Reid Juul is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Financial Group and Voya Financial Advisors. In addition to his advisory role, he is an independent insurance agent and manages staff at Simplicity Financial Marketing Holdings, focusing on fixed insurance solutions. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of investment programs including discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Lezette Marion is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2023. She has over two decades of experience partnering with individuals, businesses, and families to assist with planning and investing to meet their unique needs. Lezette's approach involves creating strategic wealth plans built on empathetic connections and aims to develop strong, trusting relationships with her clients. Her professional experience spans several roles within the financial industry, including Financial Consultant and Investment Consultant at Fidelity Investments from 2010 to 2023, Private Banker at Wells Fargo from 2005 to 2010, Financial Analyst at Citi Corp from 2004 to 2005, and various managerial and relationship roles at Chevy Chase Bank, Chase Bank, and Wells Fargo from 1997 to 2001. This diverse background contributes to her expertise in wealth planning and financial consulting. Outside of her professional work, Lezette enjoys family activities, exploring food, visiting museums, engaging with music, photography, and traveling.

Courtney Garson is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has been with JPMorgan-affiliated firms since 2011. 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 searches, and customized performance reporting through a centralized advisory process supported by quantitative and qualitative research.

Audrey Simpson is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. She previously worked at Goldman Sachs from 2023 to 2026 and has educational and work experience associated with Baylor University and Saint Agnes Academy. 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 both model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kristin Mc Tavish is a financial advisor with Edward Jones in Houston, TX, holding Series 63 and Series 66 licenses and having 21 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices.

Brian Standefer is a Certified Financial Planner® with 18 years of industry experience. He has been with LPL Financial since 2007 and operates out of Houston, TX. In addition to his advisory role, Standefer serves as a public notary and holds a license to sell long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and portfolio management options, utilizing both proprietary and third-party strategies.

Geralyn Enriquez is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 designation and 32 years of industry experience. Prior to joining Morgan Stanley Smith Barney in 2009, she worked at Citigroup Global Markets for 12 years. Outside of her financial career, she operates EV Entertainment, providing DJ and singing services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenarios to support its financial planning services.

Arthur Gellang is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with J.P. Morgan Securities in Houston, TX, and previously worked at Thrivent Financial and Thrivent Investment Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Caddie Cox is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, Cox worked in public education with Spring Branch Independent School District, Katy ISD, and Norman Public Schools for a total of 12 years. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes various advisory models implemented through third-party managers and offers ERISA fiduciary services through credentialed representatives.

Christina Pierce is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 63 designation and bringing 28 years of industry experience. She previously worked at UBS Financial Services and PaineWebber Inc. for 27 years before joining J.P. Morgan in 2019. In addition to her advisory role, she is also employed by JPMorgan Bank, where she can offer certain banking products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates eligibility frameworks including ESG criteria.

Christian Sanchez is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses. He has experience at Wells Fargo Clearing and Wells Fargo Bank, NA since 2026, and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, NA. 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 provides both brokerage and advisory solutions.

Johneric Bannon is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Wells Fargo Bank, N.A. since 2016. 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 combines research from Wells Fargo Investment Institute with diversified investment evaluation methods.

Diego Fernandez is a financial advisor with J.P. Morgan Securities in Pearland, TX. He holds a Series 66 designation and has one year of industry experience. Before joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, N.A., and has previous experience with Equitable Financial Life Insurance and Equitable Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Daniel Priwin is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 license and six years of industry experience. His prior roles include positions at Sanders Morris Harris LLC and Tectonic Advisors. Outside of finance, he is a part owner of an e-commerce business selling products through Amazon. 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 combines quantitative screens and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

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 the Series 66 designation and has worked previously at Morgan Stanley, E*TRADE Securities, Edward Jones, and JPMorgan Chase Bank. Outside of his advisory role, he is the owner of Racz Industries LLC, a holding company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm focuses on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Rachel Meyer is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked exclusively with J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and incorporates an ESG eligibility framework.

Walker Hale is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 credential and has worked in various roles including at JPMorgan Chase Bank, N.A., and at Master Investment Learning Center. Walker has a background that includes experience in both financial services and legal education. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program emphasizing written asset allocation advice, investment manager and fund searches, and customized performance reporting. The program combines quantitative and qualitative research to develop model asset allocations and includes broader derivatives and commodities capabilities.

Billy Cross Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. His career includes roles at firms such as Charles Schwab, Merrill, and VALIC Financial Advisors. He is also an owner of a separate business entity. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of advisors and multiple platform options.

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.