Randy Levy is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo since 2016. Prior to that, he was with A. G. Edwards & Sons, Inc. from 2002 to 2008. Levy also serves as a power of attorney and trustee for family-related investment matters. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Matthew Foshee is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at Charles Schwab and affiliated entities since 2018 and previously spent 13 years at Scottrade, Inc. and two years at TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers a range of integrated brokerage, custody, and cash-sweep services.

Bryan Broussard is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 19 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2007, following a year at Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research to support its recommendations, which may include an ESG eligibility framework.

Richard Markey Jr. is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following six years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

John Heath is a financial advisor at RBC Capital Markets with 29 years of industry experience. He has worked at RBC Capital Markets since 2008 and concurrently at City National Bank since 2020. He holds Series 63 and Series 65 designations and is based in Houston, TX. 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 various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ advisory risk profiles.

Darwin Wisener is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and 29 years of industry experience. His work history includes ten years at Wells Fargo Clearing, eight years with Wells Fargo Investments, LLC, and two years at Chase Investment Services Corp. 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 roughly $671 billion in assets through over 14,000 advisors and offers a range of brokerage and advisory solutions.

Owen Drymond is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior roles include positions at Voya Financial and Ameriprise, spanning over a decade before joining Equitable Advisors in 2020. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm’s approach involves assessing client risk tolerance and utilizing both proprietary and third-party model portfolios and advisory programs.

Ben Rickhuss is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he partners with ultra-high-net-worth individuals and their families to guide conversations around growing, preserving, and transferring wealth. He focuses on delivering a personalized, high-touch service experience aligned with each client's goals and preferences. Ben has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and now Senior Relationship Manager. His experience centers on wealth management and client relationship development. Outside of his professional responsibilities, Ben enjoys concerts, fishing, music, outdoor adventures, soccer, and traveling.

Reagan Lyons is a Wealth Management Planning Consultant at Fidelity Investments. Since 2023, Reagan has worked closely with clients and their Wealth Management Advisors to deliver a personalized experience focused on individual client needs and priorities. Reagan's experience at Fidelity includes roles as a Planning Consultant from 2023 to 2026 and as a Relationship Manager from 2021 to 2023. This background has enabled Reagan to develop a deep understanding of financial planning and client relationship management. Outside of work, Reagan enjoys hiking, playing musical instruments, visiting museums, spending time with pets, reading, and traveling.

Jeffrey Davis is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc for 14 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives.

Hulon Whatley is a CFP® and PFS™ credentialed financial advisor with Ameriprise, based in Sugar Land, TX, and has 29 years of industry experience. He has been with Ameriprise and its affiliate firms since 2014. Outside of advising, he serves on the boards of several local nonprofit organizations, including Parks Youth Ranch and Abigail’s Place, and is involved with River Pointe Church and a local city council campaign fund. Ameriprise is a large institutional firm that provides a range of advisory, brokerage, and insurance solutions. The firm offers a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Abryn Neal is a financial advisor at Morgan Stanley with 19 years of industry experience. He has held positions at JP Morgan Securities LLC, JP Morgan Chase Bank, and TIAA prior to joining Morgan Stanley in 2019. Neal holds Series 63 and Series 65 credentials and is based in Houston, TX. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 firm-approved tools and market modeling techniques.

Brandon Duran is a financial advisor at J.P. Morgan Securities in Houston, TX, holding a Series 66 designation with seven years of industry experience. His prior experience includes roles at Morgan Stanley, Edward Jones, and BOK Financial Securities. Outside of his advisory career, he is also an Airbnb host. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research supported by centralized due diligence and offers broader derivatives and commodities capabilities through its unique regulatory registrations.

Beau Nichols is an advisor with Robert W. Baird & Co. holding a Series 66 credential. He joined the firm in 2024 and has experience transitioning from full-time student roles at the University of Houston, LSU/Blinn, and prior educational institutions. Outside of finance, he has worked at 6320 Training Yard (formerly Buckley Performance). Beau is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department serving individuals, corporate clients, pensions, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, including separately managed accounts and tax-management strategies, supported by internal research and a mix of manager-traded and model-traded investment approaches.

Daniel Diamond is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding Series 63 and Series 66 registrations and 25 years of industry experience. He has worked at MassMutual Life Insurance Company and MML Investors Services since 2011, and previously at Osaic FA, Inc., Fisher Investments, and Fidelity. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop client recommendations focused on investment categories and strategies.

Andrew Mcgee is a financial advisor at Stifel based in Houston, TX, holding a Series 66 credential with 23 years of industry experience. He previously worked at UBS Financial Services from 2002 to 2025. Outside of his advisory role, Mcgee co-manages a rental property through an LLC with his wife. Stifel serves a diverse client base including individuals, institutions, and nonprofit organizations, offering brokerage and investment advisory services with a proprietary investment analysis methodology developed by its Investment Strategy Group.

Dago Nunez Nieto is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to develop and implement comprehensive financial plans addressing both short-term needs and long-term financial goals. In his current role, he utilizes Fidelity's platforms to offer tailored financial solutions in collaboration with his team. Dago has extensive experience within Fidelity Investments, having held multiple positions since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate. This progression reflects his broad understanding of financial services and client relationship management. Outside of his professional work, Dago has interests in fitness, movies, music, soccer, and traveling.

Andres Ramirez is a Private Wealth Manager at Merrill Private Wealth Management. In this role, he focuses on managing the financial assets and wealth of his clients. Details regarding his experience, areas of expertise, education, credentials, personal interests, or community involvement have not been provided.

Jose Valle II is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His prior work history includes roles at Fidelity Investments, Charles Schwab, TD Ameritrade, JP Morgan, Bank of America, and Merrill. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management, financial planning, and consulting services through a large network of independent advisors and utilizes a multi-manager platform with multiple program structures and custodial relationships.

Marina Ageyeva is a financial advisor at LPL Enterprise with 33 years of industry experience. She holds the ChFC® designation and licenses including Series 63 and Series 65. Her career includes roles at firms such as New York Life Insurance Company, Eagle Strategies, and Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, high-net-worth clients, retirement plans, and charitable entities. The firm’s investment approach often involves model-driven portfolios developed by internal and third-party strategists, complemented by access to financial planning, third-party asset managers, and affiliated trust and insurance services.