Karl Reed is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its related entities since 2005 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides comprehensive recommendation reports that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools to assist in retirement income planning.

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.

Christopher Alaniz is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2024 and has held previous roles at Bank of America, N.A. and in educational institutions including the University of Houston Clear Lake and San Jacinto Community College. 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.

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.

Robert Bozka is a financial advisor with Edward Jones in Friendswood, TX, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. Outside of advising, he serves on the Investment Committee for the City of Friendswood, Texas and has involvement in family partnerships and oil and gas royalty interests. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm provides a range of advisory programs and investment options supported by a large network of advisors and branch offices nationwide.

Kim Ngan Anaya is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with J.P. Morgan since 2014 and is also co-owner of Ervey Properties, LLC. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates both quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Travis Magliolo is a financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2018, he served eight years in the United States Marine Corps. He holds a Series 66 designation and currently serves as the elected mayor of Dickinson, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions and operates under a fiduciary standard.

Justin Swope is a CFP® professional with 30 years of industry experience, currently advising clients at Ameriprise in Houston, TX. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he manages a hay sale operation on his property. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, written Recommendation Reports in partnership with its financial advisors.

J Thomas Ybarbo is a CFP®-designated financial advisor with J.P. Morgan Securities in Pearland, TX, bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he is a partner in Lion's Den Capital Group, LLC, an entity he co-owns with his wife that invests in real estate and provides capital for equity stakes in existing businesses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a focused wealth advisory program that emphasizes written asset allocation advice, investment manager searches, and customized reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Zachary Sauers is a financial advisor at Edward Jones in Santa Fe, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Rodney Nelson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior experience includes roles at University Federal Credit Union, CUSO Financial Services, LP, and National Planning Corporation. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Corey Fanning is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation. He has held various roles since 2016, including positions at Texas First Bank and Oak Wealth Management, with experience across multiple industries. Corey attended Texas Tech University from 2020 to 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Alicia Ellis is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and 19 years of industry experience. Her career includes prior roles at CUNA Mutual Group, CUNA Brokerage Services, and Texas Bay Credit Union. In addition to her advisory work at Ameriprise, she serves as a financial advisor at Shell Federal Credit Union, meeting directly with credit union members. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Steven Spiller is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at PFS Investments Inc., Sears, and Primerica Financial Services. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven strategies primarily developed by unaffiliated asset managers.

John Eyster is a financial advisor with LPL Financial in Dickinson, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at CUNA Mutual Group, Comerica Securities, and Lincoln Financial Distributors. He serves as a temporary director on a nonprofit board. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management solutions, combining extensive platforms with operational and research support tools.

Kristi Trevino is a CFP® and ChFC® credentialed financial advisor with 10 years of industry experience. She has been with Edward Jones since 2018 and previously worked at Durrett Motor Company/Texas Star Financial from 2011 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.