Agata Kubis is a CFP® and Series 66-licensed financial advisor with Ameriprise in Katy, TX, with 11 years of industry experience. She has been with Ameriprise and its affiliate since 2014. Outside of her advisory role, she is involved in non-investment-related real estate ownership activities. Ameriprise provides retirement income planning services targeted at individuals approaching or in retirement, typically with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Connor Davis is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has a background that includes roles at GTC Amenities and Nutrishop USA, as well as academic experience at the University of Houston and Kingwood High School. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Federico Schoenhofer is a financial advisor with Morgan Stanley in Houston, TX, holding Series 65 and Series 66 licenses and possessing 22 years of industry experience. He worked at UBS Financial Services and UBS International from 2008 to 2025 before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and analysis.

Arnold Rivas Griswold is a financial advisor at Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at KAM Controls, Inc. in business development for the oil and gas sector and positions at RMG Americas Inc., Primerica Financial Services, and New York Life. Outside of finance, he is involved in business development for instrumentation and measurement products in the oil and gas market. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients with a focus on model-delivery strategies created by unaffiliated asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Merwan Abssi is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, BBVA Securities Inc., and Compass Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

John Brucato is a financial advisor at Primerica Advisors with eight years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Plunkett Research, Aflac, and a brief affiliation with Amazon Affiliates. Outside of investment advisory, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven strategies managed by third parties and supports accounts through BNY Mellon Advisors and Pershing, focusing primarily on individual investors rather than institutional clients.

Michael Reed is a financial advisor with Fidelity who holds a Series 66 designation and has 23 years of industry experience. He previously worked at Morgan Stanley for 12 years before joining Fidelity in 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and IRS-qualified charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Richard Friedman is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 66 licenses and with 34 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Lee Chapman is a financial advisor at Edward Jones in Katy, TX, holding a Series 66 designation with eight years of industry experience. He worked at Tailored Brands LLC from 2010 to 2017 before joining Edward Jones, where he has been since 2017. 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 supported by a nationwide network of approximately 23,701 financial advisors. The firm manages about $1.01 trillion in assets and provides discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

Michael Griffin is a financial advisor with Osaic Wealth, Inc. based in Houston, TX, holding a Series 66 designation and with 27 years of industry experience. Prior to joining Osaic in 2024, he spent 19 years at Woodbury Financial Services, Inc. Outside of his advisor role, Griffin is involved in several business and community activities, including ownership and partnership roles in Silveroak Financial Group, board memberships with the Houston-West Chamber of Commerce and SmartPipe Technologies, and ownership of Griffin Spirits, LLC, a specialty vodka brand. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and access to third-party money managers to construct diversified portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Robert Rodriguez is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, concurrently working at JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As part of J.P. Morgan, the firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Aaron Thomas is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2017 to 2023, and WFG Investments, Inc. from 2012 to 2017. He also operated as a sole proprietor from 2002 to 2023. 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 offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services provided through a network of investment adviser representatives employing a variety of investment strategies and support tools.

Lori Vorwerk is a financial advisor at Stifel with 36 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Stifel in 2025, she worked at UBS from 2017 to 2025, Morgan Stanley Smith Barney from 2008 to 2017, and UBS Financial Services from 1991 to 2004. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group for asset allocation and planning analyses.

Gregory Evans is a financial advisor at Robert W. Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird & Co. since 2013. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, utilizing both internal research and manager selection supported by advanced tools such as artificial intelligence.

Nicholas Festino is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individuals and institutions, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors and 15,000 branches.

Guanyue Zhao is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, Zhao held positions at JPMorgan Chase Bank and J.P. Morgan Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Dakota Peacock is a financial advisor based in Houston, TX, affiliated with Edward Jones. He holds the Series 66 designation and has 11 years of industry experience, having been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Donald Huynh is a Series 66-licensed financial advisor with Merrill in Houston, TX, where he has worked since 2015. He has 20 years of industry experience and is also affiliated with Bank of America, N.A. Outside of his advisory role, Huynh serves as an employee of the Harris County Sheriff's Office, assisting with various law enforcement duties. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Williams is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James & Associates since 2004. Outside of advising, he serves on the Board of Directors of Pine Forest Country Club, contributing to golf course and food and beverage improvements. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

C.C. McCray is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, McCray facilitates conversations about wealth and investment planning and delivers personalized service to clients. McCray provides customized services to sophisticated clients seeking a tailored, high-touch relationship and coordinates with Wealth Management Advisors when deeper wealth planning support is needed. McCray has been with Fidelity Investments since 2000, progressing through roles including Financial Representative, Senior Relationship Manager in the Private Client Group, and currently serving as Wealth Management Senior Relationship Manager since 2017.