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 at LPL Financial with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at LPL Financial since 2017, following 16 years at Edward Jones. Forsyth is also involved with Sterling Portfolio Managers LLC, an entity related to his LPL business. 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 range of advisory programs and financial planning services, including both discretionary and non-discretionary management supported by research and model portfolios.

Conner Jordan is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been a part of the team since 2017. He holds a Bachelor's Degree from the University of Mississippi and is a Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA), and Personal Investment Advisor (PIA). Conner is a member of professional organizations including the CFP Mentorship Program and participates in community initiatives such as the Green Grove Initiative and Hermann Park Conservancy. Conner's approach to wealth management involves understanding each client's individual goals and tailoring personalized financial strategies. His focus areas include 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 contributes as a member of the Walsh, Jordan & Associates team, which has been recognized on the Forbes "Best-in-State Wealth Management Teams" list for multiple years. Outside of work, Conner enjoys outdoor and recreational activities such as baseball, biking, fishing, football, hiking, running, scuba diving, and surfing. He also values spending time with his family and is involved in mentoring for the CFP® exam and community service organizations like JDRF and Volunteer Houston.

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®-credentialed financial advisor with Stifel in Houston, TX, and has 23 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, he serves as an appointed board member for Lake Shore Cove Homeowners Association, where he presides over meetings, manages the annual budget, and enforces community rules. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services informed by a proprietary investment strategy methodology.

Virginia Baldwin is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and two years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2024. Outside of finance, she is a freelance actor and model represented by an Austin agency, participating in local projects during weekends and evenings. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence to support customized investment recommendations.

Victor Arevalo Melgar is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds Series 63 and Series 65 registrations and is based in Houston, Texas. Prior to joining Thrivent, he worked at World Financial Group and has also been involved in auto sales as a car salesman at Houston Sky Auto Sales. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm emphasizes holistic, goal-based planning across various financial topics without discretionary trading authority, offering clients the option to combine planning services with managed accounts under a consolidated billing arrangement.

Klint Rhodes is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2017 and previously spent 15 years at Charles Schwab and Charles Schwab Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

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 with a Series 66 credential and one year of industry experience. His prior experience includes roles at Blue Barn Wealth, Nfp, and JPMorgan Chase Bank, N.A. He has been affiliated with Brigham Young University in various capacities over several years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach supported by centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advisory services primarily through its Institutional Consulting Services program.

Michael Grisaffi is a financial advisor at Wells Fargo Clearing in Houston, TX, holding a Series 66 designation with 24 years of industry experience. Prior to joining Wells Fargo in 2017, he worked at Bank of America and Merrill from 2015 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Arnold Rivas Griswold is a financial advisor at Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at KAM Controls, Inc. in business development for the oil and gas sector and positions at RMG Americas Inc., Primerica Financial Services, and New York Life. Outside of finance, he is involved in business development for instrumentation and measurement products in the oil and gas market. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients with a focus on model-delivery strategies created by unaffiliated asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Merwan Abssi is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, BBVA Securities Inc., and Compass Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Veronica Vasquez is a financial advisor with Wells Fargo Clearing in Houston, TX. She holds Series 65 and Series 63 designations and has nine years of industry experience, including tenure at Wells Fargo Bank since 2015. 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 combines research from Wells Fargo Investment Institute with third-party data to support diversified investment strategies.

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.