Isiah Boykins III is a financial advisor with Thrivent Investment Management in Houston, TX. He holds a Series 66 designation and has over 13 years of experience, including prior work at Forvis Mazars. He joined Thrivent Financial and Thrivent Investment Management in 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning with a focus on client engagement and combines planning with managed-account programs under its WealthPlan option.

Christina Ma is a financial advisor at LPL Enterprise with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, Ma serves as an advisor for Walker Benefit Group. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and trust-related services.

Alec Vicknair is a Financial Advisor with VMT Wealth Management, a nationally recognized financial advisory team headquartered in Houston. He began his career in the financial services industry in 2013 while attending Louisiana State University, where he earned a Bachelor's Degree in Finance in 2016. Alec focuses on financial and strategic wealth planning, providing clients with comprehensive services that include investment management, retirement planning, trust and estate planning, cash-flow analysis, charitable giving, and higher education goals. He is a member of the team's investment committee, assisting in the management of the team's Investment Advisor Program strategies. Alec serves entrepreneurs, executives, retirees, and their families, delivering integrated wealth planning, analysis, and strategy with the intent of helping clients achieve their objectives efficiently. He holds professional designations including Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). Outside of his professional work, Alec remains an active alumnus of Louisiana State University through several organizations including the Tiger Athletic Foundation and the Houston LSU Alumni Chapter. In his spare time, he enjoys traveling, playing golf, and supporting the LSU Tigers.

Nazir Samadyar is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 designations with seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2015. Outside of his advisory role, he works as an Uber driver in Houston. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, providing a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Elizabeth Weyel is a Series 66-licensed financial advisor with UBS Financial Services in Houston, TX, and has four years of industry experience. She began her career at UBS in 2022 following a one-year role at Alliantgroup. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research with institutional trading capabilities to tailor financial plans and portfolio management to client goals and risk profiles.

Brandon Glowacki is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Edward Jones. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Blake Davidson is a CFP®, PFS™, and Series 66-licensed financial advisor with 20 years of industry experience, currently with Cetera in Houston, TX. He has previously worked at Avantax Advisory Services and has over two decades of involvement with Kenneth Capital and Power Research Inc., where he serves as president and CFO respectively, overseeing accounting and financial reporting. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad range of clients including individual, corporate, charitable, and institutional accounts, offering portfolio management, financial planning, and retirement services through a network of over 10,000 advisors.

Joseph Nader is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and five years of industry experience. His background includes roles at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA prior to joining J.P. Morgan Securities. He is listed on the board of a family-owned travel agency to comply with regulatory requirements but holds no ownership or operational role. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm combines quantitative and qualitative research with a forward-looking approach and maintains unique regulatory registrations reflecting its broader derivatives and commodities capabilities.

Patricia Starek is a financial advisor at Cetera with over 31 years of industry experience. She holds Series 63 and Series 65 credentials and has held various roles at firms including Avantax Insurance Agency and Avantax Investment Services. In addition to her advisory work, she serves as president of Kerats, Inc, a tax preparation and advisory firm, and is involved in managing multiple family trusts. Cetera Investment Advisers LLC is a nationwide firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Caleb Liao is a Financial Consultant at Fidelity Investments, where he has been working since 2022. In this role, he helps clients design and implement detailed financial plans aimed at pursuing their long-term goals while managing risks that could impede progress. Prior to his current position, Caleb served as a Relationship Manager and a Financial Representative at Fidelity Investments during 2021. Caleb holds insurance licenses in Arkansas and California, which support his ability to provide comprehensive financial services. He focuses on developing strategies that align with clients' objectives and risk tolerance to facilitate their financial well-being.

Ronald Meckler is a financial advisor with LPL Financial based in Houston, TX, holding a Series 63 designation and 27 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Hilltop Securities Inc., and A. G. Edwards & Sons, Inc. He also operates Sovereign Wealth Advisors, an investment-related business affiliated with his LPL practice. 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 portfolios, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors.

David Matheson is a financial advisor with LPL Financial and holds Series 63, Series 65, and Series 66 licenses. He has 20 years of industry experience, previously working at Crossmark Global Investments, Catholic Answers, Inc., Invesco Advisers, Inc., and Invesco AIM Private Asset Management, Inc. Outside of his advisory career, he serves as an official scorer for Major League Baseball, reporting statistics for Houston Astros games. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a broad range of non-advisory financial services.

Marvin Conrad Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior roles include positions at Frost Investment Services and Frost Brokerage Services, where he worked for a combined 23 years. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and based on modern portfolio theory, providing tailored investment solutions and acting as an ERISA fiduciary when advising clients.

Jose Romero Reynaud is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with two years of industry experience. Before joining Morgan Stanley in 2024, he worked in various roles including at Macsteel International USA Corp and Comercializadora Integral Vorivost. Outside of his advisory work, he operates as a golf trainer and is a partner at INVERKOLF S.C., a consulting firm in investment and finance based in Mexico. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in assets and emphasizes a structured planning process supported by firm-approved tools.

Desiree Becerra is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has industry experience beginning in 2023, including prior roles at JP Morgan Chase and Plaza Research. She is based in Houston, TX. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Baptiste Brunner IV is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Alliant Retirement and Investment Services, Agia, Valic Financial Advisors, Edward Jones, UBER, and Wilhelmsen Ships Service. He is also the owner of CEHB Enterprises LLC, a non-investment-related business. 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 supported by various investment strategies and advisor-facing tools, managing over $819 billion in discretionary assets through a large network of advisors.

John Humphries is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at BBVA Compass Investment Solutions and Ameriprise. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Bryan Goodwin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in helping clients develop personalized financial plans that address their individual goals, including funding education, planning for retirement, and managing potential health care costs. His approach emphasizes simplicity and transparency in wealth planning to help clients navigate the complexities of investing. Bryan holds a Bachelor's Degree from Texas A&M University System and has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA).

Lona Mcmanus is a Series 66-licensed financial advisor with Morgan Stanley in Houston, TX, and has four years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Horizon Advisory Group, Commonwealth Financial Network, and Mass Mutual. Prior to entering financial services, she held positions at UTHealth Science Center at Houston and Baylor College of Medicine. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers comprehensive financial planning and investment programs supported by structured planning tools and advisory services.

Jorge Ibarra Tello is a financial advisor at UBS Financial Services with a Series 66 designation and less than one year of industry experience. His prior work includes roles at BuildTeq LLC and Alterna Securities Inc., as well as academic positions at Baylor University and Strake Jesuit College Preparatory. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management solutions. The firm uses proprietary research and model-based asset allocations to tailor investment plans aligned with client goals and risk tolerances.