Rusty Hanna is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012 and previously held positions at Valic Financial Advisors, Northwestern Mutual Investment Management, and Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes ESG eligibility considerations.

Andrea Hendon is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. She previously worked at Merrill and Edward Jones, and has been with J.P. Morgan since 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers specialized derivatives and commodities capabilities.

Ritchie Nuncio is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2019 and previously spent six years at Merrill. Wells Fargo Advisors is a national securities firm that provides 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 both brokerage and advisory solutions.

David Bott is a financial advisor with Cetera, holding the PFS™ and Series 63 designations and bringing 38 years of industry experience. His prior work includes long tenure at Avantax Advisory Services and its related entities, along with experience at Coopers & Lybrand. Outside of his advisory role, he serves as Vice President at Kenwood & Associates, PC CPA's, focusing on tax preparation and accounting. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, overseeing more than $256 billion in assets through over 10,000 advisors.

Lisa Washington is a financial advisor at LPL Financial with 36 years of industry experience. Her background includes long tenures at Waddell & Reed, Inc. and various insurance carriers, as well as work at Texas Home Health prior to joining LPL Financial. She holds a Series 63 designation. Outside of her advisory role, she serves as a non-variable insurance agent through Associates of Clifton Park. 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 broad range of advisory and brokerage services supported by various investment strategies and operational tools, with a notable combination of advisory and non-advisory financial activities.

Yaqi Li is a financial advisor with J.P. Morgan Securities in Sugarland, TX, holding Series 63 and Series 66 licenses and nine years of industry experience. Her previous positions include roles at Bank of America/Merrill Lynch and AIG. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jeffrey Gulitus is a CFP® and ChFC® with eight years of industry experience. He has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Infinity MEP and WSP, where he was involved in mechanical, electrical, and plumbing design projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

David Butler is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012. His prior roles include positions at Wamu Investments, Ameriprise Advisor Services, and Choreo, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and integrating both quantitative and qualitative research.

Alyssa Gonzales is a Planning Consultant who collaborates with Financial Consultants and clients to develop personalized financial plans tailored to individual goals and circumstances. She focuses on building strong relationships with clients and their families, emphasizing reliability, transparency, and competency in her work. Her professional experience includes roles at Fidelity Investments, where she served as a Financial Representative from 2023 to 2025 and as a Relationship Manager from 2025 to 2026.

John Rigdon is a Wealth Management Advisor with Merrill Lynch Wealth Management and serves as a First Vice President with the VMR Group. With over 18 years of experience, he focuses on holistic wealth management planning that encompasses retirement planning, estate planning, insurance strategies, traditional and alternative investing, and tax minimization. His client services include executive compensation, managing new wealth, personal retirement planning, portfolio management, and retirement income planning. John holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) credential. He earned a Bachelor's Degree from the University of Houston System. John applies a comprehensive approach to financial planning, aiming to provide personalized strategies aligned with each client's long-term goals and evolving market conditions. In addition to his professional work, John is involved in his community through volunteer activities with the SPCA. His personal interests include adventure sports, biking, hiking, horseback riding, and music.

Johan Varghese is a financial advisor at Thrivent Investment Management with Series 66 credentials. He has recently started his career in the industry, joining Thrivent Investment Management in 2025. Prior to this, his background includes various roles in education and community organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without portfolio management for institutional clients. The firm offers standalone or ongoing planning relationships and integrates planning with managed-account services through a consolidated billing option.

Tabitha Estes is a financial advisor with Ameriprise in Sugar Land, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations, primarily for clients with Ameriprise-managed accounts.

Pradeep Gokhale is a Series 66-credentialed financial advisor with 20 years of industry experience. He has been with Ameriprise since 2016, working across both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, with a focus on dependable income sources and tax-aware withdrawal strategies.

Ming Chen is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations, incorporating an ESG eligibility framework when appropriate.

Nicholas Gonzalez is a Branch Leader who manages a team of professionals dedicated to delivering quality experiences in the financial services industry and assisting clients in working toward their personal and professional goals. He has held various roles in the financial sector, including Managing Director at Granite Harbor Advisors from 2024 to 2025, Vice President at JP Morgan from 2022 to 2024, and Financial Advisor positions at UBS and Merrill Lynch between 2020 and 2022. Earlier in his career, he served as a Registered Representative at H.C. Wainwright in 2019 and as a Stockbroker Trainee at Maxim Group from 2017 to 2019.

Dustin King is a financial advisor with J.P. Morgan Securities in Pearland, TX, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with J.P. Morgan Securities since 2013. Outside of his advisory role, he is an owner and partner in a farming business that raises Wagyu crossed beef cattle. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG eligibility where appropriate.

Robert Arnold is a financial advisor with LPL Financial, holding a Series 65 credential and beginning his advisory career in 2026. His background includes experience in multiple industries, including plumbing and wellness, as well as roles in education and food service. 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 wide range of financial planning and investment management services supported by advisor-facing technology and a large network of over 22,800 advisors.

Mason Holt is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Merrill, he worked at Bank of America and Equitable Advisors, and his background includes roles in education and nonprofit work, such as involvement with Kids Meals Inc. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

David Wilson is a financial advisor with Ameriprise in Friendswood, TX, holding a Series 66 credential and with 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in managing his own business, DGW Worldwide, LLC. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Sairon Tekleab is a Financial Consultant at Fidelity Investments, where he has been employed since 2007. He currently partners with clients to develop flexible and customizable financial plans tailored to individual and household needs, utilizing the resources available at Fidelity Investments to assist clients in working toward their financial goals. His tenure at Fidelity Investments includes multiple roles with increasing responsibility, such as Investment Consultant from 2017 to 2019, Private Client Relationship Manager from 2012 to 2017, and various positions in retirement services and client support dating back to 2007. This extensive experience provides him with a broad understanding of financial consulting and client relationship management. No information regarding his education, credentials, personal interests, or community involvement has been provided.