Steven Head is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and has worked previously at S&P Global Platts and several real estate and energy-related companies. He maintains an inactive Texas real estate license. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services through a range of portfolio management styles, supported by extensive research and affiliated resources.

Joni Abalos is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined Merrill in 1992 and serves as a Managing Director with the Fenz Abalos Group. Joni works with individuals, families, business owners, and executives across Texas and nationwide to help simplify the financial aspects of their lives. Her expertise includes retirement planning, estate and trust planning, wealth transfer, lending and banking solutions, charitable giving, and managing investment portfolios. Joni focuses on assisting clients with college education planning, family wealth management strategies, legacy planning, tax minimization, and retirement income management. She holds the Certified Investment Management Analyst® (CIMA®) designation and the Personal Investment Advisor (PIA) designation. Joni earned a High School Diploma from East Chambers High School and attended Lamar University and Alvin Community College. Outside of her professional work, she enjoys golfing, practicing yoga, and spending time with her family in Houston.

Maryam Maadan is a CFA® charterholder and financial advisor with Primerica Advisors in Houston, TX, with nine years of industry experience. She has worked at Primerica since 2017 and has held positions at Ensemble Health Partners and the Texas Commission on Environmental Quality. Outside of financial advising, Maadan is an author of multiple romance novels published and marketed on Amazon.com through her publishing company, Suntrust Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services using model-based investment strategies developed by unaffiliated asset managers and provides trade execution and custody support through Pershing and BNY Mellon Advisors.

Heather Hennigh is a CFP® professional with 15 years of experience in financial advising. She currently works at OSAIC and has held prior roles at Woodbury Financial Services and Cetera Investment Services, among others. Outside of advising, she is a joint owner of a farm and volunteers as a pro bono financial coach for widows through Wings for Widows. OSAIC serves a diverse client base that includes individual investors, pension plans, and charitable organizations. The firm provides integrated brokerage and advisory services with portfolio management supported by firm-provided tools and third-party platforms.

Preston Tieman is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He works closely with clients to understand their personal and financial goals, aiming to develop tailored financial plans that meet their unique needs. Preston has been with Fidelity Investments since 2018, previously holding positions as Investment Consultant and Financial Representative. Prior to joining Fidelity, he worked as a Financial Professional at AXA Advisors from 2017 to 2018. This range of experience has contributed to his comprehensive understanding of financial consulting. No information about his education, credentials, personal interests, or community involvement has been provided.

Greg Hassett is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 20 years of industry experience. He has worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2011. 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 and third-party managers.

Javier Vincenti is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked within Wells Fargo-affiliated firms since 2014. Additionally, he owns and manages Beacon Tree Wealth Management, a wealth management business based in Sugar Land, TX. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services, including retirement, education, and specialized planning areas, using proprietary research and tools to develop personalized recommendations.

Jeffrey Hanshaw is a Series 63-licensed financial advisor at Merrill with over 43 years of industry experience. He has been with Merrill since 1982 and has also worked at Bank of America since 2009. Outside of his advisory role, he is involved in managing family-owned rental properties in Houston, Texas. 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 institutional investors.

John Piper is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo firms since 2009. Outside of his advisory role, he serves as president of the Brazoria City MUD #13 board, is a member of the City of Southside Place Planning and Zoning Commission, and acts as treasurer and elder for Watersedge Community Church. 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 employs a research-driven investment approach and offers a range of brokerage and advisory solutions supported by extensive analytics and diversified portfolio management principles.

Christopher Madden is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His career includes roles at JPMorgan Chase Bank, Transamerica Capital, and AXA Equitable Life Insurance. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services with client decision-making authority.

Michael McGee Jr. is a Series 66-credentialed financial advisor with 13 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously was with Hornor, Townsend & Kent, Inc. from 2013 to 2018. Outside of advising, he teaches continuing education courses for CPAs and is involved as an author, educator, podcast host, and speaker. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using multiple platform arrangements and a range of discretionary and non-discretionary strategies tailored to client objectives.

Justin Griffin is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Merrill since 2008 and concurrently associated with Bank of America, NA since 2009. Merrill serves a broad client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services. The firm emphasizes manager selection and monitoring through a variety of program strategies and integrates closely with Bank of America affiliates to support trading, lending, and capital-markets activities.

Jenna Cedillo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at various J.P. Morgan entities since 2016 and is also a partner in Gemini Properties, LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Evan Martin is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with UBS in various capacities since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations in client planning.

Chad Devens is a financial advisor with Edward Jones in Tomball, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as a team representative for the Northpointe Shockwaves Swim Team, acting as a liaison between coaches, parents, and the board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with discretionary and non-discretionary strategies, including separately managed accounts and affiliated mutual funds. The firm supports over 23,000 advisors nationally and manages approximately $1.01 trillion in assets under management.

Sohrab Abbas Zarasvand is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fidelity Personal and Workplace Advisors, Commerica Bank, and Merrill. 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 to guide investment recommendations.

Michael Marks is a CFP® professional with 31 years of experience in the financial industry. He is currently with LPL Financial in Houston, TX, and has previously worked at JPMorgan Securities LLC, Hancock Whitney Investment Services Inc., and CUNA Brokerage Services, Inc. Marks is also associated with Alliant Credit Union. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Scott Tiras is a CFP® professional with 37 years of industry experience, currently with Ameriprise since 2020, following a 32-year tenure at Ameriprise Financial Services, Inc. He is involved in developing a software program with his son and manages a recreational ranch in Texas. Additionally, he owns Tiras Wealth Management LLC and holds business interests in office space management and investment-related activities through SJ Holdings, LLC. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, delivering written, non-discretionary recommendations that integrate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ollie Harris III is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as an administrator for his father’s estate and as a trustee for his grandfather’s trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is investment policy statement–driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mary Mc Intyre is a financial advisor at RBC Capital Markets with three years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at City National Bank, JMP Securities LLC, Citizens Capital Markets, Citizens Bank, and Cadence Bank. Outside of her advisory work, she serves as an assistant coach for a high school cheerleading team at Episcopal High School in Bellaire, Texas. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations, offering tailored portfolio management and financial planning solutions. The firm employs a range of investment strategies through both in-house and third-party managers, providing discretionary and non-discretionary services across diversified account structures.