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 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.

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 and JPMorgan Chase Bank since 2015. J.P. Morgan Securities provides 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. Their advisory process combines quantitative and qualitative research with a framework that may include ESG considerations, offering clients tailored investment guidance while retaining final decision-making authority.

Ronald Sanchez Lopez is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and is based in Houston, TX. Outside of his advisory role, he is a partner and investor in Cubaconstruction LLC. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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.

Michael Moore is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and nine years of industry experience. He previously worked at Windlass Partners LLC for six years and currently serves as principal manager of Windlass LLC outside of business hours. Morgan Stanley Wealth Management is a major SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery and advanced planning tools.

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.

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.

Carl Vincent is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise in Houston, TX. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts and incorporating algorithmic automation in its advisory process.

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.

Charles Richmond is a CFP®-credentialed financial advisor with Primerica Advisors in Houston, TX, and has three years of industry experience. He has worked at PFS Investments Inc. since 2023 and has been affiliated with Primerica Financial Services since 2014. Outside of finance, he serves as President and Office Manager of Washington Funeral Street in Mississippi, a role he has held since 1996. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of advisors.

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.

Rebecca Creager is a Series 66-licensed financial advisor with Edward Jones, based in Spring, TX, with one year of industry experience. Her prior work includes roles at Klein ISD and Hughes & Cozad Orthodontics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

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.

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.