Adam Burden is a financial advisor with Thrivent Investment Management in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Thrivent, he worked in education with Texans Can Academies and the Austin Independent School District. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses without discretionary trading authority. The firm allows clients to integrate planning with managed accounts through a consolidated billing option, maintaining separation between the services.

Vishnu Bhatt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses, and has three years of industry experience. He has been associated with Wells Fargo entities since 2016. Outside of his advisory role, he serves as trustee and holds power of attorney for his mother. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm utilizes research and analytics to evaluate investment options and offers both brokerage and advisory solutions at a large scale.

Daniel Koenig is a financial advisor at Fisher Investments with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fisher Investments since 2018. Prior to that, he was with The Prudential Insurance Company of America and Pruco Securities, LLC from 2016 to 2018. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative analysis, and employs tax-aware and risk management strategies including derivatives and tax-loss harvesting.

Thomas Parrish is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Securities LLC for seven years before joining Wells Fargo in 2023. Based in Houston, TX, Parrish’s career includes positions at major financial institutions. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data sources.

James Whitmore Sr. is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses. His career includes roles at Summit Financial Group Inc. and Summit Brokerage Services, Inc., and he operates Whitmore Financial Services, a separate business he founded in 2002. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Athena Morrow is a financial advisor with Ameriprise in The Woodlands, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she provides plan production services to local advisors through Penni, Rippey, Cunningham & Associates, LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Antonio Nunez is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting federal employees, military personnel, and government retirees with maximizing their financial futures. Antonio provides expertise in managing benefits, investments, and retirement planning specific to this group. With 9 years of experience in the finance industry, he helps clients navigate their Thrift Savings Plan (TSP) rollovers and investment strategies, Federal Employee Retirement System (FERS), Civil Service Retirement System (CSRS) planning, federal employee benefits such as FEGLI and survivor benefits, and tax-efficient retirement income planning. Antonio employs a fiduciary, education-first approach to help clients make informed financial decisions. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Antonio earned a High School Diploma from Iraan High School. He communicates with clients in both English and Spanish.

James Farris is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 32 years of industry experience. His prior work includes roles at VOYA Financial Advisors and Fidelity Union Life Insurance. He also owns Farris Financial Group, an entity involved in the sale of securities and insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, supporting discretionary and non-discretionary strategies across multiple program structures.

Loren Westerfield is a financial advisor at Edward Jones with a Series 66 designation and one year of experience at the firm. His career includes roles at InfoStride, We the Veterans Foundation, Atkinson Engineers, Liberty University, and eight years with the United Service Organizations (USO). Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management and a large nationwide network of financial advisors and branch offices.

Samantha Aguilar is a financial advisor at Fidelity with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked primarily at Fidelity Investments since 2017, with a brief tenure at Haynes Boone, LLP. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Theodore Stanley is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 registrations and over 31 years of industry experience. He has worked at LPL Financial since 2007 and previously held roles at SeCU Brokerage Services, Merrill, and Banc One Securities Corporation. Outside of his advisory work, he is a board member of the nonprofit TownshipFuture and operates a small gift basket business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and large-scale operations.

Christopher Hall is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Morgan Stanley and its Private Bank divisions from 2013 to 2025. Outside of his advisory role, he owns and manages Fidi Consi LLC, an investment-related business. Ameriprise offers specialized retirement-income planning services for individuals with significant investable assets, combining algorithmic analysis with personalized recommendations delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Lindsey Shiflett is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 14 years before joining Baird in 2026. She 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 employs a range of services including discretionary and non-discretionary portfolio management, separately managed accounts, and financial planning, supported by internal research and advanced tools such as artificial intelligence.

Mario Trevino Jr. is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, having also worked at Wells Fargo Bank, NA since 2008. He is based in San Antonio, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s 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.

Valerie Bethel is a Series 66-licensed financial advisor with Merrill in Houston, TX, with 20 years of industry experience. She has been with Merrill and its affiliate Bank of America since 2009. 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 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 and third-party managers.

Olindsey Brown is a Series 66 credentialed financial advisor with 15 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent three years with Edward Jones. Outside of her advisory role, she holds a 25% ownership in a men’s clothing business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm combines research from Wells Fargo Investment Institute with diversification principles and offers both brokerage and advisory solutions.

David Harris is a financial advisor with LPL Enterprise in Houston, TX, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones, PRUCO Securities, and The Prudential Insurance Company of America. He serves on the board of Woodridge Baptist Church, reviewing financial assistance requests for members and others. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists.

Camiel Verburgt is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Lekker Eten Inc., Lincoln Financial Distributors, Global Retirement Partners, LPL Financial, OneAmerica Securities, and American United Life. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Alyssa Biggins Vacek is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and previously worked at Shell and Blackrock. Outside of her advisory role, she operates a support company called Biggins Wealth Services in Houston, TX. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports a wide advisor network, with notable capabilities in municipal finance and a SIMPLE IRA Employer Advisory program.

Anthony Torres is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and one year of industry experience. He has worked at Ameriprise since 2018 and has prior experience at Heb and Klein Oak Highschool. Outside of his advisory role, he is involved in music as a songwriter and performer. Ameriprise is a large institutional firm that offers retirement-income planning services and a broad range of advisory, brokerage, and insurance solutions. Their approach includes algorithm-driven retirement recommendations combined with personalized financial advising, primarily serving clients with significant investable assets.