Lia Sepulveda Cantu is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and one year of industry experience. Her prior background includes roles at JPMorgan Chase Bank and Bank of America, as well as studies at Indiana University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates an ESG eligibility framework.

Robbie Sitka is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 credential and four years of industry experience. Prior to joining Equitable Advisors, he worked for Humble Independent School District for 11 years. Outside of advisory work, he teaches music lessons as an independent contractor. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives. The firm’s approach includes matching clients to program models or discretionary managers, with many advisory models implemented by third-party sponsors and approved advisory programs.

Mark Pope is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses, and has 25 years of industry experience. He has been with Wells Fargo Clearing since 2008 and is also affiliated with Wells Fargo Bank, N.A. since 2010. Based in Houston, TX, his career has been concentrated within the Wells Fargo organization. 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 from Wells Fargo Investment Institute and third-party sources.

Carol Olson is a financial advisor with J.P. Morgan Securities based in Houston, TX. She holds the Series 63 and Series 65 designations and has 24 years of industry experience, primarily with J.P. Morgan Securities and JPMorgan Chase Bank since 2001. Outside of her advisory role, she served as a troop leader for the Girl Scouts of San Jacinto from 2022 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with a forward-looking approach to build model asset allocations and offers broader derivatives and commodities capabilities through its unique regulatory registrations.

Elizabeth Harden is a financial advisor at Edward Jones in Humble, TX, holding a Series 66 designation with nine years of industry experience. She has worked at Edward Jones since 2016 and has been involved with the YMCA of Greater Houston since 2011. 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 network of financial advisors and branch offices nationwide.

Caitlin Gilmour is a financial advisor with J.P. Morgan Securities based in Houston, TX, holding a Series 66 designation and two years of industry experience. Her work history includes positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2023, as well as time at the University of Texas at Austin. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory approach combines quantitative and qualitative research for asset allocation and investment manager selection, supporting customized performance reporting while clients retain final decision-making authority.

Fellesia Reid is a financial advisor with Wells Fargo Clearing in Houston, TX. She holds Series 63 and Series 65 licenses and has experience in the financial industry since 2015, including roles at GM Financial and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets, employing both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Shanna Cannon is a Financial Advisor at Merrill Lynch Wealth Management. She works with individuals, families, and business owners to help them make informed financial decisions through personalized wealth strategies. Her approach integrates investments, retirement planning, tax considerations, and legacy goals into comprehensive plans tailored to each client's priorities. As an Army veteran and military spouse, Shanna brings discipline, adaptability, and a service-oriented mindset to her advisory role. She specializes in assisting professionals, business owners, pre-retirees, retirees, and individuals navigating significant financial milestones such as retirement planning, concentrated stock positions, ESOP distributions, business succession events, and multigenerational wealth transfer. Her focus is on simplifying complex financial decisions and helping clients feel confident about their financial future. Shanna holds a Master's Degree from Boston University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She is involved with Career Gear Greater Houston. Outside of work, she enjoys antiquing, boating, gardening, hiking, music, sewing, spending time with her family, traveling, watching movies, and woodworking.

Issa Kamara is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He previously worked at Texas Capital Bank from 2017 to 2022 and The Vanguard Group from 2013 to 2017. Kamara is based in Houston, TX. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary strategies developed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cole Vicknair is a Financial Advisor with VMT Wealth Management, a nationally recognized financial advisory team based in Houston. The team is committed to providing a wealth management experience tailored to entrepreneurs, executives, retirees, and their families, emphasizing exceptional service and professionalism. Cole developed an interest in wealth management during his studies at the Cox Business School at Southern Methodist University in Dallas, Texas. After earning his bachelor's degree, he joined the VMT Wealth Management team in Houston. Working alongside his father, who has 30 years of experience with Merrill Lynch, Cole focuses on helping families and business owners pursue their financial goals. He holds the Personal Investment Advisor (PIA) designation. Residing in Houston, Texas, Cole engages in intramural soccer and enjoys cooking and staying active.

Sandra Ricker is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 designations and over 30 years of industry experience. She has been with Wells Fargo in various capacities since 1997 and has worked at Wells Fargo Clearing since 2016. 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 utilizes research from Wells Fargo Investment Institute and third-party sources, offering both brokerage and advisory solutions to a broad client base.

Robert Kerch Jr. is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 32 years of industry experience. His prior roles include positions at Hodges Capital Management and First Dallas Securities, each spanning a decade. He has been with Equitable Advisors and related entities since 2019. Equitable Advisors serves a range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm uses a network of Investment Adviser Representatives and works with both proprietary and third-party investment solutions, including mutual funds, ETFs, separately managed accounts, and alternative investments.

Ahsan Baig is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has experience working with JPMorgan Chase Bank, N.A. since 2011. Baig is involved in a separate business venture, A&A Baig Ventures LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm employs a centralized due diligence process incorporating quantitative and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Daniel Portillo is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and eight years of industry experience. He has been with Merrill since 2017 and previously worked at American Military University from 2015 to 2017. 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 plans, corporations, and charitable organizations.

Jacoby West serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on helping families achieve their financial goals through a mathematical, non-emotional planning process that is client-focused and service-centered. Jacoby was recruited to TSPN Wealth Management shortly after graduating from Texas A&M University in the summer of 2022. His expertise includes divorce transition planning, equity compensation services, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Jacoby and his team aim to reduce taxes, fees, and risk while maximizing returns by following a disciplined and structured investment process that maintains flexibility to adapt to changing economic conditions. They also prioritize consistent communication to ensure financial strategies remain aligned with clients' goals. Jacoby holds several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, he enjoys spending time with his family, exercising, and scuba diving.

Jane Degeorge is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a 14-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Lori Gibson Hynson is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2010. Outside of her advisory role, she serves as assistant treasurer for Alpha Kappa Alpha Sorority Inc. and owns a business specializing in interior design and remodeling. Additionally, she provides respite care through Foster Care Beacon of Hope. 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 combination of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Taylor Korb is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. from 2010 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screens and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Ky Willson is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions with the Houston-Galveston Area Council, Leadership Houston, and the City of Houston. 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 advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of financial advisors and branch offices.

Joshua Espinedo is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies aimed at pursuing long-term goals. His approach is centered on understanding a client’s complete financial picture and creating flexible plans tailored to changing market conditions, with access to Merrill’s investment insights as well as Bank of America’s banking and lending solutions. Joshua’s areas of expertise include college education planning, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, socially responsible and ESG investing, women and wealth, and retirement income. He holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Joshua earned both his Bachelor's and Master's degrees from the University of Houston System. Born and raised in Houston, Joshua participates in community volunteer activities in line with Merrill’s tradition. Outside of his professional work, he enjoys basketball, camping, cooking, fishing, golfing, hiking, racquetball, yoga, and spending time with family.