Daniel Shanks is a Series 66 licensed financial advisor with seven years of industry experience, currently with Fidelity Investments. His prior work includes roles at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and JPMorgan entities. Outside of finance, he has worked in event security for concerts and corporate gatherings. Strategic Advisers LLC, a Fidelity Investments company, offers 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 across various asset classes.

Michael Sheen is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Karl Reed is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its related entities since 2005 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides comprehensive recommendation reports that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools to assist in retirement income planning.

Chantel Williams is a CFP®-certified financial advisor with 10 years of industry experience. She is currently with LPL Financial and has previous experience at Edward Jones and Ameritas Advisory Services. Williams is also a co-owner of Williams Wealth Management in Houston, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs and uses both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Mark Smelser is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2001. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Cesar Sosa is a financial advisor with Merrill in Houston, TX, holding a Series 66 credential and one year of industry experience. His prior work includes six years at Bank of America. Outside of his advisory role, he is a pianist at Iglesia Sin Limites, a local church in South Houston. 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 a range of clients including individuals, high-net-worth clients, and institutional accounts.

Juan Zaragoza is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to his current role, he was involved in entrepreneurial ventures including Zarca Roofing LLC and Zarca Services LLC. He also spent six years in full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of brokerage, advisory, custody, and cash-sweep services. The firm’s investment approach includes multi-asset model portfolios with both non-discretionary and discretionary management options, supported by research and a formal alternative investment process.

Eric Holland is a financial advisor with Edward Jones in Baytown, TX, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Monica Bello is a financial advisor at Edward Jones in Houston, TX, with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

David Aguilera is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and six years of industry experience. His work history includes roles at Bank of America and Merrill, and he has been associated with JPMorgan Chase Bank and J.P. Morgan Securities since 2023. Aguilera has also been involved with nonprofit organizations, including Kingdom of the Cross Non Profit and Cypress Christian School. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Emilio Ramos is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their values and financial objectives, helping to create strategies aimed at achieving short-, mid-, and long-term goals. His approach includes providing guidance on general investing, retirement planning, and preparation for unexpected financial needs. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Emilio holds a Bachelor's Degree from Sewanee: The University of the South and has earned several professional designations, including Certified Exit Planning Advisor (CEPA), Chartered Financial Analyst (CFA), and Personal Investment Advisor (PIA). He emphasizes ongoing client communication to adjust financial strategies as their needs evolve.

Scott Audish is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Audish's career also includes a longstanding tenure with Wachovia Bank, N.A. since 2007. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Alexandria Beale is a Financial Advisor with Merrill Lynch Wealth Management. She works with individuals, families, and business owners to build wealth with intention and to protect what they have worked hard to achieve. Alexandria creates personalized strategies that align with clients' goals, minimize unnecessary tax exposure, and provide clarity in a complex financial landscape. Her services include building long-term investment portfolios, retirement planning, and advising on tax-efficient strategies. Alexandria's approach to financial planning emphasizes education, transparency, and helping clients make informed, forward-thinking decisions. She holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of North Texas. She is also a member of Alpha Kappa Alpha Sorority Inc.

Christopher Alaniz is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2024 and has held previous roles at Bank of America, N.A. and in educational institutions including the University of Houston Clear Lake and San Jacinto Community College. 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, and institutions.

Fredrick Nwosu is a Senior Financial Advisor with the TSPN Wealth Management Group at Merrill Lynch Wealth Management in Downtown Houston. He provides strategic, goal-based wealth management services, often serving as a trusted advisor for corporate clients and industry leaders. Fredrick focuses on various client needs including college education planning, divorce transition planning, employee benefits planning, executive compensation, family wealth management strategies, employee financial health, legacy planning, managing new wealth, personal retirement planning, and tax minimization. He joined Merrill Lynch Wealth Management in 2016 and holds professional designations including Chartered Financial Consultant (ChFC) and Personal Investment Advisor (PIA). Fredrick graduated from the University of Houston with a Bachelor's degree in Marketing and Mathematics. Fredrick enjoys basketball, music, photography, reading, and soccer in his personal time.

Jeanette Allan is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Ameriprise during her career. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Carla Burns is a financial advisor at Cambridge Investment Research Advisors with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Cambridge since 2010. Outside of her advisory role, she serves as treasurer and recording secretary for the Moores School of Music Society in Houston and holds a treasurer position with the P.E.O. Sisterhood chapter in Des Moines. Cambridge Investment Research Advisors is a large SEC-registered advisor serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management platforms and strategies tailored to client objectives.

Patrick Mcshay is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2007, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC serves a broad client base, including retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment process and provides advisory services to multiple registered investment companies and fund-of-funds.

Dun Valentin is a financial advisor with Wells Fargo Clearing in Houston, TX. He holds Series 65 and Series 63 designations and has one year of advisory experience. Valentin has been with Wells Fargo Bank, N.A. since 1997, spanning a career of over two decades within the Wells Fargo organization. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from its Investment Institute alongside third-party analytics to guide its investment approach.

Kenneth Webb is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2013 to 2016. Webb serves as power of attorney for his parents in investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.