Lester Saathoff is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following six years at A. G. Edwards & Sons, Inc. prior to that. 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 through a large network of financial advisors.

Gregory Lamm is a financial advisor with Ameriprise in Webster, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he owns a tax preparation business, Gregory A Lamm, PC, based in San Antonio, TX. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Amy Jay is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with 11 years of industry experience. She previously worked at Merrill from 2012 to 2020 before joining UBS in 2020. Outside of her advisory role, she owns and operates AJ Translation Services LLC, a business providing Spanish to English document translation services. UBS Financial Services serves individual, corporate, and institutional clients through a variety of brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor financial plans and portfolios. The firm combines institutional trading capabilities with wealth management services and offers both fiduciary financial planning and brokerage functions.

Chad Nichols is a financial advisor at Ameriprise Financial Services with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Clarksons Platou Shipping Services USA. He serves as co-trustee and holds power of attorney roles for family members involving investment decisions. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with an emphasis on dependable income and tax-aware withdrawal strategies.

Carlos Garza is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses. He has 15 years of industry experience, including over a decade at J.P. Morgan Securities and JPMorgan Chase Bank. 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. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Andrea Schultz is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has been with Edward Jones since 2013. Outside of her advisory role, she works as a beauty consultant for Mary Kay. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Arthur Atkins is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including LPL Financial LLC and Fidelity Investments. Outside of his advisory role, he has been a worship musician at Fishers of Men Lutheran Church since 2017 and is a licensed public notary. 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 process combines quantitative and qualitative research and may incorporate ESG criteria, supporting clients with centralized due diligence and a broad range of investment capabilities.

Julian Elizondo is a CFP® with nine years of industry experience, currently serving as a financial advisor at Ameriprise in Seabrook, TX since 2022. His prior experience includes roles at FSC Securities Corp and Texas Wealth Management. 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 retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Jack McGuff IV is a CFP® with 11 years of industry experience, currently affiliated with LPL Financial in League City, TX. He previously operated McGuff Financial Management for six years. In addition to his advisory work, he owns a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services with access to model portfolios, third-party managers, and institutional platforms.

Lester Butler Jr. is a ChFC® with 36 years of industry experience, currently affiliated with LPL Financial since 2018 and previously holding roles at Lincoln Financial Securities Corporation, WESTPARK WEALTH Advisors, Inc., and Cambridge Investment Research Advisors. He has spent the majority of his career at LPL Financial, totaling over 21 years with the firm. Outside of his advisory role, he is involved with FDG Investments LTD and FDG Management, Inc., entities used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, 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, while overseeing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Aldo Perez is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Texas Financial Advisors and JPMorgan Chase Bank, N.A. Perez has also been involved in fixed insurance sales through a related business endeavor. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Hannah Briggs is a financial advisor with Ameriprise in Mont Belvieu, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Ameriprise in 2025, she worked at Presidio Wealth Partners, Avidian Wealth Solutions, Fidelity Investments, and several other financial firms. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning through written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Catherine Hesse is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 designation and has worked at Texas Wealth Management, LLC and FSC Securities before joining OSAIC. Outside of her advisory role, she is a licensed attorney and serves as a notary public. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by a range of technology tools and third-party management options.

Andrew Smith is a financial advisor at Edward Jones with eight years of industry experience. He has held positions at Edward Jones since 2017 and previously worked at Texas Citizens Bank, N.A. from 2013 to 2017. Smith holds the 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, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and other financial services through a nationwide network of advisors and branches.

Garrett Maddox is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds a Series 66 designation and is based in Webster, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Sylvia Guerra is a ChFC® designated financial advisor with 15 years of industry experience, currently serving clients at Edward Jones since 2025. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc/Bank of America for six years and Wells Fargo Clearing for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christine Malik is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2015 and 2016, respectively, and previously held roles at RX To Go Pharmacy and Walgreens. Malik is also involved in referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets under management through a large network of advisors delivering model-based investment strategies supported by third-party asset managers and custodial services.

Joseph Howard is a financial advisor with Ameriprise in Webster, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at Maique Insurance and Financial Services, Inc and Katie Lamb State Farm. He is also employed at DGW Worldwide, LLC, where he manages an advisory business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies. The firm’s recommendations incorporate proprietary research and third-party data, with enrollment criteria requiring a minimum level of investable assets.

Justin Connell is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Byoung Kang is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and starting his advisory career in 2025. Prior to joining Ameriprise, he worked for Goose Creek CISD for 14 years. He is also employed at DGW Worldwide, LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.