Robert Kerch Jr. is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 32 years of industry experience. His prior roles include positions at Hodges Capital Management and First Dallas Securities, each spanning a decade. He has been with Equitable Advisors and related entities since 2019. Equitable Advisors serves a range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm uses a network of Investment Adviser Representatives and works with both proprietary and third-party investment solutions, including mutual funds, ETFs, separately managed accounts, and alternative investments.

Kayla Price is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. She is currently affiliated with Cetera and has prior experience working at Avantax Insurance Agency, LLC and Avantax Investment Services, Inc. Kayla also operates MKP-Price & Co., P.C., a tax preparation and accounting firm. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Michael Fowler is a financial advisor with RBC Capital Markets in Houston, TX, holding a Series 66 designation and two years of industry experience. He previously worked at R.W. Baird & Co. and has experience with Queens University of Charlotte Basketball Camps. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs and tailors investment strategies through a combination of in-house and third-party managers, with features such as tax management and responsible-investing options.

John Sandberg is a financial advisor with Ameriprise in Porter, TX, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory work, he is involved in managing a vacation rental property through his business, Sandbag's Endless Summer, LLC. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to provide tailored, tax-efficient income strategies. The firm delivers these services through a centralized consulting team and supports a broad range of advisory, brokerage, and insurance solutions.

Hugo Suarez Jr. is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and JP Morgan Securities since 2013. Outside of his advisory role, he is a property owner and landlord of a single-family rental home. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with a forward-looking capital market framework, offering access to a range of eligible strategies including ESG considerations.

Moria Bailey is a CFP® and holds a Series 66 license, serving as a financial advisor with Edward Jones in Humble, TX. She has seven years of industry experience and has been with Edward Jones since 2014. 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 under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies.

Ahsan Baig is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has experience working with JPMorgan Chase Bank, N.A. since 2011. Baig is involved in a separate business venture, A&A Baig Ventures LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm employs a centralized due diligence process incorporating quantitative and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Jacob Dowd is a Series 66-licensed financial advisor at UBS Financial Services with four years of industry experience. He joined UBS in 2022 after working at Ferguson Enterprises LLC and holding various roles prior to that. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management, supported by proprietary research and model-based asset allocations.

Della Moody Davis is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. for 14 years. Based in Houston, TX, she joined Wells Fargo Clearing in 2025. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lakia Taylor is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and one year of industry experience. She has previously worked at Bank of America, N.A., Woodforest National Bank, and Renasant Bank. Outside of advising, she owns and manages a clothing boutique and oversees a software platform focused on virtual AI for e-commerce shopping. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Daniel Portillo is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and eight years of industry experience. He has been with Merrill since 2017 and previously worked at American Military University from 2015 to 2017. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jacoby West serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on helping families achieve their financial goals through a mathematical, non-emotional planning process that is client-focused and service-centered. Jacoby was recruited to TSPN Wealth Management shortly after graduating from Texas A&M University in the summer of 2022. His expertise includes divorce transition planning, equity compensation services, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Jacoby and his team aim to reduce taxes, fees, and risk while maximizing returns by following a disciplined and structured investment process that maintains flexibility to adapt to changing economic conditions. They also prioritize consistent communication to ensure financial strategies remain aligned with clients' goals. Jacoby holds several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, he enjoys spending time with his family, exercising, and scuba diving.

Jane Degeorge is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a 14-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Lucas Sealy is a financial advisor with Edward Jones in Spring, TX, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Lori Gibson Hynson is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2010. Outside of her advisory role, she serves as assistant treasurer for Alpha Kappa Alpha Sorority Inc. and owns a business specializing in interior design and remodeling. Additionally, she provides respite care through Foster Care Beacon of Hope. 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 from the Wells Fargo Investment Institute.

Joshua Espinedo is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies aimed at pursuing long-term goals. His approach is centered on understanding a client’s complete financial picture and creating flexible plans tailored to changing market conditions, with access to Merrill’s investment insights as well as Bank of America’s banking and lending solutions. Joshua’s areas of expertise include college education planning, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, socially responsible and ESG investing, women and wealth, and retirement income. He holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Joshua earned both his Bachelor's and Master's degrees from the University of Houston System. Born and raised in Houston, Joshua participates in community volunteer activities in line with Merrill’s tradition. Outside of his professional work, he enjoys basketball, camping, cooking, fishing, golfing, hiking, racquetball, yoga, and spending time with family.

Terri Edwards is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 66 designations and 18 years of industry experience. She has worked at RBC Capital Markets LLC since 2017 and previously at City National Bank starting in 2023. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Jeiccy Hakim is a financial advisor at Edward Jones in Houston, TX, holding the ChFC® and Series 66 designations with 15 years of industry experience. Hakim's career includes roles at Hightower Advisors, Salient Private Client, and Equitable Advisors. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of investment advisory programs, supported by a large network of financial advisors and branch offices nationwide.

Kellan Caldwell is a financial advisor with Thrivent Investment Management in Houston, TX, holding Series 65 and Series 63 licenses and 18 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2014 and previously was with Maxout Savings Advisors LLC. Outside of his advisory role, Caldwell assists as a second photographer for wedding events with his wife's photography business and serves as a board member for The Grove Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning that covers a wide range of topics without portfolio management or institutional advisory services.

Catherine O’Connell is a CFP® certificant with 13 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Houston, TX. She has held roles within JPMorgan Chase and Northern Trust organizations since 2013. Outside of her advisory duties, she manages an inherited investment portfolio through RLB O&G LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research supported by a manager solutions team, with a focus on eligible strategies that may include ESG criteria.