Marvin Conrad Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior roles include positions at Frost Investment Services and Frost Brokerage Services, where he worked for a combined 23 years. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and based on modern portfolio theory, providing tailored investment solutions and acting as an ERISA fiduciary when advising clients.

Jose Romero Reynaud is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held positions at Macsteel International USA Corp and engaged in consulting in investment and finance through INVERKOLF S.C. Outside of his advisory role, he teaches golf as a golf trainer. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by advanced modeling tools.

Jason Allen is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 affiliated brokerage and investment management capabilities.

Desiree Becerra is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 63 licenses. She has been with Wells Fargo in various roles since 2018 and previously worked at JP Morgan Chase and Plaza Research. 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 approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Baptiste Brunner IV is a Series 66-licensed financial advisor with eight years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Alliant Retirement and Investment Services, Agia, Valic Financial Advisors, Edward Jones, UBER, and Wilhelmsen Ships Service. Outside of his advisory work, he owns CEHB ENTERPRISES LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

John Humphries is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

Bryan Goodwin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in helping clients develop personalized financial plans that address their individual goals, including funding education, planning for retirement, and managing potential health care costs. His approach emphasizes simplicity and transparency in wealth planning to help clients navigate the complexities of investing. Bryan holds a Bachelor's Degree from Texas A&M University System and has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA).

Lona Mcmanus is a Series 66-licensed financial advisor with Morgan Stanley in Houston, TX, and has four years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Horizon Advisory Group, Commonwealth Financial Network, and Mass Mutual. Prior to entering financial services, she held positions at UTHealth Science Center at Houston and Baylor College of Medicine. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers comprehensive financial planning and investment programs supported by structured planning tools and advisory services.

Michael Wesbrooks is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at UBS Financial Services Inc. from 2014 to 2017. He holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Zach Flores is an Investment Consultant at Fidelity Investments, where he collaborates with local clients and their families to create and execute personalized financial plans tailored to their unique goals and situations. He has been with Fidelity Investments since 2022, progressing from Financial Representative to Relationship Manager before assuming his current role. His experience at Fidelity Investments spans various client-facing roles, providing him with a broad understanding of investment strategies and client relationship management. This progression reflects his commitment to supporting clients in achieving their financial objectives. No information regarding his education, credentials, personal interests, or community involvement has been provided.

Cameron Sparough is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2016, he has provided personalized financial advisory services to a diverse client base including individuals, family offices, corporate executives, and middle-market companies. As a qualified Portfolio Manager, Cameron manages discretionary portfolios using a blend of strategies that may involve individual stocks and bonds, firm model portfolios, and third-party investment solutions. He holds a Bachelor's degree in Economics from the University of Colorado Boulder, with minors in Business and Political Science. Cameron holds the Series 7 and Series 66 FINRA licenses and is designated as a Personal Investment Advisor (PIA). His approach involves crafting financial strategies tailored to each client's unique goals, risk tolerance, and time horizon, encompassing areas such as retirement and college education planning, legacy building, tax minimization, and business strategies. Originally from Boulder, Colorado, Cameron balances his professional commitments with personal interests including skiing, outdoor activities, camping, cooking, golf, music, reading, traveling, yoga, and watching movies. He emphasizes the importance of understanding client life priorities to develop plans aligned with their aspirations.

Matthew Savard is a financial advisor at Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he is a member of LJ MAC Investments LLC, a technology-focused business. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs and comprehensive financial planning services. The firm emphasizes structured planning processes and offers access to broad investment resources, managing approximately $2.74 trillion in client assets.

Ingrid Mendez is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been with Wells Fargo Bank since 2014 and joined Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach 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.

Stephen Wallace Jr. is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Wells Fargo Clearing, Wells Fargo Bank, nA, and First Convenience Bank. Outside of finance, he was involved with Smile Pretty Studios from 2015 to 2019. 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 offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Nicholas Little is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. He previously worked at Equitable Advisors and has a background including education and employment gaps. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery.

David Harrison is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. His prior work experience includes more than three decades at Valic Financial Advisors and several years at CUSO Financial Services. 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 broad range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Michael Giacone is a financial advisor at UBS Financial Services with nine years of industry experience. He holds a Series 66 designation and has been with UBS since 2017. Prior to joining UBS, he spent a year at Boston College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work supported by proprietary research and model-based asset allocations.

Duane Bolpa is a Senior Financial Advisor at Merrill Lynch Wealth Management in Houston. In this role, he assists clients in developing long-term wealth plans and focuses on areas including college education planning, corporate executive services, executive compensation, equity compensation services, family wealth management strategies, women and wealth, tax minimization, and retirement income. He aims to collaborate with clients to create personalized plans based on their life priorities, family, goals, and aspirations. Duane holds a Bachelor of Business Administration degree in Accounting and Finance from the University of Houston. He has been in the financial services industry for 22 years and has been with Merrill Lynch since 2007. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Duane serves as Chairman of the Board at Magnolia Creek Golf Club. His personal interests include golfing, cooking, music, dining out, and spending time with his family.

Francis Miller Jr. is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Wolfe Research Securities and Wolfe Research Advisors. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies designed by internal and third-party managers.

Coston Parker is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, Parker worked at Amegy Bank and Prospera Financial Services Inc. He is involved in a financial institution duty role at ZB N.A. in Houston. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.