Conner Percle is a financial advisor at Ameriprise in Webster, TX, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Ameriprise in 2025, he held roles at William Paden Wiese and Northwestern Mutual in various capacities from 2022 to 2025. He is also employed with DGW Worldwide, LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Brendon Dawson is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 66 designation and has worked at various J.P. Morgan entities since 2006, including JPMorgan Securities Inc. and J.P. Morgan Chase Bank NA. 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. The firm’s advisory services are delivered on a non-discretionary basis and combine large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jason Merrill is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at Hartford Investment Financial Services and Hartford Life Distributors. Outside of his advisory work, he is involved in coaching youth softball and flag football teams and serves as a director for local youth sports programs. Ameriprise provides a retirement-income planning service geared toward individuals approaching or in retirement with substantial investable assets, offering tailored, research-driven recommendations in partnership with financial advisors. The firm combines advisory, brokerage, and insurance solutions through its large institutional platform.

John Hollywood is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He previously worked at Monk JCB, Holt Industrial Rentals, Lawson Products, and United Rentals. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of investment strategies alongside affiliated mutual funds and a trust company.

Edgar Escobar is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, PNC Bank, and Verizon Wireless. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Williams is a financial advisor with Edward Jones in Pasadena, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and emphasizes both discretionary and non-discretionary investment solutions under a fiduciary standard.

Jeremy Frank is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following prior roles at Bank of America and Merrill Lynch. 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 delivers these services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis with recommendations supported by an in-house manager solutions team.

Madison Lauderback is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining J.P. Morgan in 2018, Madison worked at Hill + Knowlton Strategies and the University of Alabama Office of Advancement. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in their recommendations.

Kristian Gomez is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and having three years of industry experience. His background includes roles at Merrill Lynch, Regions Bank, Better Mortgage, First America Homes, and T-Mobile. He is also associated with Crown & Valor LLC. 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 applying an ESG eligibility framework in its investment recommendations.

Victoria Morales is a financial advisor with Ameriprise in Mont Belvieu, TX, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones and has experience in various roles outside finance, including positions at Texas State University and the YMCA of Greater Houston. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations primarily for clients with Ameriprise-managed accounts.

Diana Contreras Perez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. She previously worked at JPMorgan Chase Bank and J.P. Morgan Securities, as well as Frost Investment Services and Frost Brokerage Services. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics from Wells Fargo Investment Institute alongside third-party data.

Jonathan Aulbert is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years at Wells Fargo Advisors, LLC. Outside of his advisory role, he leads clients on waterfowl hunting excursions through his ownership of Bravodog, LLC, and serves as treasurer for the Northgate Men's Golf Association in Houston, TX. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Marcus Rolls is a financial advisor at UBS Financial Services in Houston, TX, holding Series 63 and Series 66 licenses with 16 years of industry experience. His prior roles include positions at Morgan Stanley from 2011 to 2025 and J.P. Morgan Securities from 2020 to 2021. Outside of his advisory work, he is a partner at MKR Family Holdings, LLC, an investment and finance-related firm based in Richmond, Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Sharon Medina is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Prior to joining LPL Financial in 2024, she worked at Ameriprise and Ameriprise Financial Services, Inc., and spent 16 years with BFT Financial Group, LLC. Outside of her advisory role, she owns and operates Medina Insurance Agency, selling auto, home, and commercial general liability insurance. 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 and financial planning services, utilizing model portfolios and research to support diversified investment strategies.

Brandon Saxton is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Primerica Advisors since 2013 and previously worked at Baylor College of Medicine from 2009 to 2022. Outside of his advisory role, he is involved in a mineral interests business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap-fee structure rather than fixed fees.

Penny Rozelle is a Wealth Management Advisor with over 30 years of experience. She joined Merrill Lynch Wealth Management in 1989 and is a Portfolio Manager in Merrill's Investment Advisory Program, where she manages personalized or defined strategies on a discretionary basis. Her work includes handling individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Her primary focus areas include wealth management and retirement planning for individuals and small businesses through asset allocation and strategy-specific account management. Penny has earned several professional designations, including Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Certified 401k Professional (CKP), Certified Private Wealth Advisor (CPWA), and Certified Plan Fiduciary Advisor (CPFA). Penny is an honors graduate of Simmons College in Boston, Massachusetts, with a degree in Business Administration. She enjoys interior decorating, reading, traveling, and spending time with her family. She and her husband, Skip, have two sons.

William Branham is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 38 years of industry experience. His career includes long tenures at Avantax Advisory Services and Avantax Investment Services, as well as work with WM. Stanton Branham, CPA, where he continues to provide tax preparation and accounting services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, utilizing model portfolios and research from internal and third-party sources.

Edgar Cruz Castillo is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 designations with three years of industry experience. His work history includes roles at Wells Fargo Bank, NA; Primary Services; and self-employment. 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.

Aristela Cravens is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank. Outside of her advisory role, she is the sole proprietor of UAssist, an app development venture focused on promoting different types of services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through comprehensive planning and investment approaches.

Ryan Spaulding is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. His prior roles include positions at Partner Solutions Capital Group LLC and The Hancock Firm. 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. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.