Cameron Mc Leroy is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds several professional designations including Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Cameron earned a Bachelor's Degree from Texas AandM University System. His expertise encompasses a range of financial planning and asset management services.

Jason Stephens is a financial advisor with LPL Financial in Friendswood, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he operates Jason Stephens Insurance, focusing on non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven investment options.

Christopher Washington is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior experience includes roles at Waddell & Reed, Inc., various insurance carriers through W&R Insurance Agencies, and operating a notary public service for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by extensive research and technology solutions.

Erika Ibarra is a financial advisor at Morgan Stanley in Houston, TX, with four years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2013 to 2019 before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its financial planning process.

Nathan Rorick is a financial advisor with Edward Jones in Pearland, Texas, holding a Series 66 designation and 18 years of industry experience. His prior work includes positions at Mutual of America and AXA Advisors, among others. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. It offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Janet Acosta is a financial advisor at Merrill with 13 years at the firm and five years of industry experience. She holds Series 63 and Series 66 designations. Outside of her advisory role, she operates a travel agency specializing in family vacations to Disney and other popular destinations. Merrill, along 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.

Tahir Khursheed is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JP Morgan Chase Bank and Uber prior to his current role. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Andrew Messarra is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and 65 credentials and bringing 24 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and related entities from 2001 to 2025. Outside of his advisory work, he serves as treasurer and comptroller for the nonprofit A Treasure of Dreams Inc. and operates ALM Financial & Tax Services, providing accounting, tax, and payroll services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management and consulting services, managing over $256 billion in assets.

Oliver Blanco Maldonado is a financial advisor with Morgan Stanley in Houston, TX, holding the Series 66 designation and bringing 17 years of industry experience. He previously worked at Monex Asset Management Inc. and Monex Securities, Inc. from 2014 to 2022 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Clint Auttonberry is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes a decade at Hilltop Securities Inc. Outside of his advisory role, he serves as the board president for Anchor Point, a nonprofit organization. He is also involved in multiple business ventures, including financial services, consulting, and intellectual property review. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies.

Jared Sheppard is an Investment Consultant at Fidelity Investments, a role he has held since 2023. He assists clients in pursuing their financial goals by developing personalized financial plans tailored to their unique circumstances and aspirations. Jared emphasizes providing exceptional client service to ensure clients receive consistent guidance and support throughout their financial journeys. Prior to his current position, Jared gained experience in various roles within Fidelity Investments, including Fixed Income Help Desk (2022-2023), Investment Solutions Help Desk (2021-2022), and Investment Solutions Representative (2021). He also worked as a Participant Services Representative at Charles Schwab from 2019 to 2021 and as a Financial Representative at AXA Advisors from 2018 to 2019. Outside of his professional work, Jared has personal interests in baseball, camping, cooking and baking, football, gardening, and golf.

Kirsten Finnegan is a financial advisor with Merrill based in Houston, TX, holding a Series 66 designation and six years of industry experience. She previously worked at Securian Financial Services Inc and IMG Financial Group, as well as operating as a self-employed advisor. Outside of her advisory role, she is involved in selling items through online marketplaces such as Facebook Marketplace, eBay, and Poshmark. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Lauren Dalton is a CFP® with 11 years of industry experience and is currently a financial advisor at Ameriprise in Houston, TX. Her prior experience includes roles at Charles Schwab, J.P. Morgan, SWBC Investment Services, and PNC Investments. She also manages an advisory business through Tiras Wealth Management LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that emphasize tax-aware withdrawal strategies and dependable income sources.

Michael Weyant is a financial advisor with Cetera in Houston, TX, holding a Series 66 designation and three years of industry experience. He previously worked at Bank of America Merrill Lynch for 16 years and has held various roles at Avantax and Turner Wealth Management. Weyant also operates under the DBA Stream Wealth Partners. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Crystal Garrett is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Garrett is the author of a forthcoming book titled *The Next Chapter: Navigating Life and Wealth in Retirement*, expected to be published in Fall 2025. Ameriprise is a large institutional firm offering retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written retirement income recommendations, delivered through a centralized consulting team in partnership with client advisors.

Mark Dempsey Jr. is a financial advisor at Edward Jones with five years of industry experience. His previous roles include positions at Southern Glazers Wine and Spirits, Solon Marketing, and D&V International. He holds a Series 66 designation. 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 under management through a nationwide network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.

Benny Ron Hinson is a CFP® professional with 29 years of experience in the financial services industry. He has been with J.P. Morgan Securities since 2012 and also works with JP Morgan Chase Bank, N.A. since 2018, both based in Houston, TX. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with affiliated brokerage, distribution, and investment management services.

Amy Ciolli Curtis is a financial advisor with Primerica Advisors in Pearland, TX, holding Series 65 and Series 63 licenses and having 22 years of industry experience. She has been with Primerica Advisors since 2016 and has worked with Primerica Financial Services since 1995. She also receives non-investment compensation through referrals related to home security, automation products, and loan services. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program using model-based strategies managed by third-party asset managers and supports trade execution and custody through Pershing.

Grady Cavness is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2011. Merrill, along 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Pizzitola is a financial advisor at LPL Financial with 32 years of industry experience. He has been with LPL Financial since 2016 and holds Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.