Jewel Jones III is a financial advisor with Charles Schwab in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been affiliated with Charles Schwab since 2002 and is a joint partner in a private LLC related to residential property holdings. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by integrated custody and brokerage services.

Keaton Swayze is a financial advisor at Fidelity with Series 63 and Series 66 designations and 22 years of industry experience. He has worked at Fidelity Investments since 2013 and is currently affiliated with Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios.

Vivica Herrell is a financial advisor with Merrill based in Tomball, TX. She holds a Series 66 credential and has been in the industry since 2026. Her prior experience includes roles at Bank of America and JPMorgan Chase Bank. 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 for a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Donald Gonzales is a Series 66-licensed financial advisor with J.P. Morgan Securities in Cypress, TX, and has seven years of industry experience. He has worked with J.P. Morgan Securities and J.P. Morgan Bank since 2020, following prior roles at Wells Fargo Clearing and Wells Fargo Bank dating back to 2002. J.P. Morgan Securities LLC 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.

Michael Sofia is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been affiliated with PFS Investments Inc. since 2012 and with Primerica Financial Services since 2004. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliates of his firm. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and portfolio implementation delegated to BNY Mellon Advisors.

Nicholas Scannell is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He has been with Fidelity Investments since 2009, progressing through various positions including Financial Consultant from 2012 to 2019 and Investment Solutions Representative from 2009 to 2011. Nicholas focuses on helping clients work towards their financial goals, aligning his business approach and values with customer needs. Throughout his career at Fidelity Investments, Nicholas has developed expertise in financial consulting, providing investment solutions and guidance to clients. His professional experience spans over a decade within the financial services industry, centering on client-focused financial planning and investment strategies.

Anthony Hicks is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various J.P. Morgan entities since 2015. Outside of his financial career, he is associated with Starr Bakery LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Matthew Rickaway is a financial advisor with Robert W. Baird & Co. in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Robert W. Baird & Co. since 2015. Outside of his advisory role, he serves on the board of the Alvin Community College Foundation, where he helps oversee investments and administer scholarships, and he is a school board member for the Danbury Independent School District. Additionally, he oversees operations at W-Diamond Cattle Company, an agricultural business. The DDK Group at Robert W. Baird & Co., where Rickaway works, serves individuals, corporate clients, pension plans, and charitable organizations through a variety of financial planning and portfolio management services. The firm emphasizes a combination of manager-traded and model-traded strategies, tax-management, and ongoing manager selection supported by internal research and tools.

Charles Goldsmith is a financial advisor with Primerica Advisors in Cypress, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Primerica Advisors since 1987 and also has involvement with Home Smart since 2023. Outside of his advisory role, he serves as secretary/treasurer of MIH Enterprises, Inc. and is involved with FLD, Inc., a nonprofit organization. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Adam Muirhead is a financial advisor with Edward Jones in Houston, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, his background includes roles related to education at Texas A&M University-Corpus Christi and Baylor University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies, advisory services, and affiliated products through a nationwide network of financial advisors and branch offices.

Garth Hentges is a Series 66-licensed financial advisor with LPL Financial, based in Kingwood, TX, and has nine years of industry experience. He previously worked at Edward Jones for nine years before joining LPL Financial in 2025. 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 provides a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options supported by internal and third-party research.

Gary Foose Jr. is a financial advisor with Robert W. Baird & Co. in Houston, TX, holding a Series 63 designation and bringing 44 years of industry experience. He has been with Robert W. Baird & Co. since 2014. Outside of his advisory role, he serves as a hearing arbitration panelist for FINRA and manages a separate LLC involved with property lease and loan administration. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients with a range of financial planning, portfolio management, and custody services. The firm employs a variety of managed account strategies and overlay management techniques, supported by internal research and strategic partnerships, and manages approximately $394 billion in regulatory assets.

Christyna Lewis is a Series 66-licensed financial advisor with Edward Jones in Houston, TX, with seven years of industry experience. She has worked at Edward Jones since 2018 and previously was employed at Landmark Worldwide from 2012 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, while operating under a fiduciary standard.

Christie Hayden is a financial advisor at Fidelity with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James & Associates and TIAA-CREF. Outside of her advisory role, Christie works as an independent contractor providing dog walking and pet sitting services. Fidelity’s Strategic Advisers LLC, where Christie is based, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Madison Duxbury is a CFP®, ChFC®, and Series 66-designated financial advisor with 15 years of industry experience. She has been with Edward Jones since 2016, totaling 10 years at the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Li Ken Kwan is a financial advisor at UBS Financial Services with a Series 66 credential and one year of industry experience. Prior to joining UBS, he held roles at Reign Capital, Western Governors University, and several restaurant ventures including Phat Eatery, Jinya, and Mein. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations tailored to clients’ goals. The firm also provides institutional trading capabilities alongside wealth management and offers a broad range of capital markets services.

Larry Claxton Jr. is a financial advisor with Cetera based in Houston, TX. He holds Series 65 and Series 63 licenses and has experience working at firms including W&S Brokerage Services, Valic Financial Advisors, and Charles Schwab & Co., Inc. Larry has held various roles in the financial services industry since 2014. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a large network of independent advisors and employs a multi-manager platform with access to both affiliated and third-party money managers.

Chase Ambrose is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with one year of industry experience. His career includes roles at Morgan Stanley Private Bank, PNC, Northwestern Mutual, and JPMorgan Chase Bank, N.A. He attended Texas State University from 2015 to 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Guillermo Barrera Jr. is a financial advisor at Stellaris Wealth Management LLC in Houston, TX, with six years of industry experience. He holds a Series 66 designation and has previous experience at Edward Jones. Outside of financial advising, he is involved in medical research and related businesses, including roles at Clinicore International LLC, Clinicore Texas, Vesalius Pharmaceuticals LLC, and Vesalius Consulting Group LLC. Stellaris Wealth Management LLC is an independent firm serving clients with personalized financial advisory services.

Trevor De Benon is a financial advisor at LifePlan Financial Services, LP with a Series 65 credential and one year of industry experience. Prior to joining LifePlan, he worked at Aerotek and was self-employed. He is also a managing member of DeBenon Insurance Services, LLC, which plans to become a licensed life insurance agency in Texas. LifePlan Financial Services provides investment supervisory services, financial planning, and third-party money manager selection to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages approximately $75.4 million in non-discretionary assets and uses a combination of charting, fundamental, and technical analysis to implement investment strategies.