Jason Lam is a financial advisor with Empower Advisory Group located in Katy, Texas. He holds the Series 63, Series 65, and Series 66 designations and has four years of industry experience. His prior work includes roles at Stifel, Wells Fargo Clearing, and Wells Fargo Bank. Outside of his advisory work, he is a remote online notary agent conducting mortgage loan and other notarized documentation through a Texas state-approved platform. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Paige Arbuckle is a CFP® and Series 66-licensed financial advisor with five years of industry experience. She has worked at Creative Planning since 2023 and previously spent nine years at UBS Financial Services Inc. Creative Planning is an enterprise advisory firm managing approximately $217 billion in client assets. The firm serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, offering a financial planning-led investment process with an emphasis on low-cost indexing, supplemented by strategies such as direct indexing and tax-loss harvesting.

Juliana Ramirez is a financial advisor at Empower Advisory Group in Katy, TX, holding a Series 66 designation. She has one year of industry experience with prior roles including positions at Mariner Finance and Empower Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Thomas Holland is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at Fidelity Investments and held various roles within Fidelity's personal, workplace, and brokerage services. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles, multi-factor tilts, and tax management strategies.

Jeremie Alley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. He has previously worked with LPL Financial, Edward Jones, and other firms. Outside of his advisory role, he serves as Director of Member Care at Hope City Live in Houston, TX. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Raquel Garza is a CFP® professional with 13 years of experience in the financial services industry. She is currently with Wealth Enhancement Advisory Services, LLC and has held prior roles at LPL Financial and Equitable Advisors. Garza is based in Houston, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by internal research and an Investment Committee.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

Stephen Ip is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 17 years and has maintained a self-employed practice since 1996. Outside of advisory work, he is involved in offering life, long-term care, and disability insurance products through Fort Bend Financial. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm utilizes multiple advisory platforms and asset-allocation tools to construct portfolios across a broad range of securities and offers both discretionary and non-discretionary account management options.

Gabriel Trevino is a financial advisor at Edward Jones in Sugar Land, TX, holding a Series 66 designation with nine years of industry experience. His prior work includes roles at Woodgroup Mustang for Sunoco Logistics, Mustang Engineering, and Keller Williams Signature. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,000 financial advisors.

Samuel Cook is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America and Katy Independent School District. Outside of finance, he was involved with Saren Distribution LLC for ten years. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Robert Nerio is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He previously worked at Bank of America, N.A. for ten years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Raymond Keogh is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and 36 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a longstanding affiliation with JPMorgan Chase Bank, N.A. since 2005. Outside of his advisory work, he is involved in residential real estate leasing through his ownership of Ray-LK Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and incorporates an ESG eligibility framework when making recommendations.

Marco Ramirez Garcia is a Series 66-licensed financial advisor with Fidelity, based in Katy, Texas, and has one year of industry experience. Prior to joining Fidelity, he worked at First National Bank Texas and held roles in business consulting and education. Outside of advisory work, he is an independent rideshare contractor and serves as an operations manager for a consulting and management firm. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, often employing model portfolios composed of mutual funds, ETFs, and ETPs.

Jeremiah Patterson is a CFP® with 20 years of experience in financial services. He currently works at Cetera and has held positions at Concourse Financial Group Securities Inc and Harvest Investment Services, LLC. Outside of his advisory role, he provides occasional notary services for clients at no charge. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party managers.

Jeff Hill is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1992 and also served at Ranchland Energy, LLC from 2015 to 2024. Outside of advising, he owns J Bailey Holdings, LLC, established primarily to manage a personal gold IRA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goal setting, with a distinctive affiliation to municipal advisory services and a range of specialized programs.

Ashlynne Fitzgerald is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Evermark Commercial Group and was involved with the Pokatok Sports Tech Accelerator. Outside of her advisory role, she coaches young girls aged 12 to 18 at Texas Advantage Volleyball. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Michael Mc Daniel is a financial advisor at Edward Jones in Katy, TX, holding a Series 66 designation. He has recently transitioned to advisory work, joining Edward Jones in 2026, following experience in consulting and other roles in the media and corporate sectors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with diverse investment solutions. The firm offers both discretionary and non-discretionary strategies, complemented by affiliated mutual funds and proprietary money market options, operating under a fiduciary standard.

Joshua Mott is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2013, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through direct client agreements and corporate financial planning partnerships.

Fei Wang is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 14 years of industry experience. Wang has previously worked at Wells Fargo Advisors, Marketsource, BBVA Wealth Solutions, and PNC Investments. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, featuring a multi-manager platform with access to affiliated and third-party managers across various program structures.

Austin Frederick III is a financial advisor with Edward Jones in Sugar Land, TX, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Standard Furniture Manufacturing Company and Heritage Home Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.