Dean Parham is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including The Lubrizol Corporation and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence, combining quantitative and qualitative research, and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Jonathan Rozen is a financial advisor at J.P. Morgan Securities in Houston, TX, holding a Series 66 designation with two years of industry experience. He is also a silent partner in Tibur Logistics PR LLC and Tibur Logistics LLC, firms specializing in international distribution logistics. Prior to joining J.P. Morgan, Rozen has held roles at JPMorgan Chase Bank, Alterna Securities, and Rice University, among others. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm utilizes a centralized due diligence process, combining quantitative screens and qualitative research, and incorporates ESG criteria in its recommendations.

Vita Barrio is a financial advisor with Raymond James Financial Services Advisors Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been associated with Raymond James since 2012 and concurrently with International Financial Group since 2015. Barrio is the sole member of Vita Wealth Management LLC, which she established for business purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs fact-finding, risk profiling, and analytical tools to deliver tailored, non-discretionary investment consulting and sponsors various advisory programs.

Taylor Baloney is a financial advisor at J.P. Morgan Securities based in Houston, TX, holding the Series 66 designation with two years of industry experience. Prior to joining J.P. Morgan Securities in 2026, Taylor worked at Edward Jones and Kemper Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Moufid Hajjar is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior work includes positions at Bank of America, Woodforest National Bank, and Capital One. Outside of finance, he is involved in his family’s restaurant business, assisting with various operational tasks. 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.

John Noel is a financial advisor at OSAIC based in Houston, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His background includes roles at Crescent Park Capital, the Houston Astros Organization, and the Olin Business School at Washington University in St. Louis. Outside of advising, he owns Parplan Golf, a business that creates and sells golf practice plans online. OSAIC Wealth serves a diverse client base including retail, institutional, retirement plan sponsors, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs model-based asset allocation and portfolio optimization techniques and manages a complex network of affiliates and programs to provide varied investment solutions.

Alex Updyke is a financial advisor with Wells Fargo Advisors in Sugar Land, TX. He holds Series 63 and Series 66 designations and has 12 years of industry experience, including prior roles at Hines Securities Inc and Wells Fargo Clearing. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes retirement, education, risk, and wealth-transfer planning, as well as specialized services like business-owner transition and special-needs analysis.

Roland Lewis is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Merrill, Bank of America, and Wells Fargo Bank. 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 through more than 14,000 financial advisors, utilizing research and analytics to evaluate investment options within client custodial platforms.

Cynthia Shelton is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior roles include positions at Securities America Advisors and 1 St Global Insurance Services. In addition to her advisory work, she owns Shelton Consulting LLC and operates Cindy Shelton, CPA, PLLC, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Austin Webb is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Equitable Advisors since 2016, including its predecessor Axa Advisors, and is involved in various outside insurance activities. Equitable Advisors serves a range of clients, from individuals to institutions, providing financial planning, retirement consulting, and asset management programs. The firm uses a combination of in-house and third-party advisory models, focusing on personalized client information and risk assessment without sponsoring its own wrap fee program.

Douglas Fuqua is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over two decades of experience in the financial advisory field, including founding Fuqua Financial, LLC, where he worked as an independent financial advisor for 21 years. Prior to that, he began his career in 2002 with UBS Financial Services Inc. Doug holds a Bachelor of Science degree from Texas State University. He has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Doug is based in Texas and has a long-standing connection to the area.

Abel Rodriguez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. He has also worked at Wells Fargo Bank, N.A. and Woodforest National Bank. 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 roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Taylor Baches is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Prior to joining Merrill and Bank of America, he worked in education for nine years, including roles at Texas Christian University and middle/high schools. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Perrin Langlois is a financial advisor with Equitable Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as an executor and trustee of a family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of programs delivered through Investment Adviser Representatives and third-party asset managers, focusing on aligning client risk tolerance with appropriate investment models.

Eric Fontenot is a CFP®-designated financial advisor with Edward Jones in Houston, TX, and has seven years of industry experience. He has worked at Edward Jones since 2019 and previously held positions at RUS Industrial and Trio Electric, LLC. Edward Jones is a full-service wealth management firm serving 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, operating under a fiduciary standard.

Ryan Mc Farland is a financial advisor with J.P. Morgan Securities in Houston, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining J.P. Morgan, he has held various roles including positions at JPMORGAN Chase Bank, N.A. and involvement with T Bar M Camps and Retreats. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence supported by both quantitative and qualitative research, with a focus on Eligible Strategies that may incorporate ESG considerations.

Jammie Powell is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 designations and 13 years of industry experience. Prior to joining Wells Fargo in 2017, Powell worked at J.P. Morgan Securities from 2012 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Rodolfo Cooper is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and Virtus Partners. He serves on the investment committee for St. John's School, a nonprofit private K-12 school, assisting with oversight of the school's endowment. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research and includes ESG considerations, with implementation supported by related investment-management entities.

Reid Juul is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Financial Group and Voya Financial Advisors. In addition to his advisory role, he is an independent insurance agent and manages staff at Simplicity Financial Marketing Holdings, focusing on fixed insurance solutions. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of investment programs including discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Courtney Garson is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has been with JPMorgan-affiliated firms since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a centralized advisory process supported by quantitative and qualitative research.