Samuel White is a Series 66-licensed advisor at J.P. Morgan Securities with four years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously held roles at Robert W. Baird & Co. and IBM. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer certain bank products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and incorporates an ESG eligibility framework.

Jeffry Parker is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He worked at UBS Financial Services for 21 years before joining Morgan Stanley in 2019. 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, managing approximately $2.74 trillion in client assets.

Misti Flores is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and having 19 years of industry experience. She previously worked at LPL Financial LLC for six years before joining Wells Fargo in 2022. Flores serves as treasurer for the Brazoswood High School Project Graduation Class of 2026, coordinating and raising funds for class activities. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages a broad range of assets and provides both brokerage and advisory solutions supported by extensive research and analytics.

Lisa Desilets is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 1998. Based in Houston, TX, she 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, 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 from Wells Fargo Investment Institute.

Rodrick Fowler is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at J.P. Morgan Securities for five years before joining Wells Fargo Clearing in 2017. Outside of his advisory role, he has a 20% ownership interest in Brazoria Power Investors, a business unrelated to investment advisory activities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and serves as an ERISA fiduciary when providing investment advice.

Randall Faulk is a CFP® certificant with 12 years of industry experience, currently serving at Cambridge Investment Research Advisors. His prior experience includes roles at Morgan Stanley and IC Advisory Services. He is also the owner of Faulk Financial, Inc. Randall is registered as an insurance agent involved in insurance and benefits services. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals, managing a multi‑billion dollar asset base across multiple platforms and custodians.

Erik Bencomo is a CFP® professional with 21 years of industry experience, currently affiliated with J.P. Morgan Securities in Houston, TX. His prior experience includes roles at Charles Schwab Bank, Salient Capital Advisors, Merrill, TD Ameritrade, and Equitable Advisors. 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 through a non-discretionary program.

David Hergert is a CFP®-designated financial advisor with Ameriprise in Houston, TX, and has 16 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and annual follow-up advice focused on income sources and tax-aware withdrawal strategies.

Drew Mammen is a Series 66-registered financial advisor with Morgan Stanley in Houston, TX, bringing seven years of industry experience. He has been with Morgan Stanley since 2019, including a role at Morgan Stanley Private Bank, N.A. from 2022 onward. Prior to this, he worked at Walts Wharf and studied at California State University: Long Beach. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using proprietary tools and analyses.

Jeffrey Brannigan is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2018, and previously spent two years at Delicato Family Vineyards. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Mark Grunden is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses. He has one year of industry experience, including roles at Primerica Financial Services and DMR Insurance. Primerica Advisors is a large-scale firm serving individual investors as well as corporate and charitable clients through a wrap-fee asset management program that employs model-delivery strategies created by unaffiliated managers and offers a range of investment approaches including strategic, tactical, and tax-managed models.

Karl Breitenstine is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America since 2012 and 2013, respectively. Outside of his advisory role, he is a co-owner of a family-run rental property business in San Antonio, Texas. 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, offering model-based and discretionary strategies for a range of individual and institutional clients.

John Alarcon is a Series 66 licensed advisor with J.P. Morgan Securities in Houston, TX, with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, Duke University and Health System, Nissan North America Inc, and Washington University. 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 with a non-discretionary approach.

Guy Kidd is a financial advisor at Cambridge Investment Research Advisors with 34 years of industry experience. He holds the Series 66 designation and has worked at Cambridge since 2005, previously serving at Voya Financial Partners from 1999 to 2005. Outside of his advisory role, he is an independent insurance agent and owns Kiddco Financial Planners, a business involved in insurance and benefits consulting. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers services through multiple platforms and custodians, supports both discretionary and non-discretionary management, and maintains proprietary model strategies under the Founders Gate Capital brand.

Omar Hernandez is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments, Mass Mutual Investors Services, TIAA, and Edward Jones. 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 emphasizes research-based portfolio construction and a broad range of financial products.

Patrick Reagan is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Merrill and Morgan Stanley. He is also involved with Texas Advantage Insurance Brokerage, focusing on non-variable insurance. 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 financial planning and investment management services, utilizing both proprietary and third-party model portfolios and strategies.

Bryce Dooley is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation. He has three years of industry experience, including prior roles at BroadVail Capital Partners and JLL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Roberto Lopez Araiza is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has been with J.P. Morgan Securities since 2016, including his current role since 2019. Outside of his advisory work, he is a co-owner of RSLA Industries, LLC, which manages rental property accounting. 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 supports its advisory process with centralized due diligence and offers broader derivatives and commodities capabilities through various regulatory registrations.

Joel Johnson is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the VMT Wealth Management team based in Houston. He began his financial services career in 1998 and joined Merrill Lynch in 2008. In his role, Joel manages the personal financial affairs of select families and businesses, focusing on individualized wealth management strategies and offering a range of services to address both simple and complex financial opportunities. Joel holds a bachelor's degree in general business with an international emphasis from Texas Tech University. He has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise encompasses family wealth management, investment consulting for defined contribution plans, liquidity management, personal retirement planning, portfolio management, investment strategy, tax minimization, and retirement income. In addition to his professional roles, Joel has been actively involved in community organizations such as Camp For All, and he previously served on the board of directors for The June Rusche Hamrah Camp For All from 2014 to 2020. He resides in The Woodlands, Texas, with his wife and three sons.

Douglas Crockard is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 1973. He provides personalized wealth management strategies tailored to clients' individual financial goals, with expertise in liquidity management, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income planning. Mr. Crockard holds a bachelor's degree in Industrial Management from the Georgia Institute of Technology and a Master of Business Administration from Georgia State University. He is also a Personal Investment Advisor (PIA) and has served in the U.S. Army as both active duty and reserves after participating in Army ROTC during college. Based in Houston, where he grew up and raised his family, Mr. Crockard supports his community through volunteer work and is associated with professional organizations such as Property Owners and community groups including Child Advocates. Outside of his professional role, Mr. Crockard enjoys baseball, fishing, gardening, and reading. He is supported by a team that includes two Senior Associates, Juanita Stinson and Kristina Rossi, who have worked with him since the 1990s.