James Williams Willis is a financial advisor at Edelman Financial Engines based in Houston, TX, holding a Series 65 designation with three years of industry experience. His prior work includes roles at BNY Mellon and seven years of service in the U.S. Army. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and serves a large client base through both advisor-led and online platforms.

Aaron Daniel II is a CFP® professional with eight years of industry experience, currently serving at Edward Jones since 2018. Prior to joining Edward Jones, he worked with Clear Creek ISD for two years. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Damian Garcia is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 designations and bringing 15 years of industry experience. He has worked at Primerica Financial Services since 2002 and has also been associated with Rush Enterprises since 2012. Outside of advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies primarily on model-delivery strategies developed by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing, offering a range of strategic and tactical investment models.

Johnathon Johnson is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Jobot, ALLIANTGROUP, Robert Half, Bank of America, and the University of Tennessee. Ameriprise offers a retirement-income planning service geared toward individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports through a centralized consulting team, focusing on clients who maintain a significant portion of assets in Ameriprise-managed accounts.

Timothy Andersen is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 registrations and four years of industry experience. His prior roles include positions at Ara Partners, NGP Energy Capital Management, Simmons Energy (Piper Sandler), Vaughan Nelson Investment Management, and Ernst & Young. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm integrates quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Camille Chowdhury is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. She has previously worked at Wells Fargo Bank, Apple Inc., Children’s Lighthouse of Grand Mission, HoneyMee, and El Camino Community College. 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 combines research and analytics with diversification principles and modern portfolio theory while offering both brokerage and advisory solutions.

Arslan Malik is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 66 and Series 63 licenses and five years of industry experience. His prior work includes roles at Equitable Advisors, Exxon Mobil, JPMorgan Chase Bank, Prudential Financial, J.C. Penney, and Macy’s. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence to offer customized investment solutions.

Gordon Harper Jr. is a Private Wealth Advisor with Merrill Private Wealth Management. He specializes in delivering tailored wealth management strategies that encompass the comprehensive needs of his clients, including family considerations, business interests, legacy planning, and philanthropy. His expertise includes equity compensation services, family wealth management strategies, legacy planning, liquidity management, managing new wealth, and portfolio management services. Gordon holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University System of Georgia. He advises ultra affluent clients by providing investment management, trust and estate planning services, cash flow analysis, liability strategies, insurance analysis, concierge services, and family seminars. He draws on a network of firm contacts throughout the Southwest to support families and family offices. Outside of his professional role, Gordon is involved with community organizations including the Greater Houston Chapter Quail Coalition, the National Outdoor Leadership School (NOLS), the Neuhaus Education Center, and the Texas Business Hall of Fame. His personal interests include baseball, fishing, running, and skiing.

Stacy Crews is a CFP® professional with 26 years of experience, currently affiliated with Ameriprise in Houston, TX. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she owns a business that offers courses and training on setting up online businesses and serves as a board member and secretary for the nonprofit Project Alive & Kicking. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Mark Gladstein is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 1990 after relocating to Houston from Oklahoma City and is a founding partner of The Gladstein Levitt Rozelle Spence Group. His primary focus includes long-term personal investments, asset management programs for individuals and businesses, comprehensive wealth planning, and financial strategies aimed at growing, preserving, and transferring wealth. Mark emphasizes personalized service through one-on-one client interactions. Mark graduated from the University of Oklahoma with a bachelor's degree in Business Administration/Accounting and has pursued further professional education through the Bauer College of Business at the University of Houston. He holds the Personal Investment Advisor (PIA) designation and is affiliated with the Sigma Chi Fraternity. Over his career, Mark has received recognition from Barron's Top Financial Advisors lists, Forbes Best-in-State Wealth Advisors, and the Financial Times 400 Top Financial Advisers list. Outside of his professional work, Mark enjoys football, golfing, and traveling. He and his wife, Robin, have three children, including Mallory, who is also part of the Gladstein Levitt Rozelle Spence Group.

Lauren Sparrow is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds the Series 66 designation and has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Based in Houston, TX, her career has been focused within the Morgan Stanley network. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and investment solutions. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process that supports financial advisors in developing customized plans.

Ashley Freitag is a financial advisor with Ameriprise in Friendswood, TX, holding a Series 66 designation and 14 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers retirement-income planning services primarily for clients with at least $1 million in net investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized retirement-income consulting team.

Erick Villa is a financial advisor with Merrill in Houston, TX, holding a Series 66 credential and nine years of industry experience. He has been associated with both Merrill and Bank of America, N.A. since 2009. 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, pension plans, corporations, and charitable organizations.

Charles Hawkins is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012. Based in Houston, TX, he works within a large institutional firm serving a diverse client base. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis through a centralized due-diligence framework.

Christopher Nagle is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. Outside of his advisory role, he holds a 15% ownership interest in KATCH-NAGLE INTERESTS, LLC, which involves oil royalty interests. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Claudia Fraga Chavarrieta is a financial advisor at Fidelity with 17 years of industry experience. She holds a Series 66 designation and has worked in various capacities across Fidelity Investments, State Farm Insurance Agencies, Mass Mutual, and New York Life. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discriminatory advisory mandates, including model portfolio delivery and fund advisory services.

Jasmyn Love is a financial advisor with J.P. Morgan Securities in Houston, TX. She holds a Series 66 designation and has less than one year of industry experience. Her prior work experience includes roles at JPMorgan Chase Bank, Barclays, BlackRock, and several retail and service positions. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Robert Eschweiler is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2006, also working at JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Gilberto De La Garza Rodriguez is a financial advisor with Wells Fargo Clearing in McAllen, TX. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked at Boost Mobile by Extravagant from 2015 to 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tylan Shelby is a financial advisor at Ameriprise with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Ameriprise, Shelby held roles at W & S Brokerage Services, Western & Southern Life, and A-1 Tax & Financial Services. Before entering financial services, Shelby spent two years with the Los Angeles Chargers. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies, supported by a centralized team and proprietary research.