Alton Drake is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at Invesco and multiple positions within UBS since 2022. He attended Southern Methodist University from 2022 to 2026. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and fiduciary services.

John Moore is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at JP Morgan Chase Bank, Nextgen Growth Partners, and Parametric Portfolio. Moore was also affiliated with the University of Iowa for five years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers a range of investment strategies approved through an internal review process.

John Hinman is a financial advisor at J.P. Morgan Securities with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Chase and its affiliates since 2012. Outside of his advisory role, he is an owner and partner in an agricultural business focused on raising cattle. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Laura Rahlfs is a CFP®-designated financial advisor with LPL Financial, based in Houston, TX, and has 34 years of industry experience. She previously worked at A. G. Edwards & Sons, Inc. before joining LPL Financial in 2007. Rahlfs also sells term life insurance and long-term care insurance as part of her financial planning 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

William Santos is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank in multiple periods since 2016, with prior experience at Bank of New York Mellon and Citigroup. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates with access to a broad range of products through its unique registrations and affiliations.

Cynthia Jones is a CFP®-certified financial advisor with Edward Jones, where she has worked since 2011. She has 14 years of industry experience. Outside of her advisory role, she has been involved with the Houston Livestock Show and Rodeo as a Breeder Greeter Committee member, assisting junior exhibitors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory and fiduciary services. The firm manages over $1 trillion in assets and is known for its extensive network of financial advisors and branch offices nationwide.

Salman Asif is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Frost Investment Services, JP Morgan Chase Bank, and Morgan Stanley. Outside of his advisory role, he is a singer, songwriter, and composer, and he owns an online retail business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Norma Graham is a financial advisor at Thrivent Investment Management in Houston, TX, with 10 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Thrivent in 2026, she worked at Wells Fargo in various capacities from 2016 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers a combination of planning and managed-account services under a consolidated billing option called “WealthPlan.”

Diego Silva is a financial advisor with Wells Fargo Clearing in Houston, TX. He holds Series 63 and Series 65 registrations and has experience in the financial industry since 2019, including roles at Lone Star National Bank and Falcon International Bank. He has also worked at the University of Texas Rio Grande Valley for nine years. 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 roughly $671 billion in assets and provides a range of brokerage and advisory solutions.

David Cohen Angel is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes a brief tenure at Boston Consulting Group and roles within JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation models and centralized due diligence. The firm offers non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its recommendations.

Cynthia Chavana is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has worked at Merrill since 1986 and has been with Bank of America N.A. since 2014. 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 supported by internal Chief Investment Office teams and third-party style managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Aric Boullion is a CFP® professional with nine years of experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Superbag Corporation and Bob Edwards Realty. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Anthony Burgard is a Certified Financial Planner (CFP®) with 21 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Investments, LLC from 2005 to 2011. Burgard is based in Houston, TX. 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 combines research and analytics with a broad range of brokerage and advisory solutions.

Omair Mirza is a Series 66-credentialed financial advisor with J.P. Morgan Securities in Houston, TX, beginning his industry career in 2026. Prior to joining J.P. Morgan Securities, he held roles at JPMorgan Chase Bank, N.A. and served multiple terms with the U.S. House of Representatives as well as the U.S. Department of State. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Jason Whitley is a Wealth Management Advisor with the TSPN Wealth Management Group at Merrill Lynch Wealth Management. He joined the firm in 2019 after working for over 20 years as an institutional portfolio manager. Jason focuses on assisting corporate executives, business owners, and families in preserving and growing their wealth through personalized financial strategies aimed at reducing taxes, fees, and risk. He has experience working with clients spanning multiple generations of wealth, helping them develop comprehensive financial approaches aligned with their priorities. His expertise includes executive compensation, equity compensation services, family wealth management, liquidity management, retirement planning, socially responsible investing, and tax minimization. Jason holds several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jason earned a Bachelor's Degree from the University of Texas at El Paso and a Master of Business Administration (MBA) with a concentration in portfolio management from Texas Christian University. He is a member of the Houston Producers' Forum and the Independent Petroleum Association of America. His community involvement includes participation in the Rotary Club of West U, the Texas Hearing Institute, and the West University Softball Association.

Yasemin Tuzun is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and 24 years of industry experience. She previously worked at Ameriprise for 14 years before joining LPL Financial in 2016. 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, with tools that support a variety of investment strategies across discretionary and non-discretionary accounts.

Melissa Tobola is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds the Series 66 designation and has worked at various Wells Fargo entities since 2006, including Wells Fargo Bank, N.A. and Wells Fargo Investments, LLC. 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, utilizing research and analytics from Wells Fargo Investment Institute alongside third-party data.

Toni Melinder is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 2009 and holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, delivering advice supported by proprietary research and model-based asset allocations.

Joshua Hebert is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. He has previously held roles at multiple organizations, including The Hebert Organization LLC and Frugal Fitness. Outside of his advisory work, he is the sole proprietor of Eucharistic Fire, a Catholic content creation venture. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Kathy Dinh is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her work history includes roles at Fidelity Investments, Geico, and various other companies, along with several years at the University of Houston. Fidelity's Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator, advisor to registered investment companies, and its use of AI and systematic methodologies in portfolio management.