John Rigdon is a Wealth Management Advisor with Merrill Lynch Wealth Management and serves as a First Vice President with the VMR Group. With over 18 years of experience, he focuses on holistic wealth management planning that encompasses retirement planning, estate planning, insurance strategies, traditional and alternative investing, and tax minimization. His client services include executive compensation, managing new wealth, personal retirement planning, portfolio management, and retirement income planning. John holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) credential. He earned a Bachelor's Degree from the University of Houston System. John applies a comprehensive approach to financial planning, aiming to provide personalized strategies aligned with each client's long-term goals and evolving market conditions. In addition to his professional work, John is involved in his community through volunteer activities with the SPCA. His personal interests include adventure sports, biking, hiking, horseback riding, and music.

Lloyd Graham is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, Graham is involved in business ventures including ownership positions in real estate and a financial support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide network of advisors with specialized programs and municipal advisory services.

Elias Contreras is a Wealth Management Advisor at Merrill Lynch Wealth Management. He offers investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs, focusing on building and maintaining strong client relationships. Elias assists clients with complex wealth management scenarios, including concentrated stock positions, options, and ESOPs. He has expertise in areas such as Family Wealth Management Strategies, Legacy Planning, LGBT Wealth Planning, Personal Retirement Planning, Portfolio Management Services, and Socially Responsible, Values Based, and ESG Investing. Elias holds a Master of Business Administration and a Bachelor's Degree from the University of St. Thomas in Texas. He carries professional designations as a Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). A native Houstonian, Elias is bilingual in Spanish and English and participates in community activities, volunteering with organizations such as Habitat For Humanity and the Houston Food Bank. He is a member of professional organizations including OneGoal and The Executive and Professional Association of Houston. In his personal time, Elias enjoys basketball, biking, cooking, and running.

Tabitha Estes is a financial advisor with Ameriprise in Sugar Land, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations, primarily for clients with Ameriprise-managed accounts.

Pradeep Gokhale is a Series 66-credentialed financial advisor with 20 years of industry experience. He has been with Ameriprise since 2016, working across both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, with a focus on dependable income sources and tax-aware withdrawal strategies.

Ming Chen is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Nicholas Gonzalez is a Branch Leader who manages a team of professionals dedicated to delivering quality experiences in the financial services industry and assisting clients in working toward their personal and professional goals. He has held various roles in the financial sector, including Managing Director at Granite Harbor Advisors from 2024 to 2025, Vice President at JP Morgan from 2022 to 2024, and Financial Advisor positions at UBS and Merrill Lynch between 2020 and 2022. Earlier in his career, he served as a Registered Representative at H.C. Wainwright in 2019 and as a Stockbroker Trainee at Maxim Group from 2017 to 2019.

Rick Fogle is a Planning Consultant at Fidelity Investments, where he provides financial planning support to clients and their families as part of the Wealth Management Teams. He has been with Fidelity Investments since 2015, progressing through roles including Financial Representative from 2015 to 2019 and Relationship Manager from 2019 to 2022 before assuming his current position in 2022. Throughout his tenure at Fidelity Investments, Rick has gained experience in client relationship management and financial planning, supporting a diverse range of client needs. His professional background reflects a continuous commitment to assisting clients in managing their financial objectives.

Keri Wile is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. She holds a Series 65 designation and previously worked at Fruth Investment Management and the Katy Independent School District. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing multiple custody platforms and a mix of proprietary and third-party strategies.

Jason Petrie is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 65, Series 63, and Series 66 credentials and 28 years of industry experience. He previously worked at Lincoln Financial Distributors for 12 years. Outside of his advisory work, Petrie serves as president of the board for Henry's Home Horse and Human Sanctuary, a horse ranch supporting veterans and retired first responders with PTSD. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Gazi Khan is a financial advisor at Merrill in Houston, TX, holding a Series 66 designation with four years of industry experience. His work history includes roles at Bank of America N.A. and Merrill since 2021, as well as previous positions at Netbrands Media Corporation and Alif Security LLC. 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 strategies developed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Giao Vo is a CFP® professional with four years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Prior to joining Cambridge, Vo worked at Ameriprise and Primerica. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management approaches and platform arrangements.

Matthew Benton is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. He has held various roles within Fidelity Investments, including Relationship Manager from 2025 to 2026 and Financial Representative from 2023 to 2025. Prior to joining Fidelity, he worked as a Financial Services Professional at MassMutual Strategic Financial Group from 2022 to 2023. Matthew's approach emphasizes understanding each client's individual needs and priorities to assist them in making informed financial decisions. His experience spans multiple facets of financial planning and client relationship management, enabling him to support clients in preparing for significant life steps. Outside of his professional work, Matthew enjoys activities such as baseball, football, spending time at the beach, cooking and baking, family activities, and social events with friends.

Deborah Saurage is a CFP® and holds a Series 66 license with 12 years of industry experience. She has been with Edward Jones since 2013 and also works at Morton Ranch High School in Katy, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Morgan Pyle is a financial advisor at LPL Financial with nine years of industry experience. He has worked previously at Bank of America, Merrill, JP Morgan Chase Bank, and Wells Fargo. In addition to his advisory work, he serves as a substitute teacher in the Katy Independent School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology such as machine learning.

William Richardson Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes roles at Avantax, Securities America, Investacorp, and multiple independent ventures such as Houston Retirement Guy Inc., Post Oak Capital Group LLC, and First Income Advisors. He is involved in entrepreneurial activities through these firms, which provide investment and consulting services. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers diverse portfolio management options through a multi-manager platform that supports discretionary and non-discretionary strategies and includes access to affiliated and third-party managers.

Giovanna Swisher is a CFP® with 24 years of industry experience, currently serving at Robert W. Baird & Co. since 2014. She teaches a community education class on Financial Planning for Women at Brazosport College and is an owner of Euchee Valley LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, provides financial planning, portfolio management, and related services to individuals, corporate clients, pension plans, and charitable organizations. The firm utilizes a combination of manager-traded and model-traded strategies, tax management, and internal research supported by technology, including artificial intelligence, to deliver advisory solutions.

Nathan Gingrich is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he works closely with clients to develop financial plans that align with their individual goals, focusing on wealth protection, growth, and management. Prior to joining Fidelity Investments, Nathan gained experience as a Business Analyst in Corporate Finance at Deloitte from 2021 to 2023. This background provides him with a strong foundation in financial analysis and business strategy. Nathan is a Certified Financial Planner (CFP®) professional, demonstrating his commitment to adhering to established standards and practices in financial planning.

Matiias Denmon is a Planning Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Retirement Planner at Fidelity Investments from 2022 to 2025. His career in financial services began with Empower, where he held several roles including Investor Services Associate, Retirement Solutions Consultant, and Financial Services Representative between 2019 and 2022. Matiias specializes in retirement, education, protection, income, and growth planning. His approach is centered on integrity, personalized planning, attentive listening, and a commitment to detail, aiming to create financial strategies tailored to each client's unique goals and circumstances. Outside of his professional work, Matiias has interests in comedy, fitness, football, museums, music, and reading.

Tiffany Floyd is a financial advisor with RBC Capital Markets in Houston, TX, holding a Series 66 credential and 19 years of industry experience. She has been with RBC Capital Markets Corporation since 2008, with a one-year tenure at City National Bank from 2022 to 2023. Outside of her advisory role, she participates on a committee for the Aphasia Center of West Texas, engaging in fundraising efforts to support individuals living with aphasia. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through internal and third-party managers, supported by integrated capital markets and affiliated asset management capabilities.