Lauren Harris is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, she worked at State Farm and held positions in dermatology and grocery retail. Harris serves as Vice President of the Downtown Crockett Association, where she participates in leading meetings and volunteering at community events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory services. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Alfredo Zeller is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and over 23 years of industry experience. He has worked with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as president of Zeller Financial Inc., managing his own advisory business. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research-driven strategies and tax-efficient withdrawal planning to support long-term income goals.

Muhammad Qadir is a Financial Consultant at Fidelity Investments, a position he has held since 2024. In his role, he assists clients in creating personalized financial plans to meet their objectives and navigate market fluctuations. His approach involves understanding individual circumstances to provide tailored guidance on investments, savings, and retirement planning. Prior to his current role, Muhammad served as an Investment Consultant at Fidelity Investments from 2023 to 2024 and as a Customer Relationship Advocate at the same firm from 2022 to 2023. He began his financial services career at Bank of America, where he worked as a Client Service Representative from 2019 to 2022 and completed an internship in 2019. Outside of his professional work, Muhammad enjoys playing tennis.

Christopher Busta is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 11 years of industry experience. He previously worked at JPMorgan Securities LLC for six years and JP Morgan Chase Bank for one year. 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 both brokerage and advisory solutions, relying on research and analytics to support its investment approach.

Virginia Nasworthy is a CFP® with 18 years of experience in the financial industry, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2013 to 2020. Outside of her advisory role, she owns and operates GinnyGetsCrafty, a retail business focused on homemade craft items. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Skyler Childress is a financial advisor at Edward Jones in League City, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Denise Johnson is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Investments, LLC from 2008 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, leveraging research from Wells Fargo Investment Institute and third-party sources to support its diversified investment approach.

James Downham Jr. is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to that, he was employed at HSBC Securities and HSBC Bank USA. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and offers advisory services alongside brokerage, distribution, and investment management capabilities.

Daniel Rosenthal is a CFP® with seven years of industry experience. He is currently affiliated with Wells Fargo Clearing and Wells Fargo Bank, N.A., where he has worked since 2023. His prior experience includes roles at UBS Financial Services, Morgan Stanley, JPMorgan Securities, Charles Schwab, and Invesco. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

John Caram is a financial advisor with Wells Fargo Advisors in Sugar Land, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes ten years with Wells Fargo Clearing and over four decades with Caram & Sons, Ltd. He serves as chair of the finance committee at St. Thomas High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services delivered through a network of financial advisors who develop tailored recommendations using proprietary research and planning tools.

Jennifer Flowers is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2015, following a role at Bank of America, N.A. She is based in Houston, TX. 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 developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Victoria Palmer is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, she worked at Vanguard as an Inheritance Specialist and Consultant from 2014 to 2015. Victoria partners with individuals, families, and local businesses to develop, implement, and maintain customized financial plans. She emphasizes working with integrity to help clients achieve their financial goals over time. Outside of her professional work, Victoria has interests in beach activities, music, parenthood, skiing, traveling, and yoga.

Nolan Caldwell is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Union Planters National Bank since 1989. 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 combines research from its own Investment Institute with third-party data to support diversified, theory-based investment evaluations.

Lori Patalocco is a financial advisor with Charles Schwab in Houston, TX, holding Series 63 and Series 66 licenses and six years of industry experience. Her career includes roles at Charles Schwab Bank, SSB, The Ratings Center, J.P. Morgan Securities, and RBC Investor and Treasury Services. 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 provides a comprehensive range of investment and custody services.

Mary Jenkins is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Jenkins serves as a board member of the Houston Business Cabinet and is president of the Houston Business Network breakfast club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Soma Chakraborty is a financial advisor with J.P. Morgan Securities in Pearland, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Chakraborty has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence while applying an ESG eligibility framework in its recommendations.

John Patrick Koshakji is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 license with three years of industry experience. His prior work includes roles at The Catholic University of America and Jesuit College Prep Highschool. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services.

James Williams Willis is a financial advisor at Edelman Financial Engines based in Houston, TX, holding a Series 65 designation with three years of industry experience. His prior work includes roles at BNY Mellon and seven years of service in the U.S. Army. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and serves a large client base through both advisor-led and online platforms.

Damian Garcia is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with Primerica Financial Services since 2002 and has been with Primerica Advisors since 2020. Outside of advisory services, Garcia is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate clients, and charitable organizations. The firm deploys model-driven strategies supported by third-party asset managers and offers discretionary separately managed accounts, operating primarily through a large network of financial advisors.

Johnathon Johnson is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Jobot, ALLIANTGROUP, Robert Half, Bank of America, and the University of Tennessee. Ameriprise offers a retirement-income planning service geared toward individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports through a centralized consulting team, focusing on clients who maintain a significant portion of assets in Ameriprise-managed accounts.