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.

Fredrick Nwosu is a Senior Financial Advisor with the TSPN Wealth Management Group at Merrill Lynch Wealth Management in Downtown Houston. He provides strategic, goal-based wealth management services, often serving as a trusted advisor for corporate clients and industry leaders. Fredrick focuses on various client needs including college education planning, divorce transition planning, employee benefits planning, executive compensation, family wealth management strategies, employee financial health, legacy planning, managing new wealth, personal retirement planning, and tax minimization. He joined Merrill Lynch Wealth Management in 2016 and holds professional designations including Chartered Financial Consultant (ChFC) and Personal Investment Advisor (PIA). Fredrick graduated from the University of Houston with a Bachelor's degree in Marketing and Mathematics. Fredrick enjoys basketball, music, photography, reading, and soccer in his personal time.

Jeanette Allan is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Ameriprise during her career. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Carla Burns is a financial advisor at Cambridge Investment Research Advisors with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Cambridge since 2010. Outside of her advisory role, she serves as treasurer and recording secretary for the Moores School of Music Society in Houston and holds a treasurer position with the P.E.O. Sisterhood chapter in Des Moines. Cambridge Investment Research Advisors is a large SEC-registered advisor serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management platforms and strategies tailored to client objectives.

Patrick Mcshay is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2007, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC serves a broad client base, including retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment process and provides advisory services to multiple registered investment companies and fund-of-funds.

Dun Valentin is a financial advisor with Wells Fargo Clearing in Houston, TX. He holds Series 65 and Series 63 designations and has one year of advisory experience. Valentin has been with Wells Fargo Bank, N.A. since 1997, spanning a career of over two decades within the Wells Fargo organization. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from its Investment Institute alongside third-party analytics to guide its investment approach.

Kenneth Webb is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2013 to 2016. Webb serves as power of attorney for his parents in investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

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 with four years of industry experience. He holds a Series 66 designation and has previously worked at Cimbria Consulting, LLC and the Competitive Gaming Association, LLC. Outside of his advisory role, Looper is involved in trading collectibles, primarily trading cards, through a personal business called PopUp Collectibles. 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 with model-based and discretionary investment strategies.

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 at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and affiliated entities since 2004, as well as at JPMorgan Chase Bank and J.P. Morgan Securities Inc. from 2010 to 2017. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

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.

Karoline Humphries is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She has worked with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018 and previously spent 13 years at AllianceBernstein. Humphries has been involved with the Symphony of Southeast Texas for over two decades. J.P. Morgan Securities 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.

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.