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.

Paula Lundy is a financial advisor at Merrill with 27 years of industry experience. She has been with Merrill and Merrill Lynch since 1997. Outside of her advisory role, she serves as a committee member on the Finance Committee for Pearland New Harvest Church, a 501(c)(3) organization. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jennifer Burdette is a financial advisor with Wells Fargo Clearing in Sugar Land, TX. She holds Series 63 and Series 65 licenses and has 29 years of industry experience. Her prior work includes roles at Cambridge Investment Research Advisors and Lockwood Financial Services, Inc. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources while providing both brokerage and advisory solutions.

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.

Mario Lopez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has been associated with Merrill since 2014 and previously worked at Bank of America, N.A. Outside of his advisory role, Lopez volunteers at Centro Cristiano Cristo La Roca Inc., a non-profit religious organization in Houston, where he delivers sermons monthly, plays piano on Sundays, and manages certain church payments. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm emphasizes manager selection and tax-efficient investment strategies and benefits from its integration with Bank of America’s broader banking and capital markets platform.

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.

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.

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®-designated financial advisor with 28 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has previously worked with JPMorgan Chase Bank, N.A. for over two decades and spent a year at Concourse Financial Group Securities, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria within a framework supported by affiliated investment-management 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.

Harriss Lauderdale is a Senior Financial Advisor at Merrill Lynch Wealth Management. He manages the financial affairs of a select group of individuals, families, corporate executives, and business owners in the Houston metropolitan area and across the country. Harriss focuses on wealth preservation and emphasizes providing holistic education to clients to help them make informed decisions about their financial matters. Since beginning his career in financial services in 1990, Harriss has aimed to simplify and clarify his clients' financial lives. He leverages the comprehensive services of Merrill Lynch Wealth Management and the banking capabilities of Bank of America to offer clients a unified point of contact for many of their financial needs. His approach extends beyond financial services to consider seven areas of life—Health, Home, Family, Work, Leisure, Giving, and Finances—to better understand and address clients' goals and aspirations. He maintains regular client meetings and conducts an annual Financial Physical to review and adjust wealth management plans, coordinating with clients' other advisors when appropriate. Harriss holds a Bachelor's Degree from Tulane University and a Non Accredited Certificate Program from the Musicians Institute. He carries the designation of Personal Investment Advisor (PIA). Outside of his professional work, he is active in his community, supporting organizations such as K9S4COPS and Sky High for Kids. Harriss has a background as a professional guitarist and enjoys music, fitness, health, biking, reading, and spending time with his family.

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.

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.

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.

Joe Fulmer is a CFP® with 29 years of industry experience, currently affiliated with Raymond James Financial in Sugar Land, TX. He previously spent 27 years with Comerica Securities and is the founding partner of BrightHawk Wealth Management LLC. He also owns Fulmer Wealth Management Services LLC, which involves the distribution of fixed annuities and Universal Life policies. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning with advanced analytical tools and supports municipal and public-finance services through unique institutional affiliations.

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.

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.

Zachary Williams is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Stifel since 2019, following previous roles at Bank of America and Merrill Lynch. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.