Charles Bocock is a Series 66-licensed financial advisor with Ameriprise, based in Webster, TX, and has one year of industry experience. His background includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Co, as well as seven years at H-E-B Grocery Company LP. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice.

Essex Campbell is a Series 66 licensed financial advisor with 18 years of industry experience. He is currently affiliated with Icon Imperial and has served on the faculty of Houston Community College since 2006. Outside of finance, he is the CEO of two entertainment and media companies, Street Entertainment and Street Vision Media. Icon Imperial provides investment management primarily to pooled vehicles and institutional clients, including pension and profit-sharing plans. The firm combines traditional asset management with subscription-based research publications and plan-level consulting services.

Kevin Spires is the sole advisor at Bellaire Capital Management, LLC in Bellaire, TX, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 16 years of industry experience and has been with Bellaire Capital Management since 2009. Outside of his advisory role, he holds a 50% ownership interest in a chiropractic practice but does not participate in its operations. Bellaire Capital Management primarily serves individual clients with investment management and financial planning, and also provides retirement plan consulting and participant advisory services. The firm manages client assets directly, operates with discretionary authority, and employs a blend of fundamental, cyclical, and technical investment approaches.