Mark Herring is a CFP® professional with 37 years of industry experience, currently affiliated with Wells Fargo Advisors. He has worked within the Wells Fargo organization in various capacities since 2009. Outside of his advisory role, Herring has a 50% ownership in Harmony Wealth Management and co-owns a farm ranch in Texas through Fish-Crow LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm combines customized planning and investment solutions with access to Wells Fargo’s research and referral channels.

Alexander Meyer is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Microsoft for six years and has academic experience from Georgia Institute of Technology and Morehouse College. He also maintains a concurrent role at Texas Tech University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies. The firm is notable for its extensive retail advisor and branch network as well as affiliated capabilities beyond advisory services.

Blair Jennings is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has served for over 29 years. In his role, Blair takes a consultative and objective approach to wealth management, working closely with clients to understand their financial situations, goals, and objectives. He develops personalized recommendations and strategies and assists with their implementation to help clients pursue their financial goals. Blair holds the Personal Investment Advisor (PIA) designation and is a specially qualified Portfolio Manager. He manages discretionary portfolios using his own Personalized or Defined Strategies, which may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. Blair is a graduate of Baylor University.

Eduardo Rosales is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with J.P. Morgan in various capacities since 2015. 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.

Ruben Blanco is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked in various roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as at Bank of America/Merrill Lynch. 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 when recommending strategies.

Todd Shelley is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously spent 10 years with Edward Jones. Shelley is based in The Woodlands, TX. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Sarah Seifert is a financial advisor with Raymond James Financial in The Woodlands, TX, holding a Series 66 designation and three years of industry experience. She has worked with multiple firms, including Edward Jones and McLinden Financial, where she is also employed as a registered branch associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses risk profiling and analytical tools to tailor non-discretionary investment consulting to client goals and supports municipal finance work through a unique affiliation with a municipal advisor.

Jose Padron is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. since 2005. 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 team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory with brokerage, distribution, and investment management capabilities.

Reginald Allison is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at VALIC Financial Advisors before joining Merrill and Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies developed by internal and third-party investment teams for individuals, high-net-worth clients, and institutional investors.

Michael Rivera is a financial advisor with LPL Financial in Houston, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of experience in the industry, including 14 years at FSC Securities Corporation and over four decades with Northwest General Insurance. Outside of his advisory work, Rivera has longstanding involvement with an insurance agency based in Houston. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Phillip Owens Jr. is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. He is based in Spring, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support diversified investment strategies.

Meredith Moss is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in education for 19 years with Klein ISD and Conroe ISD. 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 programs, including both discretionary and non-discretionary strategies, with services that encompass tax-efficient investing and alternative investment options.

Gregory Barcello is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Cetera and its related entities since 2013. Outside of his advisory work, he serves as a billing agent for the Huntwick Civic Association in Houston and operates as an independent insurance agent specializing in fixed annuities and life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform, combining affiliated models, third-party managers, and custom strategies.

Oriana Bonsembiante is a financial advisor at Edelman Financial Engines with a Series 65 credential and one year of industry experience. Prior to joining Edelman Financial Engines, she worked at Strategic Financial Solutions and held teaching positions at several schools. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

Robert Major is a Series 66-licensed financial advisor with J.P. Morgan Securities, where he has worked since 2013. He has 16 years of industry experience. 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.

Matthew Stout is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. He has worked at several firms, including SagePoint Financial and Harman Wealth Management, before joining J.P. Morgan in 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Jeffrey Steiner is a CFP® with 32 years of industry experience, currently serving as a financial advisor at LPL Financial in Houston, TX since 2017. Prior to joining LPL Financial, he worked with various insurance carriers and Waddell & Reed, Inc. from 2010 to 2017. 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 and advisory programs, including discretionary and non-discretionary management, with access to model portfolios and research from multiple sources.

Amlan Sahoo is a Financial Advisor and Portfolio Advisor at Merrill Lynch Wealth Management. He helps individuals, families, and businesses achieve their financial goals through personalized wealth management strategies supported by the financial enterprise of Merrill and Bank of America. In his role, he leads the development and execution of financial plans and investment strategies across equities, fixed income, alternatives, and multi-asset portfolios. He combines macroeconomic and financial market insights with fundamental analysis to guide clients through complex financial markets. With a foundation in investment portfolio management, financial and investment analysis, economic analysis, asset allocation, investment selection, risk management, and financial planning, Amlan creates and executes performance-driven financial strategies. As a Portfolio Advisor, he also recommends individual or combined Merrill or approved third-party investment managers’ strategies, funds, or portfolios to help clients pursue their investment objectives. Amlan holds a Bachelor's degree from George Washington University and a Master of Business Administration from the University of Houston System. He has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, Amlan is involved with the SKAI Foundation and is connected to Rice Tennis. He enjoys basketball, chess, golfing, soccer, and tennis.

Paul Hughston is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. 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.

Peter Vanderlofske is a financial advisor at Cetera with 36 years of industry experience. He holds the ChFC® and Series 63 credentials. Prior to joining Cetera in 2025, he worked for Concourse Financial Group Securities Inc for 11 years and has operated Polaris Benefits LLC since 2006. Outside of his advisory role, he serves as a Scholar Liaison and Board Member for Baylor Research Advocates for Student Scientists (BRASS), supporting graduate student researchers at Baylor College of Medicine. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with over 10,000 advisors and $256 billion in assets under management.