Jordan Powell is a financial advisor with Charles Schwab who holds a Series 66 designation and has six years of industry experience. His prior work includes roles at TD Ameritrade and Charles Schwab Bank, as well as a position as a substitute teacher within Klein Independent School District. Powell has also worked in athletic and retail environments early in his career. 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, combining non-discretionary client guidance with access to discretionary separately managed accounts and a formal alternative investment program.

Samuel Villacreses is a financial advisor at Primerica Advisors based in Houston, TX, holding Series 63 and Series 65 licenses with one year of industry experience. His background includes roles at Carve American Grille, PFS Investments Inc., Primerica Financial Services, and prior positions in the retail and education sectors. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors and some corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-based investment strategies managed by unaffiliated asset managers.

Shane Theriot is a CFP® designated financial advisor with Edward Jones in Katy, TX, and has eight years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

David Cobb III is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he works one-on-one with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those objectives. He provides ongoing advice and adapts strategies as clients' situations change. David holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Texas System.

Jeffery Van Wart Jr. is a Series 66-credentialed financial advisor with two years of industry experience, currently with Cambridge Investment Research Advisors since 2025. His prior work includes roles at King Capital Advisors, Brady Machine Works, and Hammer Trading. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, utilizing both proprietary and third-party model strategies with flexible investment implementation options.

Michael Peschke is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation. Outside of his advisory role, he serves as a fill-in pastor on Sundays for churches in need through the Trinity Conference of the Global Methodist Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Isaac Cerpa is a Financial Advisor with Merrill Lynch Wealth Management, specializing in tailored financial advice aligned with clients' unique goals. Since beginning his career in the banking and financial services industry in 2012, he has focused on providing comprehensive guidance in areas including education planning, family wealth management strategies, managing new wealth, personal retirement planning, tax minimization, and retirement income. Isaac holds a Bachelor's Degree from Dallas Baptist University and has earned professional designations as a Chartered Retirement Planning Counselor® (CRPC®) and Personal Investment Advisor (PIA). Fluent in both English and Spanish, he is able to serve a diverse client base, including Spanish-speaking individuals seeking financial guidance. He is a member of the NTX Hispanic/Latino Organization for Leadership & Advancement (HOLA). Beyond his professional work, Isaac and his wife are active in their local church community. He also contributes as a facilitator for Clay Student Leadership, an initiative that provides leadership lessons to elementary students in the Dallas Independent School District. His personal interests include camping, hunting, and spending time with his family.

Raymond Hershey is a CFP®-certified financial advisor with eight years of industry experience, currently with Ameriprise Financial Services LLC. He previously worked at Edward Jones for seven years and spent nine years with the Rockwood School District. Outside of advisory work, he serves on the executive board of CMSSL and is the board treasurer for Aim High St. Louis. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers tailored retirement planning recommendations focused on income sources and tax-aware withdrawal strategies.

Spencer Murchison is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Cambridge since 2011. In addition to his advisory role, he operates Synergy Wealth Management as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions, including proprietary models and third-party strategies, and supports both discretionary and non-discretionary portfolio management.

Gorana Komazec Tosic is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2003. She focuses on the pre- and postretirement needs of businesses and individuals, providing retirement planning services, executive compensation strategies, and managing individual and corporate portfolios. Gorana advises a select group of families, entrepreneurs, executives, and business professionals with complex financial needs, aiming to assist them in making informed financial decisions through a disciplined investment approach. She holds several professional designations, including the Chartered Retirement Planning Counselor™ (CRPC™), Certified 401(k) Professional (C(k)P®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Gorana earned her bachelor's degree in finance from the University of Houston. In addition to her professional work, she is involved with the Houston Food Bank in her community. Gorana resides in Houston with her two daughters. Her interests include chess, cooking, gardening, music, reading, spending time with family, tennis, traveling, volleyball, and yoga. She was named to Forbes' "Top Women Wealth Advisors Best-in-State" list in 2023.

Bryan Hamlin is a Financial Advisor with Merrill Lynch Wealth Management, bringing 28 years of experience in the financial services industry to his practice. He holds the Chartered Financial Consultant® (ChFC®) designation and the Personal Investment Advisor (PIA) credential. Bryan earned his bachelor's degree from the University of Houston System. His expertise focuses on working with executives, retirees, and business owners to help them navigate important financial decisions such as retirement planning, business succession, executive compensation, and multigenerational wealth transfer strategies. Bryan emphasizes understanding each client's unique goals and priorities to develop customized strategies aimed at building, preserving, and transferring wealth. Outside of his professional responsibilities, Bryan enjoys traveling—with visits to 18 countries—as well as golfing, listening to music, and football. He also maintains an active lifestyle through fitness training and is a member of the Space City Corvette Club.

Cristian Martinez is a financial advisor at Fidelity with a Series 66 credential and one year of experience in the industry. Prior to joining Fidelity, he worked at JP Morgan Chase for three years and has held positions in various other companies including Old Second National Bank and eXp Realty LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an adviser to multiple registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks in its model portfolios.

Marlonde Pierrelouis is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. He has worked at Wells Fargo Clearing since 2017 and has been with Wells Fargo Bank, NA since 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s approach is grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Lori Scott Klein is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. She has been with Raymond James & Associates since 2003. Outside of advising, she serves as Vice President of Bay Court Interests Inc. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and advisory services supported by extensive research, a range of portfolio management styles, and notable municipal advisory capabilities.

Amir Abileah is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Foto Electric Supply Co. and Epilady USA Inc. He also serves as President of the Nine Oaks Condominium Association, a volunteer position on the homeowners association board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Joshua Graeff is a financial advisor at OSAIC with 17 years of industry experience. He has held positions at Osaic Advisory Services, Arbor Point Advisors, Securities America, and Kms Financial Services. Outside of his advisory work, he is president and owner of Northern Pacific Asset Management and serves as CFO and co-owner of a spouse’s esthetics company. OSAIC serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated investment advisory and brokerage services with a range of portfolio management tools and third-party solutions.

Hank Shieh is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2009. 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Julie Haviland is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 63 designation and bringing 30 years of industry experience. She has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor financial plans.

Mark Magee is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Edward Jones and Chase Investment Services Corp. Magee is based in Houston, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christian Cordova is a Planning Consultant at Fidelity Investments. In this role, he assists clients using a holistic planning approach that encompasses retirement planning, portfolio optimization, and complex financial needs leveraging Fidelity's resources. His objective is to provide clients with confidence in their financial plans and support throughout life's changes as they work toward their goals. Christian's experience at Fidelity began in 2022 as a Financial Representative, followed by a role as Relationship Manager from 2025 to 2026 before becoming a Planning Consultant in 2026. Throughout his tenure, he has developed expertise in client relationship management and comprehensive financial planning.