Derek Hsu is a Series 66-licensed financial advisor with J.P. Morgan Securities in Houston, TX, and has one year of industry experience. His prior work includes roles at Levi Strauss & Co, UBS, Abercrombie & Fitch, and St. Paul's Christian School. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Rachel Dalton is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2010, including a decade at Jpmorgan Chase Bank, N.A. She is based in Houston, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Vishnu Persaud is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2000. Outside of advising, Persaud is involved in the sale of loan products and home-related services through affiliated companies and owns a vacation home rental business in Galveston, TX. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model based on a tiered wrap fee structure.

Ethan Sherman is a financial advisor with Fidelity Investments in Houston, TX. He holds Series 63 and Series 66 designations and has one year of industry experience. Prior to joining Fidelity, he worked at Western & Southern Life and W&S Brokerage Services, and he is also employed at EOS Fitness, where he provides exercise support and guidance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.

Charisse Kirkley is a financial advisor at Morgan Stanley in Houston, TX, holding Series 66 and Series 63 designations with 19 years of industry experience. Her prior experience includes roles at Bank of America, Merrill, Questar Asset Management, and Blackrock Investment Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that incorporates firm-approved tools and scenario modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Ryan Crawford is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 designations. He has one year of industry experience and previously held positions at PNC Bank and other retail and sales roles. 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 supported by research and analytics from Wells Fargo Investment Institute.

Tami Jarrett Plummer is a financial advisor at Cambridge Investment Research Advisors with over 33 years of industry experience. She has held positions at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010, and was previously with Jaye C. Jarrett & Co., Inc. for 30 years. She serves as a board member of the Powder Ridge Homeowners Association in Big Sky, Montana. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management with a range of proprietary and third-party investment strategies.

Matthew Smith is a Series 66-credentialed financial advisor with 16 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and previously held positions at Bank of America, Merrill, USAA Investment Services Company, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Athena Yang is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She joined Fidelity Investments in 2024 as a Financial Consultant I before advancing to her current position. Prior to joining Fidelity, Athena worked as an Investment Associate at Citi Private Bank from 2021 to 2024. Her earlier experience includes serving as a Junior Portfolio Manager at Lenox Wealth Advisors (dba Wealthspire) from 2014 to 2021 and as an Associate Analyst at Sirios Capital Management from 2008 to 2011. With over a decade in the financial services industry, Athena focuses on understanding client goals and needs to co-create personalized financial plans. She emphasizes building strong relationships grounded in trust and open communication. Outside of her professional work, Athena enjoys cooking and baking, family activities, outdoor adventures, tennis, and traveling.

Aiana Whitfield is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan, she has worked in various roles including at Blue Plate Restaurant Company and Northrock Partners. Outside of her advisory work, Whitfield serves as a basketball referee for leagues ranging from elementary to adult levels. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative screening and qualitative research, with a focus on eligible strategies and ESG considerations.

Dena Lewis is a financial advisor with J.P. Morgan Securities in Pearland, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. Her career includes five years each at Jpmorgan Chase Bank and J.P. Morgan Securities, and six years at Wells Fargo Bank NA and Wells Fargo Clearing. 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 within a non-discretionary advisory program. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria, with implementation supported by affiliated investment management entities.

Jamie Frank is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for 10 years. Outside of her advisory role, she is the general partner and managing member of Conscious Cloth Ventures LLC, a cloth diaper service, and serves as assistant treasurer and volunteer for the Houston Metropolitan Chapter of Jack & Jill of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

George Bow is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and also has a tenure with Wells Fargo Bank, N.A. dating back to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 advisors nationwide.

Walter Schneider is a financial advisor at Merrill with 51 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill and Bank of America since 2015. Outside of his advisory role, he serves as a committee member for the Hallmark Resident Gift Fund, a program that distributes cash rewards to employees of his retirement community. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Wendy Chan is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and bringing 17 years of industry experience. Her prior roles include positions at Oneamerica Securities, American United Life, and Mass Mutual Investors Services. Outside of her advisory work, she operates a professional corporation providing tax preparation and accounting services. 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 access, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Christopher Rowley is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He has spent over a decade with Ameriprise Financial Services, Inc. Prior to his advisory role, he has held a position on the Board of Directors for Municipal Utility District #73 in Houston, TX. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Tamra Gann Curry is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with LPL Financial since 2005. In addition to her advisory role, she is involved in the sale of Medicare-related insurance products. 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.

Korissa Rojas is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and three years of industry experience. She has been with Wells Fargo Bank, NA since 2015. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Kyle Briggs currently serves as a Branch Leader at Fidelity Investments, where he oversees a team of financial professionals dedicated to co-creating financial plans with clients to support their financial goals. He has held this leadership role since 2026. Kyle has extensive experience within Fidelity Investments, progressing through multiple positions since 2011. His roles have included Team Leader in Retail Planning and Advice, Client Services, and various representative positions focused on investment and retirement solutions. This trajectory reflects his deep familiarity with client services and financial planning. Outside of his professional duties, Kyle enjoys spending time at the beach, playing board games, traveling, and caring for pets.

Jennifer Price is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her work history includes multiple roles at Wells Fargo Clearing and Wells Fargo Bank NA, as well as a position at Westmark Credit Union. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets with more than 14,000 advisors and offers both brokerage and advisory solutions.