Samuel Gonzales is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including PNC Investments LLC and Edward Jones. His background also includes roles outside of finance, such as positions in education and the food service industry. 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 solutions. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Martin Wheeler is a CFP®-credentialed financial advisor with Ameriprise in Houston, TX, bringing 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Alberto Ramos Alatorre is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to that, he was employed at Actinver Securities, Inc. and Active Foods, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Chrystian Quinones is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and BBVA-affiliated firms. He previously managed a landscaping business that has since been dissolved. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Lester Butler Jr. is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 36 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation and Financial Design Group, as well as running his own practice for over three decades. Outside of advising, he is involved with FDG Investments LTD and FDG Management, Inc., entities used for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning and retirement consulting, supported by a variety of model portfolios and research resources.

Aldo Perez is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at Texas Financial Advisors and several entrepreneurial ventures. Perez is also involved in fixed insurance sales through Florida Financial Insurance. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support client decision-making.

Mary Joanne Bevill is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with UBS since 2008. Bevill also serves as an officer and director of Wilson Properties, a closely held family corporation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and research to tailor wealth management solutions. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory functions.

Catherine Hesse is a financial advisor with Osaic Wealth, Inc. based in Houston, TX, holding a Series 66 license and 11 years of industry experience. She has previously worked at Texas Wealth Management, LLC, Texas Wealth Management, Inc., and FSC Securities. Hesse is also a licensed attorney and serves as Chief Compliance Officer and Director of Finance and Operations at Texas Wealth Management, LLC. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that may include a variety of investment products on both discretionary and non-discretionary bases.

Christian Roberts is a financial advisor with J.P. Morgan Securities LLC in Houston, TX, holding Series 66 and Series 63 licenses and having 10 years of industry experience. He has been with J.P. Morgan Chase Bank NA and J.P. Morgan Securities LLC since 2016. Outside of his advisory role, he serves as treasurer and board member for the Talavera HOA, a nonprofit managing a community of 1,000 homes, where he oversees financial management and compliance. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Laura Dore is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 65 credentials and has worked at JPMorgan Chase Bank NA and JPMORGAN Securities LLC since 2004. Outside of her advisory role, she serves as a passive co-trustee on a family trust that manages agricultural assets. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside brokerage, distribution, and investment management capabilities through a non-discretionary program where clients retain final decision-making authority.

Tomislav Weigand is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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 IPS-driven advisory process is grounded in modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Brett Bacon is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 65 and Series 63 licenses and eight years of industry experience. He has been with JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Andrew Smith is a financial advisor at Edward Jones with eight years of industry experience. He has held positions at Edward Jones since 2017 and previously worked at Texas Citizens Bank, N.A. from 2013 to 2017. Smith holds the Series 66 designation. 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, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and other financial services through a nationwide network of advisors and branches.

Sandra Ruiz is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools, focusing on advisory services without individual security recommendations in standalone plans.

John Ginsburg is a financial advisor with OSAIC in Houston, TX, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior work includes roles at Lincoln Financial Securities Corp., Princor Financial Services Corporation, and Principal Life Insurance Company. He also operates an insurance agency offering accident, health, disability, and traditional life insurance products, as well as fixed and fixed indexed annuities. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and offers both discretionary and non-discretionary account management options.

Alston White is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Chase Bank NA and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Alexandra Wilson is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney LLC since 2009. In addition to her advisory role, she serves as secretary for Mosaic Professional Services LLC, doing business as Mosaic Research Services. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Sarah Cuddy is a financial advisor at Robert W. Baird & Co. in Houston, TX, holding a Series 66 designation with 15 years of industry experience. She has been with Robert W. Baird & Co. since 2015. Outside of her advisory work, she is an equine owner and lessor. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies.

Julie Martinez is a financial advisor with LPL Financial based in Houston, TX, holding a Series 66 designation and 20 years of industry experience. She has worked at LPL Financial since 2025 and concurrently with Next Financial Group Inc since 2010. Prior to that, she spent nine years at Visionary Asset Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

William Mc Adams is a financial advisor at Merrill with Series 63 and Series 66 designations and three years of industry experience. He has held positions at Nylife Securities LLC, New York Life Insurance Company, and Fidelity Investments. Outside of finance, his earlier career includes roles in the restaurant and retail sectors. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.