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 in Houston, TX, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked at J.P. Morgan Securities since 2014 and at J.P. Morgan Chase Bank, NA since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process and incorporating ESG frameworks.

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®-credentialed financial advisor with 35 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2010. His prior experience includes roles at First Independent Advisory Services and Commonwealth Financial Network. He is also an independent insurance agent and operates his own financial services business under the name Muecke Financial. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Samantha Nunn is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. Her background includes roles at Wells Fargo Bank, EY, Regions Bank, and other firms, spanning various positions since 2008. 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 and analytics.

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 65 and Series 63 licenses and bringing 19 years of industry experience. Her career includes roles at Primerica Advisors since 2007, along with involvement in health services and education. Outside of her advisory work, she manages J.E.M.E. Publishing, LLC, an artificial intelligence consultation business based in Austin, TX. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors who use model-driven strategies managed by third-party asset managers.

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 over 53 years of industry experience. He is currently with OSAIC, having joined in 2025, and previously worked at Lincoln Financial Securities Corporation for 17 years, among other firms. In addition to his advisory role, he is involved as an insurance agent providing various insurance and annuity products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate accounts. The firm offers a multi-advisor platform with brokerage and advisory services utilizing model-based asset allocation and portfolio optimization tools, supported by a complex network of affiliated broker-dealers and asset managers.

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.

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.