Christopher Phillips is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at Wells Fargo Clearing and affiliated entities since 2012. Outside of his advisory role, Phillips is involved in real estate through ownership and management of multiple real estate-related businesses. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Alton Drake is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at Invesco and multiple positions within UBS since 2022. He attended Southern Methodist University from 2022 to 2026. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and fiduciary services.

John Moore is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at JP Morgan Chase Bank, Nextgen Growth Partners, and Parametric Portfolio. Moore was also affiliated with the University of Iowa for five years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers a range of investment strategies approved through an internal review process.

John Hinman is a financial advisor at J.P. Morgan Securities with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Chase and its affiliates since 2012. Outside of his advisory role, he is an owner and partner in an agricultural business focused on raising cattle. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Laura Rahlfs is a CFP® with 34 years of industry experience, currently affiliated with LPL Financial since 2007. Based in Houston, TX, she holds the Series 63 license and has a background that includes selling term life and long-term care insurance as part of her financial planning services. Outside of her advisory role, she serves as vice president and secretary of a family-owned real estate rental LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management strategies supported by internal research and third-party subadvisors.

William Santos is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank in multiple periods since 2016, with prior experience at Bank of New York Mellon and Citigroup. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates with access to a broad range of products through its unique registrations and affiliations.

Cynthia Jones is a CFP®-certified financial advisor with Edward Jones, where she has worked since 2011. She has 14 years of industry experience. Outside of her advisory role, she has been involved with the Houston Livestock Show and Rodeo as a Breeder Greeter Committee member, assisting junior exhibitors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory and fiduciary services. The firm manages over $1 trillion in assets and is known for its extensive network of financial advisors and branch offices nationwide.

Salman Asif is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Frost Investment Services, JP Morgan Chase Bank, and Morgan Stanley. Outside of his advisory role, he is a singer, songwriter, and composer, and he owns an online retail business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Norma Graham is a financial advisor with Thrivent Investment Management in Houston, TX, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. She previously worked at Wells Fargo in various roles from 2016 to 2025 before joining Thrivent in 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written financial recommendations that cover retirement, tax, estate, and business planning topics without implementation. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account services through a consolidated billing option called “WealthPlan.”

Diego Silva is a financial advisor with Wells Fargo Clearing in Houston, TX. He holds Series 63 and Series 65 registrations and has experience in the financial industry since 2019, including roles at Lone Star National Bank and Falcon International Bank. He has also worked at the University of Texas Rio Grande Valley for nine years. 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 manages roughly $671 billion in assets and provides a range of brokerage and advisory solutions.

David Cohen Angel is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes a brief tenure at Boston Consulting Group and roles within JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation models and centralized due diligence. The firm offers non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its recommendations.

Cynthia Chavana is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has worked at Merrill since 1986 and has been with Bank of America N.A. since 2014. 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 supported by internal Chief Investment Office teams and third-party style managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Aric Boullion is a CFP® professional with nine years of experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Superbag Corporation and Bob Edwards Realty. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Anthony Burgard is a CFP® professional with 21 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked with Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he owns and manages a rental property in Galveston, TX. 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 investment approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Omair Mirza is a Series 66-credentialed financial advisor with J.P. Morgan Securities in Houston, TX, beginning his industry career in 2026. Prior to joining J.P. Morgan Securities, he held roles at JPMorgan Chase Bank, N.A. and served multiple terms with the U.S. House of Representatives as well as the U.S. Department of State. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Jordan Hawley is a financial advisor at J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses. He joined J.P. Morgan Securities in 2025 and has prior experience at Morgan Stanley and in various non-financial roles, including operating a spin studio. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a combination of advisory and brokerage capabilities.

Daniel Blaylock is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he held positions in import and retail businesses, including MISA Imports and Mexcor Pioneer Wine and Spirits. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jason Whitley is a Wealth Management Advisor with Merrill Lynch Wealth Management, having joined the TSPN Wealth Management Group in 2019. He brings over 20 years of experience in investment management, focusing on helping corporate executives, business owners, and families preserve and grow their wealth through personalized strategies aimed at reducing taxes, fees, and risk. Jason serves clients ranging from multi-generational families to creators of first-generation wealth by working toward financial goals that reflect their priorities and values. Jason's expertise includes executive compensation, equity compensation services, family wealth management, liquidity management, tax minimization, and retirement income planning. He employs an integrated team approach to build long-term relationships and develop comprehensive financial strategies. His ability to leverage Merrill's wealth management platform alongside Bank of America's banking capabilities enables clients to manage both sides of the balance sheet effectively. He holds a Bachelor's Degree from the University of Texas at El Paso and an MBA with a concentration in portfolio management from Texas Christian University. Jason has earned several professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is a member of the Houston Producers' Forum and Independent Petroleum Association of America and participates in community organizations such as the Rotary Club of West U, Texas Hearing Institute, and West University Softball Association.

Yasemin Tuzun is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and 24 years of industry experience. She has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Melissa Tobola is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. She is based in Brenham, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.