Kent Butler is a financial advisor with UBS Financial Services in Sugar Land, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, Butler serves as a trustee for the Quail Valley Fund Homeowners Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm provides fee-based financial planning, portfolio management, and access to proprietary research to tailor investment strategies to clients' goals and risk tolerances.

Amit Jain is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 25 years of experience assisting families and business owners in growing and protecting their wealth through tailored investment management strategies. Amit focuses on family wealth management, legacy planning, and personal retirement planning, taking the time to understand clients' financial goals and craft customized approaches to help them achieve financial independence. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Houston. Outside of his professional role, Amit is involved with the East Bay SPCA and pursues personal interests such as cooking, football, golfing, and traveling. His approach centers on connecting all aspects of a client's financial life to prioritize and pursue the goals that matter most.

Heather Hennigh is a CFP® professional with 15 years of industry experience currently practicing at OSAIC. She has worked at firms including Woodbury Financial Services and Cetera. Outside of her advisory role, she provides pro bono financial coaching for widows through the nonprofit Wings for Widows and is a joint owner of a farm managed by her husband. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach that emphasizes model-based asset allocation, portfolio optimization, and a variety of managed account solutions.

Preston Tieman is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He works closely with clients to understand their personal and financial goals, aiming to develop tailored financial plans that meet their unique needs. Preston has been with Fidelity Investments since 2018, previously holding positions as Investment Consultant and Financial Representative. Prior to joining Fidelity, he worked as a Financial Professional at AXA Advisors from 2017 to 2018. This range of experience has contributed to his comprehensive understanding of financial consulting. No information about his education, credentials, personal interests, or community involvement has been provided.

Javier Vincenti is a Series 66-licensed financial advisor at Wells Fargo Advisors with 21 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services Corp., Morgan Stanley, Charles Schwab, and Merrill. He is also the owner of Beacon Tree Wealth Management, a wealth management business based in Sugar Land, TX. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and banking services.

Jeffrey Hanshaw is a Series 63-licensed financial advisor at Merrill with over 43 years of industry experience. He has been with Merrill since 1982 and has also worked at Bank of America since 2009. Outside of his advisory role, he is involved in managing family-owned rental properties in Houston, Texas. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

John Piper is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Prudential Equity Group, LLC from 1998 to 2003. Outside of his advisory role, Piper serves as president on the board of Brazoria City MUD#13, is a board member of the City of Southside Place Planning and Zoning Commission, and acts as treasurer and elder at Watersedge Community Church. 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 employs a large network of advisors and uses research from its own investment institute along with third-party data to support its investment and consulting strategies.

Christopher Madden is a financial advisor with J.P. Morgan Securities based in Houston, TX. He holds Series 63 and Series 66 designations and has 18 years of industry experience. His prior roles include positions at Transamerica Capital, Inc. and Axa Equitable Life Insurance. J.P. Morgan Securities offers 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 to build model asset allocations and includes broader derivatives and commodities capabilities.

Willie Howard is a financial advisor with OSAIC in Richmond, TX, holding Series 63 and Series 66 licenses and over 30 years of industry experience. His career includes positions at Securities America Advisors, Inc., Investacorp Advisory Services, and Edward Jones. He serves as president of the Fred Douglass Community Development Corporation and holds board roles in local nonprofit organizations focused on community and educational development. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services using a model-based investment approach that includes portfolio optimization and access to third-party money managers.

Kevin Benson is a Series 66 licensed financial advisor with Edward Jones, based in Missouri City, TX. He joined Edward Jones in 2025 and has a background that includes experience with the Pasadena Independent School District and The Greater Houston YMCA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Michael Mcgee Jr. is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 13 years of industry experience. He previously worked at Hornor, Townsend & Kent, Inc. and has been involved with Investment Insurance Coordinators, Inc. since 2007. Outside of his advisory role, Mcgee serves as an instructor providing continuing education to CPAs and is involved in various business ventures, including ownership in entities related to land and mineral rights as well as running a hunting ranch. Cambridge Investment Research Advisors serves a diverse client base, including individual investors and institutional clients such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports multiple platforms and custodians, provides access to third-party advisers and proprietary model strategies, and offers both discretionary and non-discretionary management options.

Justin Griffin is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Merrill since 2008 and concurrently associated with Bank of America, NA since 2009. Merrill serves a broad client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services. The firm emphasizes manager selection and monitoring through a variety of program strategies and integrates closely with Bank of America affiliates to support trading, lending, and capital-markets activities.

Jenna Cedillo is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has worked in various roles at JPMorgan entities since 2016. Outside of her advisory work, she is a co-owner of Gemini Properties, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Evan Martin is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with UBS in various capacities since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations in client planning.

Sohrab Abbas Zarasvand is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Merrill and Fidelity Personal and Workplace Advisors. Zarasvand is based in Houston, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research, delivering written asset allocation advice, investment manager searches, and customized performance reporting.

Gregory Basillio serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. He has been with Fidelity Investments since 2005, progressing through roles including Financial Planning Consultant, Relationship Officer, and Active Trader Services Representative. Prior to joining Fidelity, Gregory worked as a Financial Advisor at several firms, including Wachovia Securities and Tiger Investment Group, and began his career as a Trader at Waterhouse Securities. With over two decades of experience in the financial industry, Gregory partners with clients to help them understand their unique financial situations and develop sound financial plans. His expertise encompasses various aspects of financial consulting and planning, supported by extensive practical experience. Outside of his professional role, Gregory has personal interests that include being a foodie and parenthood.

Scott Tiras is a CFP® professional with 37 years of industry experience, currently with Ameriprise since 2020, following a 32-year tenure at Ameriprise Financial Services, Inc. He is involved in developing a software program with his son and manages a recreational ranch in Texas. Additionally, he owns Tiras Wealth Management LLC and holds business interests in office space management and investment-related activities through SJ Holdings, LLC. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, delivering written, non-discretionary recommendations that integrate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ollie Harris III is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and having 37 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for six years. Harris serves as an administrator for his father’s estate and as a trustee for his grandfather’s trust. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets through more than 14,000 financial advisors.

Mary Mc Intyre is a financial advisor at RBC Capital Markets with three years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at City National Bank, JMP Securities LLC, Citizens Capital Markets, Citizens Bank, and Cadence Bank. Outside of her advisory work, she serves as an assistant coach for a high school cheerleading team at Episcopal High School in Bellaire, Texas. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations, offering tailored portfolio management and financial planning solutions. The firm employs a range of investment strategies through both in-house and third-party managers, providing discretionary and non-discretionary services across diversified account structures.

Li Ping Cytrynowicz is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has worked at several firms including Prudential Insurance Company of America and LPL Enterprise. Outside of her advisory work, she was involved with Language Land LLC for seven years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.