Isabella Mantilla Valdivieso is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of experience. Her prior work includes roles at Goldman Sachs and JPMorgan Chase Bank, N.A., as well as various positions at Trinity University, including involvement with the football department and the admissions office. 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.

Brandon Lammers is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 credential and 19 years of industry experience. He has been with Morgan Stanley since 2011. Outside of his advisory role, he serves on the Finance Committee of the Cy-Fair Girls Athletic Association, a youth sports organization in Cypress, Texas. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and a range of investment programs supported by structured discovery and firm-approved planning tools.

Ronald Levi is a Financial Advisor with Merrill at the Bank of America Tower in Houston, Texas. He works closely with individuals, families, and business owners to develop personalized strategies that support their financial goals, including education planning, executive compensation, retirement income, and tax minimization. Ronald conducts in-depth analyses and enhances banking relationships to deliver a comprehensive client experience. His professional focus encompasses portfolio management services, legacy planning, and investment consulting for defined contribution and defined benefit plans. Ronald holds the Personal Investment Advisor (PIA) designation and has attended the University of Houston System. He earned his High School Diploma from Westbury High School. Outside of his professional role, Ronald enjoys baseball, basketball, cooking, dancing, football, gardening, music, and spending time with his family.

Jordan Allan is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Clearing since 2016, with a three-year tenure at Ameriprise in between. 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 and analytics from Wells Fargo Investment Institute and third-party sources.

Rafi Mustafa Rizvi is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2014, including a decade at J.P. Morgan Chase Bank, NA. J.P. Morgan Securities LLC 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.

Byoung Kang is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and starting his advisory career in 2025. Prior to joining Ameriprise, he worked for Goose Creek CISD for 14 years. He is also employed at DGW Worldwide, LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.

Ray Muecke is a CFP®-certified financial advisor with 35 years of industry experience, currently with Cambridge Investment Research Advisors since 2010. Based in Houston, TX, he has worked with Cambridge Investment Research, Inc. since 2009. Outside of advisory work, he operates as an independent insurance agent and owns Muecke Financial. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, utilizing various portfolio management and platform options tailored to client objectives.

Samantha Nunn is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. She has worked at Wells Fargo Bank, EY, Regions Bank, and other organizations. Nunn’s background includes roles in both banking and consulting. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Alexandra Gwynn is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and eight years of industry experience. She previously worked at Edward Jones for five years and Ahrens Accounting & Tax Services for one year. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, notable for its Premier Retirement Income service that provides specialized retirement income planning through written recommendations and ongoing advice.

Shaquila Ellis is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked with Primerica Advisors since 2007 and concurrently manages J.E.M.E. Publishing, LLC, an artificial intelligence consultation business based in Austin, TX. Shaquila's background also includes roles in health services and education. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by third parties, supported by a large network of advisors and substantial assets under management.

Douglas Sobotik is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies that align with clients' individual goals and the dynamic conditions of today’s market. Leveraging the investment insights of Merrill and the banking services of Bank of America, he focuses on comprehensive wealth management tailored to each client's unique financial picture. Douglas holds the Personal Investment Advisor (PIA) designation. His educational background includes an Associate's Degree from San Jacinto College, coursework completed at the University of Houston System, and a Bachelor's Degree from the University of Phoenix. Committed to community involvement, he participates in volunteer activities within the local area, reflecting Merrill’s tradition of serving the communities where clients live and work.

Garrett Getty is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Morgan Stanley since 2014, including nine years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and methodologies such as Secular Return Estimates and Monte Carlo simulations to assist clients.

Rafael Martinez is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Charles Schwab. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized investment strategies.

Chelsea Peterson is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with six years at Morgan Stanley and a prior 12-year tenure at ClubCorp. She has three years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee insights.

Todd Driscoll is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Cetera Investment Services, Regions Bank, PNC Investments, and BBVA Securities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Leonard Warner Jr. is a ChFC® credentialed financial advisor with 53 years of industry experience. He is currently affiliated with OSAIC in Houston, TX, having joined in 2025 after 17 years with Lincoln Financial Securities Corporation. Outside of his advisory role, he also serves as an insurance agent offering accident insurance, fixed annuities, traditional life insurance, and long-term care insurance, and facilitates connections to life settlement brokers. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with various managed account and third-party solutions. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Allen Baker is a financial advisor at Ameriprise in Houston, TX, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has worked at Ameriprise since 2019 and previously spent 10 years at RBC Capital Markets Corporation. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and algorithmic tools to support tailored, non-discretionary advice, emphasizing assets held in Ameriprise Managed Accounts.

Craig Vanderschoor is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and bringing 27 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Brian Watson is a financial advisor with Morgan Stanley Wealth Management based in Houston, TX, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was with Citigroup Global Markets from 2000 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes firm-approved tools and proprietary economic models.

Joseph Szpak is a financial advisor with Fisher Investments in Houston, TX, holding a Series 65 designation and eight years of industry experience. His career includes roles at Fisher Investments since 2018, along with earlier positions at BakerHostetler and West Virginia University. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, using a centralized investment process that incorporates quantitative and qualitative research.