Jonathan Martinez Ramirez is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been in the industry since 2023, with prior experience at Belfint, Lyons, & Shuman, P.A., Horty & Horty, P.A., and Goldey-Beacom College. He 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, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Justin Foster is a financial advisor at Merrill in Houston, TX, holding a Series 66 designation with less than one year of industry experience. His work history includes roles at Bank of America, EP Wealth Advisors, and Merrill, as well as prior experience in education and the restaurant industry. Foster has been involved with Delfino Restaurant for several years. 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 individuals, high-net-worth clients, and institutions.

Conner Jordan is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been a part of the team since 2017. He holds a Bachelor's Degree from the University of Mississippi and is a Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA), and Personal Investment Advisor (PIA). Conner is a member of professional organizations including the CFP Mentorship Program and participates in community initiatives such as the Green Grove Initiative and Hermann Park Conservancy. Conner's approach to wealth management involves understanding each client's individual goals and tailoring personalized financial strategies. His focus areas include college education planning, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. He contributes as a member of the Walsh, Jordan & Associates team, which has been recognized on the Forbes "Best-in-State Wealth Management Teams" list for multiple years. Outside of work, Conner enjoys outdoor and recreational activities such as baseball, biking, fishing, football, hiking, running, scuba diving, and surfing. He also values spending time with his family and is involved in mentoring for the CFP® exam and community service organizations like JDRF and Volunteer Houston.

Brad Cunningham is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2012. He currently focuses on assisting individuals and their families in building and maintaining comprehensive financial plans that emphasize flexibility, growth, and protection of their wealth. Brad's experience at Fidelity Investments includes roles as an Investment Solutions Representative from 2012 to 2015, an Investment Consultant from 2015 to 2017, and his current position as Vice President and Financial Consultant since 2017. His professional background centers on financial planning and investment consulting. Outside of his professional work, Brad enjoys baseball, football, hiking, outdoor adventures, and traveling.

Robert Kline is a financial advisor at Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, Kline serves on the finance committees of Moody Methodist Church and the Brain Injury Association of America and acts as a trustee for an investment-related trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to assist clients, while generally acting in an advisory capacity for financial planning services.

Diana Diaz Valles is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank N.A. since 2014. Outside of her advisory role, she is an owner and partner of Texas ER Plumbing LLC, a company serving both residential and commercial plumbing needs. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

Griselda Longoria is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney, J.P. Morgan Securities, and Chase Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and integrates proprietary research and model-based asset allocations to tailor client plans.

Virginia Baldwin is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and two years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2024. Outside of finance, she is a freelance actor and model represented by an Austin agency, participating in local projects during weekends and evenings. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence to support customized investment recommendations.

Victor Arevalo Melgar is a financial advisor with Thrivent Investment Management in Houston, TX, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to his current role, he worked at World Financial Group and has experience in automotive sales, including a position as a car salesman at Houston Sky Auto Sales. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based planning in areas such as retirement, tax, and estate without discretionary portfolio management.

Klint Rhodes is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2017 and previously spent 15 years at Charles Schwab and Charles Schwab Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Carlos Perez is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Frost Brokerage Services, Comerica Securities, and RBC Capital Markets. 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, operating one of the largest advisor networks in the industry.

Ryan Klibert is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Anthony Hoff is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Bank of America and Merrill since 2015. Outside of his advisory role, he serves as a committee member for the First Methodist Church of Houston, assisting in the allocation of the church’s funds for its charitable programs. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Luke Evans is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior experience includes roles at Blue Barn Wealth, Nfp, and JPMorgan Chase Bank, N.A. He has been affiliated with Brigham Young University in various capacities over several years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach supported by centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advisory services primarily through its Institutional Consulting Services program.

Jaime Smith is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and has 13 years of industry experience. Jaime has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. Outside of advisory work, Jaime is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its investment solutions.

Mark Fournier is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank since 2015, following a tenure at Morgan Stanley Smith Barney beginning in 2009. Fournier serves on the Finance and Investment Committees of the Lambda Chi Alpha Educational Foundation. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, delivering customized financial planning and managing approximately $2.74 trillion in client assets.

Steven Katcher is a financial advisor at Merrill with 39 years of industry experience. He has been with Merrill since 1986 and has also worked at Bank of America, N.A. since 2011. Katcher holds Series 63 and Series 65 credentials. 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 model-based and discretionary investment strategies developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ashleigh Gearhart is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials. She has been with Wells Fargo in various capacities since 2019, including roles at Wells Fargo Bank, N.A., and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Travis Thompson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing Services since 2020 and previously spent eight years at J.P. Morgan Securities and 16 years at JPMorgan Chase Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment choices, including insurance-related vehicles and bank deposit sweep options.

Brian Truscott is a financial advisor at UBS Financial Services with 20 years of industry experience. He has previously worked at Merrill and Bank of America, N.A. He serves on the board of Healthcare for the Homeless in Houston and is involved as a successor advisor for a donor advised fund. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor client plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.