ADVISOR BIO

Reese Lockett jr. is a financial advisor with UBS Financial Services Inc. Reese has been in the securities industry since December 12, 1965. Reese has a Series 65, a Series 63, a Series 7TO, a SIE, a PC, and a Series 1 license. Reese is registered with the following states: Arizona, Arkansas, California, Colorado, Connecticut, Florida, Kansas, Maryland, Mississippi, New York, North Carolina, Pennsylvania, South Carolina, Texas, Utah, and Washington. Reese is a Registered Representative of UBS Financial Services Inc. and an Investment Advisor Representative of UBS Financial Services Inc.

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ADVISOR BIO

Renato Alarcon is a financial advisor with Eagle Strategies LLC. Renato has been in the financial services industry since July 2004. Renato has a Series 63, Series 6, and Series 65 license as well as the SIE. He is registered with FINRA and the state of Texas. Renato provides investment advice to individuals, corporations, and charitable organizations. Renato also specializes in financial planning and retirement planning. In addition to working with Eagle Strategies LLC, Renato is also a registered agent with New York Life Insurance Company and operates under the DBA name of Alarcon Financial Strategies, LLC for the purpose of selling New York Life products and services.

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Rene Gilmore Ewing is a financial advisor currently registered with Robert W. Baird & Co. Inc. Rene has been in the financial industry for over 24 years and has a wide range of experience. Rene is also a registered investment advisor and has worked with a variety of clients, including high-net-worth individuals, corporations, and institutions. In addition to providing investment advice, Rene also offers financial planning services, including retirement planning, college savings, and estate planning. Rene is committed to providing personalized service to each of her clients and helping them achieve their financial goals.

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Rexsor Gonzalez is a financial advisor with Truist Advisory Services, Inc. based in Houston, Texas. Rexsor has over 8 years of experience in the financial services industry. Before joining Truist, Rexsor worked for J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and MetLife Securities, Inc. Rexsor holds Series 6, 7, 66, and SIE licenses. Rexsor is also a member of the Board of Directors for the Texans YMCA.

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Richard Renaudin is a financial advisor with UBS Financial Services Inc., located in Houston, Texas. Richard has been in the industry since 1977. Richard is registered with FINRA and the state of Texas. Richard is also a member of the board of trustees for The Council on Recovery.

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Richard Michael Rosso is an Investment Advisor Representative at RIA Advisors. Richard has been in the industry since 1989 and has experience with financial planning, portfolio management, educational seminars, and publication of periodicals. He is licensed in Texas.

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Richard Brent Dvorak is an investment advisor representative with Ameriprise Financial Services, LLC in Houston, Texas. Richard Dvorak has been in the industry since May 9, 2000. Richard Dvorak is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC). Richard Dvorak is also registered in 26 states. Richard Dvorak has previously worked with IDS LIFE INSURANCE COMPANY in Minneapolis, Minnesota. Richard Dvorak offers a variety of financial services, including asset allocation, financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.

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Richea Powell is a financial advisor at Haven Wealth Group in Houston, Texas. Richea is a Chartered Financial Analyst and holds Series 2 and Series 63 licenses. Richea has been with Haven Wealth Group since July 2008 and has over 30 years of experience in the financial industry.

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ADVISOR BIO

Rick Oldham is a financial advisor with UBS Financial Services Inc., a firm with over $50 billion in assets under management. Rick has been in the financial industry since 1989. Rick holds Series 6, 7, 22, 31, and 63 securities licenses and a Series 65 investment advisor license. Rick has experience with retirement planning, portfolio management, and other investment advisory services.

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ADVISOR BIO

Riley Moody is a financial professional registered with Citigroup Global Markets Inc. Riley is licensed in Texas and specializes in a variety of financial services.

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