Daniel Bader is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has been associated with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it also serves multiple registered investment companies through its use of systematic methodologies and oversight controls.

Christopher Phillips is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and Wells Fargo Bank NA from 2012 to 2017. Outside of his advisory role, he is involved in real estate through Cochran Phillips Real Estate LLC, which he has co-owned since 2010. 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 offers a broad range of brokerage and advisory solutions and manages substantial assets while leveraging research and analytics to support investment decisions.

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 at several firms including JP Morgan Chase Bank, Nextgen Growth Partners, and the University of Iowa. 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. Their advisory process incorporates quantitative and qualitative research, and their offerings include broader derivatives and commodities capabilities.

John Hinman is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at UBS Financial Services, RBC Capital Markets, and multiple positions within JPMorgan entities since 2000. Outside of his advisory work, he is involved in agriculture as the owner and partner of JFH Beef, where he raises cattle for sale. 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 program emphasizes a combination of quantitative and qualitative due diligence and incorporates ESG criteria within its eligible investment strategies.

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 at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Citigroup, and Bank of New York Mellon. 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 and fund searches, and customized performance reporting. The firm’s advisory process is supported by both quantitative and qualitative due diligence and incorporates an ESG eligibility framework.

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 with Thrivent Investment Management in Houston, TX, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. Prior to joining Thrivent Financial and Thrivent Investment Management in 2026, she worked at Wells Fargo in various roles from 2016 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across a broad range of topics. The firm offers these services through a network of advisors and integrates planning with managed-account programs under a consolidated billing system 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 an advisor at J.P. Morgan Securities based in Houston, TX. He holds a Series 66 designation and has recently begun his career in the financial industry, with prior experience including a position at Boston Consulting Group. 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 broad range of regulatory registrations and derivatives capabilities.

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 financial advisor at J.P. Morgan Securities in Houston, TX, holding a Series 66 designation. He has been with J.P. Morgan since 2026, following prior roles at JPMorgan Chase Bank, N.A., the U.S. House of Representatives, and the U.S. Department of State. 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’s advisory process combines quantitative and qualitative research and incorporates ESG considerations within a framework supported by centralized due diligence.

Daniel Blaylock is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he held positions in import and retail businesses, including MISA Imports and Mexcor Pioneer Wine and Spirits. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jason Whitley is a Wealth Management Advisor with the TSPN Wealth Management Group at Merrill Lynch Wealth Management. He joined the firm in 2019, bringing over 20 years of experience in investment management. Jason's role focuses on helping corporate executives and business owners preserve and grow their wealth through personalized strategies that aim to reduce taxes, fees, and risk. He serves clients including families managing wealth across generations, corporate executives, business owners, and first-generation wealth creators. Prior to joining Merrill Lynch, Jason began his investment management career in 1995. He served as Executive Vice President of R. Chaney & Co., a Houston-based private equity firm, and later founded an investment advisory firm providing portfolio management services focused on upstream energy companies in the U.S. and Canada. Jason holds a Bachelor's degree from the University of Texas at El Paso and an MBA with a concentration in portfolio management from Texas Christian University. His professional designations include 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 is a member of professional organizations such as the Houston Producers' Forum and the Independent Petroleum Association of America. He is also involved in community organizations including the Rotary Club of West U, Texas Hearing Institute, and West University Softball Association. Outside of work, Jason enjoys activities such as baseball, fishing, football, reading, running, softball, spending time with his family, tennis, traveling, and watching movies.

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.