Blake Rusk is a CFP® with 13 years of industry experience, currently serving at RBC Capital Markets since 2012. Based in Houston, TX, he holds the Series 66 designation. Outside of his advisory role, he is the sole proprietor of R-Oil LLC, an oil pipeline shipping business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.

Douglas Meuth is a financial advisor with LPL Financial located in Houston, TX, holding a Series 63 designation and 39 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 26 years before joining LPL Financial in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its broad network of more than 22,800 advisors.

Jonathan Romero is a Planning Consultant currently working at Fidelity Investments since 2024. He has accumulated four years of experience in the financial services industry, focusing on helping clients achieve their financial goals through customized financial planning. Prior to his current role, Jonathan served as a Financial Solutions Advisor at Merrill Lynch from 2022 to 2024 and as a Licensed Relationship Manager at JP Morgan Chase from 2021 to 2022. His professional background reflects a commitment to understanding clients' unique financial needs and building lasting relationships. Outside of his professional career, Jonathan engages in family activities, fitness, social events with friends, snowboarding, soccer, and traveling.

Crystal Maxwell is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with 23 years of industry experience. She has been with UBS since 2003. Outside of her advisory role, she serves as an officer for The Trinity Charitable Foundation, which donates funds to other charities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client solutions.

Joseph Rose is a financial advisor with LPL Financial based in Sugar Land, TX, holding a Series 66 designation and 13 years of industry experience. He previously worked at Raymond James Financial Services from 2013 to 2024 and manages JCRose Consulting alongside his advisory role. Rose is also involved with The Noble Group, a business entity related to his LPL practice. 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 a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party management, supported by advanced operational tools and a broad suite of financial products.

Cory Martay is a financial advisor at Morgan Stanley based in Houston, TX, with 12 years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2016 to 2019. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and quantitative models to support its financial planning process and delivers services through a broad range of investment and advisory offerings.

Ramakrishna Gali is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2003 to 2019. Since 2019, he has been associated with both City National Bank and RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' Advisory Risk Profiles.

Matthew Steger is a financial advisor at Edward Jones in Fulshear, TX, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, all operating under a fiduciary standard.

Gabriel Camera is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop investment strategies tailored to their unique financial situations, risk tolerance, and objectives. He has held several roles at Fidelity Investments, progressing from Financial Representative in 2021 to Investment Consultant in 2023 before assuming his current position in 2024. His experience at Fidelity Investments spans multiple roles including Relationship Manager and Investment Consultant, providing him with a broad perspective on client financial needs and investment solutions. This progression reflects his ongoing commitment to supporting clients in achieving their financial goals.

Malcolm Pierre is a financial advisor with LPL Enterprise in Houston, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. He previously worked at Pruco Securities, LLC for six years and spent over three decades at Allstate Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Winchell Eagleton is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he has held positions at Mountain Dell Golf Course and Wasatch Demolition, and studied at the University of Utah. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Robert Vastine is a Series 66-licensed financial advisor with 15 years of industry experience. He has been with J.P. Morgan Securities since 2013 and previously worked at Raymond James & Associates for one year. Based in Houston, TX, Vastine provides advisory services through J.P. Morgan Securities. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with implementation and portfolio services provided by affiliated entities.

Martin Wheeler is a CFP®-credentialed financial advisor with Ameriprise in Houston, TX, bringing 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Alberto Ramos Alatorre is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 65 and Series 63 credentials. His prior work includes roles at Actinver Securities, Active Foods, Alterna Wealth Management, and Optima Capital Management. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee analyses to support its services.

Eric Schneider is a CFP® professional with 12 years of industry experience, currently advising clients at Ameriprise in Houston, TX since 2021. He has prior experience with Avantax Advisory Services and Avantax Investment Services, where he worked for a combined 20 years, and also has a background with Alfred W. Zientek & Co., P.C. Outside of his advisory role, Schneider is involved with Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Keith Lane is a Financial Consultant at Fidelity Investments, where he has been employed since 2011. In his current role, he collaborates with clients to develop customized financial plans aligned with their goals, utilizing Fidelity's resources. Prior to his current position, he worked as an Investment Consultant at Fidelity Investments from 2011 to 2014. His financial services career began at Edward Jones, where he served as a Financial Advisor from 2009 to 2011.

Jonathan Bui is a Financial Consultant at Fidelity Investments, where he works closely with clients to understand their situations and needs. He focuses on developing holistic financial plans that help clients work towards their goals. He has held several roles at Fidelity Investments since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. This experience has contributed to his expertise in client relationship management and financial planning. Outside of his professional work, Jonathan has personal interests in board games, football, golf, and parenthood.

Scott Bartosh is a financial advisor with Robert W. Baird & Co. who holds a Series 66 designation and has 13 years of industry experience. He has been with Robert W. Baird & Co. since 2013. Outside of his advisory role, Bartosh serves as an umpire for Houston TASO. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services utilizing both manager-traded and model-traded strategies, along with ongoing investment manager selection and monitoring.

Fred Van Meter is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in various client focus areas including retirement planning, college education planning, divorce transition planning, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, philanthropic planning, and portfolio management services. With close to thirty years of experience, Fred and his team assist clients in navigating each new phase of life by understanding their unique needs and goals. They provide tailored solutions and dedicated attention to help ensure a positive client experience. Fred holds a Bachelor's Degree from the University of Houston System and holds the Personal Investment Advisor (PIA) professional designation. Outside of his professional work, Fred enjoys fishing, golfing, running, scuba diving, spending time with his family, and traveling.

Michael Brooks is a financial advisor with UBS Financial Services in Sugar Land, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a partner at Brooks Law PLLC, where he engages in select pro bono and non-financial legal matters and occasionally presents at Texas law schools on how to complete law school and pass the Bar Exam as a nontraditional student. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.