Adam Burden is a financial advisor with Thrivent Investment Management in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Thrivent, he worked in education with Texans Can Academies and the Austin Independent School District. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses without discretionary trading authority. The firm allows clients to integrate planning with managed accounts through a consolidated billing option, maintaining separation between the services.

Russell Kemp is a CFP® with 21 years of industry experience, currently serving at RBC Capital Markets since 2008. Based in Sugar Land, TX, he holds the Series 66 designation. Outside of his advisory role, he is a passive owner of a department store in Kerrville, Texas. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management and integrates both in-house and third-party investment managers to implement client strategies.

Linh Doan is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. Linh has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 2005 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Sopuruchi Uchechi Onuoha is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 credentials and one year of industry experience. She has previously worked at Primerica Financial Services, TDCJ, and Kamalu, Wodu and Associates. Her business activities include sales of investment-related products and referral of home security and automation services through affiliates of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers advisory services primarily through model-delivery strategies created by unaffiliated asset managers, supported by trade execution and custody arrangements with BNY Mellon Advisors and Pershing.

Danielle Masin is a Series 66-licensed financial advisor with seven years of industry experience. She has worked at J.P. Morgan Securities since 2024 and previously held roles at Merrill and Bank of America. 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 advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Chenchu Vellore Srinivas is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2023. Outside of finance, he is involved with ASV Consulting Group, a civil engineering and subsurface utility service company, where he manages payroll on a part-time basis. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through written asset allocation advice, investment manager searches, and customized performance reporting. Their approach combines quantitative screening and qualitative research to build model asset allocations within a non-discretionary advisory program.

James Farris is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 32 years of industry experience. His prior work includes roles at VOYA Financial Advisors and Fidelity Union Life Insurance. He also owns Farris Financial Group, an entity involved in the sale of securities and insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, supporting discretionary and non-discretionary strategies across multiple program structures.

Will Ortiz is a financial advisor with J.P. Morgan Securities in Katy, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as four years at Bank of America/Merrill Lynch. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative screening and qualitative research with forward-looking market assumptions to develop model asset allocations, incorporating ESG criteria where appropriate.

John Granger II is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the boards of Employee Benefit Systems and JWG Aviation, Inc., and is a director at the St. Thomas High School Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages a broad range of client assets using structured planning tools and advisory programs.

Theodore Stanley is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 registrations and over 31 years of industry experience. He has worked at LPL Financial since 2007 and previously held roles at SeCU Brokerage Services, Merrill, and Banc One Securities Corporation. Outside of his advisory work, he is a board member of the nonprofit TownshipFuture and operates a small gift basket 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and large-scale operations.

Arjun Saran is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas including divorce transition planning, employee benefits planning, family wealth management strategies, institutional and corporate benefit services, services for defined benefit plans, investment consulting for defined contribution plans, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. Arjun is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He earned a Bachelor's Degree in Business Administration from the University of Southern California and is pursuing a Master's Degree in Wealth Management from Columbia University, with an expected graduation in February 2025. Prior to his role at Merrill Lynch, Arjun provided investment advice to individuals at a leading financial services firm. Arjun resides in Houston, Texas, where he was raised. In his free time, he enjoys playing pickleball and tennis, as well as spending time with his family.

Anthony Bui is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and 16 years of industry experience. Prior to joining J.P. Morgan Securities in 2020, he worked at LPL Financial, Wells Fargo Clearing, Wells Fargo Advisors, and Chase Investment Services. 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 written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Lindsey Shiflett is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 14 years before joining Baird in 2026. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of services including discretionary and non-discretionary portfolio management, separately managed accounts, and financial planning, supported by internal research and advanced tools such as artificial intelligence.

Warren White is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the Professional Investment Advisor (PIA) designation and supports clients in managing their financial goals. Warren earned a Doctorate and a Bachelor's Degree from the University of Texas at Austin. His academic background underpins his expertise in financial advising within the wealth management sector.

Brayan Uriostegui Tadeo is a financial advisor with Fidelity in Missouri City, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Wells Fargo Bank, Merrill, and Bank of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios.

Martin Pate is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1996. In his role, Martin assists clients in portfolio construction tailored to their risk tolerance, objectives, and time horizons through the Investment Advisory Program. His client focus areas include institutional and corporate benefit services, employee financial health, managing new wealth, personal retirement planning, philanthropic planning, and retirement income. Martin holds several professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned both his Bachelor’s and Master’s degrees from the Texas A&M University System, with a Master’s in Statistics. He has also completed training at Wharton’s Executive Education Program. A resident of Fort Bend County for over 38 years, Martin, along with his wife Pam and their three children, is active in the local community, including involvement with the Houston Livestock Show and Rodeo. Outside of his professional work, Martin enjoys baseball, cooking, fishing, football, gardening, golfing, horseback riding, and woodworking. His approach to wealth management emphasizes collaboration to align financial planning with clients’ unique life priorities and changing circumstances.

Steven Swanson is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and Chase Investment Services Corp. prior to his current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and includes derivatives and commodities capabilities through its unique regulatory registrations.

Lance Campolong is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. Prior to this role, he worked as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2024. His professional approach is centered on dignity, transparency, and improving his clients' financial situations by understanding their individual needs, concerns, and goals. Lance emphasizes building relationships through open communication, proactive outreach, and tailored strategies. Outside of his professional life, he has interests in baseball, family activities, golf, and traveling, and he values parenthood and exploring culinary experiences.

Dan Neuenfeldt is a Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he works closely with clients to define and prioritize their financial goals, emphasizing collaboration to develop tailored financial plans. Prior to this, he served as a Planning Consultant and Relationship Manager at Fidelity Investments from 2021 to 2024. His earlier experience includes working as a Financial Advisor at Waddell & Reed from 2015 to 2019. Throughout his career, Dan has focused on understanding clients' individual circumstances to provide personalized financial guidance. Outside of his professional responsibilities, he has interests in military service and running.

Daniel Ojekunbi is a financial advisor at Primerica Advisors with four years of industry experience. He holds Series 65 and Series 63 credentials and has worked with several firms, including Primerica Financial Services and Optic, Inc. Outside of advisory services, he is involved in sales of loan products and home security referrals through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies and supports trade execution and custody through BNY Mellon Advisors and Pershing.