Susan Dick is a financial advisor at Raymond James Financial with 28 years of industry experience. She holds a Series 66 designation and has previously worked at Conklin Gilpin and Wertz, PLLC and FISD Inc. In addition to her advisory role, she serves as an officer and treasurer for Fourstone Wealth Management and is CEO of an accounting firm focused on tax planning. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advice using risk profiling and analytical tools and supports advisory programs across a large advisor network.

Manuel Paullada Nevarez is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and six years of industry experience. His career includes roles at J.P. Morgan Securities since 2020, JPMorgan Chase Bank from 2017 to present, and Credit Suisse Asesores Mexico from 2015 to 2017. 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 approach combines quantitative and qualitative research, using forward-looking capital market assumptions to build model allocations and incorporating an ESG eligibility framework.

Stephen Alexander is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Sagepoint Financial, NEXT Financial Group, Morgan Stanley, Citigroup Global Markets, and Fidelity. Outside of his advisory role, he owns a sole proprietorship offering insurance products and services. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm utilizes a multi-advisor platform offering brokerage and advisory services with a model-based investment process emphasizing asset allocation, portfolio optimization, and access to third-party managers and proprietary strategies.

Haven Jackson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. Prior to joining Wells Fargo Clearing in 2024, Jackson worked at J.P. Morgan Securities, LLC for eight years and JP Morgan Chase Bank, n.a. for eight years. 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 both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Phillip Jones is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in retirement and college planning, income and estate tax minimization strategies, and wealth preservation, working closely with clients' attorneys and tax advisors. Phil's expertise encompasses a range of client focus areas including personal retirement planning, executive compensation, family wealth management strategies, managing new wealth, portfolio management services, special needs planning strategies, women and wealth, sports and entertainment, and tax minimization. Phil graduated from Texas A&M University with a Bachelor's degree in Economics and Sociology. He holds professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Over his extensive career at Merrill Lynch, which began in 1993, Phil has built the JMJ Group, a wealth management team serving multigenerational families with a personalized approach. Beyond his professional work, Phil and his wife Tracy are active in their community, supporting organizations such as Can Care, Jimmy Pappas Memorial Clay Shoot, and Kids Meals. They live in Spring Valley with their two daughters, Caitlin and Carli. Phil enjoys boating, fishing, football, softball, and spending time with his family.

Angel Carlin Jimenez is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he worked at Wells Fargo Bank, N.A. for seven years and held positions at Toshiba International Corporation, ISS Facility Services, and JOBS-AMST. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research and may incorporate an ESG eligibility framework.

Zoe Nielsen is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Her prior work includes roles at Mountain American Credit Union, Paramount Tax & Accounting, and educational experience at Utah Valley University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a process that integrates fundamental research with quantitative and algorithmic portfolio construction methods. The firm is noted for its involvement in registered investment companies, the use of AI in research, and advisory roles with model portfolios for Fidelity Institutional Wealth Adviser.

Madison Konermann is a financial advisor at OSAIC with six years of industry experience and a Series 66 designation. Prior to joining OSAIC in 2024, Madison worked at Securities America and Riverbend Financial Group. Outside of advising, Madison is involved as Director of Business Development for Altus Consulting Group, a sole proprietorship focused on business growth and client relationship management. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and multiple custodial and legacy program arrangements.

Noah Nowlin is a financial advisor at J.P. Morgan Securities in Houston, TX, with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining J.P. Morgan Securities in 2023, Noah worked at JPMorgan Chase Bank, N.A., Brinker International Payroll Co LP, and in the restaurant industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research supported by centralized due diligence and includes ESG considerations.

Ann Mac Naughton is a CFP® professional affiliated with LPL Financial, based in Houston, TX, with 21 years of industry experience. She previously worked at Bank of America and Merrill. She serves as an election clerk in Harris County, Houston. 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, utilizing model portfolios, third-party subadvisors, and customized strategies.

