Katherine Hinnrichs is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 designations. Her career includes roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Detarius Williams is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His work history includes roles at Wells Fargo Clearing Services, Bank of America, Merrill, and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Laura Vaughn is a CFP® with 16 years of experience in financial services. She is currently with Cetera and has previously worked with North Star Consultants, Minnesota Life Insurance Company, and Securian Financial Services. Vaughn serves as a volunteer board member for the Houston Livestock Show and Rodeo School Art Committee. Cetera Investment Advisers LLC is a nationally registered firm with over 10,000 advisors serving individual, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary program options.

Angela Carrizales is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and bringing six years of industry experience. She has worked with Primerica Advisors since 2019 and Primerica Financial Services since 2015. Outside of her advisory role, she is involved in part-time sales of home-related products and services, including referrals for home security and automation. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-based investment strategies managed by unaffiliated asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

James Whaley Jr. is a CFP®-designated financial advisor with 33 years of industry experience. He is currently with OSAIC and has previously worked at Woodbury Financial Services, Questar Asset Management, and Questar Capital Corporation. In addition to his advisory work, he serves as a trustee managing trust investments and oversees agricultural and commercial rental properties. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform that offers both brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization supported by various analytical tools and offers a broad range of managed portfolio programs and third-party manager options.

Margaret Kirby is a Wealth Management Advisor at Merrill Lynch Wealth Management in Houston Downtown. She focuses on total wealth management, providing solutions for personal and business finances, as well as foundations and endowments. Margaret works with clients to understand their risk tolerance, time horizon, liquidity needs, investment goals, and associated costs to develop tailored strategies. She meets regularly with clients to review progress and ensure their financial plans align with their current circumstances. Margaret has been with Merrill Lynch Wealth Management since 1997 and holds the Certified Investment Management Analyst (CIMA) designation from The Investments & Wealth Institute, where it was taught in conjunction with The Wharton School of Business. She is also recognized as a CERTIFIED FINANCIAL PLANNER (CFP) professional by the Certified Financial Planner Board of Standards, Inc. Margaret earned her bachelor's degree from the University of Texas. Beyond her professional role, Margaret is active in numerous charitable organizations in the Houston area. She has been involved with organizations such as the Jr League of Houston, the Breakfast Club, and the River Oaks Blossom Club. Outside of work, her personal interests include antiquing, gardening, reading, and tennis.

Austin Weir is a financial advisor at UBS Financial Services with seven years of industry experience. He has been with UBS since 2018 and holds a Series 66 designation. Prior to joining UBS, he worked for four years at Spanish Oaks Golf Club. UBS Financial Services serves individual, corporate, and institutional clients through a range of 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 asset allocation models to tailor client solutions.

John Infante is a financial advisor at UBS Financial Services with 16 years of industry experience and holds a Series 66 designation. He has been with UBS since 2013 and serves clients from Houston, TX. Outside of his advisory role, he volunteers as a nonprofit drum instructor at no charge. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Jonathan Davis is a financial advisor at J.P. Morgan Securities in Houston, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Briar Capital, JPMorgan Chase Bank, Amegy Bank/Zions Bancorporation, Merrill, Bank of America, Raymond James Financial, and LPL Financial. Outside of his advisory work, Davis is the owner and partner of Opulent Oasis Realty Acquisitions LLC, where he invests in real estate and stocks. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process combines quantitative and qualitative due diligence with a focus on eligible strategies, including an ESG eligibility framework.

Chad Odonnell is a Senior Financial Advisor at VMT Wealth Management, a nationally recognized financial advisory team headquartered in Houston. He focuses on providing tailored wealth management services to entrepreneurs, executives, retirees, and their families. Chad specializes in areas such as divorce transition planning, family wealth management, liquidity management, personal retirement planning, portfolio management, small business strategies, and individual and corporate investment strategy. Chad graduated with a bachelor's degree from Texas State University. During his time there, he was involved in managing a portion of the endowment portfolio through the McCoy College of Business. He holds the Personal Investment Advisor (PIA) designation. Prior to his current role, Chad worked on the portfolio strategy team at an endowment fund, applying a risk-managed and tax-efficient approach to investment allocations. As a former collegiate baseball player, Chad enjoys staying connected to the sport through pickup softball games and by introducing baseball to young players in his community, including his children. He also spends time playing golf, fishing, hiking, hunting, skiing, listening to music, traveling, and enjoying time with his family.

John Kaleh is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. 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, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kristin Devalerio is a financial advisor at J.P. Morgan Securities in Houston, TX, with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates a range of investment strategies, including ESG considerations.

Bryn Felitto is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 designations and has worked in various roles within JPMorgan Chase and BNY Mellon. His background includes a position at Notre Dame Clinical Law School and roles involving capital markets and investment services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary, written asset allocation advice and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Milin Patel is a financial advisor with Fidelity in Houston, TX, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of his advisory work, he is a partner at Bee One Properties Ltd, where he has managed real estate leasing operations. Milin is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a broad investable universe.

Barbara Ray is a CFP® professional with 43 years of industry experience, currently affiliated with OSAIC since 2023. She previously worked at FSC Securities Corporation for 36 years. In addition to her advisory role, she owns a sole proprietorship through which she prepares income tax returns and provides accounting and bookkeeping services. She also reviews Medicare-related plans for clients as part of a separate investment-related sole proprietorship. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services with a model-based investment approach that incorporates asset allocation, portfolio optimization, and multiple program options through a multi-advisor platform.

Corey Di Fazio is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2018 and serves clients primarily in the energy sector, focusing on executives and professionals who lead complex and dynamic business and personal lives. Corey works closely with clients to organize, educate, advise, and execute all aspects of their financial affairs, aiming to help them achieve their goals and live their lives with financial confidence. Corey holds a bachelor's degree in Finance and Economics from The University of North Carolina at Charlotte. He holds professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). His expertise encompasses a broad range of areas such as corporate benefits, divorce transition planning, employee benefits planning, executive compensation, equity compensation services, family wealth management strategies, legacy planning, personal retirement planning, tax minimization, and retirement income. Corey is involved in professional and community organizations, including Sigma Tau Gamma Fraternity and the Martin Truex Jr. Foundation. He resides in Houston and has a variety of personal interests including golf, offshore fishing with his father, mountain biking, hiking, camping, and fast cars.

Jennifer Lilly is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2020, she worked in education with roles at Conroe Independent School District and Collier County Public Schools. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jake Smaha is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at Cetera and IMG Financial Group, Inc. since 2024. Prior to his financial services roles, he held various positions including at The Catered Kitchen and educational institutions. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Kendyl Howard is a Series 66 licensed financial advisor with eight years of industry experience. She has worked at UBS Financial Services since 2017, following a one-year tenure at Raymond James. Howard is based in Houston, TX. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Julia Collins is a CFP® with seven years of industry experience, currently serving at J.P. Morgan Securities in Houston, TX. She has worked at JPMorgan Chase Bank, N.A. and Bank of America, N.A., as well as Merrill. She also has a brief background in the restaurant industry, having worked at Nazif's Grill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, with a focus on combining quantitative screening and qualitative research to build model asset allocations.