Stefan Abhiram is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank in various capacities since 2008. His background also includes a role at Shaver Real Estate LLC in 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a wealth advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process utilizes quantitative and qualitative manager due diligence and incorporates ESG eligibility criteria where applicable.

Ginger Davidson is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has worked at Raymond James & Associates and R. W. Baird & Co. Inc. prior to her current role. 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. Their advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities compared with many institutional advisory programs.

Patrick Dowd 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. He has been with UBS since 2008 and previously worked at Wells Fargo Clearing from 2002 to 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Joseph Bassett is a financial advisor at LPL Financial with 10 years of industry experience. His career includes roles at Brighthouse Financial, Allianz Life Insurance Company of North America, McKinney Capital Management, and Cetera Advisors. Based in Houston, TX, he holds Series 63 and Series 65 credentials. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party subadvisors.

Judy Lullo is a CFP® professional with 34 years of experience in the financial industry, currently serving as an advisor at Cambridge Investment Research Advisors. She has worked at Cambridge since 2019 and previously held positions at FSC Securities Corporation and through her own firm, Lullo & Associates, LLC. In addition to her advisory role, she is also an independent insurance agent and a notary. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides access to multiple platforms and custodians and manages a substantial multi-billion dollar asset base.

Eric Hodgeson is a financial advisor with Cetera, holding a Series 63 designation and over 31 years of industry experience. His career includes long-term roles at Avantax Advisory Services and Avantax Investment Services, as well as maintaining his own tax preparation and accounting practice since 1982. Cetera Investment Advisers LLC is an SEC-registered firm offering a broad range of services to individual and institutional clients nationwide, including portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform with access to various investment strategies and third-party managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Shannon Scott is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. His prior roles include positions at NFM Lending, Hometown Lenders Inc, Homebridge Financial Services Inc, and American Family Insurance agencies. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing tailored investment strategies through a combination of in-house and third-party managers.

Diven Desai is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing five years of industry experience. Before joining Raymond James, he worked with firms including Charles Schwab and TD Ameritrade. He also consults for Quantum Property Tax Advisors, assisting commercial properties with lowering their assessed values. 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, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management strategies and affiliated research.

Heidi Strange is a financial advisor at Raymond James & Associates with 12 years at the firm and four years of industry experience. She holds a Series 66 designation and is based in Houston, TX. Raymond James & Associates is a large 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 municipal advisory services.

Jasmine Garrett is a Planning Consultant at Fidelity Investments, where she has worked since 2020. She has built her career on assisting clients through financial planning to help them achieve their long-term goals. Jasmine partners professionally with families, small business owners, and a diverse audience of clients to ensure they have access to financial support and resources. Prior to her current role, Jasmine was a Wealth Advisor at Morgan Stanley from 2014 to 2020 and a Financial Advisor at Ameriprise Financial from 2012 to 2014. Her professional experience spans over a decade in financial advisory roles. Outside of her professional work, Jasmine has personal interests that include visiting the beach, enjoying comedy, exploring food, visiting museums, and volunteering.

Phuong Doan is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. In addition to her advisory role, she is an IRS Enrolled Agent providing tax preparation services and also assists with tax preparation at V.V. Babukutty. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a multi-manager platform with various portfolio management and consulting services.

Anh Dieu is a financial advisor with J.P. Morgan Securities in Sugar Land, TX, holding Series 63 and Series 65 licenses. Anh has two years of experience at J.P. Morgan Securities and Jpmorgan Chase Bank, following a ten-year tenure at Wells Fargo Bank, NA. 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 program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Keandra Hughes is a Financial Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to understand their financial goals and develop strategies tailored to their short-, mid-, and long-term objectives. She provides guidance on investing, retirement planning, and saving for unexpected events, and facilitates access to Bank of America specialists for services including banking, credit, home financing, and small business solutions. Keandra holds professional designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her Bachelor's Degree from Texas Southern University. Her approach centers on uncovering what matters most to clients and their families to create personalized strategies aimed at achieving their financial goals.

Acie French is a financial advisor at LPL Financial with 26 years of industry experience, including 21 years at LPL. He holds Series 63 and Series 66 credentials. French is also involved in non-variable insurance sales as part of his professional activities. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Donald Snowden Jr. is a financial advisor at Edward Jones in Katy, TX, with eight years of industry experience. He has held his current position since 2017 and previously worked at AMT from 2014 to 2017. Snowden holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory and investment solutions under a fiduciary standard.

Gabriel Pena is a financial advisor with J.P. Morgan Securities in Sugar Land, TX. He holds Series 63 and Series 65 licenses and has four years of industry experience. His work history includes multiple roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities, as well as positions at PFS Investments Inc/Primerica Financial and New York Life. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, and it maintains regulatory registrations that support broader derivatives and commodities capabilities.

Anthony Hensley is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and 35 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Kenneth Alfonso is a financial advisor with Edward Jones in Katy, TX, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He previously worked at Edward Jones from 2013 to 2019, returned to the firm in 2020, and has experience with Matvey Foundation Repair Inc and Olympic View Swim Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jon Saleem is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has 15 years of industry experience, including prior roles at Good Life Advisors, LPL Financial, and Ameriprise. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with a range of portfolio management and financial planning services, tailoring strategies based on each client’s risk profile.

Jerome Go is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS Financial Services since 1991. Outside of his advisory role, he serves as president of the Carnegie Vanguard High School Baseball Booster Club, a voluntary organization supporting the school's baseball program. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. Advisors at UBS use proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.