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 at Merrill with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at VALIC Financial Advisors before joining Merrill and Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies developed by internal and third-party investment teams for individuals, high-net-worth clients, and institutional investors.

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 65 and Series 63 licenses and six years of industry experience. She has been with Primerica Advisors since 2019 and also has experience with Pfsu and Humble ISD. Outside of her advisory role, she is involved in the sale of home security and automation products through affiliated companies and manages real estate investments as a member of Paving the Way Properties, LLC. Primerica Advisors is a large institutional firm that offers a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides custodial and trade execution services through Pershing.

Krishauna Vaughn is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and with 17 years of industry experience. She has worked at PFS Investments Inc since 2009 and Primerica Financial Services since 2007. In addition to advisory work, she is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors is a large-scale institution serving individual investors, corporate, and charitable clients through a wrap-fee asset management program that utilizes model-driven strategies managed by unaffiliated asset managers. The firm focuses on delivering advisory services primarily to individuals and does not provide portfolio management for institutional clients or pension plans.

Noah Clark is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held various roles in the hospitality sector, including positions at Fogo de Chao and Landry's Seafood. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Eloy Alderete Jr. is a financial advisor with Wells Fargo Clearing in The Woodlands, TX, holding Series 66 and Series 63 licenses and bringing 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors, LLC. Outside of his advisory role, he serves on the finance committee of the Nehemiah Center in Houston. 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 utilizes research and analytics from Wells Fargo Investment Institute and external sources to guide investment decisions, offering a range of brokerage and advisory solutions.

Milin Patel is a financial advisor with Fidelity in Houston, TX, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of his advisory work, he is a partner at Bee One Properties Ltd, where he has managed real estate leasing operations. Milin is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a broad investable universe.

Kurt Schwenkel is a financial advisor with Merrill in The Woodlands, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999 and Bank of America, NA since 2009. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bradford Boike is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with pre-retirees, retirees, and business owners to develop personalized wealth management strategies aimed at helping clients achieve income security and financial freedom in retirement. His client focus areas include college education planning, corporate executive services, family wealth management, retirement income, investment consulting, philanthropic and tax minimization planning. Bradford holds a Bachelor's Degree from the University of Dayton and a High School Diploma from Kenmore High School in Akron, Ohio. He has earned several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the University of Dayton Alumni organization. In addition to his professional work, Bradford is involved in community service, volunteering with the Houston Food Bank. Outside of work, he enjoys golf, fishing, and traveling. Bradford is married and has one adult son.

Alex Barron is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he collaborates with clients to define their short and long-term financial objectives and develops customized financial plans tailored to their specific needs. He emphasizes building strong relationships based on trust and reliability. Prior to his current position, Alex held roles at Fidelity Investments including Investment Management Consultant II from 2022 to 2023 and Client Management Representative from 2021 to 2022. Before joining Fidelity, he worked as a Financial Advisor at AIG Retirement Services from 2014 to 2021.

Jorge Molina is a financial advisor with LPL Financial in Humble, TX, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Aflac. In addition to his advisory work, he sells supplemental term and whole life insurance products through Assurity Life Insurance Company. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with technology and a large-scale infrastructure.

Michael Horvath is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Eaton Vance Distributors, Eaton Vance Management, Merrill, and Invesco Advisers. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and asset management options, supported by operational tools including machine-learning systems.

Shantel Weigel is a Planning Consultant at Fidelity Investments, a position she has held since 2023. In her role, she works closely with clients to develop financial plans tailored to their individual needs and serves as the primary point of contact throughout their financial journey. Her approach emphasizes collaborative planning, ensuring clients feel confident in their financial strategies. While specific details about her educational background and credentials are not provided, her professional experience centers on personalized financial consultation. Outside of her professional duties, Shantel enjoys attending concerts, cooking and baking, fitness activities, hiking, visiting museums, and traveling.