Kaled Rocha is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A., Bank of America, N.A., Merrill, and Boston Trust Walden Company. 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 additional market-facing registrations and functions, delivering services on a non-discretionary basis while maintaining a centralized due-diligence framework.

Allen Van Maanen is a financial advisor with UBS Financial Services in Richmond, TX, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning 12 years before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to customize client plans. The firm operates with a broad platform that includes institutional trading capabilities alongside wealth management services.

Raymond Stauffacher is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He previously worked at UBS Financial Services Inc for 11 years before joining Wells Fargo Clearing in 2020. Outside of his advisory role, he is a limited partner in a family partnership. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. 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.

Charles Johnson is a financial advisor with Primerica Advisors in Sugarland, TX, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors since 1996 and worked previously at the Preventive Medicine Institute for seven years. Johnson’s activities also include part-time sales of loan products and home security services affiliated with Primerica. Primerica Advisors primarily serves 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 utilizes model-delivery strategies managed by unaffiliated asset managers and supports a range of tactical and strategic investment approaches.

Essex Campbell is a Series 66 licensed financial advisor with 18 years of industry experience. He is currently affiliated with Icon Imperial and has served on the faculty of Houston Community College since 2006. Outside of finance, he is the CEO of two entertainment and media companies, Street Entertainment and Street Vision Media. Icon Imperial provides investment management primarily to pooled vehicles and institutional clients, including pension and profit-sharing plans. The firm combines traditional asset management with subscription-based research publications and plan-level consulting services.

Kevin Spires is the sole advisor at Bellaire Capital Management, LLC in Bellaire, TX, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 16 years of industry experience and has been with Bellaire Capital Management since 2009. Outside of his advisory role, he holds a 50% ownership interest in a chiropractic practice but does not participate in its operations. Bellaire Capital Management primarily serves individual clients with investment management and financial planning, and also provides retirement plan consulting and participant advisory services. The firm manages client assets directly, operates with discretionary authority, and employs a blend of fundamental, cyclical, and technical investment approaches.