Justin Bremer is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity and its affiliates since 2010. In addition to his advisory role, he teaches a university course at the University of Houston’s Bauer College of Business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Katherine Cruz is a Series 66-licensed financial advisor with Merrill in Houston, TX, where she has worked since 2015. She has seven years of industry experience and currently serves clients through Merrill’s platform. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers a variety of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, and institutional investors, with portfolio implementation supported by internal and third-party managers.

Sergio Gomez is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at Merrill and several other companies outside the financial services industry. Gomez is also involved with Tiras Wealth Management LLC as a team member managing an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Joanne Resh is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding a Series 63 designation and bringing 26 years of industry experience. Her prior roles include positions at Metlife Securities Inc. and MassMutual Life Insurance Co. Outside of her advisory work, she is an owner of a rental property. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software to deliver collaborative, goal-oriented recommendations.

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.

Charissa Skinner is a financial advisor at Edward Jones with 11 years of industry experience and holds Series 66 and Series 63 licenses. She has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Dat Tu is a financial advisor with Merrill and holds a Series 66 designation. He joined Merrill in 2025 and has prior experience at Bank of America dating back to 2022. Before entering the financial industry, he worked in various roles including at the University of Houston-Downtown and The Art Institute of Houston. 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 strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Erik Littlejohn is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds a Series 63 designation and has previously worked at Merrill and Bank of America. He is based in Houston, TX. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Catherine Rocque Butler is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been affiliated with Citigroup Global Markets since 1986. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Martha Oneill is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. She previously spent 37 years with Allen Associates / The Guardian Life before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Janey Rizvi is a CFP®-designated financial advisor with J.P. Morgan Securities, based in Pasadena, TX, and has 19 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2008. Outside of her advisory role, she is an owner and partner of Minilith LLC, a company focused on designing and selling computer equipment. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.

Alyson Guest is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and has been affiliated with Metlife Securities since 2008. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software to develop written recommendations tailored to clients' goals.

Erik Feldhaus serves as the Resident Director and Wealth Management Advisor at Merrill's Lake Forest Branch Office. In his role, he manages the office and acts as a player-coach to his team of advisors and staff. Erik began his career at Merrill in 1999 and rejoined the firm in 2017. He works with a focused client base primarily composed of business owners, enabling him and his team to dedicate substantial time and resources to their distinctive financial needs. Erik's expertise spans family wealth management strategies, personal retirement planning, individual and corporate investment strategy, and tax minimization. His professional background includes service as a United States Marine Corps Reserve Lieutenant Colonel and Judge Advocate (JAG) with experience in prosecution, tax-minimization strategies, and estate planning services. He holds several professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from George Washington University, a Juris Doctorate from Jacob D Fuchsberg School of Law, and completed an Accredited Certificate Program at The Naval Justice School. Erik is a member of the Exit Planning Institute and volunteers his time supporting the Lake County Sheriff's Office. His personal interests include golfing, traveling, and watching movies.

Michael Groves is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 66 credentials. Prior to his current role, he worked within Morgan Stanley Services Group and earlier spent six years at Noodles & Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved processes to assist clients.

Kathryn Ward is a financial advisor at Merrill with 38 years of industry experience. She has held her current position at Merrill Lynch since 2009. She holds Series 63 and Series 66 credentials and 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Aldo Ochoa is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and 19 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2006. Outside of his advisory role, Ochoa is involved as a managing partner and manager in private wealth and equity-related entities and serves as a board member of the PWG Partners Foundation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerance.

Robert Bozka is a financial advisor with Edward Jones in Friendswood, TX, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. Outside of advising, he serves on the Investment Committee for the City of Friendswood, Texas and has involvement in family partnerships and oil and gas royalty interests. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm provides a range of advisory programs and investment options supported by a large network of advisors and branch offices nationwide.

Eric Poli is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Additionally, he has been involved with Houston Community College since 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm offers advisory services alongside brokerage, distribution, and investment management capabilities.

Scott Zindler is a Certified Financial Planner (CFP®) with 30 years of experience, currently serving at Morgan Stanley in Houston, TX. His prior roles include positions at BBVA Securities Inc. and Compass Bank. Outside of his advisory work, he has served on the board for the Spring Branch Education Foundation and participates on the advisory board for the Stratford High School chapter of the Academy of Finance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs, including financial planning and estate strategies, to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning approach supported by firm-approved tools.