Geralyn Enriquez is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 designation and 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory work, she provides DJ and singing services through her sole proprietorship, EV Entertainment. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Caddie Cox is a financial advisor at Equitable Advisors with three years of industry experience. She holds the Series 66 designation and previously worked in education with Spring Branch Independent School District, Katy ISD, and Norman Public Schools. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Johneric Bannon is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 63 credentials and possessing 11 years of industry experience. He has been with Wells Fargo Bank, N.A. since 2016 and has worked at Wells Fargo Clearing since 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Diego Fernandez is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and beginning his career in 2025. His prior work experience includes roles at JPMorgan Chase Bank, Equitable Financial Life Insurance, and his own business ventures from 2016 to 2025. 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 part of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Daniel Priwin is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2022, following prior roles at Sanders Morris Harris LLC and Tectonic Advisors. Outside of advising, he is a part owner of an e-commerce business that operates a digital storefront on Amazon. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Allison Tolbert is a financial advisor based in Houston, TX, with Merrill. She holds a Series 66 designation and has 26 years of industry experience. Allison has worked at Merrill since 1996 and has been affiliated with Bank of America, N.A. since 2017. She is involved with The Fox Group, a for-profit business, where she contributes a small amount of time handling administrative tasks. 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 a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sean Racz is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, E*TRADE Securities, and Edward Jones. Outside of his advisory role, he is listed as the owner of Racz Industries LLC, a holding company. J.P. Morgan Securities 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. The firm offers non-discretionary advisory services delivered by a select group of Wealth Advisors.

Rachel Meyer is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2015. Based in Houston, TX, her work focuses on providing advisory services through the firm’s institutional consulting program. J.P. Morgan Securities offers 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, delivering services on a non-discretionary basis.

Walker Hale is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has held roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and the University of Tennessee College of Law. Hale also spent time at Chipotle and operated a personal business, Walker Hale, from 2021 to 2022. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Billy Cross Jr. is a financial advisor with Cambridge Investment Research Advisors in Houston, TX, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. His career includes roles at Cambridge Investment Research Inc., AIG Capital Services, VALIC Financial Advisors, and E*TRADE. Outside of his advisory role, he is an owner and partner of a separate business entity since 2005. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering financial planning, investment management, and retirement plan advisory through a large network of independent Financial Professionals. The firm provides diverse portfolio management options with both proprietary and external strategies, emphasizing tailored investment approaches and institutional features to support advisor transitions and compliance.

Natanie Keller is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. Prior to joining Raymond James in 2019, Keller spent 10 years with Morgan Stanley Smith Barney. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide network of advisors.

John Sowell IV is a financial advisor with Wells Fargo Clearing in Corpus Christi, TX, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory role, he serves on the stewardship committee of First Baptist Church in Portland, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Joshua Carr is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 63 licenses and three years of industry experience. He has worked at Wells Fargo Clearing since 2023 and has been with Wells Fargo Bank, NA since 2014. His spouse owns a business involved in the sale of art and merchandise. 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.

Bruce Abrams is a financial advisor with Thrivent Investment Management in Houston, TX. He holds the Series 66 credential and has five years of industry experience. His prior work includes roles at Bulldog Security, Uber, and Uhaul. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial planning topics. The firm combines planning with managed-account services through its WealthPlan option while keeping those services separate.

Qaadir Williams is a financial advisor with LPL Financial in Houston, TX. He holds a Series 66 designation and has 11 years of industry experience. His prior roles include positions at Ameritas Advisory Services, Edward Jones, and leadership involvement in his own firms, Williams Wealth Management LLC and The AFP Group, where he focuses on recruiting, training, and firm operations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and technology-driven solutions.

Vishnu Bhatt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses, and has three years of industry experience. He has been associated with Wells Fargo entities since 2016. Outside of his advisory role, he serves as trustee and holds power of attorney for his mother. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm utilizes research and analytics to evaluate investment options and offers both brokerage and advisory solutions at a large scale.

Daniel Koenig is a financial advisor at Fisher Investments with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fisher Investments since 2018. Prior to that, he was with The Prudential Insurance Company of America and Pruco Securities, LLC from 2016 to 2018. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative analysis, and employs tax-aware and risk management strategies including derivatives and tax-loss harvesting.

Steven Shirley is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Westpark Wealth Advisors, Inc., Calton & Associates, Inc., and Ims Securities, Inc. Outside of his advisory role, he is involved in a non-variable insurance business under the Steven Shirley Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Thomas Parrish is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Securities LLC for seven years before joining Wells Fargo in 2023. Based in Houston, TX, Parrish’s career includes positions at major financial institutions. 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 supported by research from Wells Fargo Investment Institute and third-party data sources.

Antonio Nunez is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting federal employees, military personnel, and government retirees with maximizing their financial futures. Antonio provides expertise in managing benefits, investments, and retirement planning specific to this group. With 9 years of experience in the finance industry, he helps clients navigate their Thrift Savings Plan (TSP) rollovers and investment strategies, Federal Employee Retirement System (FERS), Civil Service Retirement System (CSRS) planning, federal employee benefits such as FEGLI and survivor benefits, and tax-efficient retirement income planning. Antonio employs a fiduciary, education-first approach to help clients make informed financial decisions. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Antonio earned a High School Diploma from Iraan High School. He communicates with clients in both English and Spanish.