Olga Blanchette is a financial advisor with Morgan Stanley in Sugar Land, TX, holding Series 63 and Series 65 licenses with 21 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018 and previously spent six years at J.P. Morgan Securities. Outside of her advisory role, she is involved with Lancelot Properties Series LLC, where she manages and maintains rental real estate properties. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers diverse services through both direct client relationships and corporate financial planning agreements.

Elizabeth Morris is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work experience includes roles at Lincoln Financial Distributors and Prudential Annuities Distributors. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

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.

Lauryn Reinoso is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. from 2010 to 2022 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and delivers services that include planning through both direct individual relationships and corporate financial planning agreements.

Jennifer Burdette is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. She holds Series 63 and Series 65 licenses and is based in Sugar Land, Texas. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, including investment policy development, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Laurie Peterson is a Series 66-licensed financial advisor with Edward Jones, based in Missouri City, TX, and has four years of industry experience. Prior to joining Edward Jones in 2023, she worked at Merrill, Bank of America, Grand Canyon University, and Ascena Retail Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining a large nationwide network of financial advisors and branch offices.

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.

Joanne Wang is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds a Series 66 designation and previously spent over two decades at Charles Schwab and Charles Schwab Bank. Outside of her advisory role, she is involved in managing several rental properties. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Charissa Skinner is a financial advisor at Edward Jones with 11 years of industry experience and holds Series 66 and Series 63 licenses. She has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 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.

Stephanie Eng is a financial advisor at Osaic with 10 years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Securities Corporation for 10 years before joining Osaic in 2025. She also serves as a notary public. Osaic Wealth, Inc. serves a diverse client base that includes individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of brokerage, investment advisory, and financial planning services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.

Dat Tu is a financial advisor with Merrill and holds a Series 66 designation. He joined Merrill in 2025 and has prior experience at Bank of America dating back to 2022. Before entering the financial industry, he worked in various roles including at the University of Houston-Downtown and The Art Institute of Houston. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mario Lopez is an International Wealth Advisor and Senior Vice President at Merrill Lynch Wealth Management. Since joining Merrill in 2011, he has formed The Lopez Team alongside his father, Fernando Lopez, continuing a family legacy in wealth management that began in 1987. Mario specializes in comprehensive wealth planning, tailored business transition and exit strategies, cross-border financial solutions, and tax-efficient investment strategies, serving business owners and families both in the United States and internationally. He holds a Bachelor's degree from the University of Arizona and has earned multiple professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), Accredited Asset Management Specialist™ (AAMS™), and Certified Exit Planning Advisor (CEPA®). His expertise focuses on family wealth management strategies, international wealth management, legacy planning, personal retirement planning, portfolio management, values-based investing, and tax minimization. Fluent in English, Spanish, French, Portuguese, and Italian, Mario brings a global perspective to his client relationships. Outside of his professional role, he enjoys time with his wife and two children, and pursues a variety of interests including Brazilian Jiu-Jitsu, in which he holds a black belt with more than 18 years of training, chess, tennis, rock climbing, music, and travel. In 2024, he was selected to serve on Merrill’s Next Generation Leadership Council.

Samuel Ayers is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on connecting clients to the people, plans, and processes that align with their unique ambitions and financial goals. Ayers specializes in helping clients plan for significant life events, such as funding their children’s educations, preparing for retirement, and managing potential healthcare costs. He works closely with clients to develop personalized strategies aimed at achieving long-term family objectives, emphasizing simplicity and transparency throughout the wealth planning process. He holds a Bachelor’s Degree from Texas A and maintains the Personal Investment Advisor (PIA) professional designation. As a Merrill advisor, his approach centers on integrating all aspects of a client’s financial life to prioritize and pursue the goals that matter most to them.

Duc Nguyen is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Fidelity Investments, and Frost Brokerage Services. Outside of his advisory role, he co-owns and operates a family arcade business in Houston. J.P. Morgan Securities 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.

Annie Ramirez is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2011, progressing through positions including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, Annie worked as a Financial Sales Advisor at BBVA Compass and as an Advisor at First Investors Corporation. With over 16 years of experience in financial services, Annie focuses on building meaningful relationships with the families she serves and assisting them in navigating their unique financial goals and needs. She provides trusted guidance and leverages Fidelity's resources to help clients generate income, protect assets, and strategically grow and transfer wealth across generations. Annie's personal interests include family activities, enjoying food, social events with friends, outdoor adventures, parenthood, and traveling.

Glenn Lu is a CFP® licensed financial advisor with 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. since 2003. 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 through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Harriss Lauderdale is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients in the Houston metropolitan area and across the United States. In this role, he oversees and coordinates the financial affairs of individuals, families, corporate executives, and business owners, focusing on wealth preservation and providing holistic education to support informed financial decision-making. Since beginning his career in financial services in 1990, Harriss has aimed to simplify and clarify his clients' financial lives by leveraging the combined services of Merrill Lynch and Bank of America as a single point of contact. His approach integrates seven areas of life—Health, Home, Family, Work, Leisure, Giving, and Finances—to comprehensively assess clients' goals and aspirations. Harriss meets regularly with clients, conducting annual Financial Physicals to review and update wealth management plans collaboratively with a team that includes attorneys and tax professionals. He holds a Bachelor's Degree from Tulane University and a non-accredited certificate from Musicians Institute and is recognized as a Personal Investment Advisor (PIA). Outside of his professional work, Harriss is active in community service, contributing to organizations such as K9S4COPS and Sky High for Kids. He is also passionate about guitar, music, fitness, and health, interests that align with his background as a former professional guitarist. Harriss emphasizes personalized financial strategies developed through one-on-one collaboration to help clients pursue long-term goals.

Kim Ngan Anaya is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and possessing 12 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. 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 applying an ESG eligibility framework in recommendations.

Jason Bo is a Financial Consultant I at Fidelity Investments in Sugar Land. In this role, he works closely with clients to understand their financial needs and long-term investment goals, collaborating with them to develop financial roadmaps designed to assist in reaching their financial objectives and making informed decisions. Jason has held various positions within the financial services industry, beginning as a Client Service Specialist at TD Ameritrade from 2018 to 2021. He then served as a Client Relationship Specialist at Charles Schwab until 2022. Since joining Fidelity Investments, he progressed through roles including Relationship Manager and Planning Consultant before his current position as Financial Consultant I starting in 2025. Outside of his professional work, Jason enjoys cooking and baking, exploring food as a foodie, watching movies, singing, swimming, and traveling.