Markine Dorch is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Primerica Advisors since 2013 and also has roles with Harris Health System and Primerica Financial Services. Outside of advising, he is involved in selling loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio models implemented by BNY Mellon Advisors.

Chukwuemeka Onumaeme is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Primerica Financial Services, Ascend Elements, and Chevron Philips. He also has ongoing involvement with IACON since 2020. Primerica Advisors serves primarily individual investors, corporate, and charitable clients through a wrap-fee asset management program that uses model-delivery strategies managed by third-party asset managers. The firm operates at scale with thousands of advisors and offices, offering a range of strategic and tactical investment models supported by BNY Mellon Advisors and Pershing.

Xiang Ci Mei is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Mei has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018 and previously held roles at Cetera and East West Bank from 2015 to 2018. J.P. Morgan Securities 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Thomas Ford is a financial advisor with Morgan Stanley in Sugar Land, TX, holding a Series 66 license and 20 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with Rocky Top TX LLC, an investment and finance-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to assist clients in developing financial plans.

Carly Voyles is a financial advisor at Edward Jones in Rosenberg, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, she worked at Baker Botts LLP for two years and has experience at PricewaterhouseCoopers and Southern Methodist University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides affiliated investment products and fiduciary services.

Christopher Washington is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior experience includes roles at Waddell & Reed, Inc., various insurance carriers through W&R Insurance Agencies, and operating a notary public service for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by extensive research and technology solutions.

Glenda Martinez is a Financial Consultant at Fidelity, where she focuses on understanding her clients' personal stories, families, needs, and goals. She has been working in the financial services industry for over 19 years, assisting individuals, families, and business owners through various life stages and market cycles. Her experience includes roles such as Senior Premier Banker and Vice President at Wells Fargo Bank, Client Service Associate at JPMorgan Chase Bank, Private Client Banker and Licensed Banker at Chase Bank, Registered Representative at First Investors, and Lead Teller at Bank of America. Glenda's approach involves strategic holistic financial planning to help clients build, manage, protect, and transition their wealth.

Nathan Rorick is a financial advisor with Edward Jones in Pearland, Texas, holding a Series 66 designation and 18 years of industry experience. His prior work includes positions at Mutual of America and AXA Advisors, among others. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. It offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Ryan Tolle is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2001, serving in various roles including Vice President, Executive Planning Consultant from 2019 to 2026, and Portfolio Specialist from 2003 to 2006. Prior to joining Fidelity, he worked as a Client Services representative at Ameritrade from 2000 to 2001. Ryan is a Certified Financial Planner™ with 25 years of experience in the financial services industry. He holds a California Insurance License. His approach emphasizes partnering with clients to understand their short-term and long-term goals and developing customized financial plans. He prioritizes forming strong relationships based on trust, reliability, and competency.

Tahir Khursheed is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JP Morgan Chase Bank and Uber prior to his current role. J.P. Morgan Securities 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Ercilia Garza is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds the Series 66 designation and has been with J.P. Morgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers its services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Zimbabwe Barnes is a financial advisor with Fidelity in Richmond, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Fidelity, Barnes worked in various roles at JPMorgan Chase Bank, JPMorgan Securities LLC, and Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory for charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it maintains oversight through affiliated and unaffiliated sub-advisers.

Muhammad Ali Shafique is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. His work history includes roles at Bank of America, N.A. since 2018, Merrill since 2017, and PrimeWay Federal Credit Union from 2015 to 2017. 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.

Maria Salguero is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2013. Outside of her advisory role, she is involved as a contractor in a pool rental business through Swimply. J.P. Morgan Securities 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 non-discretionary advisory model. The firm integrates institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Johnson is a financial advisor with Primerica Advisors in Sugarland, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at PFS Investments, Inc. since 2007 and with Primerica Financial Services since 2005. Outside of advisory services, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Kendall Elkins is a financial advisor at Stifel with 16 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2019, following an 11-year tenure at Merrill. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology created by its Investment Strategy Group to guide asset allocation and financial planning.

Rosemary Guillotte is a CFP® with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2019. Her prior experience includes roles at Bank of America, N.A. and Merrill, where she worked for a combined total of 27 years. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Aaron Langston is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill and Bank of America, N.A. since 2018, following two years at AXA-Advisors, LLC. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Ennis is a financial advisor with Edward Jones in Sugar Land, TX. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Edward Jones, he worked at Valaris Ltd for 12 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as its affiliated financial services.

Emmanuel June is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012. Prior to that, he worked at Wm Financial Services, Inc. beginning in 2006. 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, distribution, and investment management capabilities.