Marlon Robinson II is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he held roles in various industries including logistics, retail, and food services. Outside of his advisory work, he is involved in entrepreneurial ventures such as a home renovation and remodeling company and an e-commerce clothing brand. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple asset classes.

Austin Gay is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Kiewit and Ernst & Young, among other positions. He serves as Secretary for a Municipal Utility District in Houston, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services. The firm manages over $1 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

Mark Okragly is a financial advisor at Charles Schwab with 31 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Charles Schwab since 2002, including Charles Schwab Bank, and previously at Morgan Stanley from 1995 to 2002. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs, managed accounts, and financial planning services. The firm provides a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and an extensive 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.

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.

David Navia is a financial advisor at Edward Jones in Katy, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at The Cellar Door, Verizon, Bestbuy, and Houston Certified Diamonds. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment advisory programs, including managed solutions and separately managed accounts. The firm is noted for its extensive retail advisor and branch network and provides affiliated offerings such as mutual funds and securities-based lending.

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.

Allen Van Maanen is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Investments. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of products and proprietary research to support client goals.

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.

Raymond Stauffacher is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He previously worked at UBS Financial Services Inc for 11 years before joining Wells Fargo Clearing in 2020. Outside of his advisory role, he is a limited partner in a family partnership. 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 modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Charles Johnson is a financial advisor with Primerica Advisors in Sugarland, TX, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors since 1996 and worked previously at the Preventive Medicine Institute for seven years. Johnson’s activities also include part-time sales of loan products and home security services affiliated with Primerica. Primerica Advisors primarily serves individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and supports a range of tactical and strategic investment approaches.

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.

Francis Coker is a financial advisor with Beaumont Asset Management, LLC in Katy, TX, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. He has been with Beaumont Asset Management since 2009. Beaumont Asset Management advises individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a fundamental analysis investment process with both long- and short-term strategies, tailoring portfolios to client objectives and risk tolerance, and manages approximately $365 million in discretionary assets.

Marco Rimassa is a CFP®, CFA®, and holds a Series 65 license with seven years of industry experience. He has worked at Beaumont Asset Management, LLC since 2024 and has prior experience with Cfe Financial LLC, Investors Trust, Inc, The PAW Group, and Service Corporation International. Beaumont Asset Management serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management and pension consulting, tailoring portfolios through fundamental analysis and a mix of long- and short-term strategies aligned with client objectives and risk tolerance.

Margaret Meaux is a financial advisor at Beaumont Asset Management, LLC in Richmond, TX, holding a Series 65 designation with five years of industry experience. She previously worked at Wells Fargo from 2019 to 2021 and has held multiple roles within Beaumont Asset Management since 2017. Beaumont Asset Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a fundamental analysis investment process with tailored portfolio allocations and manages approximately $365 million in discretionary assets.