Karine Andriassyan is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes roles at Edward Jones and Bank VTB. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Michael Goodwin is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He has been with Cambridge since 2011 and holds Series 63 and Series 65 credentials. Outside of advisory work, Goodwin is a part-owner of Sterling Wealth Advisors and volunteers as a coach for Second Saturday in The Woodlands, TX. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charities, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides multiple portfolio management options and proprietary model strategies, with a focus on tailored investment approaches and institutional-level support for advisors.

Steve Livlanich is a financial advisor with Ameriprise in Humble, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement plans through a centralized consulting team.

Wendy Allen is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and Oppenheimer & Co. Inc. She is currently an acting executor for her late mother's estate. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutional clients, utilizing tailored non-discretionary planning supported by analytical tools and a range of advisory programs.

Samuel Dawson is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at PwC and Mercer. Outside of his advisory role, he assists his spouse with events related to Rack N Roll Mahjong LLC, handling occasional income-related tasks. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques.

Mark Herring is a CFP® professional with 37 years of industry experience, currently affiliated with Wells Fargo Advisors. He has worked within the Wells Fargo organization in various capacities since 2009. Outside of his advisory role, Herring has a 50% ownership in Harmony Wealth Management and co-owns a farm ranch in Texas through Fish-Crow LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm combines customized planning and investment solutions with access to Wells Fargo’s research and referral channels.

Blair Jennings is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has served for over 29 years. In his role, Blair takes a consultative and objective approach to wealth management, working closely with clients to understand their financial situations, goals, and objectives. He develops personalized recommendations and strategies and assists with their implementation to help clients pursue their financial goals. Blair holds the Personal Investment Advisor (PIA) designation and is a specially qualified Portfolio Manager. He manages discretionary portfolios using his own Personalized or Defined Strategies, which may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. Blair is a graduate of Baylor University.

Eduardo Rosales is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with J.P. Morgan in various capacities since 2015. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ruben Blanco is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, as well as Bank of America/Merrill Lynch. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Todd Shelley is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously spent 10 years with Edward Jones. Shelley is based in The Woodlands, TX. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Sarah Seifert is a financial advisor with Raymond James Financial in The Woodlands, TX, holding a Series 66 designation and three years of industry experience. She has worked with multiple firms, including Edward Jones and McLinden Financial, where she is also employed as a registered branch associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses risk profiling and analytical tools to tailor non-discretionary investment consulting to client goals and supports municipal finance work through a unique affiliation with a municipal advisor.

Reginald Allison is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked at VALIC Financial Advisors for seven years before joining Merrill and Bank of America. Merrill, together with 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.

Robert Major is a Series 66-licensed financial advisor with J.P. Morgan Securities, where he has worked since 2013. He has 16 years of industry experience. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Matthew Stout is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. He has worked at several firms, including SagePoint Financial and Harman Wealth Management, before joining J.P. Morgan in 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Amlan Sahoo is a Financial Advisor and Portfolio Advisor at Merrill Lynch Wealth Management. He helps individuals, families, and businesses achieve their financial goals through personalized wealth management strategies supported by the financial enterprise of Merrill and Bank of America. In his role, he leads the development and execution of financial plans and investment strategies across equities, fixed income, alternatives, and multi-asset portfolios. He combines macroeconomic and financial market insights with fundamental analysis to guide clients through complex financial markets. With a foundation in investment portfolio management, financial and investment analysis, economic analysis, asset allocation, investment selection, risk management, and financial planning, Amlan creates and executes performance-driven financial strategies. As a Portfolio Advisor, he also recommends individual or combined Merrill or approved third-party investment managers’ strategies, funds, or portfolios to help clients pursue their investment objectives. Amlan holds a Bachelor's degree from George Washington University and a Master of Business Administration from the University of Houston System. He has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, Amlan is involved with the SKAI Foundation and is connected to Rice Tennis. He enjoys basketball, chess, golfing, soccer, and tennis.

Paul Hughston is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 38 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. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process 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.

Peter Vanderlofske is a financial advisor at Cetera with 36 years of industry experience. He holds the ChFC® and Series 63 credentials. Prior to joining Cetera in 2025, he worked for Concourse Financial Group Securities Inc for 11 years and has operated Polaris Benefits LLC since 2006. Outside of his advisory role, he serves as a Scholar Liaison and Board Member for Baylor Research Advocates for Student Scientists (BRASS), supporting graduate student researchers at Baylor College of Medicine. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with over 10,000 advisors and $256 billion in assets under management.

Julia Smith is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 22 years of industry experience. Her prior work includes roles at Southstate Bank, PNC Investments LLC, Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services Corp., and Wells Fargo Investments. 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 portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Angela Carrizales is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked with Primerica Financial Services and Primerica Advisors since 2015 and also spent nine years working with Humble ISD. Outside of her advisory role, she is involved in managing real estate investments through private entities. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies from unaffiliated asset managers and provides advisory services through a large network of advisors.

Krishauna Vaughn is a financial advisor at Primerica Advisors with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with PFS Investments Inc. and Primerica Financial Services since 2007. Her background also includes 17 years at Sysco Corporation. Vaughn is involved in sales of investment-related products and part-time referrals for home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services via a large network of advisors and utilizes model-delivery strategies created by unaffiliated asset managers, supported by custodial and trade execution services.