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.

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 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.

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.

Kenneth Webb is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2013 to 2016. Webb serves as power of attorney for his parents in investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

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.

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® with 16 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities since 2012. He has also been employed by JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he is a partner in Lion's Den Capital Group, LLC, an investment vehicle focused on real estate and equity injections into existing businesses. 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.

Rodney Nelson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. He has held roles at University Federal Credit Union for 11 years and CUSO Financial Services, LP for 10 years prior to his current position. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Sadia Awan is a Financial Advisor at Merrill Lynch Wealth Management, where she has supported clients since 2016. She works with individuals, executives, lawyers, business owners, and families to provide personalized wealth planning strategies aimed at building financial security and creating lasting legacies. Her client focus includes corporate executive services, family wealth management strategies, legacy planning, women and wealth, and individual and corporate investment strategies. Prior to joining Merrill, Sadia served at Barclays in Dubai, UAE. She holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She also completed the Accredited Certificate Program from City College of San Francisco. Outside of her professional role, Sadia is the spouse of a Navy veteran engineer and mother of two young children. She enjoys hiking, horseback riding, pickleball, reading, spending time with her family, traveling, and volunteering.