Carlos Perez is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Frost Brokerage Services, Comerica Securities, and RBC Capital Markets. 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, operating one of the largest advisor networks in the industry.

Thomas Stegner is a Series 66-credentialed financial advisor at Edward Jones in Kingwood, TX, with 13 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 and provides a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Anthony Hoff is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Bank of America and Merrill since 2015. Outside of his advisory role, he serves as a committee member for the First Methodist Church of Houston, assisting in the allocation of the church’s funds for its charitable programs. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Luke Evans is a financial advisor at J.P. Morgan Securities in Houston, TX, holding a Series 66 license with one year of industry experience. Prior to joining J.P. Morgan Securities, he held positions at Blue Barn Wealth and Nfp, and he has multiple years associated with Brigham Young University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research, with access to derivatives and commodities capabilities.

Amira Shephard is a financial advisor at Equitable Advisors in Houston, TX, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at The Lab Consulting, Capital One, and the University of Houston, as well as entrepreneurial experience as a lash aesthetician. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

William Frisco is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he teaches at Rice University School of Continuing Studies. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. Its advisors utilize proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Jinrong Wang is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, Jinrong works directly with clients to develop personalized financial strategies tailored to their individual goals and changing market conditions. Jinrong provides access to investment insights from Merrill as well as banking and lending solutions through Bank of America. Jinrong holds a Personal Investment Advisor (PIA) designation. Jinrong earned a Bachelor's degree and a Doctorate degree from Nanjing Agricultural University, as well as a Master's degree from the University of Houston System. Jinrong also participates in community service by volunteering with local organizations, reflecting a commitment to the communities served.

Mark Fournier is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank since 2015, following a tenure at Morgan Stanley Smith Barney beginning in 2009. Fournier serves on the Finance and Investment Committees of the Lambda Chi Alpha Educational Foundation. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, delivering customized financial planning and managing approximately $2.74 trillion in client assets.

Mark Katz is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 63 designation and 32 years of industry experience. He has worked at UBS Financial Services since 2008. Outside of his advisory role, he is a vice president at Smak Investments, a partnership involved in investment activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

James Mcallister is a financial advisor with Raymond James Financial in Houston, TX, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. His prior roles include six years at Comerica Securities, Inc., and he currently leads McAllister Carbajal Wealth as CEO and President, a team name used for branding purposes. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning using risk profiling and analytical modeling, and supports municipal and public finance work through an affiliated municipal advisor.

Matthew Webber is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses. He has 23 years of industry experience, including roles at Securian Financial Services, Minnesota Life Insurance Company, and IMG Financial Group, where he continues to serve as a financial professional. He is also a board member and treasurer for Western Academy, a school in Houston, TX. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, combining affiliated and unaffiliated managers, with over $256 billion in assets under management and more than 10,000 advisors.

Mario Yearwood is a financial advisor with LPL Enterprise in Houston, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at Pruco Securities, LLC for nine years before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Kelly Troutman is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has worked at Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ashleigh Gearhart is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials. She has been with Wells Fargo in various capacities since 2019, including roles at Wells Fargo Bank, N.A., and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Travis Thompson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing Services since 2020 and previously spent eight years at J.P. Morgan Securities and 16 years at JPMorgan Chase Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment choices, including insurance-related vehicles and bank deposit sweep options.

Nolo Bustos is a Financial Consultant at Fidelity Investments, a role he has held since 2015. In this position, he assists clients with a wide range of financial planning areas, including retirement and income planning. He leverages his experience and education to help clients develop financial plans that they and their families can understand and feel confident about. Bustos holds insurance licenses in Arkansas and California. He values the relationships he builds with clients and takes a genuine interest in their pursuit of financial success. Outside of his professional work, Bustos enjoys family activities, football, hiking, movies, outdoor adventures, and traveling.

Esther Tan is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and HSBC Securities. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Arthur Valentine is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and has worked at UBS Financial Services and the City of Austin Public Health. Prior to his advisory career, he was employed at Prairie View A&M University for four years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs.

Thomas Bulow is a financial advisor at J.P. Morgan Securities based in Houston, TX, holding a Series 66 designation with two years of industry experience. His work history includes roles at Morrison Labs, JPMorgan Chase Bank, N.A., Chevron, and the University of Southern California. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, incorporating ESG eligibility frameworks and leveraging broader derivatives and commodities capabilities.

Andrew Provost is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked with various entities within the JPMorgan organization since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. Their advisory process combines quantitative and qualitative research to build model asset allocations and may incorporate an ESG eligibility framework.