Veronica Miller is a financial advisor at UBS Financial Services with 33 years of industry experience. She has been with UBS since 2001 and holds Series 63 and Series 66 licenses. Between 2009 and 2013, she was also commissioned as a notary public in Austin, Texas. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Carlos Regueiro is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Comcast and T-Mobile. Outside of his advisory role, he is an owner of rental property in Richmond, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, notable for its extensive advisor network and affiliated financial capabilities.

Mark Underwood is a Financial Consultant at Fidelity Investments, where he has been employed since 1999. Throughout his tenure, he has held various roles including Financial Consultant, Vice President Executive Planning Consultant, Vice President Branch Manager, Regional Planning Consultant, Vice President Senior Account Executive, and Investment Representative. Mark's experience spans over two decades within Fidelity Investments, providing him with extensive knowledge in investment planning, client service, and personalized financial guidance. His commitment is to leverage Fidelity's diverse investment options and resources to assist clients in working toward their financial objectives. No specific information regarding his education, credentials, personal interests, or community involvement has been provided.

Christopher Wooldridge is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, W&S Brokerage, Western & Southern Life, and ReMax. Outside of advisory services, he has worked as a full-time sales agent for Western & Southern Life. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Anna Magar is a financial advisor with Wells Fargo Clearing in Sugar Land, TX, holding a Series 66 designation and nine years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously at Merrill from 2014 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Keenan is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with LPL Financial and its predecessor entities since 2006. Outside of his advisory work, he is an independent consultant for a network marketing business selling essential oils. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management with a range of portfolio options and research support.

Marcus Fair Jr. is a financial advisor with RBC Capital Markets, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Baird and BMO Harris Bank. He is based in Houston, TX. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, tailored strategies based on client risk profiles, and access to both in-house and third-party investment managers.

Kelly Franco is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2016, following six years at Morgan Stanley Smith Barney. Outside of her advisory role, she is a managing member of a family LLC that plans to start a small business installing screen garage door kits. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Larry Callender is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2001 and holds a Series 63 designation. Outside of his advisory role, he serves on the board of the Rise School of Houston and chairs its annual golf tournament. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

Steven Will is a financial advisor with Charles Schwab in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Charles Schwab, he worked at Lone Star College - University Park and the Greater Houston Partnership. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a primarily non-discretionary advisory model with access to discretionary separately managed accounts and offers a broad range of integrated brokerage, custody, and advisory services.

Andrew Oretsky is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at IMG Financial Group and Securian Financial Services. Outside of his advisory work, he is also an agent/broker involved in fixed insurance sales. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary account structures.

Emilee Baker is a Series 65-licensed financial advisor with two years of industry experience, currently working at Edelman Financial Engines in Houston, TX. Her background includes prior roles within the same firm and its predecessor, Financial Engines Advisors, L.L.C., as well as experience outside finance at United Rentals Inc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management with a focus on diversified model portfolios and long-term investment orientation.

Dean Lin is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank, N.A., J.P. Morgan Securities, Merrill, and Bank of America. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through its Institutional Consulting Services program. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Austin Rieff is a financial advisor with LPL Enterprise in Houston, TX, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities LLC, as well as seven years of service in the United States Army. Outside of finance, he is involved as a pet sitter with Rover. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to a range of financial products.

James Blair IV is a financial advisor with UBS Financial Services in Sugar Land, TX, holding a Series 66 license and 27 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he serves as trustee for a family trust established by his grandmother, overseeing investment decisions and distributions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Cameron Greenwood is a CFA® charterholder with 20 years of industry experience, currently with Morgan Stanley in Houston, TX. He has been associated with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is an officer of Aruka Camp LLC, a recreation business based in Houston. Morgan Stanley Wealth Management is a large 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 processes and proprietary planning tools.

Miguel Gerardo Dacones is a financial advisor with Mass Mutual Investors Services and holds the Series 66 credential. He has been working in the financial services industry since 2026. Outside of finance, he has been involved with OCA Greater Houston since 2020. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved analytical tools and structured planning engagements.

Jonathan Rao is Senior Resident Director at Merrill and a founding member of The Murgai, Jerding & Rao Wealth Management Group. With over 20 years of experience at Merrill, he serves clients in the Houston area and across the United States, including successful business owners, executives, and other ambitious individuals with complex financial needs. He emphasizes client education and values "teachable moments" to help clients and their families understand financial strategies. Jonathan's approach involves thorough review of clients' financial and legal documents, often coordinating with their CPA and attorney to develop comprehensive strategies covering investment, liability management, tax minimization, and estate planning. He holds the CERTIFIED FINANCIAL PLANNER® certification and a Bachelor's degree in Business from Texas A&M University, along with an accredited certificate from Rice University. Active in his community, Jonathan is a donor to the Texas A&M 12th Man Foundation, serves as a committee member of the Children's Discovery Center of Fort Bend, and is a Director for the JRM Foundation. He and his wife Melinda reside in Sugarland, Texas, and enjoy activities including boating, fishing, football, golfing, hunting, and traveling with their three children.

Donnie Dishaw is a CFP® with 30 years of industry experience, currently serving at Wells Fargo Advisors since 2019. Prior to that, he worked at UBS Financial Services Inc. for 11 years. He owns Texan Wealth Advisors, an independent financial practice based in Katy, Texas. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Scott Finley is a financial advisor with Ameriprise in Sugar Land, TX, holding a Series 66 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory work, he serves on the Sugar Land Rotary Board of Directors and works as a soccer referee. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning services that emphasize written recommendations and annual advice on tax-aware withdrawal strategies and dependable income sources.