Camiel Verburgt is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Lekker Eten Inc., Lincoln Financial Distributors, Global Retirement Partners, LPL Financial, OneAmerica Securities, and American United Life. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Pradip Shah is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC for five years each. Outside of his advisory role, he owns AMARPSHAH LLC, an LLC established for potential future business endeavors. Ameriprise Financial Services is a large diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with written Recommendation Reports and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team, proprietary investment research, and collaboration with financial advisors, with enrollment criteria that include minimum investable assets and assets held within Ameriprise.

Melina Diebold is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019. Prior to that, she was employed at BBVA Colombia and had roles in consulting and retail. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and research.

Charles Bohovich is a financial advisor at J.P. Morgan Securities in Houston, TX, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, UBS International Inc., and Hudgins Family LP. 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 asset allocation advice, investment manager searches, and customized performance reporting. The firm incorporates quantitative and qualitative analysis supported by a centralized due diligence team and offers access to derivatives and commodities capabilities through its broader regulatory registrations.

John Barnefield is a financial advisor with Robert W. Baird & Co. in Houston, TX, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has been with Robert W. Baird & Co. since 2013. The DDK Group at Robert W. Baird & Co., where he works, serves individuals including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management through separately managed accounts and wrap programs, and combines manager-traded and model-traded strategies with tax management and direct-indexing capabilities.

Don Uptegraph is a financial advisor with Morgan Stanley in Houston, TX, holding Series 65 and Series 63 licenses and having two years of industry experience. His work history includes multiple roles at Morgan Stanley and Morgan Stanley Private Bank, N.A., as well as a position at Pruco Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and its Estate Planning Strategies Group.

Jeff Masters is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He is a partner on the Gentry, Masters & Associates Wealth Management Team, combining the resources of Merrill Lynch Wealth Management, Bank of America, and Bank of America Private Bank to serve his clients. Jeff has been with Merrill Lynch since 2012, focusing on managing individual wealth and offering comprehensive financial strategies tailored to his clients' goals. Jeff holds several professional certifications, including Certified Financial Planner (CFP®), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Texas Christian University and completed the educational component of his CFP® certification at Southern Methodist University. Jeff's expertise includes corporate executive services, executive compensation, family wealth management, legacy planning, liquidity management, retirement planning, philanthropic planning, portfolio management, and small business strategies. Outside of his professional work, Jeff is an Ironman triathlete who enjoys cycling, golfing, skiing, and spending time with his family. He is married to Katie, a STEM teacher at River Oaks Baptist School, and they have two children.

Ray Burns Jr. is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 63 designation and with 39 years of industry experience. He has been with UBS Financial Services since 2013. Burns serves on the Houston Independent School District Investment Advisory Committee and is a non-compensated trustee for the Southwestern Theological Seminary Foundation. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities with wealth management services.

Maleehah Saya is a financial advisor with Charles Schwab in Richmond, TX, holding Series 66 and Series 63 licenses and bringing seven years of industry experience. Prior to joining Charles Schwab in 2019, she worked at the University of Texas at Dallas, GIS Corporation, and Kumon Education. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment services supported by multi-asset model portfolios and centralized operational infrastructure.

David Hollkamp is a financial advisor with Mass Mutual Investors Services in Sugar Land, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Metlife Securities Inc. for 23 years and has been with Mass Mutual and its affiliates since 2016. Outside of his advisory role, he is an author of inspirational literature unrelated to finance. MassMutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, using firm-approved analytical tools to develop collaborative, annual financial plans.

Alexander Fowler is a Series 66-licensed financial advisor with seven years of industry experience. He is currently affiliated with J.P. Morgan Securities in Bellaire, TX, and previously worked at Edward Jones, as well as JPMorgan Chase Bank, N.A. 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 asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and incorporates ESG considerations within its model portfolios.

Shannon Thacker is a CFA® charterholder based in Houston, TX, with 46 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent 20 years at Prudential Equity Group, LLC. Thacker also serves as co-trustee of a family trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a network of over 14,000 financial advisors.

Javier Leonardo is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2019, progressing through various positions including Investment Consultant, Relationship Manager, Regional Investment Consultant, and Inside Sales Associate. His extensive experience within the company has provided him with a deep understanding of investing and financial planning. Javier's approach involves getting to know clients beyond surface-level details by asking pertinent questions and discussing their goals, concerns, family, and important matters. He aims to help clients execute investment strategies that align with their desired outcomes. His decade of industry knowledge supports his ability to guide clients effectively.

Ryan Hippert is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked at JP Morgan Chase Bank, N.A. and Bank of America, N.A., as well as Merrill. Outside of finance, he operated Ryan Hippert, LLC, doing business as Delivery Guardian, from 2015 to 2020. 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 searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and offers extended capabilities including derivatives and commodities advisory.

Stephen Mount is a financial advisor at Edward Jones in Katy, TX, with eight years of industry experience. He holds a Series 66 designation and previously worked at Slalom, LLC for four years. Outside of his advisory role, he serves as Vice President on the board of Fort Bend County Municipal Utility District No. 58 and owns a family farm where hay is grown and sold. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Joshua Folsom is an advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to his current role, he worked at American General Life Insurance, AIG Capital Services, and has experience in education through roles at VIPKID HK LTD and Foreign Language Teaching and Research Press. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

David Doherty is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Raymond James & Associates since 1997. Doherty serves as a board member and investment committee subcommittee member for Incarnate Word Academy, a nonprofit organization. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers tailored financial planning and consulting, drawing on various portfolio management styles and affiliated research, with notable municipal advisory services and a comprehensive affiliate ecosystem.

Scott Yates is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 registrations. He has 14 years of industry experience and has been with LPL Financial since 2011, alongside over two decades at Client Management Services. 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 financial planning and investment services, including access to model portfolios, third-party asset managers, and institutional platforms, supported by advanced operational and research tools.

Luvy Gonzalez is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association. Outside of her advisory role, she is involved with Oxford Estates LLC. Morgan Stanley Wealth Management provides advisory services and financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a range of investment programs through its Financial Advisors and specialized teams.

Mychael Haywood is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022, he worked at Merrill and Bank of America. 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 searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, incorporates an ESG eligibility framework, and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliations.