Diego Fernandez is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and beginning his career in 2025. His prior work experience includes roles at JPMorgan Chase Bank, Equitable Financial Life Insurance, and his own business ventures from 2016 to 2025. J.P. Morgan Securities LLC 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. As part of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Daniel Priwin is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2022, following prior roles at Sanders Morris Harris LLC and Tectonic Advisors. Outside of advising, he is a part owner of an e-commerce business that operates a digital storefront on Amazon. 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 brokerage, distribution, and investment management capabilities.

Allison Tolbert is a financial advisor based in Houston, TX, with Merrill. She holds a Series 66 designation and has 26 years of industry experience. Allison has worked at Merrill since 1996 and has been affiliated with Bank of America, N.A. since 2017. She is involved with The Fox Group, a for-profit business, where she contributes a small amount of time handling administrative tasks. 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 a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sean Racz is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, E*TRADE Securities, and Edward Jones. Outside of his advisory role, he is listed as the owner of Racz Industries LLC, a holding company. 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. The firm offers non-discretionary advisory services delivered by a select group of Wealth Advisors.

Rachel Meyer is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2015. Based in Houston, TX, her work focuses on providing advisory services through the firm’s institutional consulting program. J.P. Morgan Securities offers 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 applies an ESG eligibility framework when recommending strategies, delivering services on a non-discretionary basis.

Walker Hale is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has held roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and the University of Tennessee College of Law. Hale also spent time at Chipotle and operated a personal business, Walker Hale, from 2021 to 2022. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Billy Cross Jr. is a financial advisor with Cambridge Investment Research Advisors in Houston, TX, holding Series 63, 65, and 66 licenses and 35 years of industry experience. His prior work includes roles at firms such as Charles Schwab, Merrill, E*TRADE, and VALIC Financial Advisors. Outside of his advisory role, he is an owner of a trading business entity. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers multiple portfolio management options, including proprietary and third-party strategies, and supports both discretionary and non-discretionary investment implementation tailored to client objectives.

Natanie Keller is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. Prior to joining Raymond James in 2019, Keller spent 10 years with Morgan Stanley Smith Barney. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide network of advisors.

John Sowell IV is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and with 22 years of industry experience. He has been with Wells Fargo since 2016 and has operated Amending Homes since 2007. Outside of his advisory role, he serves on the stewardship committee of First Baptist Church in Portland, TX, where he participates in financial oversight and budget approval, and he is a 50% owner of Sowell Ranch Exotics, LLC, which raises animals. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions with research-based investment approaches and provides a range of financial products through its bank and insurance affiliates.

Joshua Carr is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and three years of industry experience. He has been with Wells Fargo in various capacities since 2014. His spouse owns an art and merchandise business based in Houston. 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 across more than 14,000 advisors and offers both brokerage and advisory solutions.

Bruce Abrams is a financial advisor with Thrivent Investment Management in Houston, TX. He holds the Series 66 credential and has five years of industry experience. His prior work includes roles at Bulldog Security, Uber, and Uhaul. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial planning topics. The firm combines planning with managed-account services through its WealthPlan option while keeping those services separate.

Qaadir Williams is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 registration and 11 years of industry experience. He has worked at several firms including Ameritas Advisory Services and Edward Jones, and is co-owner of Williams Wealth Management LLC, where he is involved in recruiting, training, and business development. Williams also serves as Managing Director at The AFP Group, overseeing daily operations and supporting financial advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers advisory and brokerage services through a large network of advisors, providing a range of financial planning and investment management options including model portfolios, third-party asset management, and institutional platforms.

Vishnu Bhatt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses, and has three years of industry experience. He has been associated with Wells Fargo entities since 2016. Outside of his advisory role, he serves as trustee and holds power of attorney for his mother. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm utilizes research and analytics to evaluate investment options and offers both brokerage and advisory solutions at a large scale.

Daniel Koenig is a financial advisor at Fisher Investments with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fisher Investments since 2018. Prior to that, he was with The Prudential Insurance Company of America and Pruco Securities, LLC from 2016 to 2018. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative analysis, and employs tax-aware and risk management strategies including derivatives and tax-loss harvesting.

Steven Shirley is a financial advisor with LPL Financial in Friendswood, TX, holding Series 63 and Series 65 designations and 24 years of industry experience. His prior experience includes roles at Westpark Wealth Advisors, Calton & Associates, and Ims Securities. Outside of advising, he operates a non-variable insurance business in Friendswood. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Thomas Parrish is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Securities LLC for seven years before joining Wells Fargo in 2023. Based in Houston, TX, Parrish’s career includes positions at major financial institutions. 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 data sources.

Samantha Aguilar is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes a one-year position at Haynes Boone, LLP and several roles within Fidelity Investments since 2017. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including those structured as multi-manager and fund-of-funds. The firm also serves as a registered commodity pool operator and provides advisory services to several registered investment companies.

Eric Corbell is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Christopher Hall is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Morgan Stanley and its Private Bank divisions from 2013 to 2025. Outside of his advisory role, he owns and manages Fidi Consi LLC, an investment-related business. Ameriprise offers specialized retirement-income planning services for individuals with significant investable assets, combining algorithmic analysis with personalized recommendations delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Mario Trevino Jr. is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, having also worked at Wells Fargo Bank, NA since 2008. He is based in San Antonio, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. 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 its investment offerings.