Wendy Chan is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and bringing 17 years of industry experience. Her prior roles include positions at Oneamerica Securities, American United Life, and Mass Mutual Investors Services. Outside of her advisory work, she operates a professional corporation providing tax preparation and accounting services. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Christopher Rowley is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He has spent over a decade with Ameriprise Financial Services, Inc. Prior to his advisory role, he has held a position on the Board of Directors for Municipal Utility District #73 in Houston, TX. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Tamra Gann Curry is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with LPL Financial since 2005. In addition to her advisory role, she is involved in the sale of Medicare-related insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Korissa Rojas is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 63 licenses with three years of industry experience. She has been with Wells Fargo Bank, NA since 2015, overlapping with her current role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors.

Kyle Briggs currently serves as a Branch Leader at Fidelity Investments, where he oversees a team of financial professionals dedicated to co-creating financial plans with clients to support their financial goals. He has held this leadership role since 2026. Kyle has extensive experience within Fidelity Investments, progressing through multiple positions since 2011. His roles have included Team Leader in Retail Planning and Advice, Client Services, and various representative positions focused on investment and retirement solutions. This trajectory reflects his deep familiarity with client services and financial planning. Outside of his professional duties, Kyle enjoys spending time at the beach, playing board games, traveling, and caring for pets.

Jennifer Price is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and with 13 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC, Wells Fargo Bank NA, and Westmark Credit Union. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap‑fee programs. The firm manages approximately $671 billion in assets and uses research and analytics from Wells Fargo Investment Institute alongside third-party data to evaluate investment options.

Eric Fuentes is a financial advisor at Edward Jones in Pearland, TX, with 18 years of industry experience. He previously worked for Invesco Advisers Inc. and Invesco Distributors Inc. for a decade. He holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving more than 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Valeriia Quiroz is a Financial Consultant at Fidelity Investments. In her current role, she partners with clients to understand their short- and long-term goals and helps them develop financial plans that are flexible and customizable for each individual and household. She focuses on assisting clients in finding strategies that allow them to concentrate on the things that matter most to them. Valeriia has been with Fidelity Investments since 2022. She began her career there as a Financial Representative, then worked as an Investment Consultant before becoming a Financial Consultant in 2024.

Leticia Grant Jones is a financial advisor with Fidelity in Houston, TX, holding Series 63 and Series 66 licenses and 22 years of industry experience. Her prior work includes roles at Bank of America and Merrill from 2014 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios and serves as an advisor to registered investment companies and fund-of-funds.

Gavin Carter is a Senior Financial Advisor and member of VMT Wealth Management, a nationally recognized financial advisory team headquartered in downtown Houston. He provides financial advice to entrepreneurs, retirees, executives, and their family members, drawing on his experience to address diverse client needs. As a member of Merrill Lynch Wealth Management, Gavin leverages its resources to develop comprehensive wealth planning strategies that include investment management, philanthropy, and wealth transfer. Gavin earned a Bachelor of Science degree in Economics from the University of Houston. He holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). His focus areas include college education planning, family wealth management strategies, services for endowments and non-profits, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, special needs planning strategies, and retirement income. Gavin has been recognized nationally, most recently appearing on the Forbes "Top Next-Generation Wealth Advisors Best-in-State" 2025 list. He is a native Houstonian and remains a loyal University of Houston Cougar. Gavin is involved in community activities, including the Boy Scouts of America as an Eagle Scout and contributions to Project C.U.R.E. He serves on the University of Houston Economics Alumni Association Board. In his free time, Gavin enjoys outdoor activities such as running local Houston trails and hunting along the Texas coast. He and his wife, Pilar, also enjoy travelling, cooking, and exploring new restaurants.

Carole Zlebis is a financial advisor with OSAIC in Houston, TX, holding a Series 66 license and two years of industry experience. She has been affiliated with Schamerhorn Financial Group since 2012, where she serves as a registered assistant and notary. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, employing a range of portfolio construction tools and third-party management platforms.

Lucinda Bradley is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds a Series 66 designation and has worked with J.P. Morgan since 2003, including her current role at J.P. Morgan Securities since 2012. Prior to that, she was employed at Capital Planning Corp. from 1999 to 2003. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm's approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Matthew Hermes is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity Investments since 2009, progressing from Financial Representative to Financial Consultant before assuming his current role. Prior to joining Fidelity, Matthew worked as a Financial Advisor at Merrill Lynch from 2007 to 2009. Matthew has over a decade of experience working closely with local individuals, families, and business owners. He emphasizes building solid relationships with clients, beginning with conversations to understand their goals and concerns. Together, he partners with clients to develop and monitor comprehensive financial plans and investment strategies aimed at achieving their objectives. Outside of his professional work, Matthew enjoys family activities, golf, outdoor adventures, parenthood, pets, and traveling.

Mario Walker is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities LLC, Regions Bank, BBVA Compass, New York Life Insurance Company, and Family Heritage. 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 broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Melissa Hughes is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2017. Prior to that, she spent 13 years at Allstate Sapp Insurance. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Cristin Bera is a Private Wealth Advisor with Merrill Private Wealth Management and a co-founder of Bera Dewhurst & Associates, established in 2002. He began his financial services career at Morgan Stanley in 2001. In his current role, Cristin advises ultra-high-net-worth clients on complex wealth management matters and leads his team in due diligence and selection of external long-only investment managers. He also designs customized investment strategies aligned with client objectives, risk tolerance, and liquidity requirements. As a qualified Portfolio Manager within Merrill's Investment Advisory Program, Cristin is authorized to develop and implement discretionary investment strategies using individual equities, fixed income securities, Merrill model portfolios, and third-party investment approaches. He leads his team's insurance advisory efforts by integrating risk management solutions into broader wealth plans. Prior to his financial career, Cristin worked as an engineer and served in the military, including roles in the US Army Reserve as a Military Police officer and in the US Air Force Reserve Office of Special Investigation. Cristin holds an MBA with concentrations in Finance and Economics from the University of Chicago and earned dual bachelor's degrees in Mechanical Engineering and Humanities & History from the Massachusetts Institute of Technology. He has been involved in his community through over a decade of service as a Director and President of Neartown Little League. He lives with his wife and their three sons.

Allen Johnson is a financial advisor with J.P. Morgan Securities in Houston, TX. He holds a Series 66 designation and has three years of industry experience, including prior roles at JPMorgan Chase Bank and Rice University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Corey Yarborough is a financial advisor with LPL Financial, holding the Series 65 and Series 63 designations and six years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. for six years. Additionally, Yarborough is affiliated with University Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Carina Herrera is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Merrill since 2009 and at Bank of America, N.A. since 2022. 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.

Blaise Guzzetta is a financial advisor with Osaic who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining Osaic in 2023. Guzzetta is also involved in providing group benefits and educational seminars for small to mid-size companies through his own firm, Guzzetta Benefit Services, Inc. OSAIC serves a broad range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset allocation tools and third-party platforms to construct diversified portfolios across various investment categories.