Adam Lampe is a financial advisor with Osaic Wealth, Inc. based in Houston, TX. He holds a Series 66 designation and has 16 years of industry experience. Lampe is the CEO and co-founder of Mint Wealth Management, where he provides comprehensive financial planning services including retirement, cash flow, risk management, estate, and tax planning. His previous experience includes roles at Royal Alliance Associates, ProEquities, and running Lampe Wealth Management. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates brokerage and investment advisory services with financial planning and offers portfolios constructed using asset-allocation tools, risk tolerance analysis, and automated rebalancing, incorporating a wide range of investment products and third-party solutions.

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.

Steve Pontiff is a financial advisor at Primerica Advisors with 11 years of industry experience and holds the Series 66 designation. His prior work includes roles at St. Bernard Financial Services, Lincoln Investment Planning, Goodyear Tire & Rubber Company, and Eco Lab Inc. He is also president of Synergistic Polymer Systems, Inc., a consulting business focused on specialty chemicals, and managing director of Divorce Finance Analysis, Inc., which provides analysis of divorce settlements and related financial matters. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively available separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, maintaining oversight of investment models and trading implementation.

Donald Mitcham is a CFP® and ChFC® with 41 years of experience in financial planning and advisory services. He has been with Cetera since 2025 and previously spent 28 years at Concourse Financial Group Securities Inc. He also leads Mitcham Advisors, LLC, where he manages operations and strategic planning. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diverse portfolio management options and operates a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary strategies.

Lance Jones is a financial advisor with Edward Jones in Kingwood, TX, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and offers a variety of investment strategies and affiliated financial products under a fiduciary standard.

William Berry Jr. is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Raymond James since 2010. Outside of advisory work, he is an insurance agent focusing on Medicare-related solutions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal and SIMPLE IRA Employer Advisory services.

Valerie Medeles is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailored to clients' Advisory Risk Profiles and utilizing a mix of in-house and third-party investment managers.

Lara Chami is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Wells Fargo since 2015, including eight years at Wells Fargo Clearing. Based in Houston, TX, her career has been focused within the Wells Fargo organization. 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 services. The firm’s process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Sharon Campbell is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms including Cetera Advisors, MML Investors Services LLC, MassMutual Life Insurance Co, Raymond James & Associates, and Wells Fargo Clearing. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Chadi Sahyoun is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has worked at several firms, including JP Morgan Securities and JPMorgan Chase Bank. He is also a 50% owner and manager of Sahyoun Family LLC, a family business involved in various non-investment activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by sophisticated modeling tools.

Francisco Llano is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Prior to that, he held roles at BBVA Wealth Solutions, Inc., BBVA Securities Inc., and Compass Bank. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its financial advisors.

Cynthia O’Neal is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked at Merrill since 2000 and joined UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Joshua Dowd is a financial advisor with UBS Financial Services in Houston, TX, holding Series 66 and Series 63 designations and having eight years of industry experience. Prior to joining UBS in 2020, he served four years in the United States Marine Corps with the Department of Defense. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to alternative products. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client strategies.

Miguel Facundo is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, and in the automotive retail sector. From 2020 to 2023, he was involved with AAA Woodworks. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Felicia Cumby is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. She holds Series 63 and Series 66 licenses and is based in Kingwood, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

Deane Hafling is a CFP® professional with 22 years of industry experience, currently with Raymond James Financial in Houston, TX. His prior work includes roles at Edward Jones and Saxon Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical modeling, and supports municipal and public finance work through an affiliated municipal advisor.

Royal Lunsford III is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL and its predecessor Linsco/Private Ledger Corp. since 2007 and was previously employed at Thrivent Investment Management from 2004 to 2007. 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 range of services including financial planning, model portfolios, third-party asset management access, and institutional platforms, with advice delivered primarily through investment adviser representatives.

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.