Angel Cruz is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo and JP Morgan in various capacities since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Nicholas Kaldis is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Disruptive Securities, Alex Tyson Properties, and Mohr Capital. Outside of his advisory role, he is a limited partner in a bed and breakfast in Houston and a passive investor in an e-commerce business focused on imported goods. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program emphasizing written asset allocation advice, manager searches, and customized performance reporting. The firm employs a centralized due diligence process supported by quantitative and qualitative research and offers broader derivatives and commodities capabilities.

Anthony Sanchez Rodriguez Lee is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Capital Group and Universal Music Group among other roles. 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 advisory framework.

Ricardo Villanueva is a financial advisor at Ameriprise with a Series 66 designation and no prior industry experience. He previously worked at Valero Energy Corporation for 11 years and was self-employed for seven years before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Brigham Porter is a financial advisor at J.P. Morgan Securities holding a Series 66 designation with one year of industry experience. His prior roles include positions at Oxford Wealth Management and JPMorgan Chase Bank, N.A. He also has experience working with Drive Wealth Advisors and has an academic background at Brigham Young University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process that combines quantitative and qualitative research.

Barbara Woolhandler is a financial advisor with Robert W. Baird & Co. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Robert W. Baird & Co. since 2015. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients by providing tailored consulting and portfolio services. Their approach includes financial planning, discretionary and non-discretionary management, and access to a range of traditional and non-traditional investment strategies.

Lyn Patterson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with J.P. Morgan entities since 1992 and has been with J.P. Morgan Securities 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. The firm’s advisory process combines quantitative and qualitative research and includes ESG eligibility considerations.

Susan Jurica is a financial advisor with OSAIC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Her prior firms include Sagepoint Financial, Questar Asset Management, Securian Financial Services, and Stanford Group Company. In addition to her advisory role, she operates a sole proprietorship focusing on life insurance and annuities. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment process utilizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments, allowing advisors to implement customized strategies across various managed account programs.

Ashly Maduako is a financial advisor at Morgan Stanley with two years of industry experience. She previously worked at Raymond James & Associates, Inc. for three years and spent one year at Ernst & Young. Ashly holds a Series 66 designation and is based in Houston, TX. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services through Financial Advisors and its Estate Planning Strategies Group.

Gabriel Rangel II is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with LPL Financial since 2010 and is also involved with Purple Lilac and Rangel Interest, both since 2008. Additionally, he is a licensed notary in the state of Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services delivered through its network of investment adviser representatives, utilizing various investment strategies and technologies to support account management.

Steve Pontiff is a financial advisor at Primerica Advisors with 11 years of industry experience and holds the Series 66 designation. His prior work includes roles at St. Bernard Financial Services, Lincoln Investment Planning, Goodyear Tire & Rubber Company, and Eco Lab Inc. He is also president of Synergistic Polymer Systems, Inc., a consulting business focused on specialty chemicals, and managing director of Divorce Finance Analysis, Inc., which provides analysis of divorce settlements and related financial matters. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively available separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, maintaining oversight of investment models and trading implementation.

Jackson Stewart is a Financial Advisor at Merrill Lynch Wealth Management and a member of The Gladstein Levitt Rozelle Spence Group. He joined the firm in 2025 and collaborates with individuals, families, and business owners to address the complexities of their financial lives through a personalized wealth management process. His areas of expertise include investment management, retirement planning, education funding strategies, liability management, and long-term financial planning. Jackson's approach adapts as clients' goals, circumstances, and market conditions evolve. He emphasizes delivering thoughtful advice, proactive communication, and personalized service through regular reviews and ongoing planning discussions. Jackson earned a Bachelor's Degree in Finance from the Kelley School of Business at Indiana University Bloomington, where he completed a specialization in Wealth Management through the CFP Board Registered Wealth Management Workshop. He holds the Personal Investment Advisor (PIA) designation. Additionally, Jackson spent ten years living in Shanghai and Singapore, experiences that have contributed to his global perspective. His personal interests include adventure sports, basketball, biking, golfing, hiking, skiing, skydiving, surfing, and traveling.

Briana Santirosa is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Merrill and Bank of America. Outside of her advisory work, she manages an Airbnb property in Houston, Texas. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on model portfolios constructed through a combination of fundamental research and quantitative analysis. The firm is notable for its use of systematic methodologies, algorithmic portfolio construction, and a formal advisory role to multiple registered investment companies and fund-of-fund structures.

Sebastian Henke is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial since 2021, with prior experience at Sportlo, Houston Baptist University, and Sports For Learning. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm’s approach includes comprehensive written recommendations and the option to combine planning with managed accounts under a consolidated billing program called WealthPlan.

Rodrigo Martinez is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 65, Series 63, and Series 66 designations. Prior to joining Wells Fargo, he worked at JPMorgan Chase Bank and J.P. Morgan Securities, and he also spent six years at Uber. Outside of financial services, he operates a boat rental business in Cypress, Texas. 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 provides both brokerage and advisory solutions.

Matthew Catron is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2013 to 2021. Catron is based in Friendswood, TX. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written Recommendation Reports, with a focus on assets held in Ameriprise managed accounts and the use of algorithmic automation overseen by a dedicated committee.

James Dvoracek is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2022. His prior work includes positions at JPMorgan Chase Bank, Management Solutions, Mercedes-Benz U.S. International, Blacks Market Table, and the University of Alabama. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Dominic Casey is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and 20 years of industry experience. His prior roles include work with Realty Hounds, LLC, Turner Casey Realty, LLC, Merrill, Banc of America Investment Services, Inc., and Ameriprise. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, manager and fund searches, and customized performance reporting. The firm employs a manager solutions team that uses both quantitative and qualitative research, incorporating ESG considerations and broader derivatives capabilities in its advisory process.

Robert Goss is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2010. Based in Houston, TX, he works within one of the largest advisory networks at the firm. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides research-driven, model-based asset allocation tailored to client goals.

Jay Campbell is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, providing detailed Recommendation Reports addressing income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported advice through a centralized retirement-income consulting team.