Yoana Robles is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. She has professional experience at Wells Fargo Bank, nA, JP Morgan Chase, and Wells Fargo Clearing, spanning roles since 2017. Prior to entering the financial industry, she worked at Taco Bell for two years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among investment menu offerings.

Zachary Norman is a Financial Advisor with Merrill Lynch Wealth Management, specializing in comprehensive wealth management strategies for high-net-worth individuals and families. He focuses on mitigating taxes, managing costs, and minimizing overall risk to help clients achieve long-term financial stability. He holds a Bachelor's Degree in Investment Management from The University of Texas at Austin and holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Zachary's approach centers on creating tailored financial plans that align with each client's unique needs and goals, emphasizing integrity, trust, and long-term prosperity. In addition to his professional work, Zachary is involved with The Terry Foundation. His personal interests include baseball, basketball, chess, cooking, fishing, football, golfing, hunting, spending time with his family, and traveling.

Jennifer Machacek is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and having 30 years of industry experience. She has been with Merrill since 1987. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Julie Fielder is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 registrations and bringing 30 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 1997. Outside of her advisory role, she is involved as a stylist with Color Street, a personal care company specializing in nail polish. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client planning and corporate financial planning agreements.

Sandra Rodriguez is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2014. She holds Series 63 and Series 66 designations and is based in Houston, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Daniel Doughty is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 license and bringing 20 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is involved with business entities related to tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

Justin Christmas is a financial advisor at LPL Financial with nine years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining LPL Financial in 2025, he worked at Edward Jones for six years, as well as roles at Briggs Equipment and Lansdowne Moody Company. Outside of his advisory work, he is the business owner of RestoFit LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and diversified investment strategies.

Jeneil Baird is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and having three years of industry experience. She has worked with Wells Fargo Bank, NA since 2006. Outside of her advisory role, she serves as a personal representative and trustee managing estate and trust matters for a family member. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Spradley is a financial advisor with Edward Jones in Deer Park, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2007. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated investment funds.

Bich Van Ngo is a Series 66 licensed financial advisor with 19 years of industry experience, currently practicing at Merrill in Houston, TX since 2009. 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. The firm offers model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Smith is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 10 years of industry experience. He has worked at Merrill since 2016 and has been with Bank of America, N.A. since 2019. Outside of his advisory role, he serves as a board member for the Cottage Grove Homeowners Association, where he handles community complaints and provides direction. 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, and institutional investors.

Neha Smith is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Frost Bank, Frost Brokerage Services, and Frost Investment Services prior to joining J.P. Morgan. Outside of her advisory role, she occasionally assists with marketing for her husband's criminal defense law firm. 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 combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team.

Christina Mccrary is a financial advisor at UBS Financial Services with 36 years of industry experience. She has been with UBS since 1991 and holds Series 63 and Series 66 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management and offers a range of services supported by proprietary research and capital market strategies.

Benjamin Yackell is a financial advisor at LPL Financial with 11 years of industry experience. His prior roles include positions at Ameriprise, Edward Jones, and Centaurus Financial. Outside of his advisory work, he serves on the Board of Directors for the La Porte Baseball Association as Director of Field and Maintenance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual investors, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Parker Mc Collum is a financial advisor with Ameriprise in Webster, TX, holding a Series 66 designation and one year of experience at the firm. Prior to joining Ameriprise, he spent four years at the University of Alabama and thirteen years in full-time education. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, including asset allocation and tax-aware withdrawal strategies. The firm combines internal research with third-party data and algorithmic tools to provide non-discretionary, collaborative recommendations tailored to clients meeting specific asset criteria.

Aaron Williams is a financial advisor at Edward Jones in Pasadena, TX, holding a Series 66 designation. He has one year of industry experience. Prior to joining Edward Jones, he was involved with lilxtreme productions for three years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products across a large nationwide network.

Stephan Raska is a financial advisor with Wells Fargo Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Raska also owns and operates Raska Wealth Management, LLC, a financial planning practice based in Houston. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Jonathan Stokes is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with individual families and business owners to develop personalized financial strategies aimed at achieving financial independence and meeting long-term goals. Jonathan takes a holistic approach to evaluating clients’ financial situations, which supports comprehensive wealth management, including college education planning, divorce transition planning, retirement income strategies, and portfolio management with a focus on socially responsible and values-based investing. Jonathan has expertise in assisting business owners with cash management and company retirement plans, helping to enhance their business models to attract and retain employees. He is experienced in delivering wealth management solutions such as tax-efficient investment management, estate and trust planning, and cash flow management. Among his professional designations are CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a Master’s Degree from Tulane University and a Bachelor’s Degree from Hampton University. Outside of his professional work, Jonathan participates in community volunteer activities and has personal interests in basketball, boxing, and soccer.

Kathryn Thomas is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and J.P. Morgan Chase since 2007. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a centralized due-diligence framework, combining institutional advisory with brokerage and investment management capabilities.

Miguel Valdez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors, where he spent a combined 20 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s process 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 menus.