Jason Lambert is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. 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 through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Benjamin Taylor is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 1998 following 21 years of active duty service as a U.S. Army Armor Officer, where he held various leadership roles including tank platoon leader, company commander, and battalion executive officer. He holds a Bachelor of Arts degree in History and English from Trinity University, a Master of Business Administration from Webster University, and a Master of Arts in Military History from the U.S. Army Command and General Staff College. Benjamin holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as Series 7 and 66 FINRA registrations. In his personal time, Benjamin is involved with his church and the Boy Scouts of America in San Antonio. He participates in water skiing activities and supports related tournaments sanctioned by the American Water Ski Association. He and his wife, Anne, reside in Helotes, Texas, and enjoy traveling to visit their grown children and grandchildren.