Vivica Herrell is a financial advisor with Merrill based in Tomball, TX. She holds a Series 66 credential and has been in the industry since 2026. Her prior experience includes roles at Bank of America and JPMorgan Chase Bank. 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 a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Donald Gonzales is a Series 66-licensed financial advisor with J.P. Morgan Securities in Cypress, TX, and has seven years of industry experience. He has worked with J.P. Morgan Securities and J.P. Morgan Bank since 2020, following prior roles at Wells Fargo Clearing and Wells Fargo Bank dating back to 2002. 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.

Michael Sofia is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been affiliated with PFS Investments Inc. since 2012 and with Primerica Financial Services since 2004. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliates of his firm. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and portfolio implementation delegated to BNY Mellon Advisors.

Nicholas Scannell is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He has been with Fidelity Investments since 2009, progressing through various positions including Financial Consultant from 2012 to 2019 and Investment Solutions Representative from 2009 to 2011. Nicholas focuses on helping clients work towards their financial goals, aligning his business approach and values with customer needs. Throughout his career at Fidelity Investments, Nicholas has developed expertise in financial consulting, providing investment solutions and guidance to clients. His professional experience spans over a decade within the financial services industry, centering on client-focused financial planning and investment strategies.

Zachary Pyles is a financial advisor with Edward Jones in The Woodlands, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charles Goldsmith is a financial advisor with Primerica Advisors in Cypress, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Primerica Advisors since 1987 and also has involvement with Home Smart since 2023. Outside of his advisory role, he serves as secretary/treasurer of MIH Enterprises, Inc. and is involved with FLD, Inc., a nonprofit organization. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Adam Muirhead is a financial advisor with Edward Jones in Houston, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, his background includes roles related to education at Texas A&M University-Corpus Christi and Baylor University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies, advisory services, and affiliated products through a nationwide network of financial advisors and branch offices.

Christyna Lewis is a Series 66-licensed financial advisor with Edward Jones in Houston, TX, with seven years of industry experience. She has worked at Edward Jones since 2018 and previously was employed at Landmark Worldwide from 2012 to 2018. 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 and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, while operating under a fiduciary standard.

Christie Hayden is a financial advisor at Fidelity with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James & Associates and TIAA-CREF. Outside of her advisory role, Christie works as an independent contractor providing dog walking and pet sitting services. Fidelity’s Strategic Advisers LLC, where Christie is based, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Jennifer Dillee is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked with Cetera Wealth Services and Cetera since 2025 and operates under the dba Perkins Financial since 2018. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, serving over 10,000 advisors and managing more than $256 billion in assets.

Larry Claxton Jr. is a financial advisor with Cetera based in Houston, TX. He holds Series 65 and Series 63 licenses and has experience working at firms including W&S Brokerage Services, Valic Financial Advisors, and Charles Schwab & Co., Inc. Larry has held various roles in the financial services industry since 2014. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a large network of independent advisors and employs a multi-manager platform with access to both affiliated and third-party money managers.