Ryan Cobb is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America, Merrill, and GWN Securities. Outside of his advisory work, he has been involved with a custom pool construction business and served as a stay-at-home parent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and brokerage services supported by model portfolios and research, with capabilities spanning discretionary and non-discretionary management.

Clayton Mccain is a financial advisor with Cetera who holds a Series 66 credential and has 11 years of industry experience. He previously worked at Bank of America and Merrill and is currently involved with Alliance Wealth Strategies LLC and Dauntless Wealth Management. Mccain acts as trustee for the William C McCain Jr Descendants Trust, managing family investment assets. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporations, charities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors, with a multi-manager platform that supports a wide range of investment strategies and program structures.

William Forsyth is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. His career includes previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through non-discretionary relationships, utilizing a range of portfolio management styles and affiliated research.

Colin Welch is a financial advisor at Edward Jones in Webster, TX, holding a Series 66 designation with over a decade of experience. Before joining Edward Jones in 2026, he worked at Link Crude Resources for four years and AET, Inc for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

James Huber is a CFP® and ChFC® with 10 years of industry experience. He is currently with Wells Fargo Clearing Services, LLC, having joined in 2025 after a decade at Edward Jones. Outside of advisory work, he holds a minority ownership interest in an oil and gas ranch where he is involved in cattle raising and leasing for production. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Its 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.

Trevor Pickett is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2022. Prior to this, he was employed at Pinebrook Wealth Strategies and T-Mobile. Outside of advising, he is an associate at Velonix Wealth, where he is responsible for trade entry, transaction review, portfolio research, and related tasks. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs across a large network of advisors.

Tracey Martin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked with Raymond James & Associates since 2011 and serves as a FINRA non-public arbitrator on a volunteer basis. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering a range of financial planning and consulting services with a focus on tailored, non-discretionary advice supported by extensive research and diverse portfolio management strategies.

Troy Utz is a financial advisor with Merrill based in Houston, TX, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has worked at Merrill since 1986 and has also been associated with Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Barbara Harmon is a Series 66-licensed financial advisor at Ameriprise with 14 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Travis Batts is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2014. He is based in Houston, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutions. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Eliana Vargas is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 2003. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Alison Williams is a financial advisor with LPL Financial based in Houston, TX, holding a Series 66 designation and over one year of industry experience. Prior to joining LPL Financial, she held roles at several firms including N.F. Smith and Associates and Astute Electronics. Outside of her advisory work, she is co-owner of This Happy Place Design Co., where she is involved in business operations and bookkeeping. LPL Financial is a national broker-dealer and investment adviser serving individual clients, retirement plans, corporations, and other institutions. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research from internal and third-party sources.

Steele Arthur is a CFP®-credentialed financial advisor with 19 years of industry experience, currently with Edward Jones since 2024. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities LLC from 2022 to 2024, and Ameriprise Financial Services, Inc. from 2010 to 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Samir Rihani is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to understand their individual priorities and develop portfolio strategies tailored to their financial goals. His approach involves ongoing advice and adjustments to clients' portfolios as their needs evolve. Samir's expertise encompasses a range of financial planning services including general investing, retirement planning, and preparing for unexpected expenses. He holds several professional designations: Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He completed an Accredited Certificate Program at the University of Pune and is proficient in English, Hindi, Punjabi, and Urdu.

Carlos Gonzalez De Candamo Torres is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 66 and Series 63 credentials and six years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2020, following a 16-year tenure at JPMorgan Servicios SA. Outside of his advisory role, he is a passive investor in a company that distributes safety footwear and workwear. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jayson De Jesus Collazo is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities, Northwestern Mutual Investment Services, and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, offering a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Sarah Brockhouse is a CFP® professional with 19 years of industry experience, currently serving at Charles Schwab. Her prior experience includes roles at Fidelity Personal and Workplace Advisors and various Fidelity Investments affiliates over an 18-year period. Outside of her advisory work, she serves as Director of Marketing and Communications for The Woodlands Art League, a nonprofit organization. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment program.

William Liu is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2021 following five years at AIG Valic. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

James Taylor is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and two years of industry experience. Before joining Wells Fargo Clearing, he worked seven years at Harlandale ISD. Outside of finance, he teaches music lessons and serves as a music instructor for a summer camp. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets.

Robert Martinez is a financial advisor with Wells Fargo Clearing in The Woodlands, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with Wells Fargo Clearing since 2018 and has been associated with Wells Fargo Bank, N.A. since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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.