Muhammad Qadir is a Financial Consultant at Fidelity Investments, a position he has held since 2024. In his role, he assists clients in creating personalized financial plans to meet their objectives and navigate market fluctuations. His approach involves understanding individual circumstances to provide tailored guidance on investments, savings, and retirement planning. Prior to his current role, Muhammad served as an Investment Consultant at Fidelity Investments from 2023 to 2024 and as a Customer Relationship Advocate at the same firm from 2022 to 2023. He began his financial services career at Bank of America, where he worked as a Client Service Representative from 2019 to 2022 and completed an internship in 2019. Outside of his professional work, Muhammad enjoys playing tennis.

Shane Minks is a financial advisor with MassMutual Investors Services in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to joining MassMutual in 2022, he worked in various Texas school districts from 2015 to 2022. Outside of his advisory role, Shane coaches private athletic lessons and serves as Vice President of Membership for NAIFA Houston. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved software.

Juan Davila is a financial advisor with LPL Financial and holds a Series 66 designation. He has nine years of industry experience, with prior roles at Bank of America, Merrill, and LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing research from internal and third-party sources to support both discretionary and non-discretionary portfolio management.

Linda Russell is a Series 66-licensed financial advisor with Ameriprise in Houston, TX, and has 13 years of industry experience. She has worked at Ameriprise and its affiliated entities for a total of 17 years, with a three-year gap of unemployment between 2017 and 2020. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to generate tailored retirement income plans delivered by a centralized consulting team.

Skyler Childress is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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 through a nationwide network of financial advisors and branch offices, offering a range of advisory strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

Joseph Radzwill is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a trustee for an investment-related trust in Phoenix, Arizona. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools, offering clients tailored financial plans without individual security recommendations as part of the standalone program.

Victoria Palmer is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, she worked at Vanguard as an Inheritance Specialist and Consultant from 2014 to 2015. Victoria partners with individuals, families, and local businesses to develop, implement, and maintain customized financial plans. She emphasizes working with integrity to help clients achieve their financial goals over time. Outside of her professional work, Victoria has interests in beach activities, music, parenthood, skiing, traveling, and yoga.

Tamara Mcfarland Wilson is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and 14 years of industry experience. Her background includes roles at PFS Investments, Inc., Primerica Financial Services, and Westlake Chemical Corporation, spanning over a decade in each. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, offering model-driven investment strategies supported by third-party asset managers and custodians.

Nolan Caldwell is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 63 designation and 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Prior to that, he was with Union Planters National Bank for 37 years. 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.

Christopher Lynch is a Series 66-registered advisor with Merrill in Houston, TX, and has three years of industry experience. He previously worked at Lonestar Pension Consultants for five years and has been with Merrill since 2022, concurrently holding a position at Bank of America, N.A. since 2024. Merrill, along 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 a range of clients including individuals, pension plans, and charitable organizations.

Blake Mc Cormack is a Series 66-licensed financial advisor with Edward Jones, based in League City, TX. He has 10 years of industry experience and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Soma Chakraborty is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Cairo Degaillard is a financial advisor with Cetera in Houston, TX, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Cetera, he has held various roles including ownership of a travel agency sole proprietorship. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with discretionary and non-discretionary program options.

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.

Shelley Adams is an International Wealth Advisor with Merrill Lynch Wealth Management, specializing in international wealth management, women and wealth, and individual and corporate investment strategy. Born and raised in Guatemala, Shelley has lived in Houston for the past 34 years. She is fluent in both Spanish and English, and holds a Bachelor's Degree from Southwestern University. In her role, she delivers a comprehensive approach to managing wealth by listening closely to clients’ needs and connecting all aspects of their financial lives to develop personalized strategies aligned with their long-term goals. Shelley holds the Personal Investment Advisor (PIA) designation and is committed to building and maintaining strong client relationships through accessible, knowledgeable, and experienced guidance. She draws upon the broad resources of Merrill Lynch and Bank of America, including insights from BofA Global Research, to help clients navigate today's changing market conditions. Shelley’s philosophy emphasizes working one-on-one with clients to create flexible strategies that reflect what matters most to them. In addition to her professional work, Shelley follows Merrill’s tradition of community involvement and volunteers with organizations such as Faith in Practice. She enjoys spending her free time traveling, attending cultural events, and engaging in activities like cooking, dancing, gardening, interior decorating, music, reading, swimming, and watching movies with her family. She is also grounded in her strong family values and Christian faith.

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.

Donald Fecel II is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in providing comprehensive financial planning and portfolio management strategies tailored to each client's specific goals. His work includes advising on areas such as retirement income, tax minimization, family wealth strategies, and socially responsible investing. Donald holds several professional designations, including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Certified Portfolio Manager (CPM), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Trinity University and is involved with the Trinity University Alumni Board in Houston. He is active in the community through participation with the Houston Council on Recovery and supports the Houston Food Bank. His interests include gardening, golfing, music, skiing, spending time with his family, tennis, traveling, watching movies, and woodworking.

Ashley Brence is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds the Series 66 designation and has worked at firms including Merrill Lynch and Frost Brokerage. Outside of finance, she has experience in aquatic management and retail sectors. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.