Cameron Michalski is a financial advisor at Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Equitable Advisors since 2014, following a tenure at AXA Advisors, LLC. Equitable Advisors serves individuals—including both non-high-net-worth and high-net-worth clients—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment strategies.

Reva Azeez is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked at Mass Mutual and its affiliate since 2008. Outside of her advisory role, she is also an insurance agent specializing in disability and health insurance. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, employing firm-approved analytical tools and offering specialized planning programs such as divorce and estate-settlement planning.

Liam Doherty James is a financial advisor at Equitable Advisors in Houston, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Equitable Advisors, he worked at Hawkins Laakso Wealth Management and has several years of experience in the restaurant industry. He is also affiliated with the Bauer College of Business. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm’s approach includes matching client risk tolerance to various advisory models and third-party asset managers, offering a diverse range of investment options including mutual funds, ETFs, and alternative investments.

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 with Fidelity who holds Series 63 and Series 66 designations and has 21 years of industry experience. He has been with Fidelity Investments since 2010 and has worked within various Fidelity divisions, including Fidelity Personal and Workplace Advisors. In addition to his advisory role, he teaches a university course at the University of Houston’s Bauer College of Business twice a week. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors and maintains a formal advisory role to multiple registered investment companies and fund-of-funds.

Katherine Cruz is a financial advisor at Merrill with 11 years of experience at the firm and 8 years in the industry. She holds a Series 66 designation and is based in Houston, TX. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed 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.

Andrew Wolfe is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. Prior to joining Ameriprise, he worked in various roles including at Dell Technologies and in the hospitality sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable 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.

James Bank is a Financial Advisor at Merrill Lynch Wealth Management with eighteen years of experience in wealth management and institutional financial services. He began his career as a publishing research analyst covering small-cap industrials at Sidoti & Co. and later Citigroup. He then joined UBS Wealth Management as an equity specialist and advanced to serve as Head of Equity & Debt Syndicate and Head of UIT Sales & Product Development before his current role at Merrill. James holds a Bachelor of Arts degree from Pennsylvania State University and an MBA from the Fordham University Gabelli School of Business. He maintains FINRA Series 7, 24, 63, 66, 79, 86, and 87 registrations and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, James has interests in adventure sports, cooking, fishing, football, hunting, ice hockey, skiing, and spending time with his family.

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 in Bellaire, TX, holding Series 66 and Series 63 credentials with 11 years of industry experience. She has been associated with Edward Jones since 1996. Outside of her advisory role, she is the owner of a rental property in Katy, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

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 in Houston, TX, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously spent 23 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including 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 planning process supported by firm-approved tools and market outlook models.

Martha Oneill is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and having 43 years of industry experience. She worked for Allen Associates / The Guardian Life for 37 years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on a range of strategic and tactical investment options supported by advisor-facing research tools.

Kenneth Webb is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Wells Fargo Clearing since 2016. Webb serves as power of attorney for his parents in investment-related matters. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Janey Rizvi is a Certified Financial Planner (CFP®) with 20 years of industry experience, currently serving as a Private Client Advisor at J.P. Morgan Securities. She has held roles at JPMorgan Chase Bank, N.A. since 2008 and worked previously at Ameriprise. Outside of her advisory work, she is an owner and partner of Minilith LLC, a company focused on designing and selling computer equipment. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, delivering non-discretionary asset allocation advice and customized performance reporting. Their advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.

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.