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.

Larissa Myers is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016, including a prior role 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, utilizing research and analytics based on diversification principles and modern portfolio theory.

Edmundo Del Valle Diharce is a financial advisor at Morgan Stanley with seven years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2024, and previously held roles at JPMorgan Chase Bank, N.A. and J.P. Morgan from 2007 to 2024. Outside of his advisory work, he is a partner in real estate investment holding companies in Mexico, including Divali Holdings S.A. de C.V. and Inmobiliaria Valer S.A. de C.V. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a variety of advisory programs to individuals and institutions, with a focus on tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Monte Carlo simulations, to model financial outcomes.

Elizabeth Alfaro is a financial advisor with Merrill based in Houston, TX. She holds a Series 66 designation and has five years of industry experience. Prior to joining Merrill in 2019, she worked at Bank of America from 2015 to 2019 and briefly at Bath & Body in 2017. 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. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Bamber is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is a co-founder and board member of M.O.R.E Possibiltiies, a civic and community organization focused on health and welfare in Richmond, Texas. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

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.

Jennifer Davies is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Invesco Advisers, Inc. and Elite Marketing Group (ProEquities). She has been with Morgan Stanley since 2019. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly and through Corporate Financial Planning agreements.

John Mee Jr. is a CFP®-designated financial advisor with five years of industry experience, currently with Edward Jones since 2021. His prior experience includes roles in the energy sector with firms such as US Hydrocarbons Company, Black Diamond Commodities, FitzRoy Energy USA, and PetroChina International. He was also principal of Aardvark Holdings, an energy consulting company that is now effectively closed. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of advisors and branches.

Michael Cothern is a Series 66-registered financial advisor with Mass Mutual Investors Services in Houston, TX, with two years of industry experience. Prior to joining Mass Mutual, he worked at Discount Sports Rings USA Inc and held roles at Turner Industries and Buc-ee's LTD. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, including recent additions in divorce, estate, and employer-sponsored planning.

Andrew Buchta is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with nine years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

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.

Kenneth Albers is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he partners with clients to develop personalized financial strategies that align with their long-term goals, leveraging insights from Merrill and offering banking and lending solutions through Bank of America. Kenneth holds a Bachelor's Degree and a Doctorate from Rice University, as well as a Master's Degree from Southern Methodist University. He is designated as a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Committed to community involvement, Kenneth volunteers with local organizations, reflecting the Merrill tradition of service.

Alfonso Duarte Rioseco is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 credential and 14 years of industry experience. He previously worked at Actinver Wealth Management and Actinver Securities from 2011 to 2019 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2019. Outside of advising, he is the sole proprietor of ADR Global LLC, which involves managing a private jet. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services that include investment advisory and estate planning strategies.

David Harkins is a financial advisor at Merrill with 33 years of industry experience. He holds the Series 63 designation and has been with Merrill since 1992, also working at Bank of America, N.A. since 2011. 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 plans, corporations, and charitable organizations.

Adriana Penaloza is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, N.A. since 2011. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Carlo Valerio is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for nine years. Outside of his advisory role, he is a part owner of Avance Alimentos, a company producing and distributing fresh food products in Mexico and the United States. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery conversations and firm-approved tools, with services that include but do not rely on individual security recommendations.

Joyce Chemutai Love is a financial advisor with Fidelity, holding Series 63, 65, and 66 licenses and with 10 years of industry experience. Her prior work includes multiple roles at Wells Fargo Advisors, Wells Fargo Bank, and Key Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, emphasizing systematic methodologies and long-term asset allocation.

Stephen Gilley is a financial advisor at OSAIC with 10 years of industry experience. He held a role at Lincoln Financial Advisors Corporation for 10 years before joining OSAIC in 2025. He holds a Series 66 designation. In addition to his advisory work, he acts as an insurance agent offering accident/health, disability, annuities, long-term care, and life insurance products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage, advisory, and financial planning services utilizing asset-allocation tools, risk assessments, and access to third-party managers.

Joshua Krakowiak is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at CUSO Financial Services, J.P. Morgan Securities, JPMorgan Chase Bank, Edward Jones, and Texas Legacy Wealth Management. He currently operates under the Gulf Coast Educators Investment Center, a DBA for LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by internal and third-party research.

David Hilbig is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with LPL Financial and previously worked at Agia and VALIC Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services supported by diverse investment strategies and technology.