Russell Judah is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has been with Ameriprise in various capacities since 2005. Outside of his advisory role, he serves on the Board of Directors for the Hay Foundation / Harris County Protective Services for Children and Adults and is involved with Pinnacle Reach Partners, LLC, a consulting business that collaborates with outside professionals. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income, tax-aware withdrawal strategies, and Social Security options.

David Thompson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining Raymond James in 2019. Outside of his advisory role, he owns two businesses, Synapse Discovery, focused on digital content operations, and Two Coils LLC, an online retail venture. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including high-net-worth individuals, institutions, and municipal entities, offering tailored financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management strategies.

Sara Watts is a Series 66-registered financial advisor with 19 years of industry experience. She has worked at Osaic since 2024 and previously spent 17 years at Woodbury Financial Services. Watts also engages in selling insurance as a life agent through Legacy Investments. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Bradley Dennison is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2006 after a career in public accounting as a tax manager. Bradley holds a Bachelor's degree from the Louisiana State University System and a Master's degree from Northeastern University. He earned the Certified Public Accountant (CPA) credential in 1996, the Chartered Financial Analyst® designation in 2007, and the Certified Plan Fiduciary Advisor® designation in 2018. Additionally, he has obtained the Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) designations. In his role, Bradley focuses on helping clients address their complete financial needs across a range of areas including retirement planning, philanthropic giving, home financing and banking services through Bank of America, investment management, education planning, long-term care, insurance, and estate planning strategies. He provides guidance for self-employed clients on administering company 401(k) plans and participant education. His client focus areas also encompass college education planning, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, philanthropic planning, and tax minimization. Bradley and his wife have been married for over 20 years and reside in Houston with their son and daughter. They attend St. Mary's Chapel at Rice University. Bradley is active in the Houston community, volunteering with organizations such as Big Brothers Big Sisters Greater Houston and Compass. Since 2007, he has been involved with Big Brothers Big Sisters and since 2020, he has served on the board of directors of The Beacon. He is also a member of the Kingdom Advisors professional organization. Bradley enjoys camping, hiking, reading, and traveling in his personal time.

Jason Bohmann is a financial advisor with Osaic Wealth, Inc. based in Houston, TX, holding Series 63 and Series 66 designations with 28 years of industry experience. He has worked at multiple firms, including Securities America, Inc. and Princor Financial Services Corp, and owns Texas Wealth Design, a financial advisory business. Bohmann also owns Texas Health Design, which sells health and ancillary insurance products to individuals and small employer groups. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using firm-provided asset-allocation tools and third-party platforms to manage portfolios across various investment types for both discretionary and non-discretionary accounts.

Kasadi New is a Series 66-credentialed financial advisor with nine years of industry experience, currently practicing at Edward Jones. Kasadi has held roles at Edward Jones since 2017, with a brief tenure at Woodmen of the World Life Insurance Society, and has prior work experience in the food service industry. Outside of advisory work, Kasadi has provided food delivery services through Door Dash. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and corporate entities. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a large network of advisors and branches nationwide.

Shahmeer Danish is a financial advisor at J.P. Morgan Securities in Houston, TX. He holds the Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026. His prior experience includes roles at Halliburton, Coupes DeVille's, and Ultimate Motorsports, as well as attending the University of Virginia. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when assembling investable universes and recommending strategies.

Caroline Lee is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and based in Houston, TX. She has been with J.P. Morgan Securities since 2025, with prior experience at Houston Trust Company, Lime Rock Resources, and Fayez Sarofim & Co. Caroline attended Vanderbilt University from 2021 to 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary portfolio recommendations supported by an in-house manager solutions team and centralized due diligence.

Maria Musgrove is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and nine years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, NA since 2013. Outside of her advisory role, Musgrove works as a part-time delivery driver for Uber Eats. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Christin Alleman is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank NA since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that offers asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Jacob Morgen is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to this, he had roles at Neghbors Health and Eviro-Pest Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services through a large network of financial advisors and branch offices nationwide.

Corey Mowen is a CFP® professional currently with Wells Fargo Clearing, bringing three years of industry experience. His prior roles include positions at Rio Bank, SWBC, Truist Investment Services, and Texas Capital Bank. He serves as a finance committee member for University Methodist Church in San Antonio. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with 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.

Spencer Schafer Frith is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley and its private bank since 2015. Outside of his advisory role, he serves as a committee member on the advisory board for the Texas Parks and Wildlife Department, providing recommendations based on his experience with state parks. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services supported by firm-approved tools and the Global Investment Committee’s research.

Christopher Fontenot is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America and Invesco Distributors, Inc. Outside of finance, he owns and operates PlugDeux, a sole proprietorship focused on music composition, teaching, and distribution. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving a range of clients including individuals, high-net-worth clients, and institutions with model-based and discretionary investment strategies.

Colton Larsen is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously been involved with organizations including the Holocaust Museum Houston and Rice University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Justin Smith is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2007 and has worked at JPMorgan Chase Bank, N.A. since 2003. Outside of his advisory role, he serves as a trustee and Finance Committee member for the Contemporary Arts Museum Houston. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis with a centralized due diligence framework.

Edward Hartz is a Series 66-licensed financial advisor with UBS Financial Services in Houston, TX, bringing 18 years of industry experience. He has been with UBS since 2007. Outside of his advisory work, he is involved in a personal real estate rental business with his spouse. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm offers fee-based financial planning, portfolio management, and a range of capital markets services, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Valeria Salinas is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 65 credentials. She has one year of experience in the industry, including prior roles at Wells Fargo Bank and Woodforest Bank. Before entering the financial sector, she worked in the restaurant industry at several establishments in Houston, TX. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from the Wells Fargo Investment Institute with diversification principles and modern portfolio theory in its investment approach.

Brandon Artis is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Bank of America, N.A./Merrill Lynch prior to his current role. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Joshua Guardado is a Financial Consultant who focuses on building and maintaining strong client relationships by acting as their advocate. He aims to provide peace of mind by helping clients develop robust financial plans over time. Joshua has held several roles in the financial industry, including Investment Consultant at Fidelity Investments from 2024 to 2025, Wealth Management Banking Specialist at Merrill Lynch from 2022 to 2024, and Relationship Banker at J.P. Morgan Chase from 2021 to 2022. Outside of his professional work, Joshua has interests in cars, football, military service, motorcycles, music, and soccer.