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.

William Harris is a CFP® with over 20 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2005. He has been with JPMorgan Chase Bank, N.A. since 1999. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates centralized due diligence with both quantitative and qualitative research and may include an ESG eligibility framework.

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 in Houston, TX, with four years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Jpmorgan Chase Bank, N.A. Outside of finance, he has experience in photography, having worked with Valandax Photography. 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 with clients retaining final decision-making authority.

Deanna Reeves is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. Her career includes over two decades with JPMorgan Chase Bank, N.A., including roles at JPMorgan Securities since 2012. 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’s process integrates quantitative and qualitative due diligence and may incorporate ESG criteria in its recommendations.

Cimalie Zoy is a CFP® and Series 66 credentialed financial advisor at Edelman Financial Engines with 22 years of industry experience. She previously worked at Palantir Capital Management, Ltd. for 11 years and has held roles at Financial Engines Advisors and The Mutual Fund Store. Outside of advisory work, Zoy serves as Treasurer for Boy Scouts of America Pack 76, managing the group's fundraising and financial records. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven investment process with diversified model portfolios and offers both discretionary and non-discretionary advisory options, managing approximately $326 billion for roughly 477,000 clients.

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.

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.

George Eckhardt Jr. is a financial advisor at Wells Fargo Clearing with 54 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Merrill and Bank of America, N.A. Outside of his advisory work, he serves as a guardian for his son. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients through a large network of over 14,000 advisors.

Eric Gould is a financial advisor with LPL Financial in Houston, TX, holding the Series 66 designation and four years of industry experience. His prior roles include positions at FHN Financial Securities Corp., FHN Financial Capital Markets, and First Horizon Advisors. 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 provides a range of advisory and brokerage services, utilizing both proprietary model portfolios and third-party strategies, supported by advanced technology tools while maintaining discretionary and non-discretionary management options.

Harold Green Jr. is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 licenses and has 38 years of industry experience. His prior work includes positions at Raymond James & Associates and City National Bank. He serves as an officer for the Port Alto HOA, managing regulatory filings for a rural water system in Texas. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individuals, institutions, and charitable organizations. The firm offers various advisory programs that combine in-house and third-party investment management with customizable portfolio features and integrated capital markets capabilities.

Heather Carson is a financial advisor with Edward Jones in Houston, TX. She holds a Series 66 designation and began her advisory career in 2025 after 15 years at Shell Oil Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a large nationwide network of financial advisors and branch offices.

Zeenath Selvakumar is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. She has been with J.P. Morgan Securities since 2012 and previously worked at Chase Investment Services Corp. Outside of her advisory role, she is involved in health and wellness coaching through Zenergy Life Coaching, focusing on breath training, yoga, and meditation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach combines quantitative and qualitative research to deliver customized asset allocation advice and manager searches while clients retain final decision-making authority.

Michael Lincoln is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked in various roles at Fidelity since 2022. Prior to his financial services career, he held positions at Mackay Marine and CarMax. Outside of advising, he serves as an officer of Amagine Homes Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery with a distinctive use of algorithmic portfolio construction and oversight of multiple registered investment companies.