Sidney Jenkins is a financial advisor at Fidelity with Series 63 and Series 65 designations and five years of industry experience. Prior to joining Fidelity, Jenkins worked in management roles at Mattress Firm and Pappas Restaurants. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research and quantitative methods. The firm also serves as a commodity pool operator and advises multiple registered investment companies.

Jason Allen is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, following prior roles at Chase Investment Services Corp., Wamu Investments, Inc., and Wells Fargo Investments, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates both quantitative and qualitative research with forward-looking capital market assumptions and includes capabilities in derivatives and commodities.

Larissa Myers is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 17 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held positions at UBS Financial Services from 2009 to 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through over 14,000 financial advisors and offers both brokerage and advisory solutions.

Edmundo Del Valle Diharce is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan. Outside of his advisory role, he is a partner in two investment-related entities in Mexico, including a holding company with interests in real estate and a small hydroelectric project. Morgan Stanley Wealth Management provides a range of financial advisory programs to individuals and institutions, integrating structured planning tools and investment insights without offering individual security recommendations as part of its standalone planning services.

Elizabeth Alfaro is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and six years of industry experience. She previously worked at Bank of America from 2015 to 2019 and had a role at Bath & Body in 2017. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Mark Bamber is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is a co-founder and board member of M.O.R.E Possibilities, a community-focused organization involved in health and welfare initiatives. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs supported by advanced planning tools and a comprehensive investment platform.

Zach Flores is an Investment Consultant at Fidelity Investments, where he collaborates with local clients and their families to create and execute personalized financial plans tailored to their unique goals and situations. He has been with Fidelity Investments since 2022, progressing from Financial Representative to Relationship Manager before assuming his current role. His experience at Fidelity Investments spans various client-facing roles, providing him with a broad understanding of investment strategies and client relationship management. This progression reflects his commitment to supporting clients in achieving their financial objectives. No information regarding his education, credentials, personal interests, or community involvement has been provided.

Palmer Child is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their unique goals and priorities, assisting them in developing personalized financial strategies. His expertise includes general investing, retirement planning, and preparing for unexpected financial needs. Palmer holds a Bachelor's Degree from Brigham Young University - Idaho and has earned the Personal Investment Advisor (PIA) designation. He emphasizes a collaborative approach, providing ongoing advice and guidance as clients' needs evolve.

Jennifer Davies is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Invesco Advisers, Inc. and Elite Marketing Group (ProEquities). She has been with Morgan Stanley since 2019. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly and through Corporate Financial Planning agreements.

John Mee Jr. is a CFP®-designated financial advisor with five years of industry experience, currently with Edward Jones since 2021. His prior experience includes roles in the energy sector with firms such as US Hydrocarbons Company, Black Diamond Commodities, FitzRoy Energy USA, and PetroChina International. He was also principal of Aardvark Holdings, an energy consulting company that is now effectively closed. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of advisors and branches.

Michael Cothern is a Series 66-registered financial advisor with Mass Mutual Investors Services in Houston, TX, with two years of industry experience. Prior to joining Mass Mutual, he worked at Discount Sports Rings USA Inc and held roles at Turner Industries and Buc-ee's LTD. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, including recent additions in divorce, estate, and employer-sponsored planning.

Andrew Buchta is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with nine years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Duane Bolpa is a Senior Financial Advisor at Merrill Lynch Wealth Management in Houston. In this role, he assists clients in developing long-term wealth plans and focuses on areas including college education planning, corporate executive services, executive compensation, equity compensation services, family wealth management strategies, women and wealth, tax minimization, and retirement income. He aims to collaborate with clients to create personalized plans based on their life priorities, family, goals, and aspirations. Duane holds a Bachelor of Business Administration degree in Accounting and Finance from the University of Houston. He has been in the financial services industry for 22 years and has been with Merrill Lynch since 2007. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Duane serves as Chairman of the Board at Magnolia Creek Golf Club. His personal interests include golfing, cooking, music, dining out, and spending time with his family.

Alfonso Duarte Rioseco is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 credential and 14 years of industry experience. He previously worked at Actinver Wealth Management and Actinver Securities from 2011 to 2019 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2019. Outside of advising, he is the sole proprietor of ADR Global LLC, which involves managing a private jet. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services that include investment advisory and estate planning strategies.

David Harkins is a financial advisor at Merrill with 33 years of industry experience. He holds the Series 63 designation and has been with Merrill since 1992, also working at Bank of America, N.A. since 2011. 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.

Adriana Penaloza is a financial advisor with J.P. Morgan Securities based in Houston, TX, holding Series 63 and Series 66 licenses and with 14 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and is also affiliated with JPMorgan Chase Bank, N.A. since 2011. In addition, she has a business interest in JDAP Collection, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of wealth advisors. The firm’s non-discretionary program focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process that combines quantitative and qualitative research.

Carlo Valerio is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for nine years. Outside of his advisory role, he is a part owner of Avance Alimentos, a company producing and distributing fresh food products in Mexico and the United States. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery conversations and firm-approved tools, with services that include but do not rely on individual security recommendations.

Joyce Chemutai Love is a financial advisor with Fidelity Investments, holding Series 63, 65, and 66 licenses and 11 years of industry experience. She has worked at Fidelity since 2022 and previously held roles at Wells Fargo Bank and its affiliates from 2009 to 2021, as well as Key Investment Services and Key Bank between 2017 and 2019. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a range of clients including retail, institutional investors, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Stephen Gilley is a financial advisor at OSAIC with 10 years of industry experience. He holds the Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for 10 years. In addition to his advisory role, he is licensed as an insurance agent offering various insurance products including accident, health, disability, long-term care, and fixed/indexed annuities. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various tools and strategies.

Joshua Krakowiak is a financial advisor with LPL Financial in Pasadena, TX, holding a Series 66 designation and eight years of industry experience. His previous roles include positions at CUSO Financial Services, J.P. Morgan Securities, JPMorgan Chase Bank, Edward Jones, and earlier tenure at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.