Heather Gordon is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Investments, LLC from 2009 to 2011. 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.

Jennifer Painter is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, as well as Wells Fargo Bank NA since 2007. Outside of her advisory role, she spends time providing housekeeping assistance for her parents. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and a comprehensive range of financial products.

Travis Smith is a financial advisor with LPL Financial in Baytown, TX, holding the Series 63 and Series 66 credentials and having 26 years of industry experience. His career includes roles at Community Resource Credit Union, CUSO Financial Services, LP, and CUNA Brokerage Services, Inc. Smith is also involved with Dragonfly Paradise Inc., a real estate rental business in New Braunfels, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by advanced operational tools.

Steve Kowal is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory role, he owns and manages an e-commerce business through Limitless Offerings LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Robert Bickham is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 2005 and holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

Sophia Robinson is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill since 2014 and previously worked at Bank of America, N.A. from 2023 to present. Merrill, along 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.

Alejandro Flores is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 credentials and 14 years of industry experience. Prior to joining Wells Fargo in 2017, he worked at BBVA Wealth Solutions Inc. and BBVA Securities Inc. Flores serves as mayor and is a member of several local committees in Los Fresnos, TX. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines extensive research with a range of brokerage and advisory solutions across a large scale of assets and advisors.

Lee Ward is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, Merrill, and Wells Fargo. 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 applying an ESG eligibility framework in its investment recommendations.

Gregory Klenke is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at UBS Financial Services for 24 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2020. Outside of his advisory role, he is co-owner of Four Horsemen Ranch LLC, an agricultural business based in San Antonio, TX. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured tools and modeling techniques, offering advisory services without individual security recommendations in standalone planning.

Tony Knebel is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. He previously worked for The First State Bank for ten years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings than typical for large institutional advisers.

Pedro Rodriguez is a Planning Consultant at Fidelity Investments, where he has been working since 2017. In his role, he partners with clients and their consultants to co-create tailored financial plans that align with their goals and aspirations. Pedro serves as a primary point of contact for clients, addressing their questions, concerns, and needs related to financial planning and achieving their financial objectives.

Timothy White is a Wealth Management Advisor with Merrill Lynch Wealth Management and a leader of the TSPN Wealth Management Group based in Houston, Texas. He specializes in areas including employee benefits planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Tim holds a Bachelor of Science degree in Health from Texas A&M University and has earned the Chartered Financial Consultant® (ChFC®) designation from The American College of Financial Services. Raised in an entrepreneurial household, he applies a unique perspective that balances financial stability with overall well-being in his advisory practice. Tim emphasizes tailored wealth plans built on clear and consistent communication to help clients reach their personal financial goals. Outside of his professional work, Tim is a member of the Community of Faith organization. He is a husband and father who enjoys exploring restaurant scenes, traveling, cooking for friends and family, watching sports including Houston and Aggie teams, and engaging in strategy-based games with lifelong friends.

Chandler Johnson is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2023. Prior to his advisory role, his background includes positions at Texas A&M University, Uber, and La Vernia ISD. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary client portfolios.

Navneet Pahal is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and possessing 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is co-owner of Corporate Compass Inc, a business providing travel-related services to partner and family-owned companies. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Harvey Newton is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as Managing Director of MKL Bayern GmbH in Germany, dedicating part-time hours during non-operating periods. 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 customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling techniques to support its advisory services.

Jana Carter is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2026, she worked at Equitable Advisors, LLC and has been involved in various roles outside finance, including work with the Harmony Education Foundation and managing a babysitting service. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Jeffrey Kratz is a Series 66 credentialed advisor with Merrill in Houston, TX, where he has worked since 2009. He has 27 years of industry experience. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

AJ Bouvin is a Financial Consultant at Fidelity Investments, a position held since 2023. In this role, AJ works with clients to evaluate their financial needs and collaborates with them to develop a roadmap aimed at progressing toward their financial goals. AJ has been with Fidelity Investments since 2020, gaining experience through various roles including Investment Consultant, Fixed Income Specialist, Investment Solutions Representative, and Customer Relationship Advocate. This progression reflects a comprehensive understanding of investment strategies and client relationship management. Outside of work, AJ engages in activities such as boating, fishing, fitness, outdoor adventures, snowboarding, and traveling.

Spencer Vowell is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at LPL Enterprise. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, spanning over a decade. Outside of his advisory work, he serves on the board of Friendswood Church of Christ, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach, offering access to third-party asset managers and various financial planning and consulting services.

Michael Brunner is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes positions at Citigroup Global Markets and Morgan Stanley Smith Barney, where he has worked since 2009. Outside of his advisory work, he is also an author. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and advisory programs that incorporate market simulations and broad investment strategies.