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 credentials and 15 years of industry experience. He has been with Primerica Advisors since 2020 and also has a background at Rush Enterprises and Primerica Financial Services dating back to 2002. He receives compensation for the sale of loan products and referrals of home security and automation services through affiliates of Primerica. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

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 at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Ara Partners, NGP Energy Capital Management, and Simmons Energy (Piper Sandler). 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. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities through affiliated entities.

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 work history includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, Equitable Advisors, Exxon Mobil, Prudential Financial, and other firms. 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 through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

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 in Houston, TX, with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, following seven years at Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework to support model asset allocations.

Christopher Nagle is a Series 66 licensed financial advisor with Wells Fargo Clearing in Houston, TX, where he has worked since 2016. He has 11 years of industry experience, including roles at Wells Fargo Bank, N.A. Outside of his advisory work, he holds a 15% ownership interest in Katch-Nagle Interests, LLC, which manages oil royalty interests. 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.

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 at J.P. Morgan Securities in Houston, TX. She holds a Series 66 designation and has one year of industry experience. Her prior work experience includes roles at JPMorgan Chase Bank, Target, Marshalls, Barclays, BlackRock, and Chick-fil-A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver non-discretionary, written asset allocation advice and customized reporting.

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 worked at J.P. Morgan Securities since 2006, including time with JPMorgan Chase Bank, N.A. and Banc of America Investment Services, Inc. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities through related affiliates.

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 with Ameriprise in Webster, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Ameriprise, Shelby worked at W & S Brokerage Services, Western & Southern Life, and A-1 Tax & Financial Services, and was associated with the Los Angeles Chargers from 2022 to 2024. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on planned income sources and tax-aware withdrawal strategies for clients nearing or in retirement.