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.

Stephen Lamb is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bank of America, N.A. and Merrill since 2016, both located 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Charles Neuhaus is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee and executor for family trusts and estates. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven, incorporating modern portfolio theory, and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

L Quinn Looper is a financial advisor at Merrill in Houston, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Merrill, Looper worked at Cimbria Consulting, LLC and was involved with the Competitive Gaming Association, LLC. Outside of advising, Looper manages a hobby business trading collectibles, primarily trading cards. 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, offering both model-based and discretionary investment strategies for a range of clients including individuals, pension plans, and charitable organizations.

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.

Daniela Chavana is a financial advisor with Wells Fargo Clearing in Houston, TX. She holds Series 65 and Series 63 licenses and has prior experience at Bank of America and Wells Fargo Bank. Daniela also worked at Texas A&M International University before joining Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Steven Carayanis Sr. is a financial advisor based in Houston, TX, affiliated with Morgan Stanley. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities Inc. before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Kim Ngan Anaya is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and possessing 12 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in recommendations.

Francisco Martinez Vazquez is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has concurrently worked at Wells Fargo Bank, N.A. since 2014. 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 solutions grounded in an IPS-driven process and modern portfolio theory. The firm includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options, serving institutional clients with tailored investment strategies.

Quincy Harden is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2020, following six years at Edward Jons. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Bisotooni is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 66 and Series 63 licenses and having two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Equitable Financial Life Insurance and Equitable Advisors, and spent 19 years at Aldine ISD. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Sam Gentle is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and based in Houston, TX. He has been with J.P. Morgan since 2025, with prior experience at Kayne Anderson Capital and Pickering Energy Partners. Sam's background also includes four years at Texas A&M University. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering a comprehensive range of investment services.

Erik Duran Robles is a financial advisor with Wells Fargo Clearing in Houston, TX. He holds the Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Wells Fargo, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from the Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Justin Swope is a CFP® professional with 30 years of industry experience, currently advising clients at Ameriprise in Houston, TX. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he manages a hay sale operation on his property. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, written Recommendation Reports in partnership with its financial advisors.

Ivan Martinez is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, N.A., Chase, and several other companies. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Roberto Pellico is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Goldman, Sachs & Co., INSAR, and GT Global. Outside of his advisory role, he manages 4spen LLC, an investment vehicle focused on private, local real estate projects. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

J Thomas Ybarbo is a CFP® with 16 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities since 2012. He has also been employed by JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he is a partner in Lion's Den Capital Group, LLC, an investment vehicle focused on real estate and equity injections into existing businesses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Dana Metting is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 20 years of industry experience. She has worked with Merrill since 2005 and concurrently with Bank of America, N.A. since 2011. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Adam Davidson is a CFP® and Series 66 credentialed advisor with 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Wamu Investments. Outside of his advisory role, he is an investor in a composting business called Happy Earth Compost. 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, distribution, and investment management capabilities.

Roland Salazar is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked with JPMorgan Chase Bank since 2000. 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 and investment management capabilities.