Lee Bolnick is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His career includes roles at PNC Investments, BBVA Wealth Solutions, and Proequities/3Mark Financial. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision 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 with Wells Fargo Advisors in Sugar Land, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Her tenure includes over 18 years with Wells Fargo entities prior to joining Wells Fargo Advisors in 2026. She is also a Texas Notary Public. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and financial planning services, offering a broad range of planning options that include specialized areas such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels to provide comprehensive client solutions.

Gary Wulf Jr. is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs for both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Kevin Kugley is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining LPL Financial in 2019, he worked at VALIC Financial Advisors from 2015 to 2019. In addition to his advisory work, he has maintained a career as an SAG actor since 2010 and has been involved as a candidate for the Beverly Hills City Council since 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by internal research, third-party subadvisors, and various portfolio strategies.

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 at Edward Jones with 14 years of industry experience. Prior to joining Edward Jones, Briggs worked at Fidelity Investments for nine years and was self-employed for two years. Briggs holds Series 66 and Series 63 designations. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.

Shannon Rasberry is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2025, she worked at Edward Jones for six years and has a background that includes roles at Ecolab and as an independent branding and marketing consultant. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, supported by model portfolios, research, and technology-driven investment strategies.

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 with Merrill Lynch Wealth Management, specializing in providing personalized wealth management strategies tailored to clients’ unique financial goals. With 23 years of experience as an advisor, following a 10-year career as a professional baseball player, Jeffrey focuses on helping individuals and families navigate areas such as divorce transition planning, family wealth management, legacy planning, retirement income, portfolio management, tax minimization, and small business strategies. He emphasizes the importance of diversification and portfolio rebalancing to optimize risk-reward outcomes. Jeffrey holds the Personal Investment Advisor (PIA) designation and earned an Associate's Degree from San Jacinto Junior College. He applies a client-first approach, listening carefully to understand their needs before finding suitable financial solutions. Committed to community involvement, Jeffrey volunteers locally and dedicates time to his personal interests, which include baseball, basketball, fishing, golfing, softball, and spending time with his family.

Katherine Cisneros is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 63 designations and three years of industry experience. She has been with Wells Fargo Bank, NA since 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, operating at scale with over $671 billion in assets under management and more than 14,000 financial advisors.

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 63 and Series 66 credentials and five years of industry experience. Prior to his current role at Fidelity, he has held various positions in different sectors, including independent contractor work for US Soccer and driving for Uber. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a systematic investment approach that combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

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 previously worked at Bank of America, Merrill Lynch, and JPMorgan Chase Bank. Outside of finance, she had a role at Happy Hen Farms Inc in 2016. 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 incorporating an ESG eligibility framework in its recommendations.

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.

Armando Garza is a financial advisor at Merrill with Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC and Bank of America, N.A. Before joining Merrill, he held positions at several firms including Cetera Advisors LLC and Orbis Wealth Consulting. 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 and profit-sharing plans, corporations, and charitable organizations.

Daniel Ortiz Ceron is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 63 licenses with one year of industry experience. He has been with Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.