Janet Garner is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her career includes positions at Metlife Securities Inc., Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customizable strategies to meet client needs.

Sebastian Rodriguez is a financial advisor at Edward Jones in Pearland, TX, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Watkins is a Series 66-licensed financial advisor with Equitable Advisors in Houston, TX, where he has worked since 2005. He has 21 years of industry experience, including 15 years with Axa Advisors, LLC. Watkins is also a managing partner at Bay Area Private Wealth Group, LLC. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs, often utilizing third-party program sponsors and investment platforms.

Nayeli Gomez is a financial advisor at J.P. Morgan Securities in Houston, TX, with six years of industry experience. She holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019. Prior to her current role, she was affiliated with the Montgomery County Woman's Center and Sam Houston State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and maintains regulatory registrations that support broader derivatives and commodities capabilities.

Landon Marx is a CFP® professional with 28 years of experience in the financial advisory industry. He is currently with Osaic Wealth Inc and has previously worked at LPL Financial and Fidelity. Marx serves as President and Chief Financial Advisor of Third Coast Wealth Management, a Texas-based S Corporation related to his securities business. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Harold Coe is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Primerica Financial Services since 2013 and concurrently holds roles with The Home Depot and PFSI Investment Inc. Outside of traditional advisory work, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure while delegating portfolio implementation to BNY Mellon Advisors.

Ryan Heard is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. He previously worked at Edward Jones Investments for six years before joining Ameriprise. 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 planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Salvador Elizondo Jr. is a financial advisor at OSAIC with 39 years of industry experience. He holds the CFP® and Series 63 designations. His prior work includes long-term roles at FSC Securities Corporation and Texas Wealth Management, LLC. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach featuring portfolio optimization, discretionary strategies, and third-party managers, supported by a complex affiliate network and private-equity ownership.

Larry Zhang is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked in both securities and banking roles within JPMorgan since 2022. His prior experience includes positions at American Airlines, Johnson Law Group, and Reynolds and Reynolds Sales Leadership Institute. 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 asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with an ESG eligibility framework to support its recommendations.

Christopher Zuniga is a financial advisor at J.P. Morgan Securities in Houston, TX, with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley, and JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating an ESG eligibility framework and leveraging broader derivatives and commodities capabilities.

Rebecca Rush is a Wealth Management Advisor based in Houston, TX, specializing in working with individuals to address their financial needs. She focuses on building relationships grounded in trust, understanding, and service to help clients pursue their long-term financial goals. She maintains a thoughtfully selected clientele to provide personalized planning and service tailored to each investor's unique objectives. With over 20 years of experience, Rebecca guides clients through every life stage, including career transitions and retirement planning. Her expertise encompasses financial strategies, retirement planning, college planning, investment portfolio management, lending strategies, and career transition guidance. She emphasizes legacy planning and collaborates with clients' legal advisors to develop comprehensive estate plans. Rebecca leverages the resources and specialists of Merrill Lynch Wealth Management and Bank of America to offer complete wealth management services. Rebecca holds a Bachelor's Degree from Luther College and a Master's Degree from Houston Baptist University. She holds professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Personal Investment Advisor (PIA). She participates actively in community organizations, serving on the Advisory Council for the University of Houston Friends of Women's Studies and the United Way of Greater Houston Board of Trustees.

Mark Simpson is a CFP® with 40 years of industry experience, currently serving at LPL Financial since 2019. He previously worked at NEXT Financial Group Inc. and has been operating under his own practice since 1987. He is based in Houston, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning, asset management, and institutional platforms.

Osama Roubi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at J.P. Morgan Chase Bank, N.A. for 21 years prior to his current role. Outside of his advisory work, he is involved as an owner and partner in an automotive business, assisting with funding and financing for a used car lot managed by a family member. 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. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities compared with many institutional programs.

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.