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 in Humble, TX, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Aflac. In addition to his advisory work, he sells supplemental term and whole life insurance products through Assurity Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with technology and a large-scale infrastructure.

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.

Justin Foster is a financial advisor at Merrill in Houston, TX, holding a Series 66 designation with less than one year of industry experience. His work history includes roles at Bank of America, EP Wealth Advisors, and Merrill, as well as prior experience in education and the restaurant industry. Foster has been involved with Delfino Restaurant for several years. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

James Forsyth Jr. is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 credentials and 25 years of industry experience. He previously worked at Edward Jones for 16 years before joining LPL Financial in 2017. Forsyth is involved with Sterling Portfolio Managers LLC, an entity associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of more than 22,800 advisors.

Conner Jordan is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2017 and is a Houston native. Conner holds a Bachelor's Degree from the University of Mississippi and holds the professional designations of Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). Conner focuses on a range of client areas including college education planning, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. He emphasizes understanding each client's unique life and priorities to tailor personalized wealth strategies that are proactively managed and regularly reviewed. As part of the Walsh, Jordan & Associates team, Conner has been recognized on the Forbes "Best-in-State Wealth Management Teams" list for 2024, 2025, and 2026. In addition to his professional work, Conner is involved in several community and professional organizations such as the CFP Mentorship Program, JDRF, Volunteer Houston, Green Grove Initiative, Hermann Park Conservancy, JDRF Young Life- Gulf Coast, and mentors candidates preparing for the CFP® Exam. Outside of work, he enjoys activities such as baseball, biking, fishing, football, hiking, running, scuba diving, surfing, and spending time with his family.

Tami Rovall is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. She previously worked at BBVA Securities Inc. for eight years before joining Wells Fargo Clearing in 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Shantel Weigel is a Planning Consultant at Fidelity Investments, a position she has held since 2023. In her role, she works closely with clients to develop financial plans tailored to their individual needs and serves as the primary point of contact throughout their financial journey. Her approach emphasizes collaborative planning, ensuring clients feel confident in their financial strategies. While specific details about her educational background and credentials are not provided, her professional experience centers on personalized financial consultation. Outside of her professional duties, Shantel enjoys attending concerts, cooking and baking, fitness activities, hiking, visiting museums, and traveling.

Rebecca Wagner is a financial advisor with Merrill in Tomball, Texas, holding a Series 66 credential and eight years of industry experience. She has worked at Bank of America and Merrill since 2009. Outside of her advisory role, she is the sole owner of a rental property in Kingwood, Texas. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Thomas Singletary is a CFP® with 24 years of experience in the financial industry. He has been with Stifel Nicolaus & Co Inc since 2009 and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, he serves as an appointed board member of the Lake Shore Cove Homeowners Association, where he presides over meetings and manages the annual budget. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Virginia Baldwin is a financial advisor at J.P. Morgan Securities in Houston, TX, holding a Series 66 designation with two years of industry experience. She has worked at JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2024. Outside of her financial career, Baldwin also works as a freelance actor and model on a part-time basis. 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. The firm employs a centralized due diligence process combining quantitative and qualitative research to support its advisory recommendations.

Victor Arevalo Melgar is a financial advisor with Thrivent Investment Management in Houston, TX, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to his current role, he worked at World Financial Group and has experience in automotive sales, including a position as a car salesman at Houston Sky Auto Sales. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based planning in areas such as retirement, tax, and estate without discretionary portfolio management.

Klint Rhodes is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His career includes significant tenures at Charles Schwab and Charles Schwab Bank prior to joining J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. in 2017. 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 within a non-discretionary program.

Michael Leatherwood is a financial advisor with Edward Jones in Kingwood, TX, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2017 and also worked at Swinging Door from 2016 to 2019. 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 offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.