Kristi Thomas is a CFP® and ChFC® affiliated with Edward Jones in Spring, TX, with 10 years of industry experience. She has worked at Edward Jones since 2016 and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Scott Bartosh is a financial advisor with Robert W. Baird & Co. who holds a Series 66 designation and has 13 years of industry experience. He has been with Robert W. Baird & Co. since 2013. Outside of his advisory role, Bartosh serves as an umpire for Houston TASO. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services utilizing both manager-traded and model-traded strategies, along with ongoing investment manager selection and monitoring.

Chrystian Quinones is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and BBVA-affiliated firms. He previously managed a landscaping business that has since been dissolved. 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 strategies supported by a large national network of advisors and branch offices.

Mary Joanne Bevill is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with UBS since 2008. Bevill also serves as an officer and director of Wilson Properties, a closely held family corporation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and research to tailor wealth management solutions. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory functions.

Christian Roberts is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and bringing 10 years of industry experience. He has been with J.P. Morgan Chase Bank NA and J.P. Morgan Securities LLC since 2016. Outside of his advisory role, Roberts serves as the treasurer on the board of a nonprofit homeowners association, where he manages budgeting and financial reporting. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Laura Dore is a financial advisor at J.P. Morgan Securities in Houston, Texas, holding Series 63 and Series 65 licenses with five years of industry experience. She has been with JPMorgan Chase and its affiliates since 2004. Outside of her advisory role, she serves as a co-trustee on a family trust that holds agricultural assets, a role she fulfills passively. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Tomislav Weigand is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Bank NA and Edward Jones. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with third-party resources to support diversified investment approaches across brokerage and advisory platforms.

Brett Bacon is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 65 and Series 63 licenses and with eight years of industry experience. He has been with J.P. Morgan-related entities since 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process incorporates quantitative and qualitative research, uses forward-looking capital market assumptions, and includes broader derivatives and commodities capabilities through its regulatory registrations and affiliates.

Alston White is a financial advisor with J.P. Morgan Securities in Houston, Texas. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, all with J.P. Morgan Chase Bank NA and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Its advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Dillon Burr is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and has previously worked at Arch Staffing Group and the University of Texas. 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 diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jordan Duncan is a Financial Consultant who partners with individuals and families to navigate financial decisions through personalized planning and clear, approachable guidance. Jordan focuses on education to help clients better understand their choices and the tradeoffs involved, working together to discuss goals, simplify complex topics, and develop strategies that reflect clients' priorities. Jordan's professional experience includes roles at Fidelity Investments, where Jordan worked as an Investment Consultant from 2023 to 2025, a Relationship Manager from 2022 to 2023, and a Financial Representative from 2021 to 2022. Outside of work, Jordan has personal interests in cooking and baking, enjoys exploring food as a foodie, participates in social events with friends, and appreciates movies and music. Jordan is also involved in parenthood.

Julie Martinez is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and 20 years of industry experience. Her career includes roles at Next Financial Group Inc, Visionary Asset Management, Ameriprise, and Stanford Group Company. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

William Mc Adams is a financial advisor at Merrill in Houston, TX, holding Series 63 and Series 66 credentials with three years of industry experience. He has previously worked at Nylife Securities LLC, New York Life Insurance Company, and Fidelity Investments. Outside of finance, he has experience working in the restaurant industry with roles at Frogs Bar and Grill and Dead Freddie's Island Grill. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ana Paola De La Parra Goldbaum is a Series 66 licensed advisor with J.P. Morgan Securities in Houston, TX, with two years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2024 and previously was involved with Asociación Gilberto A.C. from 2015 to 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Neeraj Parasher is a Financial Advisor with Merrill Lynch Wealth Management's TSPN Wealth Management Team since 2024. Prior to joining Merrill Lynch, he served as COO and CCO at FolioBeyond LLC, a Registered Investment Advisor specializing in fixed income products, where he contributed to the launch of RISR, the firm's inverse bond ETF. His career background also includes roles as COO at multiple hedge funds and earlier experience as an oil products trader with Mobil Oil and a power trader and marketer with PSEG. Neeraj holds a Bachelor's Degree from Lehigh University and a Master's Degree from the London School of Economics and Political Science. He has earned the Personal Investment Advisor (PIA) designation. Raised in New Delhi, India, and Jakarta, Indonesia, Neeraj pursues personal interests such as cooking, hiking, horseback riding, traveling, writing, and yoga.

Jason Hugele is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2008 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he co-owns MK EVENTS LLC, a business involved in tax preparation for a wedding and event floral enterprise. 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Elliott Evans is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with LPL Financial since 2009, following earlier roles at Merrill and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.

John Carolyn is a financial advisor at Stifel in Houston, TX, holding a Series 66 designation with 24 years of industry experience. He was previously with UBS Financial Services for 23 years before joining Stifel in 2025. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm offers episodic fee-based financial planning and caters to a variety of client needs without automatic implementation or ongoing monitoring.

Alvaro Munoz is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Prior to that, he was with BBVA-related firms including BBVA Securities Inc., BBVA Compass Insurance Agency, Inc., BBVA Wealth Solutions Inc., and Compass Bank from 2009 through 2021. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning is based on structured discovery conversations and proprietary tools, serving clients through both direct and employer-sponsored plans.

Samuel Guardiola is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Merrill since 2016. Outside of his advisory role, he serves on the alumni advisory board of the Sigma Alpha Epsilon fraternity and is a certified NRA Range Safety Officer. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.