Akash Patel is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Wells Fargo Bank, nA, Prem Supply, LLC, and Royal Liquor. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options that include a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Thomas Drake is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and bringing 25 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets solutions.

Michael Giacone is a financial advisor with UBS Financial Services in New York City. He holds a Series 63 designation and has 38 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary capital market assumptions and research from its Chief Investment Office and UBS Global Research.

Dexter Greaves is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has held various roles at J.P. Morgan entities since 2006, with a one-year tenure at Charles Schwab & Co. Inc. from 2021 to 2022. 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 centralized due diligence with both quantitative and qualitative research and may integrate an ESG eligibility framework.

Justin Galatas is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and having 13 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors. The firm offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Victoria Merwin is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been contributing since 2001. She focuses on holistic wealth planning, financial strategies, and cash management tailored to her clients' values and goals. Based in Merrill's downtown Houston office, Victoria provides a wide array of services including long-range wealth management plans, trusts establishment, succession planning, alternative investments, separately managed accounts, stock option analysis, retirement planning, and wealth preservation and transfer services. She aims to develop long-term, customized financial advisory relationships that align with each client's investment objectives and risk tolerance. Before joining Merrill Lynch, Victoria spent 25 years in sales and management with Xerox. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Victoria earned her High School Diploma/GED from the University of Houston System. Her client focus areas include education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Victoria is involved in several community organizations including the Anti-Defamation League, Assistance League of Houston, Houston Masterworks Chorus, and the Salvation Army Women's Auxiliary. She is married to Rodney, a native Houstonian and lawyer, and they have three daughters. In her spare time, Victoria enjoys singing with the jazz trio Night Train, acting in community theater, playing bridge and golf, cooking, dancing, hiking, and practicing yoga, as well as spending time with her family.

Richard Sparks is a CFP® professional with 23 years of experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 66 licenses and is based in League City, TX. 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, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Ian Creelman is a financial advisor at J.P. Morgan Securities in Houston, TX, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Cedar Hill Capital Management and Qnary LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research supported by a centralized manager solutions team and includes broader derivatives and commodities capabilities.

Andres Valdez is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, Charles Schwab Bank, Region Bank, Verizon Wireless, and other firms. 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.

Karinthia Mittal is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms, including J.P. Morgan Chase Bank and Regions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

April Rogers is a Series 66-licensed financial advisor with Merrill in Houston, TX, where she has worked since 2003. She has 21 years of industry experience. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Melisa Cabrera is an International Wealth Advisor with Merrill Lynch Wealth Management. She brings over 20 years of experience in the financial services industry, specializing in domestic and international wealth management. Melisa works closely with her clients to develop personalized financial strategies aimed at helping them achieve their long-term goals. Her approach emphasizes trust and clear communication as the foundation for successful wealth management. Melisa holds a Bachelor's degree in Economics from Florida International University and has obtained multiple specialized FINRA securities and commodities trading licenses. She is also certified as a Personal Investment Advisor (PIA) and has earned advanced certifications in supervisory roles, compliance, and anti-money laundering. Her professional expertise encompasses a wide range of client focus areas including college education planning, family wealth management strategies, legacy planning, liquidity management, and socially responsible investing. Beyond her financial career, Melisa is actively involved in community service. She serves as a Certified Guardian ad Litem in Florida, advocating for children in foster care. She has also contributed her time to nonprofit organizations such as His House Children’s Home and participates in cultural events like the Key Biscayne Music Festival. Fluent in English, Spanish, and Portuguese, Melisa is committed to delivering comprehensive wealth management guided by her global perspective and community engagement.

Jonathan Ahearn is a CFP® and holds a Series 66 license with Edward Jones, where he has worked for 17 years. He is based in Baytown, TX. 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 through a large network of financial advisors and branch offices nationwide.

Blake Douglas is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he served as a Portfolio Advisory Specialist at Fidelity Investments from 2021 to 2023. His career in the financial services industry began in 2015, and he has held various roles including Investment Adviser Representative at Centric Advisors, LLC from 2018 to 2021, Registered Representative at The O.N. Equity Sales Company from 2017 to 2018, and Agent positions at Ohio National Financial Group and AIG between 2015 and 2018. Blake's professional experience spans multiple aspects of financial consulting, portfolio advisory, investment advising, and equity sales. He emphasizes proactive financial planning to maximize future success and provide stability through life's fluctuations. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Sebastian Rodriguez is a financial advisor at Edward Jones in Pearland, TX, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Watkins is a Series 66-licensed financial advisor with Equitable Advisors in Houston, TX, where he has worked since 2005. He has 21 years of industry experience, including 15 years with Axa Advisors, LLC. Watkins is also a managing partner at Bay Area Private Wealth Group, LLC. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs, often utilizing third-party program sponsors and investment platforms.

Nayeli Gomez is a financial advisor at J.P. Morgan Securities in Houston, TX, with six years of industry experience. She holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019. Prior to her current role, she was affiliated with the Montgomery County Woman's Center and Sam Houston State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and maintains regulatory registrations that support broader derivatives and commodities capabilities.

Landon Marx is a CFP® professional with 28 years of experience in the financial advisory industry. He is currently with Osaic Wealth Inc and has previously worked at LPL Financial and Fidelity. Marx serves as President and Chief Financial Advisor of Third Coast Wealth Management, a Texas-based S Corporation related to his securities business. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Harold Coe is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Primerica Financial Services since 2013 and concurrently holds roles with The Home Depot and PFSI Investment Inc. Outside of traditional advisory work, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure while delegating portfolio implementation to BNY Mellon Advisors.

Ryan Heard is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. He previously worked at Edward Jones Investments for six years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.