Valarie Minetos is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 designations and eight years of industry experience. She previously worked at Pruco Securities, LLC, and CrestWare, among other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Jack Mason is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to his current role, he worked at Meletio Lighting and Electric and was affiliated with Texas A&M University. Fidelity’s Strategic Advisers LLC, where Jack Mason is based, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

John Vallone is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Mutual Service Corporation and Merrill. Outside of his advisory role, Vallone is involved with SV Financial, LLC, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to third-party asset managers and institutional platforms.

William Rovirosa is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles at Fidelity, including Investment Solutions Representative III, II, and I, as well as High Net Worth Associate, demonstrating a breadth of experience within the financial services industry. Prior to joining Fidelity, he worked as a Wire Risk Banking Specialist at USAA from 2020 to 2021. William holds an Arkansas Insurance License, supporting his expertise in providing financial planning services. He approaches financial planning collaboratively, aiming to understand clients' support needs and preferences to develop actionable plans geared towards financial success. Outside of his professional work, William enjoys activities such as camping, fitness, food exploration, golf, hiking, and parenthood.

George Joseph is a ChFC® credentialed financial advisor with 23 years of industry experience. He has worked at MassMutual Investors Services since 2017 and MetLife Securities prior to that. In addition to his advisory role, he is involved in tax preparation and mortgage origination services. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of programs including educational seminars and event-driven planning such as divorce and estate settlement.

Jessica Babcock is a Series 66-licensed financial advisor with Edward Jones in Pearland, TX, with three years of industry experience. Prior to joining Edward Jones, she worked at N2 Distribution and has been involved with Thornton's Gymnastics Center for over ten years, where she coaches children ages 3 to 12. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offices.

Katelynn Barba is a financial advisor at Edward Jones with seven years of industry experience. She holds Series 66 and Series 63 licenses. Her prior roles include seven years at J.P. Morgan Securities. 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 nationwide network of financial advisors and branch offices.

Ann Krieger is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009, including prior roles at LPL Financial and Waddell & Reed. She serves as an executor of an estate in a personal capacity. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and offers tailored planning tools supported by its Global Investment Committee.

Brent Lilly is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2015. Outside of his advisory role, he serves in the United States Marine Corps Reserve. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets.

Paul Lindberg Jr. is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at Ameriprise since 2017 and previously held roles at State Farm VP Management Corp and insurance agencies. Lindberg also manages an advisory business, DGW Worldwide, LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies, supported by a centralized consulting team that generates algorithm-assisted, customizable recommendations.

Christopher Chaplin is a CFP® professional with six years of industry experience, currently serving at Cambridge Investment Research Advisors since 2020. His prior experience includes roles at Chevron USA and Tengizchevroil. Outside of his advisory work, he owns Chaplin Financial LLC and is also involved as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Alejandro Quijada is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He previously worked at Bank of America/Merrill Lynch for 11 years and has additional experience with Baker Boats Inc. Outside of his advisory role, he is employed as security personnel and venue usher for music and sporting events through Five Star Star Event Services. 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 program incorporates both quantitative and qualitative manager due diligence and may include ESG eligibility frameworks.

Iain Sharpe is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, where he has worked since 1999. He is a Portfolio Manager with 23 years of experience at Merrill, focusing on providing wealth management services to affluent families, entrepreneurs, business executives, and other professionals. His areas of expertise include financial strategies, asset allocation, corporate benefits, executive compensation, family wealth management, legacy planning, liquidity management, and tax minimization. Iain was named to the Forbes "Best-in-State Wealth Advisors" list multiple times, including in 2018, 2021, 2022, 2023, 2024, 2025, and 2026. He holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree in hotel management from the University of Houston. Prior to his career in wealth management, he worked in the hotel management industry. Outside of work, Iain enjoys adventure sports, golfing, traveling, and spending time with his family. He and his wife live in Houston with their two sons. He is also involved with The Faris Foundation.

Alisa Danaj is a Financial Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to define their financial goals and develop portfolio strategies aimed at achieving those objectives. She provides ongoing advice and adapts portfolios as clients' situations evolve. Alisa holds the Personal Investment Advisor (PIA) designation. She earned an Associate's Degree from the College of the Mainland and a High School Diploma from Clear Falls High School. She also attended the University of Houston System without obtaining a degree. She is proficient in Albanian and English. Outside of her professional work, Alisa is involved with several community organizations, including Blue River Animal Rescue, Habitat for Humanity, and the Houston Food Bank.

Silas Girgis III is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2000. Outside of his advisory role, he serves as President of the Advisory Council at St. Laurence Catholic School, providing strategic guidance to the school's leadership. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Robert Elliott is a financial advisor with Raymond James Financial in Bellaire, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James Financial since 2009 and owns a support company called Red Leaves Capital. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning and uses various analytical tools to support client goals while also offering municipal advisory services and specialized employer consulting programs.

Patricia Preston is a financial advisor with Charles Schwab in Houston, TX, holding a Series 66 designation and 23 years of industry experience. She has been with Charles Schwab since 2007 and Charles Schwab Bank since 2008. Outside of her advisory role, she owns and manages residential rental properties in Ohio and Texas. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and offers a multi-asset model portfolio investment approach supported by centralized custody and order-routing.

Marco Correa Ruiz Velasco is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior work includes roles at UBS Financial Services Inc. and TD AMERITRADE. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Roy Salas is a financial advisor with Edward Jones in Kemah, TX, holding the ChFC® designation and Series 66 license. He has 12 years of industry experience, all with Edward Jones since 2014. Outside of his advisory role, he is involved with Statoil Texas Onshore Properties LLC, related to oil and gas royalties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 advisors and over $1 trillion in assets under management.

Joseph Olivares is a Series 66-credentialed financial advisor with seven years of industry experience. He currently works at J.P. Morgan Securities, having previously held roles at Bank of America, Merrill, and Scope Management. 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 incorporates both quantitative and qualitative research in its advisory process and offers specialized capabilities in derivatives and commodities.