Haley Daughtry is a financial advisor at UBS Financial Services in Houston, TX, with 17 years of industry experience. She has been with UBS since 2007 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Peter De Luna is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. for a combined total of over 20 years. 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 employs more than 14,000 financial advisors, offering both brokerage and advisory solutions supported by in-house research and third-party data.

Matthew Stout is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. He has worked at several firms, including SagePoint Financial and Harman Wealth Management, before joining J.P. Morgan in 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Beaumont Boyce Jr. is a financial advisor with LPL Financial in Houston, TX. He holds a Series 66 designation and has nine years of industry experience. His prior experience includes roles at Raymond James & Associates and Hightower Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and utilizes both discretionary and non-discretionary management supported by research and model portfolios.

Macey Jakubik is a Financial Consultant at Fidelity Investments, where she partners with clients to develop personalized and holistic financial plans aimed at achieving their short-term and long-term financial goals. She focuses on understanding each client's unique situation to implement tailored strategies that provide confidence and peace of mind. Her professional experience includes roles at Fidelity Investments as a Financial Consultant since 2023, Investment Consultant from 2022 to 2023, and Relationship Manager from 2021 to 2022. Prior to that, she worked as a Financial Solutions Advisor at Merrill Lynch from 2019 to 2021, and completed internships at both Fidelity Investments in 2018 and Merrill Lynch in 2017.

Jeffrey Steiner is a CFP® with 32 years of industry experience, currently serving as a financial advisor at LPL Financial in Houston, TX since 2017. Prior to joining LPL Financial, he worked with various insurance carriers and Waddell & Reed, Inc. from 2010 to 2017. 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, including discretionary and non-discretionary management, with access to model portfolios and research from multiple sources.

Edwin Rivera is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at JP Morgan Securities LLC and New York Life Insurance Company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Frederick Korfeh Tommy is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 63 licenses and with three years of industry experience. His background includes roles at Wells Fargo Bank, Automatic Data Processing (ADP) LLC, and Liberty Tax Service. 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 employs over 14,000 financial advisors, utilizing research and analytics from Wells Fargo Investment Institute alongside third-party data to guide investment decisions.

Jarrid Hicks is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors LLC. Outside of his financial advisory role, Hicks owns and operates Gray Shadow, LLC dba Shoot-Ist, a business involved in the sales and transfers of firearms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through more than 14,000 advisors. The firm combines research-driven investment strategies with a broad range of financial products and services, including consulting and fiduciary solutions for retirement plans.

Robert Devautour III is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior roles at Merrill, Bank of America, Starfox Financial Services, and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

James Biasucci is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis through a select group of Wealth Advisors.

Justin Boudreau is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016, with a total of 15 years associated with Wells Fargo Bank NA. 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 both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Julia Smith is a financial advisor with LPL Financial in Humble, TX, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her prior roles include positions at PNC Investments, Wells Fargo Clearing, and J.P. Morgan Securities. 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 advisory programs, financial planning, and retirement plan consulting, with investment management supported by LPL Research, third-party subadvisors, and various technology-driven strategies.

Gabriela Hernandez is a financial advisor with Morgan Stanley in Houston, TX. She holds Series 65 and Series 66 licenses and has four years of industry experience, including roles at Goldman Sachs and VALIC Financial Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Jessy Arzola is a financial advisor with Edward Jones in Houston, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Edward Jones in 2026, Jessy worked at Merrill Lynch (Bank of America), JPMorgan Chase, and The Prudential Insurance Company of America. Edward Jones is a wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Barbara Janik is a financial advisor with LPL Enterprise in Houston, TX, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform combining advisory and financial product sales.

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.

Angela Carrizales is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and six years of industry experience. She has been with Primerica Advisors since 2019 and also has experience with Pfsu and Humble ISD. Outside of her advisory role, she is involved in the sale of home security and automation products through affiliated companies and manages real estate investments as a member of Paving the Way Properties, LLC. Primerica Advisors is a large institutional firm that offers a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides custodial and trade execution services through Pershing.

James Whaley Jr. is a financial advisor at OSAIC with 33 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior roles include positions at Woodbury Financial Services, Questar Asset Management, and Questar Capital Corporation. Additionally, he manages life insurance sales and serves as a trustee overseeing agricultural and commercial property investments. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools and risk assessments to construct diversified portfolios, and supports both discretionary and non-discretionary account management.

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.