John Caram is a financial advisor with Wells Fargo Advisors in Sugar Land, TX, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with various Wells Fargo entities since 2009 and has been involved with his family business, Caram & Sons, Ltd., since 1983. He currently serves as chair of the finance committee at St. Thomas High School in Houston. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche areas such as business-owner transition and special-needs planning. Advisors use firm research and planning tools to develop tailored recommendations, with implementation options available through brokerage or advisory programs.

Jennifer Flowers is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2015, following a role at Bank of America, N.A. She is based in Houston, TX. 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 Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

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.

Lori Patalocco is a financial advisor with Charles Schwab in Houston, TX, holding Series 63 and Series 66 licenses and six years of industry experience. Her career includes roles at Charles Schwab Bank, SSB, The Ratings Center, J.P. Morgan Securities, and RBC Investor and Treasury Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and provides a comprehensive range of investment and custody services.

Blake Mc Cormack is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation 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, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

Mary Jenkins is a financial advisor with Wells Fargo Advisors in Sugar Land, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of her advisory role, Jenkins serves as a board member of the Houston Business Cabinet and is president of the Houston Business Network Breakfast Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and incorporates proprietary research and tools to develop tailored recommendations for its clients.

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.

John Patrick Koshakji is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 license with three years of industry experience. His prior work includes roles at The Catholic University of America and Jesuit College Prep Highschool. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services.

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 at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including 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 primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and 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.