Catherine O'Connell is a CFP® with 12 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. Her prior roles include positions at Northern Trust Bank and JPMorgan Chase Bank. She also manages an inherited portfolio through RLB O&G LLC, assisting with bill approvals and annual tax preparation. 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 in its investment recommendations.

Lesley Lozano Perez is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses. She has been associated with Wells Fargo Bank since 2019 and began her role at Wells Fargo Clearing in 2025. Prior to her advisory work, she has experience in education and various service roles. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

David Whorton is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His previous roles include positions at Charles Schwab and Roberts Wealth Management. At Merrill, he is part of a large team serving various client segments. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm combines internal Chief Investment Office strategies with third-party managers and supports a range of account types with trading, administration, and custody services.

Nathan Owens is a financial advisor with J.P. Morgan Securities in Houston, TX. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026. Prior to this, he held brief roles at Britt Smith and The Woodlands Country Club. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Alexis Medellin is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Merrill Lynch since 1999. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Valerie In is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 large institutional advisory operations with additional market-facing registrations and functions, delivering services on a non-discretionary basis while maintaining a centralized due-diligence framework.

Cristobal Moreno is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing personalized financial strategies tailored to each client's unique goals and circumstances. Moreno's expertise includes college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and values-based investing, sports and entertainment, tax minimization, and retirement income. He holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. He earned his Bachelor's Degree from Baylor University. Outside of his professional role, Moreno enjoys various sports such as baseball, basketball, chess, football, pickleball, running, soccer, tennis, as well as spending time with his family and watching movies.

Eric Jackson is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 63 credentials and eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and Wells Fargo Bank, N.A. since 2015. Outside of his advisory role, he is involved in music production and audio mixing through businesses he owns, New Jeru Music and AUD Music. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research-driven investment strategies with a broad range of financial products through bank and insurance affiliates.

William Hawker is a financial advisor with Wells Fargo Advisors in Sugar Land, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Hawker also owns Hawker Wealth Management, LLC, a financial practice based in Sugar Land. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides a range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored planning across numerous areas, including retirement, education, and business-owner transition, using proprietary research and tools.

Daniel Cantu is a financial advisor at Morgan Stanley in Houston, TX, holding the Series 66 designation with four years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, totaling over 15 years in the financial sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and the Global Investment Committee’s market analyses.

David Hills is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He previously worked at Bessemer Trust for 11 years before joining J.P. Morgan in 2023. Hills holds Series 65 and Series 63 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Barry Smith III is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of The Smith Group, headquartered in downtown Houston. He specializes in goals-based wealth management, providing customized strategies and tailored advice to individuals and families. His professional focus areas include college education planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Since joining Merrill Lynch Wealth Management in 2018, Barry has taken on responsibilities such as maintaining and updating investment research and financial strategies, creating retirement projections, investment proposals, and Social Security optimization summaries, as well as client communications. He employs a process-oriented approach encompassing personalized investment management, retirement planning, trust and estate planning services through Bank of America Private Bank, cash-flow analysis, higher education saving, and charitable giving. Barry holds the professional designations Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Barry earned his Bachelor's degree in Finance from the University of Houston’s Bauer College of Business. Outside of work, he engages in various sports including golf, pickleball, running, hiking, biking, basketball, and lifting weights. He also enjoys Texas weather and traveling, particularly to Europe, where he appreciates good food.

Rebecca Bollich is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation. She began her career in the industry in 2026 and has prior experience at JPMorgan Chase Bank, N.A. She attended Tulane University and was involved with the Tulane University Department of Campus Recreation during her studies. 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 its recommendations.

Jonathan Wilder is a financial advisor at Edward Jones in Houston, TX, with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he serves as an Assistant Operations Officer in the United States Army Reserves, assisting with planning operations for a unit of approximately 55 personnel. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Nelson is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he partners with local individuals and their families to develop and implement comprehensive financial plans tailored to their unique circumstances and goals. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2021 to 2023. Matthew's professional experience includes positions at Wells Fargo as a Premier Banker from 2018 to 2021, and at JP Morgan Chase where he held the roles of Branch Manager, V.P. from 2015 to 2016 and Relationship Banker from 2011 to 2015. He holds an Arkansas Insurance License.

Najera Rogers is a financial advisor at Morgan Stanley in Houston, TX, with nine years of industry experience. She holds the Series 66 designation and previously worked at Jackson National Life Insurance Company and Fisk University. Outside of her advisory role, she owns a branding company called Boss Brands Consulting. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and provides services that include structured financial planning tools and diverse investment programs.

George Devassal is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2009. He is based in Houston, TX. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and specialized planning groups.

Lester Saathoff is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds a Series 63 designation and is based in Houston, TX. 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 approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jonathan Al Sahli is a financial advisor at Fidelity with seven years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities and is a partner in a family residential remodeling business. He holds Series 63 and Series 66 licenses. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Gregory Lamm is a financial advisor with Ameriprise in Webster, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he owns a tax preparation business, Gregory A Lamm, PC, based in San Antonio, TX. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.