Luis Urbina is a financial advisor at Wells Fargo Clearing with a Series 66 designation and five years of industry experience. His prior roles include positions at First Command Insurance Services and First Command Advisory Services. Urbina served in the United States Army from 2014 to 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 modern portfolio theory, with a focus on plan objectives and risk tolerances.

Andrea Schultz is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has been with Edward Jones since 2013. Outside of her advisory role, she works as a beauty consultant for Mary Kay. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Arthur Atkins 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 worked at firms including LPL Financial and Fidelity Investments. Outside of his advisory role, he serves as a worship musician at Fishers of Men Lutheran Church. 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 applying an ESG eligibility framework in its recommendations.

Julian Elizondo is a CFP® with nine years of industry experience, currently serving as a financial advisor at Ameriprise in Seabrook, TX since 2022. His prior experience includes roles at FSC Securities Corp and Texas Wealth Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Jairo Silva is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and four years of industry experience. His background includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and combines brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party sources.

Luis Sanchez Boom is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 registrations and six years of industry experience. His career includes roles at JPMorgan Chase Bank NA and Chevez Ruiz Zamarripa. J.P. Morgan Securities LLC 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.

Arturo Miranda is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at JPMorgan Chase Bank N.A. and JPMorgan Securities LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute and third-party sources to inform its investment approach.

Jack McGuff IV is a CFP® with 11 years of industry experience, currently affiliated with LPL Financial in League City, TX. He previously operated McGuff Financial Management for six years. In addition to his advisory work, he owns a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services with access to model portfolios, third-party managers, and institutional platforms.

Pablo Garcia Jr. is a financial advisor at Wells Fargo Clearing with 11 years of industry experience, including 11 years at Edward Jones prior to joining Wells Fargo in 2025. He holds a Series 66 designation. Garcia is also applying for a role as an adjunct professor at Texas A&M University in Kingsville, where he plans to contribute approximately 80 hours per month. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Samuel Gonzales is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including PNC Investments LLC and Edward Jones. His background also includes roles outside of finance, such as positions in education and the food service industry. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Lester Butler Jr. is a ChFC® with 36 years of industry experience, currently affiliated with LPL Financial since 2018 and previously holding roles at Lincoln Financial Securities Corporation, WESTPARK WEALTH Advisors, Inc., and Cambridge Investment Research Advisors. He has spent the majority of his career at LPL Financial, totaling over 21 years with the firm. Outside of his advisory role, he is involved with FDG Investments LTD and FDG Management, Inc., entities used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools, while overseeing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Aldo Perez is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Texas Financial Advisors. Outside of his advisory role, he is involved in fixed insurance sales through a related business activity. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its recommendations and primarily offers services on a non-discretionary basis.

Hannah Briggs is a financial advisor with Ameriprise in Mont Belvieu, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Ameriprise in 2025, she worked at Presidio Wealth Partners, Avidian Wealth Solutions, Fidelity Investments, and several other financial firms. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning through written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Mary Joanne Bevill is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with UBS since 2008. Bevill also serves as an officer and director of Wilson Properties, a closely held family corporation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and research to tailor wealth management solutions. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory functions.

Catherine Hesse is a financial advisor with Osaic Wealth, Inc. She holds a Series 66 designation and has 12 years of industry experience. Prior to joining Osaic in 2023, she worked at Texas Wealth Management, LLC, FSC Securities, and Texas Wealth Management, Inc. In addition to her advisory role, she serves as Chief Compliance Officer and Director of Finance and Operations at Texas Wealth Management, LLC and is a licensed attorney. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across a range of asset classes.

Christian Roberts is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at JP Morgan Chase Bank NA and JP Morgan Securities LLC since 2016. Outside of his advisory role, Roberts serves as treasurer on the board of a nonprofit homeowners association, where he oversees financial management and budgeting. 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 in its recommendations, delivering services on a non-discretionary basis with clients retaining final decision-making authority.

Laura Dore is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 65 credentials and has worked at JPMorgan Chase Bank NA and JPMORGAN Securities LLC since 2004. Outside of her advisory role, she serves as a passive co-trustee on a family trust that manages agricultural assets. 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. The firm delivers advisory services alongside brokerage, distribution, and investment management capabilities through a non-discretionary program where clients retain final decision-making authority.

Tomislav Weigand is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Bank NA and Edward Jones. 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 combines research from Wells Fargo Investment Institute with third-party resources to support diversified investment approaches across brokerage and advisory platforms.

Brett Bacon is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at various divisions within J.P. Morgan, including JPMorgan Securities LLC, JPMorgan Chase Bank, N.A., and JPMorgan Chase. 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 when recommending strategies.

Andrew Smith is a financial advisor at Edward Jones with eight years of industry experience. He has held positions at Edward Jones since 2017 and previously worked at Texas Citizens Bank, N.A. from 2013 to 2017. Smith holds the Series 66 designation. 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, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and other financial services through a nationwide network of advisors and branches.