Ryan Crawford is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 designations. He has one year of industry experience and previously held positions at PNC Bank and other retail and sales roles. 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 and analytics from Wells Fargo Investment Institute.

John Young Jr. is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS and previously PaineWebber since 1991, and has a longstanding affiliation with the University of Georgia since 1986. Outside of his advisory role, he is involved with the Coastal Conservation Association STAR program, promoting fishing tournaments to raise scholarships for children and awareness of conservation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses a research-driven approach to tailor financial plans and portfolios to clients’ goals and risk tolerances.

Jack Roland is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 37 years of industry experience and has been with Cambridge since 2016. Roland is also a board member of several nonprofit organizations, including Lifeline Chaplaincy and Compassionate Touch, and serves on the board of the Team Complete Athlete Kingwood Volleyball Foundation. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers access to third-party advisers and proprietary model strategies.

Tami Jarrett Plummer is a financial advisor at Cambridge Investment Research Advisors with over 33 years of industry experience. She has held positions at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010, and was previously with Jaye C. Jarrett & Co., Inc. for 30 years. She serves as a board member of the Powder Ridge Homeowners Association in Big Sky, Montana. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management with a range of proprietary and third-party investment strategies.

Matthew Smith is a Series 66-credentialed financial advisor with 16 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and previously held positions at Bank of America, Merrill, USAA Investment Services Company, and Edward Jones. 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. Their advisory process combines quantitative screening and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Vatti Richardson is Vice President and Financial Consultant at Fidelity Investments, where he partners with clients and their families to build financial plans. He works closely with clients to help them achieve their financial goals through Fidelity's investment platform and resources. Richardson has been with Fidelity Investments since 2014, progressing through roles including Service Representative, Investment Solutions Representative, Retirement Solutions Representative, Relationship Manager, Investment Consultant, Financial Consultant, and currently Vice President, Financial Consultant. He holds insurance licenses in Arkansas and California and is a CERTIFIED FINANCIAL PLANNER™ professional. Outside of his professional work, Richardson has interests in fitness, music, and traveling.

Aiana Whitfield is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan, she has worked in various roles including at Blue Plate Restaurant Company and Northrock Partners. Outside of her advisory work, Whitfield serves as a basketball referee for leagues ranging from elementary to adult levels. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative screening and qualitative research, with a focus on eligible strategies and ESG considerations.

Kelly Gandre is a financial advisor with Edward Jones in Houston, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining Edward Jones in 2019, Kelly worked at Ultimus Fund Distributors, Lyrical Partners, LP, and Neuberger Berman, LLC. Outside of finance, Kelly is involved in dog boarding and sitting on weekends. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Derek Draper is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans aimed at achieving their financial goals. He has been in this role since 2023. Prior to his current position, Derek served as a Retirement Specialist at VALIC Financial Advisors Inc. from 2017 to 2023. His experience spans areas related to retirement planning and investment consulting. No additional information on education, credentials, personal interests, or community involvement was provided.

Pedro Saiz is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation. He has industry experience beginning in 2023 and previously worked at Sooner Inc and Monex Securities Inc. Outside of his advisory roles, he spent five years associated with Texas A&M University and has experience in other diverse sectors including education and retail. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary capital market models and global research to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets services.

Jamie Frank is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for 10 years. Outside of her advisory role, she is the general partner and managing member of Conscious Cloth Ventures LLC, a cloth diaper service, and serves as assistant treasurer and volunteer for the Houston Metropolitan Chapter of Jack & Jill of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

George Bow is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and also has a tenure with Wells Fargo Bank, N.A. dating back to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 advisors nationwide.

Walter Schneider is a financial advisor at Merrill with 51 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill and Bank of America since 2015. Outside of his advisory role, he serves as a committee member for the Hallmark Resident Gift Fund, a program that distributes cash rewards to employees of his retirement community. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Wendy Chan is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and bringing 17 years of industry experience. Her prior roles include positions at Oneamerica Securities, American United Life, and Mass Mutual Investors Services. Outside of her advisory work, she operates a professional corporation providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Christopher Rowley is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He has spent over a decade with Ameriprise Financial Services, Inc. Prior to his advisory role, he has held a position on the Board of Directors for Municipal Utility District #73 in Houston, TX. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Korissa Rojas is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and three years of industry experience. She has been with Wells Fargo Bank, NA since 2015. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Emilie Hegyes is a Wealth Management Advisor with Merrill Lynch Wealth Management, joining the firm in 2019 after nearly eight years in scientific research and development. She brings a background in critical thinking and problem-solving derived from her scientific education and experience, applying these skills to help clients identify what is most important to them and create plans to realize their goals. Emilie emphasizes building trusted and accountable relationships with her clients, supporting them throughout the financial planning process and sharing in the success when goals are achieved. Emilie holds a Bachelor of Science in Chemistry and a PhD in Materials Science, both from the University of Montana. She holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her client focus areas encompass college and education planning, family wealth management, retirement planning and income, philanthropic and socially responsible investing, as well as services for endowments, foundations, and non-profits. Outside of her professional role, Emilie and her wife share a commitment to raising their family in Missoula. She is involved with community organizations such as A Carousel for Missoula, Montana Science Fair, Montana Special Olympics, The Dylan Steigers Concussion Project, and spectrUM Science. Emilie enjoys spending time with her family attending local Griz games and community events, as well as engaging in outdoor activities in Montana’s parks, trails, rivers, lakes, and ski hills.

Casey Cagle is a financial advisor with Charles Schwab in Houston, TX, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at TD Ameritrade and Citigroup Global Markets. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational services.

Lynne Andrews is a financial advisor at UBS Financial Services with six years of industry experience. She holds the Series 66 designation and has worked at UBS since 2019, previously serving three years at Goodman Financial Corporation. Andrews is also a Notary Public for the State of Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and delivers advisory work through proprietary research and model-based asset allocations.

Jennifer Price is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her work history includes multiple roles at Wells Fargo Clearing and Wells Fargo Bank NA, as well as a position at Westmark Credit Union. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets with more than 14,000 advisors and offers both brokerage and advisory solutions.