Krishauna Vaughn is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and with 17 years of industry experience. She has worked at PFS Investments Inc since 2009 and Primerica Financial Services since 2007. In addition to advisory work, she is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors is a large-scale institution serving individual investors, corporate, and charitable clients through a wrap-fee asset management program that utilizes model-driven strategies managed by unaffiliated asset managers. The firm focuses on delivering advisory services primarily to individuals and does not provide portfolio management for institutional clients or pension plans.

Jonathan Davis is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked previously at Briar Capital, JPMorgan Chase Bank, Amegy Bank/Zions Bancorporation, Merrill, and Bank of America. Outside of his advisory role, he is the owner and partner of Opulent Oasis Realty Acquisitions LLC, a business involved in real estate investment. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Alyssa Martinez is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Bank of America, N.A. Alyssa's background includes a variety of roles outside finance, including positions in the food service and retail sectors, as well as studying at San Jacinto Community College. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Rey Sarmiento is a Certified Financial Planner™ (CFP®) with 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2009. Based in Houston, TX, he holds the Series 66 designation. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

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.

Bryn Felitto is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and five years of industry experience. His career includes roles at JPMorgan Chase Bank NA and BNY Mellon, as well as a position at Notre Dame Clinical Law School. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using quantitative asset-allocation modeling and centralized due diligence to support non-discretionary client decisions.

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® with 43 years of industry experience. She has worked at OSAIC since 2023 and previously spent 36 years with FSC Securities Corporation. Outside of advising, she prepares income tax returns for individuals, trusts, and estates and provides accounting and bookkeeping services. She also reviews Medicare-related plans for clients as requested. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools and third-party managed-account solutions.

Corey Di Fazio is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2018, he has been focused on providing personalized wealth management strategies to help clients pursue their financial goals. Corey works closely with his clients to understand their unique financial situations and offers access to a broad range of resources including estate-planning services and financial strategies. Corey specializes in serving energy executives and professionals who have complex and dynamic business and personal lives. His expertise includes corporate benefits, divorce transition planning, executive and equity compensation, family wealth management strategies, legacy planning, retirement planning, and tax minimization. He aims to collaborate with clients to organize, educate, advise, and execute all aspects of their financial affairs. He holds a bachelor's degree in Finance and Economics from The University of North Carolina at Charlotte. Corey carries professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). He is a member of the Sigma Tau Gamma Fraternity and supports the Martin Truex Jr. Foundation. Corey resides in Houston and maintains personal interests such as golfing, offshore fishing, mountain biking, hiking, camping, and a passion for 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.

Julia Collins is a CFP®-certified financial advisor with seven years of industry experience. She is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having previously worked at Bank of America and Merrill. Outside of finance, she has experience in the restaurant industry, having been involved with Nazif's Grill. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Paraskevi Porsch is a CFP®-certified financial advisor with one year of industry experience, currently with Cetera in Houston, TX. Her prior work includes roles at Forvis Mazars Wealth Advisors LLC, Deloitte & Touche LLP, and time spent at Texas A&M University. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base ranging from individuals to institutional accounts. The firm offers a variety of portfolio management and retirement services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Bradford Boike is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with pre-retirees, retirees, and business owners to develop personalized wealth management strategies aimed at helping clients achieve income security and financial freedom in retirement. His client focus areas include college education planning, corporate executive services, family wealth management, retirement income, investment consulting, philanthropic and tax minimization planning. Bradford holds a Bachelor's Degree from the University of Dayton and a High School Diploma from Kenmore High School in Akron, Ohio. He has earned several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the University of Dayton Alumni organization. In addition to his professional work, Bradford is involved in community service, volunteering with the Houston Food Bank. Outside of work, he enjoys golf, fishing, and traveling. Bradford is married and has one adult son.

Marina Pochoumenski is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2016. 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 a range of clients including individuals, high-net-worth investors, and institutions.

Jarrett Lidell is Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2019. He is a Certified Financial Planner with 19 years of experience in financial services, including 12 years at Fidelity Investments. Jarrett specializes in holistic wealth planning and benefits optimization for executives and their families. His professional experience includes positions as Private Client Investment Consultant at TD Ameritrade from 2017 to 2019, Financial Advisor at Edward Jones from 2015 to 2017 and 2006 to 2007, Account Executive at Fidelity Investments from 2008 to 2015, Personal Banker at JP Morgan Chase Bank from 2007 to 2008, and Financial Services Intern at State Farm in 2006. He holds a California Insurance License. Outside of his professional life, Jarrett enjoys cooking and baking, participating in family activities, fishing, football, movies, and parenthood.

Alex Barron is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he collaborates with clients to define their short and long-term financial objectives and develops customized financial plans tailored to their specific needs. He emphasizes building strong relationships based on trust and reliability. Prior to his current position, Alex held roles at Fidelity Investments including Investment Management Consultant II from 2022 to 2023 and Client Management Representative from 2021 to 2022. Before joining Fidelity, he worked as a Financial Advisor at AIG Retirement Services from 2014 to 2021.

Jorge Molina is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Aflac. He is also an insurance agent selling supplemental term and whole life insurance products through Assurity Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Jonathan Martinez Ramirez is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been in the industry since 2023, with prior experience at Belfint, Lyons, & Shuman, P.A., Horty & Horty, P.A., and Goldey-Beacom College. He is based in Houston, TX. 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 provides both brokerage and advisory solutions.