Guy Hudman is a financial advisor with LPL Financial, holding a Series 66 license and bringing 28 years of industry experience. He has worked at LPL Financial since 2009, following prior roles at UBS Financial Services and Merrill. Outside of his advisory work, Hudman owns a classic Corvette company. 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 range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor-facing technology and a broad suite of financial products.

Nida Bahalim is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019 and Bank of America, N.A. since 2022. Prior to her career in finance, she spent ten years at Marriott International. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cole Carey is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He previously worked at Credit Suisse Securities and UBS Securities before joining J.P. Morgan in 2023. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Drew Powers is a financial advisor with Ameriprise in Friendswood, TX, holding a Series 66 designation and 13 years of industry experience. He has worked with Ameriprise and its affiliate since 2013. Powers also manages an independent advisory business under DGW Worldwide, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice based on thorough investment research and tax-aware strategies.

Marshall Graham III is a financial advisor at Wells Fargo Clearing with over 53 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016. His outside interests include minority ownership in several oil and gas royalties and mineral rights entities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm combines research-driven investment approaches with a broad product platform supported by bank and insurance affiliates.

Benjamin Albaitis is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides customized financial strategies tailored to his clients' unique ambitions, aiming to bring optimal value to each professional relationship. Benjamin leverages the relationship between Merrill Lynch Wealth Management and Bank of America to offer a wide range of services, including traditional banking, advanced investment products, and custom lending solutions. Benjamin began his career in financial services after graduating with a Bachelor's Degree from The Ohio State University in Columbus, Ohio. He joined Merrill Lynch Wealth Management as a Financial Advisor in 2014. He holds the Personal Investment Advisor (PIA) designation and specializes in areas such as education planning, employee benefits planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, small business strategies, tax minimization, and retirement income. Beyond his professional role, Benjamin has been actively involved in community leadership through The Ohio State Alumni Club of Houston, serving on its board since 2014 and as its President from 2016 to 2020. In his free time, he enjoys adventure sports, bowling, fishing, scuba diving, and spending time with his wife and daughters.

Taylor Neel is a Series 66-registered financial advisor with J.P. Morgan Securities in Houston, TX, bringing four years of industry experience. Prior to his current role, he worked at Texas Capital Bank, Kendra Scott LLC, and Gap Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

George Kurka III is a financial advisor at Ameriprise in Houston, TX, holding a Series 66 designation with 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Kurka also has a compensation arrangement involving Pathsage LLC, an investment-related business connected to another advisor’s commission structure. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver annual, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jennifer Morgan is a financial advisor at Merrill with 38 years of industry experience. She has been with Merrill since 1995 and holds Series 63 and Series 66 licenses. Morgan is based in Houston, TX. 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.

Charles Church is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

Peter Wilson is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with JPMorgan entities since 2011, including JPMorgan 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 and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Joas De La Paz is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and one year of industry experience. He also serves as a Communications Specialist in the US Army Reserves. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory, financial planning, and retirement plan consulting services. The firm combines research and analytics with diversification principles and modern portfolio theory to support its investment approach.

Katelyn Karing is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Her work history includes roles at Bank of America, Bernstein Private Wealth Management, and Merrill. Outside of finance, she teaches weekly yoga classes at several Houston-based studios and streams video game content as an independent contractor. 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 and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Hohertz is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds a Series 66 designation and has worked at several firms, including JPMorgan Securities LLC and LPL Financial. Outside of his advisory role, he is an owner/partner in Cub Crafters, Inc., an airplane manufacturer, and serves on the finance committee of Inprint, a Houston-based literary arts nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles and provides municipal advisory services alongside market-making and execution roles in government bonds.

Richard Brende is a financial advisor with Ameriprise in Los Angeles, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its predecessor firms since 2005. Outside of his advisory role, he assists with land development management for Land Tejas Companies, a business founded by his father. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through affiliated entities.

Alora Anderson is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2015. Merrill, along 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Pendergraft is a financial advisor with Primerica Advisors in League City, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been affiliated with Primerica Financial Services and PFS Investments, Inc. since 2005 and briefly worked at Apartment Life in 2018. Outside of advisory work, he participates in the BNI Leadership Team and Membership Committee. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited number of separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes an operational model with tiered wrap fees rather than fixed fees.

Jason Powell is a CFP® with 14 years of industry experience, currently serving at Fidelity. His prior roles include positions at Valic Financial Advisors, Transamerica Financial Advisors, and World Financial Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, offering discretionary portfolio management, advisory work, and fund advisory. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and is noted for its registration with the CFTC as a commodity pool operator and advisory roles to multiple registered investment companies.

Sergio Salinas is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at MSCI and the Instituto Tecnológico de Estudios Superiores de Monterrey. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies.