Daniel Potter is a financial advisor with Cambridge Investment Research Advisors in Houston, TX, holding Series 65 and Series 63 licenses and possessing 13 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and also leads Potter & Golden, P.C., an accounting and tax preparation firm he founded in 2006. In addition to his advisory work, Potter manages his accounting firm, where he dedicates substantial time annually. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and custodians, provides access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand, and operates through a large network of financial professionals.

Justin Nichols is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Baird since 2019, previously holding roles at Wells Fargo Clearing and Wells Fargo Investments. Outside of his advisory role, Nichols is involved in restaurant investments and participates as a passive investor in a sports training facility and in sports broadcasting activities. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm employs a range of portfolio management strategies including separately managed accounts, overlay management, and tax management, supported by internal research and ongoing manager oversight.

Mitja Peterman Sr. is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2010. Outside of advisory roles, he is involved in the sale of non-investment related products through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of financial advisors and utilizing model-delivery strategies managed by unaffiliated asset managers.

Jason Williams is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and develops strategies to address short-, mid-, and long-term objectives. His services cover areas such as general investing, retirement planning, and saving for unforeseen events. He also provides clients access to Bank of America specialists for banking, credit, home financing, and small business solutions. Jason holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Stephen F. Austin State University. His approach focuses on uncovering what matters most to clients and their families to create tailored financial strategies. He maintains ongoing communication to address client goals, concerns, and changing needs.

Richard Grant is a financial advisor with Charles Schwab who holds a Series 66 designation and has four years of industry experience. His background includes service in the United States Marine Corps Reserve from 2019 to 2024 and roles at various firms including Charles Schwab Bank and UPS/InSync Staffing. Charles Schwab & Co., Inc. serves 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 both non-discretionary and discretionary investment solutions supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Nancy Tellez is a financial advisor with Thrivent Investment Management in Houston, TX, holding a Series 66 designation and 16 years of industry experience. She has been with Thrivent Financial for Lutherans and its affiliate Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority, combining planning and managed-account services under a consolidated billing option called “WealthPlan.”

Scott Waltmon is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds the Series 63 and Series 66 designations and has been with RBC since 2015. Outside of his advisory role, he serves on the board of directors for The Rise School of Houston, a nonprofit organization. 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 featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Georgina Rosal is a financial advisor with LPL Financial, holding a Series 63 designation and totaling 33 years of industry experience. She worked at Lincoln Financial Advisors Corporation for 26 years before joining LPL Financial in 2024. In addition to her advisory role, she is involved with Rosal Davie & Associates LLP, a business entity for tax and investment purposes. 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 a range of services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Meghan Morrow is a financial advisor at Morgan Stanley in Houston, TX, with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved tools to model client outcomes.

Alex Caballero is a financial advisor at Fidelity with Series 63 and Series 65 credentials and two years of industry experience. Prior to Fidelity, he held roles at Bill.com, Sewell, AmeriPark, Advantage Solutions, HEB, and C.F.I.S.D. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

David Smetek is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His work history includes multiple roles at Fidelity Investments as well as positions at Sunbelt Securities Inc. and teaching appointments at the University of Phoenix and Texas A&M College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional clients and is notable for its use of systematic methodologies, AI-driven research, and a formal advisory role to several registered investment companies.

Megan Arevalo is a financial advisor at Ameriprise with 16 years of industry experience and holds the Series 66 designation. She has been with Ameriprise and its affiliate since 2011. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Matthew Selby is a financial advisor with Primerica Advisors in Stafford, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Primerica since 2013 and also has a background working with Fort Bend Independent School District. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients via a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Julia Duran is a financial advisor at Merrill with over 40 years of industry experience. She holds a Series 63 designation and has been with Merrill since 1985. 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.

Gregory Allen is a financial advisor at Charles Schwab with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for TD Ameritrade for 10 years. Outside of finance, he serves as a baseball umpire for youth games in Houston, Texas. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by dedicated research and due diligence.

Heather May is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing Services, Ameriprise, and Wells Fargo Advisors. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services.

Gail Stalarow is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 license and bringing 29 years of industry experience. She has been with Morgan Stanley since 2010, including service at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she serves on the board of the Holocaust Museum Houston Foundation and acts as CEO of Buffalo Specialties, Inc., assisting in the transition of the family business. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and supports a broad range of investment strategies across retail and institutional clients.

Tim Hudnall is a financial advisor with RBC Capital Markets based in Houston, TX. He holds Series 63 and Series 66 designations and has 34 years of industry experience. He has worked at RBC Capital Markets since 2012 and also serves at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Elsa Muniz is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and was previously associated with 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 and utilizes structured planning tools and scenario analysis in its process.

Yuriy Royzman is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017 and previously at UBS Financial Services Inc from 2010 to 2017. 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, participant education, and plan benchmarking. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with options for both discretionary and non-discretionary services, including unique offerings like insurance-related investment vehicles and bank deposit sweep programs.