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 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 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.

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® with 10 years of industry experience, currently affiliated with LPL Financial. Her prior experience includes roles at Ameritas Advisory Services, Edward Jones, and co-ownership of Williams Wealth Management. She is also licensed as an independent insurance agent for fixed insurance products. 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 and access to third-party asset management, supported by advanced operational tools and a broad network of over 22,800 advisors.

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 joining Schwab, he managed businesses including Zarca Roofing LLC and Zarca Services LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory with access to affiliated discretionary separately managed accounts and alternative investments.

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.

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.

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 in Houston, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. for several years. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

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.