Abdallah Charide is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America, Merrill, The Home Depot, and First National Bank. J.P. Morgan Securities 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 select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

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.

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. In his role, he works with high net worth individuals and families to align their wealth with their personal values and goals. He provides strategies across investments, risk management, tax-aware planning, and long-term wealth structuring, incorporating clients' personal and religious values into their financial plans. Abraham holds the Personal Investment Advisor (PIA) designation and earned bachelor's degrees from the University of Houston System and AlAzhar University. He communicates fluently in English, Spanish, and Arabic. In addition to his professional work, Abraham participates in 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. She is involved with Trinity Wealth Advisory, a business entity related to her LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, supported by research and technology-driven 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, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he has been involved with the Texas Association of Sports Officials since 2008. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and includes a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Mari Page is a financial advisor at Merrill with 22 years of industry experience and holds a Series 66 designation. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing, among other roles, before joining Merrill in 2021. Outside of her advisory role, she is an independent beauty consultant for Mary Kay and also consults for a Korean-based skincare company, Riman, Inc. 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, and institutional investors, with portfolio implementation conducted through internal and third-party managers.

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. Additionally, she serves as a co-trustee of a family trust responsible for managing a life insurance policy. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Joshua Gurvey is a financial advisor with Fidelity Investments in Friendswood, TX, holding Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors and Bleakley Financial Group. He is also involved with the Evelyn Rubenstein Jewish Community Center, contributing significant time to membership services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Douglas Elliott is a financial advisor at LPL Financial with 41 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for 13 years before joining LPL Financial in 2024. Elliott holds Series 63 and Series 65 designations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and access to research from both internal and third-party sources.

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 at Fidelity with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2022, with prior roles at Equitable Advisors and Axa Advisors, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and offers services such as discretionary portfolio management, fund advisory, and delivery of model portfolios to intermediary platforms.

Emily Richardson is a CFP® with 20 years of industry experience, currently serving at J.P. Morgan Securities in Houston, TX. She has been with J.P. Morgan Securities since 2012 and also worked at JPMorgan Chase Bank, N.A. since 2018. 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 its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Arionna Mc Miller is a Series 66 licensed financial advisor with Morgan Stanley in Houston, TX. She has two years of prior experience at Plancorp LLC and has worked in diverse roles including at Bath and Body Works and the University of Missouri-Columbia Graduate School. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by advanced modeling tools and a structured discovery process.