Brandon Roth is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates a range of investment strategies, including those with ESG criteria.

Macie Campbell is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2025. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Tirzah Haiola is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her work history includes roles at Bank of Hawaii and Bank of America, with concurrent involvement at Louisiana State University Shreveport. 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 various organizations.

Lori Comanich is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her prior roles include positions at Invesco and Avantax, and she currently serves as an advisory consultant at True North Private Wealth Partners. In addition to financial advising, she is a licensed real estate agent and leads a realty group through Keller Williams. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporations, charities, and institutions. The firm offers a range of portfolio management and consulting services through a nationwide network of advisors and operates a multi-manager platform with various program structures and investment options.

Antonio Nunez is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting federal employees, military personnel, and government retirees with maximizing their financial futures. Antonio provides expertise in managing benefits, investments, and retirement planning specific to this group. With 9 years of experience in the finance industry, he helps clients navigate their Thrift Savings Plan (TSP) rollovers and investment strategies, Federal Employee Retirement System (FERS), Civil Service Retirement System (CSRS) planning, federal employee benefits such as FEGLI and survivor benefits, and tax-efficient retirement income planning. Antonio employs a fiduciary, education-first approach to help clients make informed financial decisions. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Antonio earned a High School Diploma from Iraan High School. He communicates with clients in both English and Spanish.

Coryn Briggs is a financial advisor with Edward Jones in Mont Belvieu, TX, holding Series 66 and Series 63 licenses and possessing 14 years of industry experience. Prior to joining Edward Jones, Coryn worked at Fidelity Investments for nine years and was self-employed for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Esmeralda Gonzalez is a Series 66-licensed financial advisor at Fidelity with three years of industry experience. Her prior roles include positions at Merrill and Bank of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and utilizes systematic methodologies including algorithmic and AI-driven approaches.

Armando Garza is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Bank of America, N.A. 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.

Jennifer Marcontell is a CFP® and ChFC® with 27 years of experience in financial advising. She has worked at Edward Jones for 23 years before joining Ameriprise in 2022. In addition to her advisory role, she serves on the board of the Lee College Foundation and is a trustee for Faith Family Church. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides a written Recommendation Report and ongoing tax-aware withdrawal planning aimed at clients approaching or in retirement.

Jack Roland is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 37 years of industry experience and has been with Cambridge since 2016. Roland is also a board member of several nonprofit organizations, including Lifeline Chaplaincy and Compassionate Touch, and serves on the board of the Team Complete Athlete Kingwood Volleyball Foundation. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers access to third-party advisers and proprietary model strategies.

Emilie Hegyes is a Wealth Management Advisor with Merrill Lynch Wealth Management, joining the firm in 2019 after nearly eight years in scientific research and development. She brings a background in critical thinking and problem-solving derived from her scientific education and experience, applying these skills to help clients identify what is most important to them and create plans to realize their goals. Emilie emphasizes building trusted and accountable relationships with her clients, supporting them throughout the financial planning process and sharing in the success when goals are achieved. Emilie holds a Bachelor of Science in Chemistry and a PhD in Materials Science, both from the University of Montana. She holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her client focus areas encompass college and education planning, family wealth management, retirement planning and income, philanthropic and socially responsible investing, as well as services for endowments, foundations, and non-profits. Outside of her professional role, Emilie and her wife share a commitment to raising their family in Missoula. She is involved with community organizations such as A Carousel for Missoula, Montana Science Fair, Montana Special Olympics, The Dylan Steigers Concussion Project, and spectrUM Science. Emilie enjoys spending time with her family attending local Griz games and community events, as well as engaging in outdoor activities in Montana’s parks, trails, rivers, lakes, and ski hills.

Santiago Carranza is a financial advisor with Edward Jones in Kingwood, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience and has been with Edward Jones since 2012. Outside of his advisory role, Carranza serves as Chair of the Humble ISD Education Foundation, where he leads board meetings and participates in fundraising efforts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Nicole Ponthieux is a financial advisor with J.P. Morgan Securities in Kingwood, TX, holding Series 66 and Series 63 designations and 14 years of industry experience. She has been with J.P. Morgan Securities since 2012 and J.P. Morgan Chase Bank since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with systematic quantitative and qualitative research, incorporating ESG criteria and leveraging broader derivatives and commodities capabilities.

Adan Montoya is an International Wealth Advisor at Merrill Lynch Wealth Management. He specializes in guiding clients through complex financial landscapes, focusing on areas such as college education planning, divorce transition planning, family wealth management strategies, international wealth management, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, small business strategies, and women and wealth. Adan brings extensive expertise to his role, supporting entrepreneurs, multinational families, and individuals with tailored wealth management plans. His approach emphasizes comprehensive financial planning to empower clients in achieving their life goals. He holds several professional certifications, including the Certified Exit Planning Advisor® (CEPA) designation from the Exit Planning Institute, the Certified Private Wealth Advisor® (CPWA), and Retirement Management Advisor® (RMA) designations from the Investments & Wealth Institute™. Outside of his professional responsibilities, Adan engages in personal interests such as cooking, hiking, reading, traveling, writing, and yoga. He is involved in community activities, including service on the Southeast Alumni Council of his alma mater, Lafayette College.

Robert Hayes is a financial advisor with Merrill in Kingwood, TX, holding a Series 66 designation and 28 years of industry experience. He has worked at Merrill since 1998 and has been affiliated with Bank of America, N.A. since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Steve Livlanich is a financial advisor with Ameriprise in Humble, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement plans through a centralized consulting team.

Lara Umberger is a financial advisor at Edward Jones in Crosby, TX, holding a Series 66 designation with 14 years of industry experience, all of which has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive national network of advisors and branch offices, as well as its affiliated trust company and securities-based lending options.

Eduardo Rosales is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been with various J.P. Morgan entities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process integrates centralized due diligence with quantitative and qualitative research, offering a range of investment strategies supported by affiliates within J.P. Morgan.

Robert Major is a Series 66 licensed advisor with 16 years of industry experience. He has worked at J.P. Morgan Securities since 2013 and previously at Merrill from 2009 to 2013. J.P. Morgan Securities provides institutional consulting to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, incorporates ESG eligibility frameworks, and is supported by affiliates offering portfolio implementation and management services.

Daniel Marin is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 10 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. 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, supported by advanced operational tools and a large network of advisors.