Mason Cheatham is a financial advisor with Edward Jones in Seabrook, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Clear Creek Community Church for five years and Christ's Church of the Valley for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a broad range of advisory strategies and affiliated investment products, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices.

Issa Kamara is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He previously worked at Texas Capital Bank from 2017 to 2022 and The Vanguard Group from 2013 to 2017. Kamara is based in Houston, TX. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary strategies developed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cole Vicknair is a Financial Advisor with VMT Wealth Management, a nationally recognized financial advisory team based in Houston. The team is committed to providing a wealth management experience tailored to entrepreneurs, executives, retirees, and their families, emphasizing exceptional service and professionalism. Cole developed an interest in wealth management during his studies at the Cox Business School at Southern Methodist University in Dallas, Texas. After earning his bachelor's degree, he joined the VMT Wealth Management team in Houston. Working alongside his father, who has 30 years of experience with Merrill Lynch, Cole focuses on helping families and business owners pursue their financial goals. He holds the Personal Investment Advisor (PIA) designation. Residing in Houston, Texas, Cole engages in intramural soccer and enjoys cooking and staying active.

Corey Magliolo is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Sagepoint Financial, Inc. and Lincoln Financial Securities Corp. Outside of his advisory role, he serves as President of the Board for Dickinson Independent School District and is involved in managing employee benefits through two insurance agencies. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various investment types.

Sandra Ricker is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 designations and over 30 years of industry experience. She has been with Wells Fargo in various capacities since 1997 and has worked at Wells Fargo Clearing since 2016. 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 utilizes research from Wells Fargo Investment Institute and third-party sources, offering both brokerage and advisory solutions to a broad client base.

Robert Kerch Jr. is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 32 years of industry experience. His prior roles include positions at Hodges Capital Management and First Dallas Securities, each spanning a decade. He has been with Equitable Advisors and related entities since 2019. Equitable Advisors serves a range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm uses a network of Investment Adviser Representatives and works with both proprietary and third-party investment solutions, including mutual funds, ETFs, separately managed accounts, and alternative investments.

Ahsan Baig is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank, N.A. since 2011. Outside of his advisory role, Baig is an owner and partner of A&A Baig Ventures LLC, a real estate entity established for tax and protection purposes. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Gary Broughton is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2020 and previously spent nine years at Market Source. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors is a large institution serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers and provides various investment approaches supported by custodial and trade execution services.

Sara Armstrong is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with five years of industry experience. Her career includes roles at UBS Financial Services, The Mid-Continent Companies, Ltd, and the University of St. Thomas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its financial advisory process.

Antonio Coria is a financial advisor at J.P. Morgan Securities LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan in various capacities since 2018. Outside of his advisory role, he is a partner in The Lakeshore Group LLC, a real estate venture with a lifelong friend. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset allocation and centralized due diligence while incorporating an ESG eligibility framework.

Milton Alvarez Jr. is a financial advisor at Merrill with Series 63 and Series 65 credentials and seven years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Virginia Grosz is a Planning Consultant at Fidelity Investments, where she works to provide a comprehensive planning experience to help clients and their families create plans for retirement and beyond. She has been with Fidelity Investments since 2022, progressing from the role of Financial Representative to Relationship Manager, and currently serves as a Planning Consultant since 2023. Throughout her time at Fidelity Investments, Virginia has gained experience in client relationship management and financial planning. Her roles have involved working closely with clients to develop and implement financial strategies that align with their retirement goals. Further information regarding Virginia's education, credentials, personal interests, and community involvement has not been provided.

Katie Van Koski is a Wealth Management Planning Consultant at Fidelity Investments, where she has been serving since 2019. In her current role, she collaborates closely with Wealth Management Advisors, Regional Planning Consultants, and the broader Private Wealth Management team to assist clients in protecting, growing, and transferring their wealth. She emphasizes the importance of building strong relationships with clients and their families to develop a deep understanding of their financial goals. Katie's experience at Fidelity Investments spans several roles, beginning as a Financial Representative from 2015 to 2017, followed by a position as a Relationship Manager from 2017 to 2019, before assuming her current consulting role. Outside of her professional work, she has personal interests in board games, cooking and baking, and yoga.

Ann Laufman is a CFP® with 28 years of industry experience, currently serving at Mass Mutual Investors Services since 2003. She also acts as an agent selling life and health insurance through Investors Mutual Agency, Inc., and serves as a director on the board of the Houston Family Business Association, where she has been involved since 2023. Mass Mutual Investors Services is a broker-dealer and SEC-registered adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing planning relationships using firm-approved analytical tools and offers educational seminars and specialized programs such as divorce planning and estate-settlement services.

David Hoffman is a financial advisor with Ameriprise Financial Services in Houston, TX, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Citigroup and Invesco. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Jose Escobar is a financial advisor at Merrill with seven years of industry experience. His career includes roles at Bank of America, JPMorgan Chase, Wells Fargo, and Sprint. He holds the Series 63 and Series 66 securities licenses and is based in Houston, TX. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Portillo is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and eight years of industry experience. He has been with Merrill since 2017 and previously worked at American Military University from 2015 to 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jacoby West serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on helping families achieve their financial goals through a mathematical, non-emotional planning process that is client-focused and service-centered. Jacoby was recruited to TSPN Wealth Management shortly after graduating from Texas A&M University in the summer of 2022. His expertise includes divorce transition planning, equity compensation services, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Jacoby and his team aim to reduce taxes, fees, and risk while maximizing returns by following a disciplined and structured investment process that maintains flexibility to adapt to changing economic conditions. They also prioritize consistent communication to ensure financial strategies remain aligned with clients' goals. Jacoby holds several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, he enjoys spending time with his family, exercising, and scuba diving.

Cade Gulick is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 credential and previously worked at Greenwing Wealth Management and Texas A&M Corpus Christi (Rellis Campus). Outside of finance, he has been involved with Gulick Pressure Washing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, using a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers specialized advisory roles and employs systematic methodologies supported by AI in its investment strategies.

Jane Degeorge is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.