Rodney Williams is a Financial Advisor at Merrill Lynch Wealth Management, serving individuals, families, veterans, and business owners with a focus on protecting, growing, and transferring wealth. He specializes in areas including college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Rodney works with clients to develop clear financial roadmaps tailored to their goals, emphasizing clarity in business and personal planning, college planning, and retirement planning. Rodney holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He completed his high school education at Furr High School and earned an Accredited Certificate Program from the College for Financial Planning. Rodney is honorably discharged from the U.S. Navy and is involved in several professional and community organizations, serving as an executive team member of the Houston Regional Veterans Chamber of Commerce and as a board member of Cypress Forest Lakes Homeowner's Association and Harris County Water Control and Improvement District 110, among others. In addition to his professional commitments, Rodney volunteers by providing financial education seminars and webex presentations at his church. He enjoys spending time with his family, cooking, traveling, live music and shows, outdoor activities, boating, and fishing. Rodney's approach centers on uncovering what matters to clients and their families to create strategies that help pursue their financial goals.

Emily Baker is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and one year of industry experience. Her background includes roles at JPMorgan Chase Bank, N.A., and prior experience in real estate and hospitality. 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 within a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Joshua Irwin is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Mr. Irwin earned a Bachelor's Degree from Houston Baptist University and a Master's Degree from Tulane University.

Jason Jack is a Financial Advisor with Merrill Lynch Wealth Management. He partners with individuals, families, and business owners to develop personalized financial strategies that align with their values and long-term goals. Jason’s areas of expertise include college education planning, family wealth management, legacy planning, personal retirement planning, and services tailored to defined benefit plans. He also provides financial education and planning support for student-athletes managing Name, Image, and Likeness (NIL) opportunities. Jason holds a Bachelor's degree from the Texas A&M University System and a Master’s degree from Concordia University - Texas. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is a member of the Aggie Football Lettermen's Association and serves as a mentor in his community. Outside of his professional work, Jason enjoys cycling, cooking, fishing, football, music, photography, reading, spending time with his family, traveling, and watching movies.

Arianna Sanchez Garcia is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and no prior industry experience. Her work history includes roles at Wells Fargo Bank, Sephora, and Starbucks. Wells Fargo Clearing provides retirement plan consulting services 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 grounded in modern portfolio theory, with a broader range of financial product offerings than typical large institutional advisers.

Trenton Hollas is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Eger Rush Group. He specializes in working closely with business owners, executives, and families to navigate significant financial decisions including business exits, retirement, liquidity events, and generational wealth transfer. Trenton integrates various aspects of wealth management by coordinating investment, tax, estate, and business planning considerations for his clients. He holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Trenton earned a Bachelor of Science degree in Agribusiness from Texas A&M University. His practice emphasizes creating personalized financial strategies to help clients pursue their long-term goals. Outside of his advisory role, Trenton is involved in community activities and professional organizations, including the Hearthstone Country Club Men's Golf Association, Houston Tottenham Hotspurs, Houston American Outlaws, Association of Former Students at Texas A&M, and the 12th Man Foundation. He also participates in community initiatives through the Hearthstone Country Club.

Wendi Ann Francis is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Regions Bank, and Cetera Investment Services. Outside of her advisory role, she is owner and partner of Roots & Resilience LLC, a social and educational business providing literacy materials and cultural programs. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Paul Katerndahl is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2013. Outside of his advisory role, he serves as the sole trustee for a charitable trust that awards scholarships to students at S.I. High School in Ohio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and research resources to support its clients.

Carli Jones is a Team Financial Advisor with JMJ and Associates at Merrill Lynch Wealth Management. As a second-generation Financial Advisor within the Jones McCurry Jones Group, she collaborates with multiple generations of families, focusing on relationship development and crafting highly customized wealth management plans to meet clients' unique needs. Carli applies a bottom-up approach to financial planning, emphasizing transparency and tailored strategies that align with her clients' personal and financial goals. Before joining Merrill, Carli graduated from Trinity University with a degree in Finance and gained experience in the Technology sector, where she worked with mid-market companies to solve complex business challenges and improve client experience programs. She holds the SIE Exam certification and Series 7 and Series 66 FINRA registrations, along with professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Carli speaks English and Spanish and is involved in community initiatives such as Avondale House and Ronald McDonald House. Outside of work, she enjoys spending time with her family, especially her two nieces, and exploring national parks across the country.

Mark Meier is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL and JSC FCU. He also manages an advisory business through DGW Worldwide LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations delivered by a centralized consulting team.