Eric Mangin is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at AXA Advisors and JPMorgan Chase Bank. Outside of his advisory role, he owns a mobile golf simulator rental business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

John Sowell IV is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and with 22 years of industry experience. He has been with Wells Fargo since 2016 and has operated Amending Homes since 2007. Outside of his advisory role, he serves on the stewardship committee of First Baptist Church in Portland, TX, where he participates in financial oversight and budget approval, and he is a 50% owner of Sowell Ranch Exotics, LLC, which raises animals. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions with research-based investment approaches and provides a range of financial products through its bank and insurance affiliates.

Joshua Carr is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and three years of industry experience. He has been with Wells Fargo in various capacities since 2014. His spouse owns an art and merchandise business based in Houston. 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 across more than 14,000 advisors and offers both brokerage and advisory solutions.

Jeremy Cooke is a CFP® credentialed advisor with 23 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has worked at JPMorgan Chase Bank, NA since 2003. Based in Houston, TX, Cooke holds Series 63 and Series 66 licenses. 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 non-discretionary program. Their advisory process incorporates centralized due diligence with quantitative and qualitative research, utilizing forward-looking capital market assumptions to build model asset allocations.

Alicia Smith is a financial advisor at Primerica Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked in roles at Primerica Advisors since 2020, as well as prior positions at PFSI Investment Inc. and Jordan Cove LNG, LLC. Outside of advising, she is involved in the sale of loan products and home security and automation services through affiliates of PFS Investments Inc. and Primerica Mortgage, LLC. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, including high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing custody/clearing services.

Bruce Abrams is a financial advisor with Thrivent Investment Management in Houston, TX. He holds the Series 66 credential and has five years of industry experience. His prior work includes roles at Bulldog Security, Uber, and Uhaul. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial planning topics. The firm combines planning with managed-account services through its WealthPlan option while keeping those services separate.

Qaadir Williams is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 registration and 11 years of industry experience. He has worked at several firms including Ameritas Advisory Services and Edward Jones, and is co-owner of Williams Wealth Management LLC, where he is involved in recruiting, training, and business development. Williams also serves as Managing Director at The AFP Group, overseeing daily operations and supporting financial advisors. 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 advisory and brokerage services through a large network of advisors, providing a range of financial planning and investment management options including model portfolios, third-party asset management, and institutional platforms.

Vishnu Bhatt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses, and has three years of industry experience. He has been associated with Wells Fargo entities since 2016. Outside of his advisory role, he serves as trustee and holds power of attorney for his mother. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm utilizes research and analytics to evaluate investment options and offers both brokerage and advisory solutions at a large scale.

Daniel Koenig is a financial advisor at Fisher Investments with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fisher Investments since 2018. Prior to that, he was with The Prudential Insurance Company of America and Pruco Securities, LLC from 2016 to 2018. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative analysis, and employs tax-aware and risk management strategies including derivatives and tax-loss harvesting.

Steven Shirley is a financial advisor with LPL Financial in Friendswood, TX, holding Series 63 and Series 65 designations and 24 years of industry experience. His prior experience includes roles at Westpark Wealth Advisors, Calton & Associates, and Ims Securities. Outside of advising, he operates a non-variable insurance business in Friendswood. 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.

Thomas Parrish is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Securities LLC for seven years before joining Wells Fargo in 2023. Based in Houston, TX, Parrish’s career includes positions at major financial institutions. 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 supported by research from Wells Fargo Investment Institute and third-party data sources.

Samantha Aguilar is a financial advisor at Fidelity with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked primarily at Fidelity Investments since 2017, with a brief tenure at Haynes Boone, LLP. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Eric Corbell is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Christopher Hall is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Morgan Stanley and its Private Bank divisions from 2013 to 2025. Outside of his advisory role, he owns and manages Fidi Consi LLC, an investment-related business. Ameriprise offers specialized retirement-income planning services for individuals with significant investable assets, combining algorithmic analysis with personalized recommendations delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Mario Trevino Jr. is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, having also worked at Wells Fargo Bank, NA since 2008. He is based in San Antonio, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process 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.

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 with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and possessing 21 years of industry experience. He has been with Primerica Advisors since 2004 and Primerica Financial Services since 2002. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors across wealth segments, as well as corporate and charitable clients. The firm offers model-driven advisory strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.