William Santos is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Citigroup, and Bank of New York Mellon. 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 advisory process is supported by both quantitative and qualitative due diligence and incorporates an ESG eligibility framework.

Salman Asif is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Frost Investment Services, JP Morgan Chase Bank, and Morgan Stanley. Outside of his advisory role, he is a singer, songwriter, and composer, and he owns an online retail business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Norma Graham is a financial advisor with Thrivent Investment Management in Houston, TX, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. Prior to joining Thrivent Financial and Thrivent Investment Management in 2026, she worked at Wells Fargo in various roles from 2016 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across a broad range of topics. The firm offers these services through a network of advisors and integrates planning with managed-account programs under a consolidated billing system called WealthPlan.

Diego Silva is a financial advisor with Wells Fargo Clearing in Houston, TX. He holds Series 63 and Series 65 registrations and has experience in the financial industry since 2019, including roles at Lone Star National Bank and Falcon International Bank. He has also worked at the University of Texas Rio Grande Valley for nine years. 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 roughly $671 billion in assets and provides a range of brokerage and advisory solutions.

David Cohen Angel is an advisor at J.P. Morgan Securities based in Houston, TX. He holds a Series 66 designation and has recently begun his career in the financial industry, with prior experience including a position at Boston Consulting Group. 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 combines quantitative and qualitative research with a broad range of regulatory registrations and derivatives capabilities.

Joshua Moore is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, following five years at LPL Financial. In addition to his advisory role, he manages an advisory business as Client Service Manager at Tiras Wealth Management LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Cynthia Chavana is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has worked at Merrill since 1986 and has been with Bank of America N.A. since 2014. 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 supported by internal Chief Investment Office teams and third-party style managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Aric Boullion is a CFP® professional with nine years of experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Superbag Corporation and Bob Edwards Realty. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Anthony Burgard is a Certified Financial Planner (CFP®) with 21 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Investments, LLC from 2005 to 2011. Burgard is based in Houston, TX. 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 combines research and analytics with a broad range of brokerage and advisory solutions.

Tri Nguyen is a financial advisor at Merrill in Houston, TX, holding a Series 66 designation. Nguyen’s prior work experience includes roles at Prudential & LPL Enterprise LLC, Liberty Precision Company, and Li Beauty House Skincare Spa. Merrill provides managed account services through its Select Portfolio Solutions (SPS) Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers.

Omair Mirza is a financial advisor at J.P. Morgan Securities in Houston, TX, holding a Series 66 designation. He has been with J.P. Morgan since 2026, following prior roles at JPMorgan Chase Bank, N.A., the U.S. House of Representatives, and the U.S. Department of State. 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 and incorporates ESG considerations within a framework supported by centralized due diligence.

Jason Whitley is a Wealth Management Advisor with the TSPN Wealth Management Group at Merrill Lynch Wealth Management. He joined the firm in 2019, bringing over 20 years of experience in investment management. Jason's role focuses on helping corporate executives and business owners preserve and grow their wealth through personalized strategies that aim to reduce taxes, fees, and risk. He serves clients including families managing wealth across generations, corporate executives, business owners, and first-generation wealth creators. Prior to joining Merrill Lynch, Jason began his investment management career in 1995. He served as Executive Vice President of R. Chaney & Co., a Houston-based private equity firm, and later founded an investment advisory firm providing portfolio management services focused on upstream energy companies in the U.S. and Canada. Jason holds a Bachelor's degree from the University of Texas at El Paso and an MBA with a concentration in portfolio management from Texas Christian University. His professional designations include Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jason is a member of professional organizations such as the Houston Producers' Forum and the Independent Petroleum Association of America. He is also involved in community organizations including the Rotary Club of West U, Texas Hearing Institute, and West University Softball Association. Outside of work, Jason enjoys activities such as baseball, fishing, football, reading, running, softball, spending time with his family, tennis, traveling, and watching movies.

Yasemin Tuzun is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and 24 years of industry experience. She previously worked at Ameriprise for 14 years before joining LPL Financial in 2016. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with tools that support a variety of investment strategies across discretionary and non-discretionary accounts.

Melissa Tobola is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds the Series 66 designation and has worked at various Wells Fargo entities since 2006, including Wells Fargo Bank, N.A. and Wells Fargo Investments, LLC. 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, utilizing research and analytics from Wells Fargo Investment Institute alongside third-party data.

Kathy Dinh is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her work history includes roles at Fidelity Investments, Geico, and various other companies, along with several years at the University of Houston. Fidelity's Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator, advisor to registered investment companies, and its use of AI and systematic methodologies in portfolio management.

Jose Abdala Marquez is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 designations and six years of industry experience. Prior to his current role, he worked at Investar Capital and British American Tobacco, and was affiliated with Tecnologico de Monterrey. Outside of his advisory work, he is an investor and partner in Databricks, a cloud-based platform for data engineering and machine learning. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research, incorporates ESG considerations, and includes broader derivatives and commodities capabilities.

Wenjuan Gao is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2024, following a decade-long tenure at Wells Fargo Clearing and Wells Fargo Bank, NA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Justin Creed is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 registrations. He has been with Wells Fargo Clearing since 2025 and has prior experience at Wells Fargo Bank, nA, as well as roles at Academy Sports + Outdoors and Hibbett Sports. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Alec Vicknair is a Financial Advisor with VMT Wealth Management, a nationally recognized financial advisory team headquartered in Houston. He began his career in the financial services industry in 2013 while attending Louisiana State University, where he earned a Bachelor's Degree in Finance in 2016. Alec focuses on financial and strategic wealth planning, providing clients with comprehensive services that include investment management, retirement planning, trust and estate planning, cash-flow analysis, charitable giving, and higher education goals. He is a member of the team's investment committee, assisting in the management of the team's Investment Advisor Program strategies. Alec serves entrepreneurs, executives, retirees, and their families, delivering integrated wealth planning, analysis, and strategy with the intent of helping clients achieve their objectives efficiently. He holds professional designations including Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). Outside of his professional work, Alec remains an active alumnus of Louisiana State University through several organizations including the Tiger Athletic Foundation and the Houston LSU Alumni Chapter. In his spare time, he enjoys traveling, playing golf, and supporting the LSU Tigers.

Nazir Samadyar is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 designations with seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2015. Outside of his advisory role, he works as an Uber driver in Houston. 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 incorporates modern portfolio theory, providing a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.