Thomas Fons is a financial advisor with Ameriprise in Katy, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves as President on the Board of Directors for the King Lakes Homeowners Association. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kevin Fruge is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch and Bank of America prior to joining J.P. Morgan. His background also includes roles outside finance at ABS Group of Companies and Darden Restaurants Inc. J.P. Morgan Securities 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 delivers these services alongside affiliated brokerage and investment management capabilities through a non-discretionary advisory model.

Eric Poli is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Additionally, he has been involved with Houston Community College since 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm offers advisory services alongside brokerage, distribution, and investment management capabilities.

Scott Zindler is a Certified Financial Planner (CFP®) with 30 years of experience, currently serving at Morgan Stanley in Houston, TX. His prior roles include positions at BBVA Securities Inc. and Compass Bank. Outside of his advisory work, he has served on the board for the Spring Branch Education Foundation and participates on the advisory board for the Stratford High School chapter of the Academy of Finance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs, including financial planning and estate strategies, to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning approach supported by firm-approved tools.

Fortune Cobb is a Series 66-licensed financial advisor with Edward Jones, based in Katy, TX, and has seven years of industry experience. Prior to joining Edward Jones in 2018, Cobb worked in the pool services industry for several years. Cobb also maintains ownership and rental of a previous home. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Carson Traylor is a Financial Advisor with Merrill Lynch Wealth Management. He works with career professionals and business owners to optimize their cash management strategies, financial plans, and investment strategies. His approach involves providing a customized, comprehensive experience that assists clients not only in wealth accumulation and preservation but also in areas beyond investments. Carson offers access to Merrill's investment insights, trust and fiduciary services from Bank of America Private Bank, and banking and lending solutions from Bank of America, helping clients manage various aspects of their financial lives. Carson's expertise includes college education planning, personal retirement planning, small business strategies, tax minimization, and retirement income. He emphasizes uncovering what matters to clients and their families to create strategies that pursue their financial goals. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Houston System. Carson is also affiliated with the Pi Kappa Phi Alumni. Outside of his professional work, Carson's interests include basketball, football, golfing, hunting, and watching movies.

Dhruba Pant is a financial advisor with Cetera, holding a Series 65 designation and two years of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and has a 13-year background at Medtronic, Inc. Additionally, he is the managing member of Infinity 4 LLC. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Tracy Taylor is a financial advisor with LPL Financial based in Katy, TX, holding a Series 66 designation and 12 years of industry experience. She has worked at several firms including Merrill and HD Vest Investment Services before joining LPL Financial in 2019. Outside of advisory activities, she is involved in an investment related to her husband’s trucking business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, portfolio management, third-party asset management, and institutional platforms, supporting advisors with various strategies and technology tools.

Heather Bryant is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Star, Idaho, and has 13 years of industry experience. She has worked at various Wells Fargo entities since 1982, including Wells Fargo Advisors, LLC, Wells Fargo Clearing, and currently Wells Fargo Advisors since 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and planning tools to deliver recommendations in various specialized areas.

Miles Watson Sr. is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Equitable Advisors and six years at Walmart. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Eldon Robinson is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses with 13 years of industry experience. His prior work includes roles at Brovitz Group and ongoing involvement with Sentry Builders. In addition to his advisory work, he participates in business activities related to investment product sales and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors alongside some corporate and charitable clients. The firm manages approximately $15.5 billion in assets through a model-driven strategy supported by third-party asset managers and custodial services.

Joey Soto is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and having 27 years of industry experience. His prior roles include positions at Citigroup Global Markets, HSBC Securities, Chase Investment Services, and Bancwest Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by technology tools for operational and research purposes.

Christin Simon is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 66 designation and 16 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional consulting services through various advisory programs.

Brian Carrion is a CFP® with seven years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2018. Prior to joining Wells Fargo, he worked at PricewaterhouseCoopers, LLP from 2015 to 2018. He is also a licensed CPA in the state of Texas and maintains his continuing professional education credits. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives.

Dean Fletcher is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with two years of industry experience. His prior work includes roles outside finance, such as with Sports Info Solutions and Greystar Property Management, along with several periods focused on full-time education. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized activities such as private fund relationships and principal trading.

Jungsun Susan Mccubbin is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 credential and bringing 19 years of industry experience. She has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she owns multiple rental properties in the Houston and Katy, TX areas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and research.

Nathan Birney is a financial advisor with Ameriprise in Seabrook, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Birney is the owner of Hensley Birney LLC, a business unrelated to investment activities. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Aaron Lestage is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2015. He has also been involved with Dynamic Fitness 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts.

Valerie Walter is a CFP® and holds a Series 66 designation with 27 years of experience in the financial industry. She has worked at RBC Capital Markets since 2008. Outside of her advisory role, she serves as an officer and treasurer for a local Toastmasters public speaking group. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to individual Advisory Risk Profiles.

Jose Mondragon is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., and Compass Bank. He is also a partner in real estate investment ventures focused on private real estate and rental properties. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets with a structured planning process that incorporates firm-approved tools and market modeling techniques.