Bryan Tollerene is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with LPL Financial and its predecessor since 2002, after a brief tenure at Prudential Equity Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with extensive non-advisory financial activities.

Michael Lassiter is a financial advisor with J.P. Morgan Securities based in Pearland, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining J.P. Morgan in 2019, he worked at firms including LPL Financial and BBVA Wealth Solutions. Outside of his advisory role, he is involved as a mobile disc jockey and owner-operator of Any Occasion Entertainment and is a partner in an accounting services business. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final investment decisions. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities than many institutional advisors.

Lee Bolnick is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the ChFC®, Series 63, and Series 66 designations. Bolnick has previously worked at PNC Investments, BBVA Wealth Solutions, BBVA Compass Insurance Agency, BBVA Securities, and Proequities/3Mark Financial. He also receives residual insurance commissions from prior business but has no ongoing insurance-related activity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process involves centralized due diligence and combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Sergio Ortiz Villalobos is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo Clearing since 2025 and previously worked at Wells Fargo Bank, Ace Flowers, Chase, and Ruth Chris Steakhouse. He is based in Houston, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Amanda Munselle is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Cambridge Investment Research Advisors, Inc., Empyrean Benefit Solutions, and Professional Enrollment Concepts. Outside of her advisory role, she owns a retail sales business named Rock The Boat Design. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by advanced modeling tools and a structured discovery process.

Vicki Hebert is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. In addition to her advisory role, she is a commissioned Texas Notary Public. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, using proprietary research and tools to develop tailored recommendations.

Gary Wulf Jr. is a financial advisor at Morgan Stanley in Houston, TX, with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and its affiliates since 2008. His prior experience includes roles at Merrill and Ernst & Young Investment Advisers LLP. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Kevin Kugley is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior experience includes roles at Merrill, First Horizon Advisors, Chase Investment Services, and Valic Financial Advisors. Outside of finance, he has worked as a SAG actor since 2010 and has been involved in local government as a candidate for the Beverly Hills City Council. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, and institutions through a broad network of representatives. The firm offers a variety of financial planning and asset management solutions, leveraging model portfolios, third-party subadvisors, and technology tools to support a diverse client base.

David Cheak is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served since 1990. His work focuses on helping clients, including retirees, widows, business owners, and those approaching retirement, to determine long-term financial goals and develop customized financial strategies. David emphasizes areas such as college education planning, personal retirement planning, tax minimization, and retirement income. After serving as Branch Manager and Senior Resident Director of the Houston-Clear Lake branch for 17 years, he returned to focusing solely on his financial advisory role in December 2021. David holds a Bachelor’s degree in business from The University of Texas at Austin, earned in 1980, and an MBA from The University of Houston-Clear Lake, completed in 1988. He is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Personal Investment Advisor (PIA) designation. He began his financial services career in 1988 with a regional brokerage firm in the Clear Lake area before joining Merrill Lynch. In addition to his professional commitments, David has lived in the Clear Lake area since 1968 and is a member of the Bay Oaks Country Club. His personal interests include golfing, tennis, and traveling. He expresses a philosophy of working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals.

Coryn Briggs is a financial advisor with Edward Jones in Mont Belvieu, TX, holding Series 66 and Series 63 licenses and possessing 14 years of industry experience. Prior to joining Edward Jones, Coryn worked at Fidelity Investments for nine years and was self-employed for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Shannon Rasberry is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for six years and Ecolab for two years. Prior to her career in finance, she spent twelve years as an independent consultant in branding and marketing. 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 including financial planning, model portfolios, and institutional platforms, supporting advisors with technology and a broad suite of financial products.

Mark Bailey is a financial advisor with Edward Jones in Pearland, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is listed as president of Jones and Bailey Properties LLC, a real estate investing business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jeffrey Mccurry is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides personalized wealth management strategies tailored to clients' unique financial situations, helping them pursue long-term goals through flexible planning that adapts to changing market conditions. His client focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. With 26 years of experience as a financial advisor following a 10-year career as a professional baseball player, Jeffrey works closely with individuals and families who value diversification and timely portfolio rebalancing. He holds a Personal Investment Advisor (PIA) designation and an Associate's Degree from San Jacinto Junior College. In addition to his professional work, Jeffrey volunteers with community organizations and enjoys baseball, basketball, fishing, golfing, softball, and spending time with his family.

Katherine Cisneros is a financial advisor with Wells Fargo Clearing in Houston, TX. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to her current role, she has been associated with Wells Fargo Bank, NA since 2012. 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 the Wells Fargo Investment Institute.

Sammy Abbas is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. He is the owner and founder of Ruggy, a business that creates custom one-of-a-kind designs, working directly with clients on the development of their pieces. Prior to joining Fidelity, he held various roles including freelance sales consultant and positions in technology and consulting firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Alhajie Dumbuya is a financial advisor at Fidelity with Series 66 and Series 63 credentials and five years of industry experience. Prior to joining Fidelity, he worked at various organizations including Baylor University and FC Dallas. Outside of his advisory role, he serves as an independent contractor officiating soccer games and works as a rideshare driver. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to provide discretionary and non-discretionary investment solutions.

Falina Mendenall is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously held roles at Sharebuilder 401k and Capital One Investment Services Corporation. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Jelena Zhang is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill Lynch, Pierce, Fenner & Smith, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and offers a range of derivatives and commodities capabilities.

James Coffee Jr. is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has worked at Merrill since 1983 and concurrently at Bank of America since 2009. Outside of his advisory role, he has passive ownership interests in mineral rights through several energy corporations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies developed by internal investment teams and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scott Davis is a financial advisor with Fidelity Investments, holding a Series 66 credential and 12 years of industry experience. He has worked at Fidelity since 2022 and previously held positions at LPL Financial and Morgan Stanley. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment company clients. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.