Eseohe Samson Ibhagui is a financial advisor at Raymond James & Associates with four years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America and Merrill. Prior to her financial career, she held various roles including at McDonald's and Whataburger. 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, investment consulting, and institutional fiduciary services.

James Matthews is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 designations and bringing 53 years of industry experience. He has been with UBS Financial Services since 2000. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a network of Financial Advisors who tailor plans based on proprietary research and model-based asset allocations.

Audray Lohn is a financial advisor at LPL Financial with 34 years of industry experience. She has been with LPL Financial since 2005 and previously worked at Morgan Stanley DW Inc. for 12 years. She holds the Series 63 designation and 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 representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions supported by technology tools and a diverse platform of advisory strategies.

Claudia Martinez is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 66 designation and has previously worked at J.P. Morgan Securities. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers various advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Sheilakai Strickland is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 16 years of industry experience. Her prior work includes roles at UBS Financial Services, JPMorgan Chase, Fifth Third Securities, and The Huntington Investment Company. Outside of finance, she is the sole proprietor of Fashionista De'cor LLC, a home decor consulting business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, serving a range of clients including charitable funds and registered investment companies.

Nathan Cook is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. He has been with Robert W. Baird since 2015 and holds a Series 66 designation. Outside of his advisory role, he is an author involved in Bible study content through Leader Treks. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes manager-traded and model-traded SMA strategies supported by internal research and technology tools.

Axl Gayoso is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Quality Services. Outside of finance, he was involved with Valandax Photography for one year. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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.

Jennifer Adams is a financial advisor with Osaic Wealth, Inc. based in Houston, TX, holding a Series 66 designation and 17 years of industry experience. Her prior experience includes six years at UBS Financial Services and several years at Royal Alliance Associates, INC. She is the managing member of The Adams Nine LLC, a non-investment-related LLC, and serves as Director of Client Management for Mint Wealth Management. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm provides integrated brokerage and advisory services with various portfolio management options and utilizes multiple asset-allocation tools and third-party platforms to support its investment solutions.

Deanna Reeves is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 66 and Series 63 licenses and has worked across various J.P. Morgan entities since 2004. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary services through a select group of Wealth Advisors, focusing on approved funds and strategies.

Cimalie Zoy is a CFP® with 22 years of industry experience, currently serving at Edelman Financial Engines since 2025. She previously worked at Financial Engines Advisors L.L.C. and Financial Engines Advisor Center, Llc. Outside of her advisory work, she serves as treasurer for Boy Scouts of America Pack 76, managing the pack’s financial activities. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary investment solutions.

Clinton Rand is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2013 and Bank of America, N.A. since 2014. Based in Houston, TX, his professional background is rooted in large institutional firms. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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 developed by internal Chief Investment Office teams and third-party managers.

Stefan Graham is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and possessing 13 years of industry experience. He has been with Raymond James since 2012 in various capacities. Outside of his advisory role, he provides tax preparation assistance using TurboTax and is a partial owner of Graham Financial Group, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary planning and consulting, utilizing risk profiling and analytical tools to support a diverse client base including high-net-worth individuals, corporations, and charitable organizations.

Michael Doering is a Chartered Financial Consultant (ChFC®) with 15 years of industry experience. He is currently with Stifel, where he has worked since 2023. Prior to joining Stifel, he spent 13 years at Bank of America and Merrill. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Joel Jaquith is a financial advisor with Fisher Investments in Cypress, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Fisher Investments since 2014. Fisher Investments serves a global range of institutional and private clients, offering discretionary portfolio management with a centralized investment approach that incorporates quantitative and qualitative research to construct diversified portfolios. The firm provides various services including sub-advisory and retirement plan management, and it utilizes tax-aware strategies and defensive tactics to manage risk.

Huong Green is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with 21 years of industry experience. Prior to joining Morgan Stanley in 2022, she worked for 10 years at J.P. Morgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning solutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Joe Walker is an International Wealth Advisor at Merrill Lynch Wealth Management. He holds the Professional Designation of Personal Investment Advisor (PIA). Mr. Walker earned a Bachelor's Degree from Rice University. His role involves providing wealth management services with a focus on international clients.

Dianna Vega is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2019, following prior roles at Wells Fargo Clearing and JPMorgan. 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, offering model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Wesley Pruitt is a financial advisor at RBC Capital Markets in Houston, TX, holding a Series 66 designation with 12 years of industry experience. He has been with RBC Capital Markets since 2013. 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 tailored investment strategies through various advisory programs, utilizing a combination of in-house and third-party managers to provide portfolio management, financial planning, custody, and brokerage services.

Eric Gould is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and three years of industry experience. His prior roles include positions at FHN Financial Securities Corp., FHN Financial Capital Markets, First Horizon Advisors, and First Horizon Bank. 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 services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational tools.

Tracey Childress is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2020. In this capacity, she collaborates with a Wealth Management Advisor to understand clients' goals and priorities, focusing on addressing the complex needs of affluent families and ensuring high-quality service. Prior to her current position, Tracey worked as a Financial Representative at Fidelity Investments from 2017 to 2020. Before joining Fidelity, she served as a Sales & Marketing Manager at State Farm Insurance from 2015 to 2017. Outside of her professional responsibilities, Tracey enjoys family activities, fishing, hiking, outdoor adventures, parenthood, and snowboarding.