Lori Gibson Hynson is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2010. Outside of her advisory role, she serves as assistant treasurer for Alpha Kappa Alpha Sorority Inc. and owns a business specializing in interior design and remodeling. Additionally, she provides respite care through Foster Care Beacon of Hope. 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 a combination of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Donald Burrows Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 33 years of industry experience. Prior to Cetera, he worked for Hilltop Securities Inc. for 10 years and is involved in several business ventures including ownership of a family-operated pine plantation and management of a ranch in Timpson, TX. He also owns and consults for multiple businesses in consulting, tax preparation, and mineral interests. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services with access to both affiliated and third-party managers, supporting a wide range of program options and custodial arrangements.

Joshua Espinedo is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies aimed at pursuing long-term goals. His approach is centered on understanding a client’s complete financial picture and creating flexible plans tailored to changing market conditions, with access to Merrill’s investment insights as well as Bank of America’s banking and lending solutions. Joshua’s areas of expertise include college education planning, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, socially responsible and ESG investing, women and wealth, and retirement income. He holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Joshua earned both his Bachelor's and Master's degrees from the University of Houston System. Born and raised in Houston, Joshua participates in community volunteer activities in line with Merrill’s tradition. Outside of his professional work, he enjoys basketball, camping, cooking, fishing, golfing, hiking, racquetball, yoga, and spending time with family.

Catherine O'Connell is a CFP® with 12 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. Her prior roles include positions at Northern Trust Bank and JPMorgan Chase Bank. She also manages an inherited portfolio through RLB O&G LLC, assisting with bill approvals and annual tax preparation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Lesley Lozano Perez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials. Perez has experience working at Wells Fargo Bank, nA since 2019 and joined Wells Fargo Clearing in 2025. Prior to her current role, she held positions in education and customer service. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

David Whorton is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His previous roles include positions at Charles Schwab and Roberts Wealth Management. At Merrill, he is part of a large team serving various client segments. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm combines internal Chief Investment Office strategies with third-party managers and supports a range of account types with trading, administration, and custody services.

Nathan Owens is a financial advisor with J.P. Morgan Securities in Houston, TX. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026. Prior to this, he held brief roles at Britt Smith and The Woodlands Country Club. J.P. Morgan Securities 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 investment recommendations.

Alexis Medellin is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Merrill Lynch since 1999. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Valerie In is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JP Morgan Chase Bank 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 team of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering services on a non-discretionary basis while maintaining a centralized due-diligence framework.

Cristobal Moreno is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing personalized financial strategies tailored to each client's unique goals and circumstances. Moreno's expertise includes college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and values-based investing, sports and entertainment, tax minimization, and retirement income. He holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. He earned his Bachelor's Degree from Baylor University. Outside of his professional role, Moreno enjoys various sports such as baseball, basketball, chess, football, pickleball, running, soccer, tennis, as well as spending time with his family and watching movies.

Eric Jackson is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2015. Outside of his advisory role, he is involved in music production and audio mixing through his ownership of two music-related businesses and has worked as a mystery shopper. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, supported by extensive research and analytics.

William Hawker is a financial advisor with Wells Fargo Advisors in Sugar Land, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include tenures at Merrill from 1998 to 2008 and Wells Fargo Clearing from 2016 to 2026. He also owns and operates Hawker Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with banking, lending, and trustee services through a network of financial advisors.

Daniel Cantu is a financial advisor at Morgan Stanley in Houston, TX, holding the Series 66 designation with four years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, totaling over 15 years in the financial sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and the Global Investment Committee’s market analyses.

David Hills is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Bessemer Trust and Chase Investment Services Corporation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Barry Smith III is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Merrill since 2018 and Bank of America, N.A. since 2020. Prior to his advisory career, he worked at the University of Houston from 2015 to 2018. Merrill, alongside 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rebecca Bollich is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation. She began her career in the industry in 2026 and has prior experience at JPMorgan Chase Bank, N.A. She attended Tulane University and was involved with the Tulane University Department of Campus Recreation during her studies. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jonathan Wilder is a financial advisor at Edward Jones in Houston, TX, with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he serves as an Assistant Operations Officer in the United States Army Reserves, assisting with planning operations for a unit of approximately 55 personnel. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Nelson is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he partners with local individuals and their families to develop and implement comprehensive financial plans tailored to their unique circumstances and goals. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2021 to 2023. Matthew's professional experience includes positions at Wells Fargo as a Premier Banker from 2018 to 2021, and at JP Morgan Chase where he held the roles of Branch Manager, V.P. from 2015 to 2016 and Relationship Banker from 2011 to 2015. He holds an Arkansas Insurance License.

Najera Rogers is a financial advisor at Morgan Stanley in Houston, TX, with nine years of industry experience. She holds the Series 66 designation and previously worked at Jackson National Life Insurance Company and Fisk University. Outside of her advisory role, she owns a branding company called Boss Brands Consulting. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and provides services that include structured financial planning tools and diverse investment programs.

George Devassal is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2009. He is based in Houston, TX. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and specialized planning groups.