Yvonne Cabral is a financial advisor with LPL Financial in Houston, TX, holding a Series 63 designation and 29 years of industry experience. She previously spent 10 years with Independent Financial Group and has 30 years of tenure at the University of Houston. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to support its clients’ investment goals.

Michael Hohertz is a Series 66-registered financial advisor with Raymond James & Associates in Houston, TX, bringing 23 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank, LPL Financial, and Amegy Bank of Texas. Outside of his advisory work, he is an owner and partner in Cub Crafters, Inc., an airplane manufacturing company, and serves on the finance committee of Inprint, a Houston-based literary arts nonprofit. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with mostly non-discretionary relationships, drawing on a range of portfolio management styles and affiliated research to support tailored client solutions.

Michael Doering is a Chartered Financial Consultant (ChFC®) with 15 years of industry experience. He is currently with Stifel, where he has worked since 2023. Prior to joining Stifel, he spent 13 years at Bank of America and Merrill. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Richard Brende is a financial advisor with Ameriprise in Los Angeles, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its predecessor firms since 2005. Outside of his advisory role, he assists with land development management for Land Tejas Companies, a business founded by his father. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through affiliated entities.

Alora Anderson is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2015. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Powell is a CFP® with 14 years of industry experience, currently serving at Fidelity. His prior roles include positions at Valic Financial Advisors, Transamerica Financial Advisors, and World Financial Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, offering discretionary portfolio management, advisory work, and fund advisory. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and is noted for its registration with the CFTC as a commodity pool operator and advisory roles to multiple registered investment companies.

Sergio Salinas is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at MSCI and the Instituto Tecnológico de Estudios Superiores de Monterrey. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies.

Luis Marmolejo is a financial advisor with J.P. Morgan Securities LLC in Houston, TX, holding Series 63 and Series 66 designations and five years of industry experience. His prior work includes roles at Equitable Advisors and LJB Wealth Partners, as well as entrepreneurial activity in photography through LM Photography. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its recommendations.

Derek Hsu is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes positions at Levi Strauss & Co, UBS, Abercrombie & Fitch Co, and St. Paul's Christian School. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Rachel Dalton is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at J.P. Morgan Securities since 2010 and at JPMorgan Chase Bank, N.A. since 2016. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Wesley Pruitt is a financial advisor at RBC Capital Markets in Houston, TX, holding a Series 66 designation with 12 years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, utilizing a combination of in-house and third-party managers to provide portfolio management, financial planning, custody, and brokerage services.

Bryan Mayo is a financial advisor with LPL Enterprise in Houston, TX, holding Series 66 and Series 63 licenses and one year of industry experience. His prior experience includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of advising, he works as a service advisor and state inspector at Kwik Kar in Houston. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage services. The firm offers financial planning, model portfolio programs, and access to third-party asset managers, operating an integrated platform that combines advisory programs with the sale of financial products, including insurance.

Ethan Sherman is a financial advisor with Fidelity Investments in Houston, TX. He holds Series 63 and Series 66 designations and has one year of industry experience. Prior to joining Fidelity, he worked at Western & Southern Life and W&S Brokerage Services, and he is also employed at EOS Fitness, where he provides exercise support and guidance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.

Charisse Kirkley is a financial advisor with Morgan Stanley in Houston, TX, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. She previously worked at Bank of America and Merrill for nine years. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Tracey Childress is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2020. In this capacity, she collaborates with a Wealth Management Advisor to understand clients' goals and priorities, focusing on addressing the complex needs of affluent families and ensuring high-quality service. Prior to her current position, Tracey worked as a Financial Representative at Fidelity Investments from 2017 to 2020. Before joining Fidelity, she served as a Sales & Marketing Manager at State Farm Insurance from 2015 to 2017. Outside of her professional responsibilities, Tracey enjoys family activities, fishing, hiking, outdoor adventures, parenthood, and snowboarding.

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.

Heather Carson is a financial advisor with Edward Jones in Houston, TX. She holds a Series 66 designation and began her advisory career in 2025 after 15 years at Shell Oil Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a large nationwide network of financial advisors and branch offices.

Jack Roland is a financial advisor at Cambridge Investment Research Advisors with 37 years of industry experience. He holds a Series 63 designation and has worked at Cambridge Investment Research Advisors since 2016. Roland is also a CPA and owns Roland, Fry & Warren LLC, where he provides tax preparation, accounting, auditing, and financial statement services. He serves on the boards of Lifeline Chaplaincy, Compassionate Touch, and the Team Complete Athlete Kingwood Volleyball Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platforms.

Tami Jarrett Plummer is a financial advisor with Cambridge Investment Research Advisors in Houston, TX, holding a Series 63 designation and 33 years of industry experience. She has worked with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010 and was previously with Jaye C. Jarrett & Co., Inc. for 30 years. Plummer serves as a board member for the Powder Ridge HOA in Big Sky, MT. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals using a variety of portfolio management and platform arrangements.

Jeffrey Kosta is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities LLC and JP Morgan Chase Bank since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.