Jacob Atkinson is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments, AXA Advisors, and Equitable Advisors. Outside of his advisory role, he manages an independent advisory business, Tiras Wealth Management LLC, where he serves as a client service paraplanner. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Alvaro Munoz is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Prior to that, he was with BBVA-related firms including BBVA Securities Inc., BBVA Compass Insurance Agency, Inc., BBVA Wealth Solutions Inc., and Compass Bank from 2009 through 2021. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning is based on structured discovery conversations and proprietary tools, serving clients through both direct and employer-sponsored plans.

Samuel Guardiola is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Merrill since 2016. Outside of his advisory role, he serves on the alumni advisory board of the Sigma Alpha Epsilon fraternity and is a certified NRA Range Safety Officer. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Kavitha Thomas is a financial advisor at Morgan Stanley with 22 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Patrick Foy is a CFP®-designated financial advisor with 35 years of industry experience. He is currently with LPL Financial, where he has worked since 2019, following a decade at Raymond James Financial. In addition to his advisory role, he serves as CEO of Patrick Foy Financial Group and is a public notary. 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 institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Belina Dustin is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 65 credentials. She has been with Wells Fargo Clearing since 2025 and previously worked at Wells Fargo Bank, N.A. from 2022. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Seif Ibrahim is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at notable firms including Morgan Stanley, Citigroup Global Markets, and Bank of America. 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’s advisory process combines quantitative screens and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Brooke Vannoy is a Series 66-credentialed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley, she worked at Sanford C. Bernstein & Co., LLC, Nuveen Securities, LLC, Nuveen Asset Management, LLC, and Ernst & Young. She is based in Houston, TX. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs and tailored financial planning services. The firm utilizes structured planning tools and modeling techniques such as Monte Carlo simulations to assist clients in developing financial plans.

Ann Ronn is a financial advisor at LPL Financial with 36 years of industry experience. She holds the ChFC® and Series 63 designations and has held roles at Ameritas Advisory Services, Ameritas Life Insurance Corp., and The AFP Group. Outside of advisory work, she is a licensed independent insurance agent and part owner of Income Protection Solutions, Inc., where she educates clients on insurance products. 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 and access to third-party asset management, while supporting advisors with technology for operational and research purposes.

Mark Grisdale is a Series 66-credentialed advisor with Equitable Advisors in Houston, TX. He has prior work experience with Katy Independent School District and Trek Bicycle. Equitable Advisors serves individuals and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives. The firm utilizes third-party advisory models and provides ERISA fiduciary services to qualified plans.

Matthew Albright is a financial advisor at J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses with 12 years of industry experience. His prior work includes roles at Bank of America, Merrill, Edward Jones, and contracting for Michael John Garofalo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and combining quantitative and qualitative research.

James Spangler is a Wealth Management Advisor with the Wenzel Group, a nationally recognized wealth advisory team under Merrill Lynch Wealth Management. Based in Houston, Texas, he focuses on serving individuals, families, and businesses by providing personalized wealth strategies and advice. James aims to be the trusted leader of his clients' financial journeys while building multi-generational relationships. His expertise covers a range of areas including transitional events such as retirement and business changes, corporate benefit programs like equity compensation and retirement plans, trust and estate planning strategies, charitable giving, college education funding, home purchases, and lending through Bank of America. James holds a Bachelor of Business Administration in Finance with a minor in Spanish from the University of Miami. He maintains several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Private Wealth Advisor® (CPWA®), Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is also involved with the University of Miami Alumni Association. In his personal time, James enjoys attending sporting events in Houston and spending time with his family, friends, and his mini goldendoodle, Samson. He speaks both English and Spanish.

Oliver Field is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Robert W. Baird and Russell Investments, as well as a period at Duke University. He is based in Houston, TX. 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, with clients retaining final decision-making authority.

Isabella Mantilla Valdivieso is a Series 66-licensed advisor at J.P. Morgan Securities in Houston, TX, with experience beginning in 2024. Her background includes roles at Goldman Sachs, JPMorgan Chase Bank, N.A., and involvement with Trinity University in multiple capacities, including the admissions office and football department. 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 employs a centralized due diligence process and utilizes both quantitative and qualitative research to support its recommendations.

Brandon Lammers is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 credential and 19 years of industry experience. He has been with Morgan Stanley since 2011. Outside of his advisory role, he serves on the Finance Committee of the Cy-Fair Girls Athletic Association, a youth sports organization in Cypress, Texas. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and a range of investment programs supported by structured discovery and firm-approved planning tools.

Ronald Levi is a Financial Advisor with Merrill at the Bank of America Tower in Houston, Texas. He works closely with individuals, families, and business owners to develop personalized strategies that support their financial goals, including education planning, executive compensation, retirement income, and tax minimization. Ronald conducts in-depth analyses and enhances banking relationships to deliver a comprehensive client experience. His professional focus encompasses portfolio management services, legacy planning, and investment consulting for defined contribution and defined benefit plans. Ronald holds the Personal Investment Advisor (PIA) designation and has attended the University of Houston System. He earned his High School Diploma from Westbury High School. Outside of his professional role, Ronald enjoys baseball, basketball, cooking, dancing, football, gardening, music, and spending time with his family.

Ulises Burnett is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His career includes roles at Bank of America, Merrill, and Woodforest National Bank before joining JPMorgan Chase Bank and J.P. Morgan Securities in 2025. 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 and fund searches, and customized performance reporting. The firm's advisory process is supported by centralized due diligence that combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Jordan Allan is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Clearing since 2016, with a three-year tenure at Ameriprise in between. 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 supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Rafi Mustafa Rizvi is a financial advisor at J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked at J.P. Morgan Securities since 2014 and at J.P. Morgan Chase Bank, NA since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process and incorporating ESG frameworks.

Edward Gardner is a CFP®-certified financial advisor with over 31 years of industry experience. He is currently with OSAIC and has held prior roles at Royal Alliance Associates and United Securities Alliance. He also owns a CPA firm providing tax planning and preparation services in Houston, TX. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization complemented by various program options and a complex affiliate network.