Bryan Flores is a financial advisor with J.P. Morgan Securities in League City, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017, and previously held roles at Cetera Investment Advisers LLC, Cetera Investment Services LLC, and Regions Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may include ESG considerations, supported by a centralized manager solutions team.

Eric Dluzniewski is a financial advisor with LPL Financial in Friendswood, TX, holding Series 65 and Series 66 credentials and three years of industry experience. His prior roles include positions at Cain Watters & Associates, LLC, and a brief tenure at Beacon Lakes Golf Club. 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, including financial planning and access to third-party asset management, utilizing both model portfolios and customized strategies.

David Wegenke is a financial advisor with Thrivent Investment Management in Houston, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Thrivent Investment Management since 2006 and associated with Thrivent Financial for Lutherans since 1994. Outside of his advisory role, he serves as a Regional Leader for Lutheran Hour Ministries, where he supports recruitment and fundraising efforts for the Lone Star Region. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach includes periodic plan reviews and integration options with managed-account programs while maintaining separation between planning and portfolio management.

Christopher Curran is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He previously worked at Merrill from 1999 to 2005 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to guide investment decisions.

Dallin Beveridge is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and seven years of industry experience. He has worked at J.P. Morgan Securities since 2026 and previously spent eight years at Fidelity Investments. 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 centralized due diligence process.

Patricia Salvo is a financial advisor with Primerica Advisors in Houston, TX, holding a Series 66 designation and 24 years of industry experience. She has worked at Primerica Advisors since 2008 and previously held roles at Direct Energy and Centerpoint Energy. Outside of her advisory work, she owns a small business unrelated to investments. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options structured as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Abdallah Charide is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, The Home Depot, and First National Bank. 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 integrates quantitative and qualitative research with an ESG eligibility framework and offers broader derivatives and commodities capabilities.

David Weaver is a financial advisor at Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. He has worked at PFS Investments Inc. since 2018 and has been with Primerica Financial Services since 2017. Weaver has also been involved with Satelytics from 2015 to 2020. Outside of advisory services, he receives compensation related to referrals for home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,935 advisors and $15.5 billion in assets under management. The firm emphasizes model-delivery investment strategies created by unaffiliated managers and operates with a focus primarily on individual investors rather than institutional or pension clients.

Clinton Bussey is a financial advisor at Edward Jones in Houston, TX, with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices.

Micheal Fisher is a Wealth Management Advisor at Merrill Lynch specializing in wealth management and retirement benefits consulting. He joined the Clear Lake Merrill Lynch Wealth Management office in 2005 and focuses his practice on corporate cash, 401(k) and profit-sharing plans, as well as individual accounts. Micheal holds multiple professional designations, including CFP®, ChFC®, C(k)P®, CRPS™, CPFA®, and CRPC™, and is a qualified Portfolio Manager capable of managing personalized investment strategies on a discretionary basis through the firm's Investment Advisory Program. Micheal earned a Bachelor's degree from Kansas State University and has been recognized on the Forbes "Best-in-State Wealth Advisors" list for three consecutive years: 2024, 2025, and 2026. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, small business strategies, tax minimization, and retirement income strategies. Outside of his professional work, Micheal is actively involved in aviation and skydiving communities, holding memberships in the Aircraft Owners and Pilots Association and the United States Parachute Association, where he serves as a PRO Demo Jumper, Tandem Instructor, Coach, and Safety & Training Advisor. His community involvement includes performing skydiving demonstrations for charity. Micheal's personal interests include hiking, music, and skydiving.

Kevin Ruszkowski is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1987 and joined Merrill Lynch in 1990. Kevin focuses on developing strategies for high-net-worth individuals, their families, and their businesses to pursue both short- and long-term financial goals. His approach is consultative, emphasizing personalized financial strategies based on a thorough understanding of each client's financial situation, preferences, and objectives. Kevin’s expertise includes portfolio management, retirement planning, corporate benefits, executive compensation, and investment consulting for defined benefit and contribution plans. As a qualified Portfolio Manager, he provides traditional advice as well as manages personalized or defined strategies that may incorporate individual stocks, bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Kevin earned a Bachelor's Degree in Business Management from the University of Arkansas, where he was a four-year letterman on the swim team. Outside of work, he enjoys spending time with his wife Stacey and their sons Kyle and Cole, engaging in activities such as fishing and scuba diving. Kevin also participates in community volunteering, following the Merrill tradition of community involvement.

Platinum Galey is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Their work history includes roles at Bank of America, Moonshine Deck, Bombshells, and the Houston Museum of Natural Science. 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 strategies for a range of client types including individuals, high-net-worth clients, and charitable organizations.

Christian Bratovich is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Charles Schwab Bank, Pearson Education, and Max Breisse Insurance Agency. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment due diligence process.

Joshua Gurvey is a financial advisor at Fidelity with Series 65 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors and Bleakley Financial Group. He has been involved with the Evelyn Rubenstein Jewish Community Center in a membership services role for several years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

Cesar Sosa is a financial advisor with Merrill in Houston, TX, holding a Series 66 credential and one year of industry experience. His prior work includes six years at Bank of America. Outside of his advisory role, he is a pianist at Iglesia Sin Limites, a local church in South Houston. 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 a range of clients including individuals, high-net-worth clients, and institutional accounts.

Juan Zaragoza is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab, he managed businesses including Zarca Roofing LLC and Zarca Services LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory with access to affiliated discretionary separately managed accounts and alternative investments.

Justin Bremer is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has 21 years of industry experience. He has been with Fidelity Investments since 2010 and has worked within various Fidelity divisions, including Fidelity Personal and Workplace Advisors. In addition to his advisory role, he teaches a university course at the University of Houston’s Bauer College of Business twice a week. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors and maintains a formal advisory role to multiple registered investment companies and fund-of-funds.

Andrew Wolfe is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. Prior to joining Ameriprise, he worked in various roles including at Dell Technologies and in the hospitality sector. 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 annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kenneth Webb is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Wells Fargo Clearing since 2016. Webb serves as power of attorney for his parents in investment-related matters. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Janey Rizvi is a Certified Financial Planner (CFP®) with 20 years of industry experience, currently serving as a Private Client Advisor at J.P. Morgan Securities. She has held roles at JPMorgan Chase Bank, N.A. since 2008 and worked previously at Ameriprise. Outside of her advisory work, she is an owner and partner of Minilith LLC, a company focused on designing and selling computer equipment. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, delivering non-discretionary asset allocation advice and customized performance reporting. Their advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.