Shane Minks is a financial advisor with MassMutual Investors Services in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to joining MassMutual in 2022, he worked in various Texas school districts from 2015 to 2022. Outside of his advisory role, Shane coaches private athletic lessons and serves as Vice President of Membership for NAIFA Houston. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved software.

Will Gerber is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through various roles including Financial Consultant I, Planning Consultant, Relationship Manager, Financial Representative, High Net Worth Associate, and Customer Relationship Advocate. In his role as a Financial Consultant, Will works closely with clients to understand their financial goals and collaborates with them to develop tailored financial plans. He is licensed with an AR Insurance License. Outside of his professional work, Will has interests in cooking and baking, fitness, exploring food culture, visiting museums, traveling, and volunteering.

Juan Davila is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2024, he worked at Merrill for eight years and Bank of America for nine years. 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, supported by a large network of advisors and advanced operational tools.

Linda Russell is a financial advisor at Ameriprise with 14 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and its affiliate since 2006, with a three-year gap in employment between 2017 and 2020. Based in Houston, TX, she has been with Ameriprise since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Ameriprise Premier Retirement Income service that focuses on retirement income planning through written Recommendation Reports and ongoing advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Skyler Childress is a financial advisor at Edward Jones in League City, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Donna Stolper Gonzalez is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 28 years of industry experience. She has worked at Ameriprise since 2019 and previously held roles at Oneamerica Securities and OneHouston Financial. Outside of her advisory work, she is involved with JHRA Group LLC, where she manages an advisory business. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joseph Radzwill is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a trustee for an investment-related trust in Phoenix, Arizona. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools, offering clients tailored financial plans without individual security recommendations as part of the standalone program.

Victoria Palmer is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, she worked at Vanguard as an Inheritance Specialist and Consultant from 2014 to 2015. Victoria partners with individuals, families, and local businesses to develop, implement, and maintain customized financial plans. She emphasizes working with integrity to help clients achieve their financial goals over time. Outside of her professional work, Victoria has interests in beach activities, music, parenthood, skiing, traveling, and yoga.

Tamara Mcfarland Wilson is a financial advisor at Primerica Advisors in Houston, TX, holding Series 65 and Series 63 credentials with 14 years of industry experience. She has worked at PFS Investments, Inc. since 2011 and Primerica Financial Services since 2010, and previously held a role at Westlake Chemical Corporation from 2007 to 2022. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Nolan Caldwell is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Union Planters National Bank since 1989. 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 combines research from its own Investment Institute with third-party data to support diversified, theory-based investment evaluations.

Christopher Lynch is a Series 66-registered advisor with Merrill in Houston, TX, and has three years of industry experience. He previously worked at Lonestar Pension Consultants for five years and has been with Merrill since 2022, concurrently holding a position at Bank of America, N.A. since 2024. 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 model-based and discretionary investment strategies for a range of clients including individuals, pension plans, and charitable organizations.

Blake Mc Cormack is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

Soma Chakraborty is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds the Series 66 and Series 63 designations and has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

Cairo Degaillard is a financial advisor with Cetera in Houston, TX, holding Series 66 and Series 63 licenses and having six years of industry experience. Prior to joining Cetera, he was involved in various roles including running a sole proprietorship travel agency. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of investment management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

James Williams Willis is a financial advisor at Edelman Financial Engines based in Houston, TX, holding a Series 65 designation with three years of industry experience. His prior work includes roles at BNY Mellon and seven years of service in the U.S. Army. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and serves a large client base through both advisor-led and online platforms.

Shelley Adams is an International Wealth Advisor with Merrill Lynch Wealth Management, specializing in international wealth management, women and wealth, and individual and corporate investment strategy. Born and raised in Guatemala, Shelley has lived in Houston for the past 34 years. She is fluent in both Spanish and English, and holds a Bachelor's Degree from Southwestern University. In her role, she delivers a comprehensive approach to managing wealth by listening closely to clients’ needs and connecting all aspects of their financial lives to develop personalized strategies aligned with their long-term goals. Shelley holds the Personal Investment Advisor (PIA) designation and is committed to building and maintaining strong client relationships through accessible, knowledgeable, and experienced guidance. She draws upon the broad resources of Merrill Lynch and Bank of America, including insights from BofA Global Research, to help clients navigate today's changing market conditions. Shelley’s philosophy emphasizes working one-on-one with clients to create flexible strategies that reflect what matters most to them. In addition to her professional work, Shelley follows Merrill’s tradition of community involvement and volunteers with organizations such as Faith in Practice. She enjoys spending her free time traveling, attending cultural events, and engaging in activities like cooking, dancing, gardening, interior decorating, music, reading, swimming, and watching movies with her family. She is also grounded in her strong family values and Christian faith.

Aaron Daniel II is a CFP® professional with eight years of industry experience, currently serving at Edward Jones since 2018. Prior to joining Edward Jones, he worked with Clear Creek ISD for two years. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients. The firm manages approximately $1.01 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.

Damian Garcia is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and 15 years of industry experience. He has been with Primerica Advisors since 2020 and also has a background at Rush Enterprises and Primerica Financial Services dating back to 2002. He receives compensation for the sale of loan products and referrals of home security and automation services through affiliates of Primerica. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Johnathon Johnson is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Jobot, ALLIANTGROUP, Robert Half, Bank of America, and the University of Tennessee. Ameriprise offers a retirement-income planning service geared toward individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports through a centralized consulting team, focusing on clients who maintain a significant portion of assets in Ameriprise-managed accounts.

Donald Fecel II is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in providing comprehensive financial planning and portfolio management strategies tailored to each client's specific goals. His work includes advising on areas such as retirement income, tax minimization, family wealth strategies, and socially responsible investing. Donald holds several professional designations, including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Certified Portfolio Manager (CPM), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Trinity University and is involved with the Trinity University Alumni Board in Houston. He is active in the community through participation with the Houston Council on Recovery and supports the Houston Food Bank. His interests include gardening, golfing, music, skiing, spending time with his family, tennis, traveling, watching movies, and woodworking.