Abdallah Charide is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, The Home Depot, and First National Bank. 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. The firm’s advisory process integrates quantitative and qualitative research with an ESG eligibility framework and offers broader derivatives and commodities capabilities.

David Weaver is a financial advisor at Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. He has worked at PFS Investments Inc. since 2018 and has been with Primerica Financial Services since 2017. Weaver has also been involved with Satelytics from 2015 to 2020. Outside of advisory services, he receives compensation related to referrals for home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,935 advisors and $15.5 billion in assets under management. The firm emphasizes model-delivery investment strategies created by unaffiliated managers and operates with a focus primarily on individual investors rather than institutional or pension clients.

Clinton Bussey is a financial advisor at Edward Jones in Houston, TX, with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices.

Micheal Fisher is a Wealth Management Advisor at Merrill Lynch specializing in wealth management and retirement benefits consulting. He joined the Clear Lake Merrill Lynch Wealth Management office in 2005 and focuses his practice on corporate cash, 401(k) and profit-sharing plans, as well as individual accounts. Micheal holds multiple professional designations, including CFP®, ChFC®, C(k)P®, CRPS™, CPFA®, and CRPC™, and is a qualified Portfolio Manager capable of managing personalized investment strategies on a discretionary basis through the firm's Investment Advisory Program. Micheal earned a Bachelor's degree from Kansas State University and has been recognized on the Forbes "Best-in-State Wealth Advisors" list for three consecutive years: 2024, 2025, and 2026. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, small business strategies, tax minimization, and retirement income strategies. Outside of his professional work, Micheal is actively involved in aviation and skydiving communities, holding memberships in the Aircraft Owners and Pilots Association and the United States Parachute Association, where he serves as a PRO Demo Jumper, Tandem Instructor, Coach, and Safety & Training Advisor. His community involvement includes performing skydiving demonstrations for charity. Micheal's personal interests include hiking, music, and skydiving.

Kevin Ruszkowski is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1987 and joined Merrill Lynch in 1990. Kevin focuses on developing strategies for high-net-worth individuals, their families, and their businesses to pursue both short- and long-term financial goals. His approach is consultative, emphasizing personalized financial strategies based on a thorough understanding of each client's financial situation, preferences, and objectives. Kevin’s expertise includes portfolio management, retirement planning, corporate benefits, executive compensation, and investment consulting for defined benefit and contribution plans. As a qualified Portfolio Manager, he provides traditional advice as well as manages personalized or defined strategies that may incorporate individual stocks, bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Kevin earned a Bachelor's Degree in Business Management from the University of Arkansas, where he was a four-year letterman on the swim team. Outside of work, he enjoys spending time with his wife Stacey and their sons Kyle and Cole, engaging in activities such as fishing and scuba diving. Kevin also participates in community volunteering, following the Merrill tradition of community involvement.

Herbert Williams is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66 designation and has worked at notable firms including Merrill and Bank of America. Herbert is based in Houston, TX. 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 searches, and customized performance reporting. The firm’s advisory process involves centralized due diligence and incorporates quantitative and qualitative research with an ESG eligibility framework.

Platinum Galey is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Their work history includes roles at Bank of America, Moonshine Deck, Bombshells, and the Houston Museum of Natural Science. 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 strategies for a range of client types including individuals, high-net-worth clients, and charitable organizations.

Abraham Moosa is a Financial Advisor with Merrill Lynch Wealth Management. He works with high net worth individuals and families to develop clear, disciplined strategies that align wealth with their priorities. His approach includes investments, risk management, tax-aware planning, and long-term wealth structuring. Abraham also helps clients incorporate personal and religious values into their financial plans. He provides ongoing advice tailored to clients' evolving needs and offers access to a range of financial solutions through Bank of America specialists. Abraham holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He earned bachelor's degrees from the University of Houston System and AlAzhar University. He communicates with clients in English, Spanish, and Arabic. Outside of his professional activities, Abraham is involved with community organizations including Dar-us-Sakina, IslamInSpanish, and Maryam Islamic Center Scouts.

Letitia Wall is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Edward Jones and The Friedkin Group. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary and third-party investment strategies.

Yordanos Haile is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2018, following prior roles at Wells Fargo Bank, N.A., and ECCO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach 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.

Dirk Taylor is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and 44 years of industry experience. His prior roles include positions at UBS Financial Services and RBC Capital Markets, and he has been affiliated with Wells Fargo-related firms since 2007. Outside of his advisory work, he has served with the Texas Association of Sports Officials since 2008. 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 employs research-driven investment strategies and offers both brokerage and advisory solutions across a broad range of financial products.

Mari Page is a financial advisor at Merrill with 22 years of industry experience, holding a Series 66 designation. Her prior roles include positions at Wells Fargo Bank, N.A. and Wells Fargo Clearing. Outside of her advisory work, she is an independent beauty consultant for Mary Kay and serves as a consultant for a Korean-based skin care company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christian Bratovich is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Charles Schwab Bank, Pearson Education, and Max Breisse Insurance Agency. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment due diligence process.

Joshua Leblanc is a financial advisor with Wells Fargo Advisors in Houston, TX, holding a Series 66 designation and 11 years of industry experience. He previously worked at Morgan Stanley Private Bank and Waddell & Reed, and is the sole owner of Leblanc Private Wealth Management LLC, a financial planning practice based in Houston. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad planning menu that includes retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and sports and entertainment planning. Advisors use Wells Fargo research and tools to develop tailored recommendations delivered through meetings and written summaries, with clients deciding how to implement them through brokerage or advisory programs.

Paige Hawley is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at Morty, Inc. and JPMorgan Chase Bank, N.A. Since 2017, she has served as co-trustee of a family trust that holds a life insurance policy, overseeing the trust’s assets and reviewing the carrier’s financial strength. J.P. Morgan Securities serves institutional clients such as plan sponsors, corporations, and endowments by providing non-discretionary asset allocation advice, investment manager searches, and customized reporting. Their advisory process combines quantitative and qualitative due diligence, offering access to eligible strategies through a program supported by affiliated investment-management entities.

Joshua Gurvey is a financial advisor at Fidelity with Series 65 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors and Bleakley Financial Group. He has been involved with the Evelyn Rubenstein Jewish Community Center in a membership services role for several years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

Douglas Elliott is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co Inc, Ameriprise, Wells Fargo Clearing, and A. G. Edwards & Sons. Elliott operates under the DBA Wallstreet Texas as part of his business activities. 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, supporting its network of over 22,800 advisors.

Lora Wilson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2021 and has a longer tenure at Wells Fargo Bank, N.A. dating back to 2010. 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 approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options among its offerings.

Trevor Warner is a financial advisor with Fidelity Investments in Houston, TX, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Equitable Advisors and Axa Advisors, LLC. He has worked at Fidelity Investments since 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management services.

Emily Richardson is a CFP® certificant with 21 years of industry experience, currently serving at J.P. Morgan Securities in Houston, TX. She has worked at J.P. Morgan Securities since 2012 and holds additional prior experience at JPMorgan Chase Bank, N.A., Chase Investment Services Corp., Raymond James Financial, Morgan Stanley, and Citigroup Global Markets. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process includes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a forward-looking, ESG-aware investment framework.