Mayank Rai is a financial advisor with OSAIC based in Houston, TX, holding a Series 66 credential and 10 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. Outside of advising, he serves as an office manager involved in insurance sales for life and health products. OSAIC serves a diverse client base, including individual and institutional investors, offering a range of brokerage, advisory, and retirement consulting services. The firm uses various tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Vita Barrio is a financial advisor with Raymond James Financial Services Advisors Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been associated with Raymond James since 2012 and concurrently with International Financial Group since 2015. Barrio is the sole member of Vita Wealth Management LLC, which she established for business purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs fact-finding, risk profiling, and analytical tools to deliver tailored, non-discretionary investment consulting and sponsors various advisory programs.

John Noel is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Crescent Park Capital, the Houston Astros Organization, and academic and educational institutions. Outside of advising, he volunteers with the St. Louis Arch Angels, reviewing startup pitch decks, and owns Parplan Golf, a business creating and selling golf practice plans online. OSAIC serves a diverse client base including individuals, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and investment advisory services, utilizing asset allocation tools and third-party platforms to construct diversified portfolios across various asset classes.

Alex Updyke is a financial advisor with Wells Fargo Advisors in Sugar Land, TX. He holds Series 63 and Series 66 designations and has 12 years of industry experience, including prior roles at Hines Securities Inc and Wells Fargo Clearing. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes retirement, education, risk, and wealth-transfer planning, as well as specialized services like business-owner transition and special-needs analysis.

Roland Lewis is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Merrill, Bank of America, and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors, utilizing research and analytics to evaluate investment options within client custodial platforms.

Cynthia Shelton is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior roles include positions at Securities America Advisors and 1 St Global Insurance Services. In addition to her advisory work, she owns Shelton Consulting LLC and operates Cindy Shelton, CPA, PLLC, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Yadira Rodriguez is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, including a concurrent role at JPMorgan Chase Bank, N.A. since 2018. 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 large institutional advisory operations with brokerage and investment management capabilities.

Douglas Fuqua is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over two decades of experience in the financial advisory field, including founding Fuqua Financial, LLC, where he worked as an independent financial advisor for 21 years. Prior to that, he began his career in 2002 with UBS Financial Services Inc. Doug holds a Bachelor of Science degree from Texas State University. He has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Doug is based in Texas and has a long-standing connection to the area.

Abel Rodriguez is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. He has worked with Wells Fargo Bank, N.A. since 2018 and previously with Woodforest National Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors.

Taylor Baches is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Prior to joining Merrill and Bank of America, he worked in education for nine years, including roles at Texas Christian University and middle/high schools. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Graham is a Financial Consultant at Fidelity Investments, where he works directly with clients to help them plan for their financial goals. He has been in this role since 2025. Prior to his current position, John held several roles at Fidelity Investments, including Planning Consultant from 2023 to 2025 and Relationship Manager in 2023. Before joining Fidelity, he was an Investment Services Representative at Ameriprise Financial from 2022 to 2023 and an Associate Banker at J.P. Morgan Chase from 2020 to 2022.

Ryan Mc Farland is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 credential and has been employed with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2024. Outside of finance, he has been involved with T Bar M Camps and Retreats and has experience working with educational and recreational organizations. 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.

Jammie Powell is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 designations and 13 years of industry experience. Prior to joining Wells Fargo in 2017, Powell worked at J.P. Morgan Securities from 2012 to 2017. 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.

Rodolfo Cooper is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Goldman Sachs & Co. LLC and Virtus Partners. Cooper serves as a board member on the investment committee for St. John's School, a private K-12 nonprofit, where he assists with oversight of the endowment. J.P. Morgan Securities 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 delivers these services on a non-discretionary basis, combining institutional advisory operations with brokerage and investment management capabilities.

Reid Juul is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Financial Group and Voya Financial Advisors. In addition to his advisory role, he is an independent insurance agent and manages staff at Simplicity Financial Marketing Holdings, focusing on fixed insurance solutions. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of investment programs including discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Lezette Marion is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2023. She has over two decades of experience partnering with individuals, businesses, and families to assist with planning and investing to meet their unique needs. Lezette's approach involves creating strategic wealth plans built on empathetic connections and aims to develop strong, trusting relationships with her clients. Her professional experience spans several roles within the financial industry, including Financial Consultant and Investment Consultant at Fidelity Investments from 2010 to 2023, Private Banker at Wells Fargo from 2005 to 2010, Financial Analyst at Citi Corp from 2004 to 2005, and various managerial and relationship roles at Chevy Chase Bank, Chase Bank, and Wells Fargo from 1997 to 2001. This diverse background contributes to her expertise in wealth planning and financial consulting. Outside of her professional work, Lezette enjoys family activities, exploring food, visiting museums, engaging with music, photography, and traveling.

Courtney Garson is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 designations and 15 years of industry experience. She has worked with various branches of JPMorgan Chase since 2011, including a decade at JPMorgan Securities LLC and continuing at JPMorgan Chase Bank, N.A. since then. 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 making recommendations.

Kristin Mc Tavish is a financial advisor with Edward Jones in Houston, TX, holding Series 63 and Series 66 licenses and having 21 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices.

Brian Standefer is a Certified Financial Planner® with 18 years of industry experience. He has been with LPL Financial since 2007 and operates out of Houston, TX. In addition to his advisory role, Standefer serves as a public notary and holds a license to sell long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and portfolio management options, utilizing both proprietary and third-party strategies.

Geralyn Enriquez is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 designation and 32 years of industry experience. Prior to joining Morgan Stanley Smith Barney in 2009, she worked at Citigroup Global Markets for 12 years. Outside of her financial career, she operates EV Entertainment, providing DJ and singing services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenarios to support its financial planning services.