Garth Hentges is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for nine years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. Its services include financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms.

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 financial advisor at Edward Jones with 16 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials. His career includes multiple tenures at Edward Jones, totaling 12 years, as well as four years at Invesco Advisers, Inc. 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 advisory services, including discretionary and non-discretionary wrap fee strategies, 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 an advisor with Cetera in Houston, TX. He holds Series 63 and Series 65 designations and has been in the industry since 2016 with experience at several firms including American National Insurance Company and Charles Schwab & Co., Inc. His current role at Cetera began in 2026. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform allowing advisors to implement diverse investment strategies.

Chase Ambrose is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 license with two years of industry experience. His prior positions include roles at PNC, Northwestern Mutual, and JPMorgan Chase Bank, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

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.

Charles Debenon Jr. is a financial advisor with LifePlan Financial Services, LP, holding the PFS™ designation and Series 66 license, with 19 years of industry experience. He has been with LifePlan Financial Services since 2006 and is also involved in insurance services through DeBenon Insurance Services LLC, which plans to become a licensed Texas life insurance agency. Additionally, he manages a tax preparation business, Humble-Kingwood Business Services, LLC. LifePlan Financial Services provides investment supervisory services, financial planning, and selection of third-party money managers to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages approximately $75.4 million in non-discretionary assets and employs a two-advisor team that builds individualized investment policy statements and uses a combination of charting, fundamental, and technical analysis to guide investment strategies.