Steven Spiller is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at PFS Investments Inc., Sears, and Primerica Financial Services. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven strategies primarily developed by unaffiliated asset managers.

Katherine Newport is a financial advisor with Merrill in Houston, TX, holding a Series 66 credential and 19 years of industry experience. She has worked at Merrill since 2009 and at Bank of America, N.A. since 2011. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Fareedullah Shah is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 63 designations and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, Emirates Investment Bank, and Noor Bank. Shah also engages in freelance content writing through Upwork outside of his advisory work. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors.

John Eyster is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 29 years of industry experience. His previous roles include positions at Comerica Securities, CUNA Mutual Group, and Lincoln Financial Distributors. Outside of advising, he serves as a temporary director on a nonprofit board. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Shawn Farrokh is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he joined in 2023. He focuses on serving clients' needs through a comprehensive approach to managing wealth, which includes understanding clients and their families, financial situations, and priorities. Shawn helps create customized wealth management strategies that can adapt to changing needs and market conditions, providing access to Merrill's investment insights and Bank of America's banking services. With 19 years of experience in the financial services industry, Shawn's expertise encompasses areas such as college education planning, executive compensation, international wealth management, legacy planning, liquidity management, personal retirement planning, sports and entertainment, tax minimization, and retirement income. He holds a bachelor's degree in Foreign Language (2022) and an MBA in Finance (2024), both from Saint Joseph's University. Shawn is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Committed to community involvement, Shawn follows Merrill's tradition of participating in the communities they serve and spends time volunteering with local organizations. He is married and a proud father of boy-and-girl twins.

Kristi Trevino is a CFP® and ChFC® credentialed financial advisor with 10 years of industry experience. She has been with Edward Jones since 2018 and previously worked at Durrett Motor Company/Texas Star Financial from 2011 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Landon Durham is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Transamerica Life Insurance Company, Lincoln Financial Distributors, Paychex, Inc., and ADP Inc. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and third-party managers to construct and manage portfolios across various asset classes.

Marissa Hernandez is a financial advisor with Merrill, holding a Series 66 credential and nine years of industry experience. She has worked at Merrill since 2015 and is also associated with Bank of America, N.A. since 2022. 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 institutional investors.

Blake Cather is a CFP® and ChFC® affiliated with Edward Jones, where he has worked for 12 years. He serves as a board member of the Kiwanis Club in Baytown, TX, and also participates on the Finance and Governance Committee of the Goose Creek CISD Education Foundation. Additionally, he is a passive member of Dove Landing Capital, LLC, a real estate investment venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets through a large network of advisors and branch offices across the United States.

Smrutil Patel is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2012 to 2016. Patel has been affiliated with Wells Fargo Bank NA since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Damon Paull is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. He has worked with several firms including Equitable Advisors, AXA Advisors, and Totus Wealth Management. Outside of his advisory role, Paull serves as Vice President of Community Outreach at ATA-Houston and is an author involved in speaking engagements. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across diverse program structures.

Keith Standley is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1994 and joined Banc of America Investments, which later became Merrill, in 2002. Keith focuses on creating, implementing, and monitoring client portfolios by utilizing the wide array of investment solutions available through Merrill Lynch. As a Portfolio Manager, he uses the Merrill Investment Advisory Program to manage personalized or defined strategies on a discretionary basis. This approach allows him to incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies, customizing each portfolio to align with clients’ goals while managing risk through diversification and thoughtful adjustments based on market conditions. Keith's expertise includes college education planning, family wealth management strategies, endowment and foundation services, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, as well as individual and corporate investment strategy and retirement income planning. He holds a Bachelor of Business Administration in Finance from Stephen F. Austin State University and holds the Certified Portfolio Manager® designation awarded by the Academy of Certified Portfolio Managers in conjunction with Columbia University in New York. Additionally, he has the Personal Investment Advisor (PIA) designation. Keith lives in Humble, Texas, with his wife Patty and their three daughters. Outside of his professional responsibilities, he is involved in his community and enjoys volunteering. His personal interests include baseball, football, golfing, and spending time with his family.

Mitra Murthy is a financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan, she worked at Christie's and The RealReal, and she has been involved with MM Art Advisory LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment approach.

Noah Barker is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at firms including Purshe Kaplan Sterling Investments and Thrivent Advisor Network. Prior to his advisory career, he held positions at Amazon and several educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks in its investment process.

William Todd is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at PFS Investments, Inc. since 2009 and has been associated with Primerica Financial Services since 2006. Outside of investment advisory, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients, operating under a tiered wrap-fee structure and utilizing third-party asset managers.

Mary Muse is a Series 63 licensed financial advisor at LPL Financial with 42 years of industry experience. Her career includes positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. She is based in Houston, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Carla McConnell is a financial advisor at Morgan Stanley in Houston, TX, with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank since 2015. Outside of her advisory role, she is the managing partner of LarLa LLC, a food production business. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning strategies and access to various investment programs.

Jaimie Blackman is a financial advisor with Cetera who holds a Series 66 designation and has 24 years of industry experience. He has worked at various firms, including First Allied Advisory Services and Cetera Advisors LLC. Outside of his advisory role, Blackman is involved in music education and wellness, serving as an instructor at Lone Star College - Montgomery and leading a business focused on music and wellness education. He also holds a nonprofit leadership position as president of the Adult Resource Center. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, featuring a multi-manager platform with options including model portfolios, third-party managers, and customized strategies.

Mark Gamez is a Financial Consultant who currently works with local families, individuals, and business owners to understand their long-term financial and personal goals. He partners with clients to develop comprehensive and detailed financial plans aimed at achieving those goals. He has been a Financial Consultant at Fidelity Investments since 2020. Prior to that, he served as a Financial Consultant at TD Ameritrade from 2018 to 2020 and as an Investment Consultant at Scottrade from 2014 to 2018.

Natalie Hoke is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held positions at Bank of America and was involved with the Student Organization Finance Center and Texas A&M University. Outside of finance, she has worked in the food service industry at Brandani's Burgers Tacos and Brews. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.