Lindsey Hutton is a CFP®-designated financial advisor with Edward Jones in Houston, TX, with nine years of industry experience. She has been with Edward Jones since 2016 and previously worked at Innovative Funding Services, LLC. Outside of her advisory role, she is involved with Crossfit Eminence. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ann Ronn is a financial advisor with LPL Financial in Houston, TX, holding the ChFC® designation and a Series 63 license. She has 36 years of industry experience, including long tenures at Ameritas Life Insurance Corp. and The AFP Group. In addition to her advisory role, she is a part owner and independent insurance agent with Income Protection Solutions, Inc., and participates in the National Association of Insurance and Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by research and model portfolios from LPL Research and third-party subadvisors.

Cody Turner is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2021. Outside of finance, he has experience at The Toasted Yolk and worked at At&t. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment programs.

Matthew Albright is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Ameriprise, Bank of America, Merrill, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

David Zian is a CFP® professional with a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent five years at Robbins Brothers. Based in Houston, TX, he is affiliated with Edward Jones, a full-service wealth management firm serving over four million individual and institutional clients. Edward Jones manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates a nationwide network of more than 23,700 financial advisors and maintains capabilities such as a trust company and securities-based lending.

Raymond Leslie is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, N.A. dating back to 2005. 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 affiliated brokerage, distribution, and investment management capabilities.

James Spangler is a Wealth Management Advisor with the Wenzel Group, a nationally recognized wealth advisory team under Merrill Lynch Wealth Management. Based in Houston, Texas, he focuses on serving individuals, families, and businesses by providing personalized wealth strategies and advice. James aims to be the trusted leader of his clients' financial journeys while building multi-generational relationships. His expertise covers a range of areas including transitional events such as retirement and business changes, corporate benefit programs like equity compensation and retirement plans, trust and estate planning strategies, charitable giving, college education funding, home purchases, and lending through Bank of America. James holds a Bachelor of Business Administration in Finance with a minor in Spanish from the University of Miami. He maintains several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Private Wealth Advisor® (CPWA®), Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is also involved with the University of Miami Alumni Association. In his personal time, James enjoys attending sporting events in Houston and spending time with his family, friends, and his mini goldendoodle, Samson. He speaks both English and Spanish.

Oliver Field is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and previously worked at Robert W. Baird and Russell Investments. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommended strategies.

David Aponte is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America/Merrill Lynch and Walmart. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Jonathon Alicea is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. His prior experience includes roles at Dyversity, LLC, One Main Financial, and Wells Fargo. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan banking and broker-dealer organization.

Isabella Mantilla Valdivieso is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of experience. Her prior work includes roles at Goldman Sachs and JPMorgan Chase Bank, N.A., as well as various positions at Trinity University, including involvement with the football department and the admissions office. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Christopher Collins is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, Woodbury Financial Services, The Fitzpatrick Group, and several other firms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Lammers is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 credential and 19 years of industry experience. He has been with Morgan Stanley since 2011. Outside of his advisory role, he serves on the Finance Committee of the Cy-Fair Girls Athletic Association, a youth sports organization in Cypress, Texas. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and a range of investment programs supported by structured discovery and firm-approved planning tools.

Ronald Levi is a Financial Advisor with Merrill at the Bank of America Tower in Houston, Texas. He works closely with individuals, families, and business owners to develop personalized strategies that support their financial goals, including education planning, executive compensation, retirement income, and tax minimization. Ronald conducts in-depth analyses and enhances banking relationships to deliver a comprehensive client experience. His professional focus encompasses portfolio management services, legacy planning, and investment consulting for defined contribution and defined benefit plans. Ronald holds the Personal Investment Advisor (PIA) designation and has attended the University of Houston System. He earned his High School Diploma from Westbury High School. Outside of his professional role, Ronald enjoys baseball, basketball, cooking, dancing, football, gardening, music, and spending time with his family.

Mark Lawrence is a financial advisor with LPL Financial based in Houston, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he serves as a director of The Mark and Tonya Lawrence Family Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Jordan Allan is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Clearing since 2016, with a three-year tenure at Ameriprise in between. 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 offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Rafi Mustafa Rizvi is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank, NA since 2016 and J.P. Morgan Securities since 2014. 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 combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Michael Jerding is a Wealth Management Advisor with extensive experience spanning over four decades. He began his career in the early 1980s focusing on recordkeeping and compliance within trust departments. Over time, he progressed to roles including Trust Officer and Consultant in major bank trust departments, where he gained expertise in plan design and investment menu consulting. Since 2000, Michael has been with Merrill Lynch Wealth Management, serving senior executives and institutional clients, including those with 401(k), defined benefit, and non-qualified plans. Michael holds a Bachelor's degree in Business and a Master's degree in Economics, both from Western Illinois University. He has earned several professional designations including Certified Investment Management Analyst® (CIMA®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His client focus areas encompass corporate benefits, family wealth management strategies, institutional investment consulting, personal retirement planning, and services for endowments, foundations, and non-profits. Outside of his professional work, Michael is active in his community; he has coached several youth sports and supports organizations such as Habitat for Humanity and the Houston Livestock Show and Rodeo. He lives in Cypress, Texas, with his wife Maria and has four children. His personal interests include fishing, football, golfing, and playing soccer, which he has enjoyed for over 40 years.

Sandra Ago is a financial advisor at UBS Financial Services in Houston, Texas, with 16 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Hines Securities Inc. from 2013 to 2018 before joining UBS in 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

Ray Muecke is a CFP®-certified financial advisor with 35 years of industry experience, currently with Cambridge Investment Research Advisors since 2010. Based in Houston, TX, he has worked with Cambridge Investment Research, Inc. since 2009. Outside of advisory work, he operates as an independent insurance agent and owns Muecke Financial. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, utilizing various portfolio management and platform options tailored to client objectives.