Baptiste Brunner IV is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Alliant Retirement and Investment Services, Agia, Valic Financial Advisors, Edward Jones, UBER, and Wilhelmsen Ships Service. He is also the owner of CEHB Enterprises LLC, a non-investment-related business. 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 supported by various investment strategies and advisor-facing tools, managing over $819 billion in discretionary assets through a large network of advisors.

John Humphries is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at BBVA Compass Investment Solutions and Ameriprise. 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 from Wells Fargo Investment Institute and third-party sources.

Bryan Goodwin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in helping clients develop personalized financial plans that address their individual goals, including funding education, planning for retirement, and managing potential health care costs. His approach emphasizes simplicity and transparency in wealth planning to help clients navigate the complexities of investing. Bryan holds a Bachelor's Degree from Texas A&M University System and has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA).

Lona Mcmanus is a Series 66-licensed financial advisor with Morgan Stanley in Houston, TX, and has four years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Horizon Advisory Group, Commonwealth Financial Network, and Mass Mutual. Prior to entering financial services, she held positions at UTHealth Science Center at Houston and Baylor College of Medicine. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers comprehensive financial planning and investment programs supported by structured planning tools and advisory services.

Michael Wesbrooks is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He joined Morgan Stanley in 2017 after three years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs and tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment services alongside its financial planning offerings.

Zach Flores is an Investment Consultant at Fidelity Investments, where he collaborates with local clients and their families to create and execute personalized financial plans tailored to their unique goals and situations. He has been with Fidelity Investments since 2022, progressing from Financial Representative to Relationship Manager before assuming his current role. His experience at Fidelity Investments spans various client-facing roles, providing him with a broad understanding of investment strategies and client relationship management. This progression reflects his commitment to supporting clients in achieving their financial objectives. No information regarding his education, credentials, personal interests, or community involvement has been provided.

Cameron Sparough is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2016, he has provided personalized financial advisory services to a diverse client base including individuals, family offices, corporate executives, and middle-market companies. As a qualified Portfolio Manager, Cameron manages discretionary portfolios using a blend of strategies that may involve individual stocks and bonds, firm model portfolios, and third-party investment solutions. He holds a Bachelor's degree in Economics from the University of Colorado Boulder, with minors in Business and Political Science. Cameron holds the Series 7 and Series 66 FINRA licenses and is designated as a Personal Investment Advisor (PIA). His approach involves crafting financial strategies tailored to each client's unique goals, risk tolerance, and time horizon, encompassing areas such as retirement and college education planning, legacy building, tax minimization, and business strategies. Originally from Boulder, Colorado, Cameron balances his professional commitments with personal interests including skiing, outdoor activities, camping, cooking, golf, music, reading, traveling, yoga, and watching movies. He emphasizes the importance of understanding client life priorities to develop plans aligned with their aspirations.

Matthew Savard is a financial advisor at Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he is a member of LJ MAC Investments LLC, a technology-focused business. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs and comprehensive financial planning services. The firm emphasizes structured planning processes and offers access to broad investment resources, managing approximately $2.74 trillion in client assets.

Stephen Wallace Jr. is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Wells Fargo Clearing, Wells Fargo Bank, nA, and First Convenience Bank. Outside of finance, he was involved with Smile Pretty Studios from 2015 to 2019. 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 offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

David Harrison is a financial advisor with LPL Financial based in Houston, TX. He holds the Series 66 designation and has 27 years of industry experience, including over three decades at VALIC Financial Advisors, Inc. before joining LPL Financial in 2025 after a period with CUSO Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management options, leveraging a large network of investment adviser representatives and various operational and research tools.

Michael Giacone is a financial advisor at UBS Financial Services with nine years of industry experience. He holds a Series 66 designation and has been with UBS since 2017. Prior to joining UBS, he spent a year at Boston College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work supported by proprietary research and model-based asset allocations.

Duane Bolpa is a Senior Financial Advisor at Merrill Lynch Wealth Management in Houston. In this role, he assists clients in developing long-term wealth plans and focuses on areas including college education planning, corporate executive services, executive compensation, equity compensation services, family wealth management strategies, women and wealth, tax minimization, and retirement income. He aims to collaborate with clients to create personalized plans based on their life priorities, family, goals, and aspirations. Duane holds a Bachelor of Business Administration degree in Accounting and Finance from the University of Houston. He has been in the financial services industry for 22 years and has been with Merrill Lynch since 2007. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Duane serves as Chairman of the Board at Magnolia Creek Golf Club. His personal interests include golfing, cooking, music, dining out, and spending time with his family.

Meaghan Marquez Peraca is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with two years of industry experience. Prior to her current role, she worked in veterinary services and retail, including positions at Longwood Animal Hospital and Bling-A-Gogo. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard.

Francis Miller Jr. is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Wolfe Research Securities and Wolfe Research Advisors. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies designed by internal and third-party managers.

Coston Parker is a financial advisor at LPL Financial in Houston, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Amegy Bank and Prospera Financial Services Inc. He is involved in a financial institution duty with ZB N.A. and operates a DBA, Amegy Wealth Advisors, for his LPL business. 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, supported by technology tools and oversight of over $819 billion in discretionary assets.

Joyce Chemutai Love is a financial advisor with Fidelity Investments, holding Series 63, 65, and 66 licenses and 11 years of industry experience. She has worked at Fidelity since 2022 and previously held roles at Wells Fargo Bank and its affiliates from 2009 to 2021, as well as Key Investment Services and Key Bank between 2017 and 2019. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a range of clients including retail, institutional investors, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Michael Duty is a financial advisor at Wells Fargo Advisors with three years of industry experience. Before joining Wells Fargo Advisors in 2026, he worked at Wells Fargo Clearing for three years and spent eight years with Heavy Construction Systems Specialists, LLC. Outside of his financial career, he is involved in local community theater, serving as the set construction lead and a technical theatre consultant for Ridge Point High School’s theatre department. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored planning and advisory solutions supported by proprietary research and integrates these services with other financial products and referral channels.

Jessica Chen is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 designation and has worked in various roles including at JPMorgan Chase Bank, N.A. Outside of her advisory work, she serves as a group fitness instructor at Equinox. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Parker Smith is a financial advisor with Merrill based in Houston, TX, holding a Series 66 designation and three years of industry experience. His prior roles include four years at Main Street Capital Corporation and a board membership with The Rice Owl Club, which supports athletics at Rice University. 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 a range of clients including individuals, high-net-worth investors, and institutions.

Stephen Gilley is a financial advisor at OSAIC with 10 years of industry experience. He held a role at Lincoln Financial Advisors Corporation for 10 years before joining OSAIC in 2025. He holds a Series 66 designation. In addition to his advisory work, he acts as an insurance agent offering accident/health, disability, annuities, long-term care, and life insurance products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage, advisory, and financial planning services utilizing asset-allocation tools, risk assessments, and access to third-party managers.