Christopher Corcoran is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 designations and possessing 27 years of industry experience. His prior work history includes tenures at Bank of America, Merrill, and Fidelity Brokerage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Erin Swim is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 credentials and 21 years of industry experience. Her career includes roles at Procter & Gamble and Livanova, alongside her longstanding tenure at Primerica. She is also involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and 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 custody services facilitated by BNY Mellon Advisors, Pershing, and Primerica Brokerage Services.

Michael Porter is a CFP® professional with 20 years of industry experience, currently affiliated with Cetera. His career includes roles at Mass Mutual Investors Services, Allstate Insurance Company, and operating his own tax and accounting firm, MD Porter, PLLC, where he serves as CPA and manager. He is also involved with Totus Wealth Management, serving as Director of Field Development, and holds an insurance agent license for fixed insurance products. Cetera operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients, offering a range of portfolio management and retirement services through a nationwide network of independent advisors. The firm provides various program options, including model portfolios, third-party managers, and bespoke strategies across multiple custodial relationships.

Paul Marston is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been part of the team since May 2022. He co-founded the Marston, Puskorius and Associates group alongside his business partner Neil Puskorius and Wealth Management Client Associate Leticia Smith. Paul's professional focus includes education planning, family wealth management strategies, legacy planning, portfolio management services, small business strategies, special needs planning strategies, individual and corporate investment strategy, and retirement income. Paul began his career in financial services in 1993 after graduating with a Bachelor of Arts in Management from the University of Phoenix while working full time at General Motors. He holds the ChFC4 and CLU4 designations from the American College, as well as the Personal Investment Advisor (PIA) credential. Paul has been working with his partner Neil Puskorius since 2010. Originally from Phoenix, Arizona, Paul has been married to his wife Denice for 33 years. They have two adult sons and one grandchild. Outside of his professional responsibilities, Paul enjoys activities such as biking, music, scuba diving, tennis, traveling, volleyball, and playing piano. He is involved in community work with Horses Help, an organization providing equine therapy for autistic children.

David Carter is a Series 66 licensed financial advisor with Edward Jones in Cypress, TX, where he has worked since 2011. He has 15 years of experience in the financial industry. 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 strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Hannah Gowdy is a financial advisor at Robert Baird & Co. with a Series 66 credential and three years of industry experience. Her prior work includes roles at Tradewing, Inc., Qualia, and Main Street Hub. She has been with Baird since 2024, having previously worked there from 2018 to 2020. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies, tax management, and internal research tools including artificial intelligence.

Wendy Fernandez is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2021. She has been with Fidelity since 2016, progressing through roles including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Credit Analyst at Prosperity Bank from 2014 to 2016, a Personal Banker at Wells Fargo from 2013 to 2014, and a Financial Representative at Northwestern Mutual from 2011 to 2013. Throughout her career, Wendy has focused on partnering with families to understand their financial and personal goals, aiming to build customized financial plans that fit unique needs. She prioritizes establishing strong and long-lasting relationships with clients and their families, emphasizing trust, reliability, and proficiency in her work.

Max Thedford is a financial advisor with Edward Jones in Houston, TX, holding the Series 66 designation. He joined Edward Jones in 2026 and has prior experience at The Sherwin Williams Company and entrepreneurial roles including ownership of Boomtown BBQ Company LLC and work with Novrozsky's Hamburgers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Christopher Hassold is a financial advisor with LPL Enterprise in Houston, TX, holding Series 65 and Series 63 licenses and having nine years of industry experience. He previously worked at Pruco Securities, LLC for seven years and has a background that includes five years at Stephen F. Austin State University. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and affiliated trust and insurance services.

Matthew Bohli is a financial advisor with LPL Financial based in Kingwood, TX. He holds a Series 66 designation and has been with LPL Financial since 2026. Prior to joining the firm, he worked at Bohli Bros Lawncare and Powerwashing for four years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research and operational tools.

Gerald Gold is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. from 2010 to 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of financial products including insurance-related vehicles and bank deposit sweep options.

Eric Johnson is a CFP® with 19 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as an executor for several family and friends' estates. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Anthony Couch is a financial advisor with LPL Financial, holding a Series 66 credential and 28 years of industry experience. His career includes roles at Questar Asset Management and Woodbury Financial Services, among others. Couch is also involved with Clear Financial Network, a business affiliated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

David Forsyth is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked in recreational sports at Texas A&M and has held positions in education and hospitality. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive technology and operational resources.

Jessica Scott is a financial advisor at OSAIC with seven years of industry experience. She holds a Series 66 designation and has worked with Pre-emptive Financial Services and Sagepoint Financial, Inc. in addition to her current role. Outside of her advisory work, she serves as an administrative assistant at Pre-emptive Financial Services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services supported by asset-allocation tools, risk assessments, and multiple advisory platforms.

Tyriah Callwood is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop and implement comprehensive financial plans tailored to their goals. He is committed to helping clients navigate their financial journey through the use of technology, cost-effective strategies, and personalized planning approaches. Tyriah has been with Fidelity Investments since 2021, progressing through roles as Customer Relationship Advocate, Relationship Manager, and Investment Consultant before becoming a Planning Consultant in 2026. Prior to joining Fidelity, he worked as an Investment Specialist at Merrill Lynch from 2019 to 2021. Outside of his professional role, Tyriah has interests in art, the beach, comedy, fitness, social events with friends, and volunteering.

Moses Francis Jr. is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at JPMorgan Chase Bank and JP Morgan Securities LLC. He also has experience with God's House Of Praise Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS‑qualified Charitable Gift Funds, and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi‑manager and fund‑of‑funds structures and delivers model portfolios to intermediary platforms.

Mark Okragly is a financial advisor at Charles Schwab with 30 years of industry experience. He holds the CFP® and ChFC® designations and has been with Charles Schwab since 2002, including a role at Charles Schwab Bank, SSB since 2005. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investments program.

Alicia Turner is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked in various educational institutions and financial services firms, including Foresters Financial and Primerica Financial Services. Outside of finance, she is a partner in a music publishing company, Membrain Artist. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Lenz Gutierrez is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2012, progressing through various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to his tenure at Fidelity, he served as a Field Director-Financial Representative at Northwestern Mutual Financial Network from 2007 to 2012. His professional approach centers on creating customized financial plans tailored to his clients' needs by building meaningful and lasting relationships and maintaining open communication to continually improve these plans over time. Lenz holds insurance licenses in both Arkansas and California. Outside of his professional work, Lenz has personal interests in comedy, family activities, football, pets, and soccer.