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.

Ethan Sonnier is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. Outside of finance, he has experience in the food service industry, including a role at Juicy Crawfish. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies and is notable for its extensive retail advisor network and affiliated financial services.

Barry Smith III is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Merrill since 2018 and Bank of America, N.A. since 2020. Prior to his advisory career, he worked at the University of Houston from 2015 to 2018. Merrill, alongside 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Lauren Paine is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and six years of industry experience. Her career includes roles at Northwestern Mutual and Avalon Wealth Management prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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, distribution, and investment management capabilities.

David Coney is a financial advisor with Edward Jones in Friendswood, TX, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Amy Jay is a financial advisor at UBS Financial Services in Houston, TX, with 10 years of industry experience. She holds the Series 66 designation and has worked at UBS since 2020, following eight years at Merrill. Outside of financial advising, she owns and operates AJ Translation Services LLC, providing Spanish to English document translation services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including advisory, principal trading, and market-making activities.

Akash Gupta is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and five years of industry experience. He is also a managing member and CPA owner at Flood, Kallus, Yen & Gupta, PLLC, where he is involved in tax preparation and consulting. Additionally, Gupta is engaged in business ownership through AVM Strategy, Inc., a CPA consulting firm. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations. The firm operates as a large institution, delivering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.