Linda Sweeten is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 66 and Series 65 credentials and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2017. Prior to that, she worked at Ameriprise Financial Services for two years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework when recommending investment strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.

Mark Cogdill is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at J.P. Morgan Securities since 2007 and at JPMorgan Chase Bank, N.A. since 2016. Outside of his advisory role, Mark serves as a board member and finance committee advisor for The Rise School, a nonprofit organization. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Marc Hebert is a financial advisor with Merrill based in Houston, TX, holding a Series 66 designation and three years of industry experience. He previously worked at Bank of America from 2015 to 2022 before joining Merrill and Bank of America N.A. in 2022. Outside of his advisory role, he is a co-owner of family rental properties in East Hampton, Connecticut. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Maria Hurtado Florez is a financial advisor at Fidelity with Series 63 and Series 65 licenses and two years of industry experience. Her prior work includes roles at Labcorp, State Farm, and The Woodlands Behavioral Health and Wellness Center. Outside of her advisory work, she has been employed as a food delivery driver for Uber Eats. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages fund advisory services with oversight and conflict-of-interest controls.

Raheem Zare is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Robert Nerio is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He previously worked at Bank of America, N.A. for ten years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Emma Vanderlick is a Series 66 licensed advisor with LPL Financial, based in Houston, TX, with five years of industry experience. She has worked at LPL Financial since 2020 and concurrently at Amegy Bank (ZIONS Bank) since 2018. Vanderlick attended Louisiana State University from 2014 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, research, and technology-driven strategies.

Gloria Dowiak is a ChFC® credentialed financial advisor with Cambridge Investment Research Advisors in Houston, TX, with 23 years of industry experience. She has been with Cambridge since 2013 and also holds Series 63 and Series 65 licenses. Dowiak serves as a board member of the Huntington Village Community Association in Houston. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, with investment strategies ranging from proprietary models to third-party solutions.

Marcus Malonson is a Wealth Management Advisor with experience in the Financial Services and Wealth Management industry since 1994. He provides personalized wealth management strategies that begin with understanding a client's full financial picture and coordinating access to the investment insights of Merrill Lynch Wealth Management and the banking services of Bank of America. His areas of focus include executive compensation, services for endowments and non-profits, investment consulting for defined contribution plans, personal retirement planning, portfolio management services, and sports and entertainment sectors. Marcus holds a Bachelor of Business Administration focused in Finance and Real Estate with a Minor in Economics from Southern Methodist University, where he attended on a full athletic scholarship, graduating in 1993. He earned his Master of Business Administration from the J.B. Fuqua School of Business at Duke University in 2004. Throughout his career, he has attained multiple professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and others related to retirement benefits and sports and entertainment wealth management. Marcus participates in professional organizations including the American Leadership Forum Houston/Gulf Coast Chapter, Center for Houston's Future, and serves as an Emeritus Board Member of the SMU Cox School of Business Alumni Board. He is involved in community organizations such as the Catholic Endowment Foundation of Galveston-Houston, Houston Area Women's Center, and the SMU Cox School of Business Alumni Association. In his personal time, Marcus enjoys fishing, golfing, hunting, reading, skiing, and traveling, and values spending time with his family.

John Wheeler Jr. is a CFP® and ChFC® with 32 years of industry experience, currently affiliated with Cetera. His career includes long-term roles at Mass Mutual Investors Services and Massmutual Life Insurance Company, as well as maintaining Wheeler & Associates and Gulf Coast Insurance Services since 1969. He holds leadership roles in nonprofit organizations, including serving as president-elect and secretary for NAIFA. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services, operating a multi-manager platform that allows advisors to use affiliated and third-party managers across various program structures.

Andrew Makransky is a financial advisor at Fidelity with Series 65 and Series 63 licenses and 10 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2015 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and utilizes systematic methodologies alongside oversight of sub-advisers.

Cornelio Koehler is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 designations and bringing nine years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, N.A. since 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, 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 databases.

Duane Horne is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked with Prudential Insurance Company of America since 1993 and was associated with Pruco Securities, LLC for 31 years. Horne is also involved in selling term life insurance, fixed annuities, disability insurance, and long-term care insurance through Crump Insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering a range of advisory and brokerage services. The firm utilizes an integrated platform combining advisory programs with insurance and lending products, providing clients access to various investment and financial planning solutions.

Patrick Elkins is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans that address their unique ambitions and priorities. His approach emphasizes connecting people with the appropriate strategies and processes to help manage wealth and pursue personal goals such as funding education, planning for retirement, and legacy planning. Patrick’s areas of expertise include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, philanthropic planning, portfolio management, tax minimization, and retirement income planning. He holds the Personal Investment Advisor (PIA) designation. Patrick earned a high school diploma from The Kinkaid School, a bachelor's degree from Southern Methodist University, and a master’s degree from The University of Houston. In addition to his professional work, Patrick serves on the Board of Directors for Trees for Houston, demonstrating his involvement in community initiatives.

Scott Campbell is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Ameriprise and its affiliated entity since 2011. Ameriprise offers a retirement-income planning service designed for clients with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement advice, supported by a centralized consulting team and algorithmic automation.

Aaron Trevino is a financial advisor at Ameriprise with 12 years of industry experience. He previously worked at VALIC Financial Advisors and Agia. Outside of his advisory role, he serves on the board of directors for Bellaire Little League as Tee Ball/Rookie Ball Coordinator and is co-owner of Eastbury Company, LLC. Ameriprise provides retirement-income planning services focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Raymond Keogh is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and 36 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a longstanding affiliation with JPMorgan Chase Bank, N.A. since 2005. Outside of his advisory work, he is involved in residential real estate leasing through his ownership of Ray-LK Investments. J.P. Morgan Securities 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 through its Institutional Consulting Services program. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and incorporates an ESG eligibility framework when making recommendations.

Langston Turner is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. Turner serves on the Investment Advisory Committee of Texas Tech University, which oversees the investment of the university’s endowment assets, and he is also the treasurer and a board member of the Saddlebrook Homeowners Association. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Josephine Mendoza is a financial advisor with Merrill in Houston, TX, holding a Series 63 designation and having 28 years of industry experience. She has been with Merrill since 1984. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Stephen Alsup Jr. is a ChFC®-designated financial advisor with 15 years of industry experience, currently serving at Morgan Stanley in Houston, TX. His prior experience includes roles at American General Life Insurance and AIG Capital Services. Outside of his advisory work, he assists with IT support for his family’s property and casualty insurance agency. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools.