Brent Lilly is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2015. Outside of his advisory role, he serves in the United States Marine Corps Reserve. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets.

Paul Lindberg Jr. is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at Ameriprise since 2017 and previously held roles at State Farm VP Management Corp and insurance agencies. Lindberg also manages an advisory business, DGW Worldwide, LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies, supported by a centralized consulting team that generates algorithm-assisted, customizable recommendations.

Christopher Chaplin is a CFP® professional with six years of industry experience, currently serving at Cambridge Investment Research Advisors since 2020. His prior experience includes roles at Chevron USA and Tengizchevroil. Outside of his advisory work, he owns Chaplin Financial LLC and is also involved as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Joseph Olivares is a Series 66-credentialed financial advisor with seven years of industry experience. He currently works at J.P. Morgan Securities, having previously held roles at Bank of America, Merrill, and Scope Management. 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 incorporates both quantitative and qualitative research in its advisory process and offers specialized capabilities in derivatives and commodities.

Kelly Wilson is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. Her career includes roles at Primerica Financial Services and DCJ Transport, among others. Outside of her advisory work, she has maintained a personal connection to health products through Shaklee Corporation, though she has not actively used these products since 2013. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on a tiered percentage-based fee model.

Jeremiah Hartley is a Series 66 licensed financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016 and previously worked at Ameriprise from 2005 to 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Maria Prado is a financial advisor at Stifel with Series 63 and Series 65 credentials and three years of industry experience. She previously worked at Oppenheimer & Co Inc and Wells Fargo, and she has held teaching roles at Houston Community College and the University of Houston. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Ahmad Chauhan is currently employed as a Planning Consultant at Fidelity Investments, where he contributes to a wealth management team focused on assisting clients in navigating and achieving their financial objectives. His role involves understanding the distinct needs of each client to provide tailored financial guidance. Ahmad has accumulated extensive experience in the financial industry since 2015, holding positions such as Investment Consultant at Fidelity Investments, Wealth Management Advisor at LPL Financial, Financial Solutions Advisor at Merrill, and Relationship Manager at Bank of America. His career reflects a broad exposure to various facets of financial advisory and wealth management. Outside of his professional endeavors, Ahmad has interests that include cars, fitness, movies, reading, and writing.

Jenny Espinoza is a Financial Consultant currently working at Fidelity Investments since 2025. She has held various roles within Fidelity Investments, including Financial Consultant 1 from 2024 to 2025 and Planning Consultant from 2023 to 2024. Prior to joining Fidelity, Jenny worked as a Financial Solutions Advisor at Merrill Lynch from 2015 to 2023, a Private Banker at Wells Fargo from 2014 to 2015, and a Licensed Relationship Banker at JPMorgan Chase from 2009 to 2013. With 15 years of experience in financial services, Jenny focuses on helping clients achieve their financial goals by developing customized financial plans tailored to their unique needs and aspirations. She holds a California Insurance License and is committed to providing exceptional service and building lasting client relationships. Outside of her professional career, Jenny enjoys spending time at the beach, engaging in family activities, attending social events with friends, traveling, parenthood, and volunteering.

Lorilyn Wynn is a financial advisor at Edward Jones with three years of industry experience. She previously worked for Texas Advantage Community Bank NA for 16 years. Wynn holds the Series 63 and Series 66 designations. 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 advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jeffrey O'Brien is a financial advisor with LPL Financial holding a Series 66 designation and 14 years of industry experience. His career includes roles at Merrill Lynch and Bank of America, as well as Raymond James Financial Services. He is also involved with The Noble Group in a business capacity related to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Thomas Carouthers is a Series 66-licensed financial advisor with LPL Financial who has 25 years of industry experience. He previously worked at Merrill for seven years before joining LPL Financial in 2009. Outside of his advisory role, he holds a minority ownership stake in a private company called Arena Power. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Herbert Bender is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, NA since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process utilizes centralized due diligence combining quantitative and qualitative research to support its recommendations, with certain implementation services provided by affiliated entities.

Adam Alanis is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2009. His earlier experience includes two years at Citigroup Global Markets. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG eligibility frameworks.

Robert Bouvier is a CFP® and ChFC® professional with 25 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and a proprietary money market fund, supported by a nationwide network of more than 23,700 financial advisors.

Christopher Landon is a financial advisor with Edward Jones in Friendswood, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Rolando Villarreal is a financial professional with seven years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at Cetera Advisors LLC and Burrows Capital Advisors LLC since 2022, as well as Hilltop Securities Inc from 2017 to 2022. Villarreal also serves as Managing Director and COO of Burrows Financial Holdings, LLC, a holding company focused on wealth management. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through a range of portfolio management and financial planning services, offering diverse program structures and access to multiple third-party managers.

Michael Landolt is a Series 66-licensed financial advisor with Merrill in Houston, TX, with 23 years of industry experience. He has worked at Merrill since 2006 and Bank of America, N.A. since 2011. Landolt serves as a director or board member for several nonprofit organizations, including the Friends of the Evelyn Meador Library and the Clear Lake Lunar Rendezvous Festival. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Leal is a Financial Consultant currently working at Fidelity Investments. She has been with Fidelity Investments since 2022, initially serving as an Investment Consultant before her current role. Prior to joining Fidelity, she held positions at Merrill Lynch, including Financial Advisor from 2019 to 2022 and Complex Manager Assistant from 2001 to 2019. Her work focuses on partnering with individuals and families to develop personalized financial strategies. These strategies encompass investment guidance, retirement and income planning, and legacy planning, all integrated into comprehensive financial plans. Jennifer emphasizes building trust and understanding to tailor plans that reflect each client's priorities. Jennifer aims to simplify the complexities of financial planning for her clients, enabling them to focus on their life goals. Further details regarding her education, credentials, personal interests, or community involvement were not provided.

Markine Dorch is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Primerica Advisors since 2013 and also has roles with Harris Health System and Primerica Financial Services. Outside of advising, he is involved in selling loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides 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 portfolio models implemented by BNY Mellon Advisors.