Craig Steury is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2014, following three years at Wells Fargo Clearing. Outside of his advisory role, he co-owns Steury Trevino Management LLC, an entity involved in managing residential property remodeling and short-term rentals. J.P. Morgan Securities offers 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 incorporates centralized due diligence, quantitative and qualitative research, and an ESG eligibility framework.

Michael Patrick is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously worked for Memorial Hermann Health System for ten years before joining Fidelity in 2024. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Lorena Figueroa is a Series 66 licensed financial advisor with six years of industry experience. She currently works at Fidelity, having joined in 2026, and previously held roles at JPMorgan Chase, Capital One, and Regions Bank. Outside of her advisory career, she assists with an Etsy shop selling handmade bracelets. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

Alexander Fleming is a CFP® and Series 66-licensed financial advisor with six years of industry experience. He has been with Edward Jones since 2020 and previously worked in education and retail sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ryan Cobb is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, and GWN Securities. Outside of his advisory role, he has experience in custom pool construction and homebuilding. 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, including financial planning and model portfolio programs, supported by a broad platform of investment strategies and technology tools.

Clayton Mccain is a financial advisor with Cetera who holds a Series 66 credential and has 11 years of industry experience. He previously worked at Bank of America and Merrill and is currently involved with Alliance Wealth Strategies LLC and Dauntless Wealth Management. Mccain acts as trustee for the William C McCain Jr Descendants Trust, managing family investment assets. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporations, charities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors, with a multi-manager platform that supports a wide range of investment strategies and program structures.

William Forsyth is a financial advisor at Raymond James & Associates with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and UBS Financial Services. His current tenure at Raymond James & Associates began in 2017. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Colin Welch is a financial advisor at Edward Jones in Webster, TX, holding a Series 66 designation with over a decade of experience. Before joining Edward Jones in 2026, he worked at Link Crude Resources for four years and AET, Inc for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

James Huber is a CFP® and ChFC® with 10 years of industry experience. He is currently with Wells Fargo Clearing Services, LLC, having joined in 2025 after a decade at Edward Jones. Outside of advisory work, he holds a minority ownership interest in an oil and gas ranch where he is involved in cattle raising and leasing for production. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Its advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Trevor Pickett is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2022. Prior to this, he was employed at Pinebrook Wealth Strategies and T-Mobile. Outside of advising, he is an associate at Velonix Wealth, where he is responsible for trade entry, transaction review, portfolio research, and related tasks. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs across a large network of advisors.

Tracey Martin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked with Raymond James & Associates since 2011 and serves as a FINRA non-public arbitrator on a volunteer basis. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering a range of financial planning and consulting services with a focus on tailored, non-discretionary advice supported by extensive research and diverse portfolio management strategies.

Troy Utz is a financial advisor with Merrill based in Houston, TX, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has worked at Merrill since 1986 and has also been associated with Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nico Ditges is a CFA® charterholder with 24 years of industry experience, all of which have been with Edward Jones since 2002. He holds a Series 63 license and is based in Houston, TX. Outside of his advisory role, he receives income from an installment sale of residential property. 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 wide range of advisory services, including discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds.

Barbara Harmon is a Series 66-licensed financial advisor at Ameriprise with 14 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Travis Batts is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2014. He is based in Houston, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutions. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Eliana Vargas is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 2003. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Alison Williams is a financial advisor with LPL Financial based in Houston, TX. She holds a Series 66 designation and has two years of industry experience. Alison co-owns This Happy Place Design Co., where she also maintains the company’s books. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and asset management services, including access to model portfolios and third-party subadvisors.

Steele Arthur is a CFP®-credentialed financial advisor with 19 years of industry experience, currently with Edward Jones since 2024. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities LLC from 2022 to 2024, and Ameriprise Financial Services, Inc. from 2010 to 2022. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Samir Rihani is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to understand their individual priorities and develop portfolio strategies tailored to their financial goals. His approach involves ongoing advice and adjustments to clients' portfolios as their needs evolve. Samir's expertise encompasses a range of financial planning services including general investing, retirement planning, and preparing for unexpected expenses. He holds several professional designations: Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He completed an Accredited Certificate Program at the University of Pune and is proficient in English, Hindi, Punjabi, and Urdu.

Carlos Gonzalez De Candamo Torres is a financial advisor at J.P. Morgan Securities with six years of industry experience. He has worked at various JPMorgan entities since 2004. Outside of his advisory role, he is a passive investor in a company that distributes safety footwear and workwear. 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 combines quantitative and qualitative research to build asset allocations and incorporates ESG considerations.