Taylor Navel is a Series 66-licensed financial advisor with Edward Jones in Richmond, TX, and has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Jason Valentz is a financial advisor with UBS Financial Services in Sugar Land, TX, holding a Series 66 designation and 18 years of industry experience. He previously worked at Bank of America, N.A., and Merrill from 2016 to 2020 before joining UBS in 2020. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm uses proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances while combining institutional trading capabilities with wealth management services.

Jay Jackson is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and three years of industry experience. His prior work includes positions at PFS Investments Inc., The Fiduciary Alliance, Jackson Hewitt Tax Service, and Shell Oil Company, where he spent 22 years. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based strategies and a limited number of discretionary separately managed account options.

Steven Ambriz is a Wealth Management Advisor with VMT Wealth Management, affiliated with Merrill Lynch Wealth Management and Bank of America. Since beginning his financial services career in 2009 and joining Merrill Lynch in 2012, Steven has focused on delivering comprehensive wealth management strategies tailored to clients' individual goals and risk tolerances. His work includes asset management, insurance planning, estate planning services, customer lending, and access to private banking. Steven emphasizes clear communication and personalized service to help clients align their financial actions with their long-term objectives. He holds several professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Steven earned a Bachelor's Degree from the University of Houston Downtown and completed an Accredited Certificate Program at Rice University. Born and raised in Texas, Steven currently resides in Richmond, a suburb of West Houston, with his wife and three children. He is involved in community organizations such as Brookwood Community and Paternal Time Inc. Outside of work, he enjoys fishing, hunting, F3 workouts, and playing disc golf.

Jocelin Mathews is Vice President and Financial Consultant at Fidelity Investments, a position held since 2023. Jocelin has been with Fidelity Investments in various roles since 2011, including Financial Consultant, Planning Consultant, Senior Relationship Manager, and Relationship Manager. Prior to joining Fidelity, Jocelin worked as a Financial Planner at Raymond James Financial from 2006 to 2010, and as an Account Administrator and Information Portfolio Specialist at Wachovia Securities from 2002 to 2006. Jocelin collaborates with clients to create comprehensive financial plans aimed at building, preserving, and distributing wealth. The approach involves understanding what is important to clients and their families to develop and implement tailored strategies that ensure comfort and confidence throughout the financial planning process.

Scott Fogleman is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Salient Capital L.P. and Bank of the West. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Esmeralda Valarezo is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has previous work experience at Raymond James Financial Services and Amegy/Zions. Valarezo is also involved with The Noble Group, an investment-related business. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Ryan Taylor is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on creating personalized wealth management strategies tailored to clients' individual financial goals and changing market conditions. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to support clients' pursuit of their financial objectives. Ryan holds a Bachelor's Degree from the University of Houston System and is a Personal Investment Advisor (PIA). He is committed to serving clients by understanding their financial stories and providing guidance aimed at achieving their goals. His professional philosophy emphasizes the importance of meeting with an experienced financial advisor to develop personalized retirement strategies, regardless of the time horizon. Outside of his professional work, Ryan volunteers with organizations in the community, reflecting his dedication to service. He enjoys traveling with his family, golfing, and training for obstacle course races.

Jason Williams is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and develops strategies to address short-, mid-, and long-term objectives. His services cover areas such as general investing, retirement planning, and saving for unforeseen events. He also provides clients access to Bank of America specialists for banking, credit, home financing, and small business solutions. Jason holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Stephen F. Austin State University. His approach focuses on uncovering what matters most to clients and their families to create tailored financial strategies. He maintains ongoing communication to address client goals, concerns, and changing needs.

Muna Malik is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Bank of America and JP Morgan Securities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers.

Matthew Selby is a financial advisor with Primerica Advisors in Stafford, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Primerica since 2013 and also has a background working with Fort Bend Independent School District. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients via a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Heather May is a financial advisor with UBS Financial Services in Sugar Land, TX, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Advisors, and Ameriprise. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Anna Magar is a financial advisor with Wells Fargo Clearing in Sugar Land, TX, holding a Series 66 designation and nine years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously at Merrill from 2014 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dean Lin is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank, N.A., J.P. Morgan Securities, Merrill, and Bank of America. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through its Institutional Consulting Services program. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

James Blair IV is a financial advisor with UBS Financial Services in Sugar Land, TX, holding a Series 66 license and 27 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he serves as trustee for a family trust established by his grandmother, overseeing investment decisions and distributions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Jonathan Rao is Senior Resident Director at Merrill and a founding member of The Murgai, Jerding & Rao Wealth Management Group. With over 20 years of experience at Merrill, he serves clients in the Houston area and across the United States, including successful business owners, executives, and other ambitious individuals with complex financial needs. He emphasizes client education and values "teachable moments" to help clients and their families understand financial strategies. Jonathan's approach involves thorough review of clients' financial and legal documents, often coordinating with their CPA and attorney to develop comprehensive strategies covering investment, liability management, tax minimization, and estate planning. He holds the CERTIFIED FINANCIAL PLANNER® certification and a Bachelor's degree in Business from Texas A&M University, along with an accredited certificate from Rice University. Active in his community, Jonathan is a donor to the Texas A&M 12th Man Foundation, serves as a committee member of the Children's Discovery Center of Fort Bend, and is a Director for the JRM Foundation. He and his wife Melinda reside in Sugarland, Texas, and enjoy activities including boating, fishing, football, golfing, hunting, and traveling with their three children.

Scott Finley is a financial advisor with Ameriprise in Sugar Land, TX, holding a Series 66 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory work, he serves on the Sugar Land Rotary Board of Directors and works as a soccer referee. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning services that emphasize written recommendations and annual advice on tax-aware withdrawal strategies and dependable income sources.

Brian Papp is a financial advisor with Merrill, holding a Series 66 designation and 24 years of industry experience. He has been with Merrill since 2003. Outside of his advisory work, he is involved with a business named Papp Rental Cottage. 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.

Rae Stuard is a financial advisor with UBS Financial Services in Sugar Land, TX, holding a Series 63 designation and 27 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, delivering advisory work supported by proprietary research and model-based asset allocations.

Terry Kelly is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Invesco Advisers, Inc. and A I M Distributors, Inc. before joining Merrill in 2019. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.