Valerie Bethel is a Series 66-licensed financial advisor with Merrill in Houston, TX, with 20 years of industry experience. She has been with Merrill and its affiliate Bank of America since 2009. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Olindsey Brown is a Series 66 credentialed financial advisor with 15 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent three years with Edward Jones. Outside of her advisory role, she holds a 25% ownership in a men’s clothing business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm combines research from Wells Fargo Investment Institute with diversification principles and offers both brokerage and advisory solutions.

Miguel Arias is a financial advisor at Merrill with one year of industry experience and holds the Series 66 designation. He has worked at Merrill since 2021 and Bank of America, N.A. since 2025. Outside of finance, he works as a food deliverer for DoorDash. 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, pension plans, corporations, and charitable organizations.

Alyssa Biggins Vacek is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and previously worked at Shell and Blackrock. Outside of her advisory role, she operates a support company called Biggins Wealth Services in Houston, TX. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports a wide advisor network, with notable capabilities in municipal finance and a SIMPLE IRA Employer Advisory program.

Thomas Wilson is a financial advisor at Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been affiliated with Primerica since 2002, including 22 years at Primerica Advisors. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily through model-based investment strategies managed by third parties.

Alan Khalil is a financial advisor at Fidelity with Series 63, 65, and 66 licenses. He has one year of experience in the industry and previously worked in insurance and hospitality, including roles at Fred Loya Insurance and Bayou Grill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of systematic methodologies and its roles with registered investment companies and model portfolio delivery.

Mary Matl is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at various entities including J.P. Morgan Securities and JPMorgan Chase Bank. 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 team of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ryan Nelmark is Vice President and Wealth Planner at Fidelity Investments. In this role, he focuses on helping clients develop comprehensive financial plans tailored to their individual goals. He utilizes enhanced technology to provide services including planning, investments, and portfolio analysis. Ryan has extensive experience at Fidelity Investments, having held various positions since 2012. His career progression includes Investment Solutions Representative (2012-2014), Investment Consultant (2014-2016), Financial Consultant (2016-2023), and his current role since 2023. He holds an Arkansas Insurance License. Further educational background or community involvement details are not provided.

Ignacio Bonilla Ortiz is a financial advisor with Wells Fargo Clearing in Missouri City, TX, holding Series 63 and Series 65 licenses and with eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, NA since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach 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.

Ashley Ferry is a financial advisor with Fidelity in Houston, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, she worked at Yard House and CMI Rotating Service Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and acts as an advisor to multiple registered investment companies and fund-of-funds.

Antonio Tatum is a financial advisor at Ameriprise in Houston, TX, holding a Series 66 designation. He has been in the financial industry since 2022, with prior experience at Commerce Bank, Commerce Trust Company, and ASAP Diagnostics. Before entering finance, his background includes roles at Marriott and Culvers Restaurant. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides tailored recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools.

Robert Richmond Jr. is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2000. He is also associated with JPMorgan Chase Bank, N.A. and is the sole proprietor of Travis Time, 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 an ESG eligibility framework in its investment recommendations.

Karen Hollingsworth is a Series 66 licensed financial advisor at Edward Jones in Houston, TX, with 14 years of industry experience. She has been with Edward Jones since 2011. 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 discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Grant Hipple is a Series 66 credentialed financial advisor at Merrill with one year of industry experience. Prior to joining Merrill in 2025, he held positions at Seamless.AI, Northstar Anesthesia, K Rise Systems, and spent six years at the University of Texas at Austin. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bryan Tollerene is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with LPL Financial and its predecessor since 2002, after a brief tenure at Prudential Equity Group. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with extensive non-advisory financial activities.

Michael Lassiter is a financial advisor with J.P. Morgan Securities in Pearland, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes roles at LPL Financial, BBVA Wealth Solutions, and Select Quote/Inside Response. Outside of finance, he is involved as an owner and operator of Any Occasion Entertainment, a mobile DJ service. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Lee Bolnick is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His career includes roles at PNC Investments, BBVA Wealth Solutions, and Proequities/3Mark Financial. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Sergio Ortiz Villalobos is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo Clearing since 2025 and previously worked at Wells Fargo Bank, Ace Flowers, Chase, and Ruth Chris Steakhouse. He is based in Houston, TX. 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 grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Amanda Munselle is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Cambridge Investment Research Advisors, Inc., Empyrean Benefit Solutions, and Professional Enrollment Concepts. Outside of her advisory role, she owns a retail sales business named Rock The Boat Design. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by advanced modeling tools and a structured discovery process.

Vicki Hebert is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. In addition to her advisory role, she is a commissioned Texas Notary Public. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, using proprietary research and tools to develop tailored recommendations.