Jonathan Ahearn is a CFP® and holds a Series 66 license with Edward Jones, where he has worked for 17 years. He is based in Baytown, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

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.

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.

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.

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.

Evan Weibel is a CFP®-designated financial advisor with 13 years of industry experience. He has worked at Edward Jones since 2023 and previously spent eight years at Invesco Advisers, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a broad range of advisory programs and affiliated investment products.

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.

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.

Juan Davila is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2024, he worked at Merrill for eight years and Bank of America for nine years. 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, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Linda Russell is a financial advisor at Ameriprise with 14 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and its affiliate since 2006, with a three-year gap in employment between 2017 and 2020. Based in Houston, TX, she has been with Ameriprise since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Ameriprise Premier Retirement Income service that focuses on retirement income planning through written Recommendation Reports and ongoing advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

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.

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 with firms including HSBC Securities, Cetera, and AllianceBernstein. He is based in Houston, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s approach combines quantitative and qualitative manager research to deliver written asset allocation advice and customized performance reporting, with clients retaining final decision-making authority.

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.

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.