience. She has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Daniel Guido is a Planning Consultant at Fidelity Investments, where he has been working since 2025. He has held several roles within Fidelity, including Director, Retirement Planner from 2023 to 2025, Workplace Planning Consultant from 2022 to 2023, and High Net Worth Service Associate from 2021 to 2022. Prior to joining Fidelity, Daniel was a Financial Associate at Thrivent from 2020 to 2021 and worked in banking at Newtown Savings Bank as a Bank Teller and Loan Servicing Officer from 2012 to 2015. Daniel's professional focus is on helping clients and their families achieve their long-term financial goals through principles of sound financial planning presented in a collaborative and actionable manner. He emphasizes building relationships based on mutual trust, transparency, and honesty. Daniel is passionate about aligning financial outcomes with clients' core values. Outside of his professional work, Daniel spends time engaged in activities such as board games, family activities, visiting museums, reading, writing, and parenthood.

Andrea Smith is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 23 years of industry experience. She has been with Morgan Stanley and its affiliated Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and models outcomes with methodologies such as Monte Carlo simulations, providing advisory services without individual security recommendations as part of the standalone planning program.

Luis Pineda is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Edward Jones and Gordon Technologies LLC. J.P. Morgan Securities 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Darius Uche is a financial advisor with Charles Schwab in Houston, TX, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. His prior roles include positions at Scottrade and TD Ameritrade. Outside of his advisory work, he volunteers monthly assisting with his wife's small balloon business and participates in family content creation for social media platforms. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a comprehensive wealth advisory program that combines non-discretionary guidance with access to discretionary separately managed accounts and alternative investments. The firm’s integrated structure supports a large client base with centralized custody and operational resources.

Horace Sinclair is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. His other business activities include selling loan products, home security, and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses an independent due-diligence consultant to select asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Clint Saurage is a financial advisor with Edward Jones in Katy, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 advisors.

Braxton Mouton is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2017. Prior to joining the firm, he was involved with Mouton Seafood LLC and The Studio Downtown. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Michael Nguyen is an Investment Consultant currently working at Fidelity Investments since 2026. He has previously held roles including Private Client Banker at JP Morgan Chase from 2025 to 2026, Independent Financial Advisor at Innovation Partners LLC in 2024, Investment Adviser Representative at Catalyst Wealth Management from 2022 to 2024, and Independent Financial Advisor at GWN Securities during the same period. He holds a California Insurance License, supporting his work in financial advising and investment consulting. Michael's professional approach emphasizes understanding clients' priorities to provide personalized guidance, ensuring they feel heard and confident in their financial decisions.

Ruston Lohmeyer is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2018, with prior experience at Bank of America and Legacy Mutual Mortgage. 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 investment recommendations.

Jeffery Vanwart Sr. is a financial advisor with Cambridge Investment Research Advisors in Houston, TX, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior work includes sixteen years at Cantella & Co Inc and four years with Cambridge Investment Research. He serves as a director of Integrity Bank, a community bank based in Houston. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Steven Thorpe is a financial advisor with Morgan Stanley in Sugar Land, TX, holding a Series 66 credential and 14 years of industry experience. He previously worked at Merrill from 2011 to 2017 before joining Morgan Stanley and its affiliate Morgan Stanley Private Bank, National Association, where he has worked since 2017. Outside of his advisory role, Thorpe serves as a board member of the Valley Village Dad's Club in Houston, Texas. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by advanced analytical tools.

David Gura is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management, based in Sugar Land, Texas. He has been with Merrill Lynch since 1999 after a 19-year career in the energy industry with Schlumberger. David works with a select group of clients to help them achieve their financial goals, offering personalized advice and access to specialized investment services tailored for sophisticated investors. He regularly meets with clients to ensure their financial strategies align with their personal circumstances. David holds the CERTIFIED FINANCIAL PLANNER (CFP) designation, awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) certifications. He earned his bachelor's degree in electrical engineering from Worcester Polytechnic Institute. He resides in Sugar Land with his wife and four dogs. David and his team are involved in community activities, supporting charitable organizations including the Fort Bend County Animal Shelter, Citizens for Animals of Midland Odessa (CAMO), and Saving our Companion Animals (SOCA). His client focus areas include college education planning, family wealth management strategies, retirement planning, portfolio management services, and tax minimization.

Valerie Medeles is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing portfolio management, financial planning, and brokerage services.

Serena Sneeringer is a financial advisor at Ameriprise with 11 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to produce personalized recommendation reports, emphasizing assets managed within Ameriprise accounts and using algorithmic tools overseen by a dedicated team.