Miguel Arias is a financial advisor at Merrill with one year of industry experience and holds the Series 66 designation. He has worked at Merrill since 2021 and Bank of America, N.A. since 2025. Outside of finance, he works as a food deliverer for DoorDash. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Susan Hogan is a financial advisor at Fidelity with eight years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial and JSC Federal Credit Union. Outside of her advisory role, she managed rental properties through Bellona Holdings LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and offers both discretionary and non-discretionary advisory services.

Thomas Wilson is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. He has been with Primerica Advisors since 2004 and has worked with Primerica Financial Services since 2002. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with roughly 3,700 advisors and manages approximately $15.5 billion in assets, offering model-based investment strategies supported by third-party managers and custodians.

David Faris is a financial advisor with Edward Jones in Houston, TX, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Melina Diebold is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019. Prior to that, she was employed at BBVA Colombia and had roles in consulting and retail. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and research.

Don Uptegraph is a financial advisor at Morgan Stanley in Houston, TX, holding Series 65 and Series 63 licenses with two years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley, and Pruco Securities LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and models but generally acts in an advisory capacity without providing individual security recommendations in standalone planning programs.

Alan Khalil is a financial advisor at Fidelity with Series 63, 65, and 66 licenses. He has one year of experience in the industry and previously worked in insurance and hospitality, including roles at Fred Loya Insurance and Bayou Grill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of systematic methodologies and its roles with registered investment companies and model portfolio delivery.

Jeff Masters is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He is a partner on the Gentry, Masters & Associates Wealth Management Team, combining the resources of Merrill Lynch Wealth Management, Bank of America, and Bank of America Private Bank to serve his clients. Jeff has been with Merrill Lynch since 2012, focusing on managing individual wealth and offering comprehensive financial strategies tailored to his clients' goals. Jeff holds several professional certifications, including Certified Financial Planner (CFP®), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Texas Christian University and completed the educational component of his CFP® certification at Southern Methodist University. Jeff's expertise includes corporate executive services, executive compensation, family wealth management, legacy planning, liquidity management, retirement planning, philanthropic planning, portfolio management, and small business strategies. Outside of his professional work, Jeff is an Ironman triathlete who enjoys cycling, golfing, skiing, and spending time with his family. He is married to Katie, a STEM teacher at River Oaks Baptist School, and they have two children.

Tyson Thomas is a CFP® professional with one year of experience, currently serving as a financial advisor at Ameriprise in Houston, TX. His prior work includes roles at Willis Johnson & Associates, Inc., Texas A&M University, and Dallas Baptist University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Alexander Fowler is a Series 66-licensed financial advisor with six years of industry experience, currently with J.P. Morgan Securities in Bellaire, TX. His prior experience includes roles at Edward Jones and JPMorgan Chase Bank, N.A. 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 team of Wealth Advisors. 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-making authority.

Ryan Nelmark is Vice President and Wealth Planner at Fidelity Investments. In this role, he focuses on helping clients develop comprehensive financial plans tailored to their individual goals. He utilizes enhanced technology to provide services including planning, investments, and portfolio analysis. Ryan has extensive experience at Fidelity Investments, having held various positions since 2012. His career progression includes Investment Solutions Representative (2012-2014), Investment Consultant (2014-2016), Financial Consultant (2016-2023), and his current role since 2023. He holds an Arkansas Insurance License. Further educational background or community involvement details are not provided.

Antonio Tatum is a financial advisor at Ameriprise in Houston, TX, holding a Series 66 designation. He has been in the financial industry since 2022, with prior experience at Commerce Bank, Commerce Trust Company, and ASAP Diagnostics. Before entering finance, his background includes roles at Marriott and Culvers Restaurant. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides tailored recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools.

Karen Hollingsworth is a Series 66 licensed financial advisor at Edward Jones in Houston, TX, with 14 years of industry experience. She has been with Edward Jones since 2011. 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 and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Joshua Sanchez is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has previously worked at Hawkins Laakso Wealth Management and AXA Advisors. Outside of his advisory role, Sanchez is involved in several community activities, including serving as Director of Socials for the Association of Latino Professionals for America and as a board member on the Student Scholarship Committee for Rio Grande Valley Gives Back. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth investors, retirement plans, and institutions, providing financial planning, broker-dealer services, and access to third-party asset management programs. The firm operates through multiple program sponsors and third-party managers, emphasizing both advisory and brokerage solutions.

Shannon Thacker is a CFA® charterholder with 46 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, Thacker worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of advisory work, Thacker acts as co-trustee of a family trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Cynthia Crump is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. In addition to her advisory role, she assists with client service and operational functions at Tiras Wealth Management, a private wealth advisory practice within Ameriprise. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Michael Lassiter is a financial advisor with J.P. Morgan Securities in Pearland, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes roles at LPL Financial, BBVA Wealth Solutions, and Select Quote/Inside Response. Outside of finance, he is involved as an owner and operator of Any Occasion Entertainment, a mobile DJ service. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Veronica Estrada is a financial advisor at Edward Jones with 21 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to her current role, she worked at SWBC Investment Services from 2009 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services and operates with a fiduciary standard, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Luvy Gonzalez is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association. Outside of her advisory role, she is involved with Oxford Estates LLC. Morgan Stanley Wealth Management provides advisory services and financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a range of investment programs through its Financial Advisors and specialized teams.

David Arlott is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also appointed as an agent at NexAnnuity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.