Audrey Simpson is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. She previously worked at Goldman Sachs from 2023 to 2026 and has educational and work experience associated with Baylor University and Saint Agnes Academy. 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 both model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ross Weidner is a financial advisor with Equitable Advisors in Houston, TX. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he attended Texas A&M University and worked briefly at The Home Depot. Equitable Advisors serves individual clients across the wealth spectrum, as well as pension plans, corporations, and nonprofits. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory platforms in its client solutions.

Kristin Mc Tavish is a financial advisor with Edward Jones in Houston, TX, holding Series 63 and Series 66 licenses and having 21 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices.

Bradly Hinton is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Ameriprise in Houston, TX with 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. In addition to his role at Ameriprise, he is an associate financial advisor at Tiras Wealth Management LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria, delivering non-discretionary, research-driven recommendation reports that incorporate tax-efficient strategies and asset management tailored to client needs.

Arthur Gellang is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with J.P. Morgan Securities in Houston, TX, and previously worked at Thrivent Financial and Thrivent Investment Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Caddie Cox is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, Cox worked in public education with Spring Branch Independent School District, Katy ISD, and Norman Public Schools for a total of 12 years. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes various advisory models implemented through third-party managers and offers ERISA fiduciary services through credentialed representatives.

Christina Pierce is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 63 designation and bringing 28 years of industry experience. She previously worked at UBS Financial Services and PaineWebber Inc. for 27 years before joining J.P. Morgan in 2019. In addition to her advisory role, she is also employed by JPMorgan Bank, where she can offer certain banking products and services. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates eligibility frameworks including ESG criteria.

Christian Sanchez is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses. He has experience at Wells Fargo Clearing and Wells Fargo Bank, NA since 2026, and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, NA. 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 provides both brokerage and advisory solutions.

Johneric Bannon is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Wells Fargo Bank, N.A. since 2016. 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 Wells Fargo Investment Institute with diversified investment evaluation methods.

Adil Berrada is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials and four years of industry experience. He has been with Equitable Advisors since 2022. Outside of his advisory role, he serves as Treasurer on the volunteer Board of Directors for the Houston Interpreters & Translators Association and operates a language interpretation and translation business. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory programs through Investment Adviser Representatives and referrals to third-party asset managers, focusing on personalized risk assessment and tailored investment solutions.

Daniel Priwin is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 license and six years of industry experience. His prior roles include positions at Sanders Morris Harris LLC and Tectonic Advisors. Outside of finance, he is a part owner of an e-commerce business selling products through Amazon. 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. The firm combines quantitative screens and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Allison Tolbert is a financial advisor based in Houston, TX, with Merrill. She holds a Series 66 designation and has 26 years of industry experience. Allison has worked at Merrill since 1996 and has been affiliated with Bank of America, N.A. since 2017. She is involved with The Fox Group, a for-profit business, where she contributes a small amount of time handling administrative 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sean Racz is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley, E*TRADE Securities, Edward Jones, and JPMorgan Chase Bank. Outside of his advisory role, he is the owner of Racz Industries LLC, a holding company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm focuses on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Rachel Meyer is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked exclusively with J.P. Morgan Securities since 2015. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and incorporates an ESG eligibility framework.

Walker Hale is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 credential and has worked in various roles including at JPMorgan Chase Bank, N.A., and at Master Investment Learning Center. Walker has a background that includes experience in both financial services and legal education. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program emphasizing written asset allocation advice, investment manager and fund searches, and customized performance reporting. The program combines quantitative and qualitative research to develop model asset allocations and includes broader derivatives and commodities capabilities.

Billy Cross Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. His career includes roles at firms such as Charles Schwab, Merrill, and VALIC Financial Advisors. He is also an owner of a separate business entity. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of advisors and multiple platform options.

Natanie Keller is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. Prior to joining Raymond James in 2019, Keller spent 10 years with Morgan Stanley Smith Barney. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide network of advisors.

Eric Mangin is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at AXA Advisors and JPMorgan Chase Bank. Outside of his advisory role, he owns a mobile golf simulator rental business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

John Sowell IV is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and with 22 years of industry experience. He has been with Wells Fargo since 2016 and has operated Amending Homes since 2007. Outside of his advisory role, he serves on the stewardship committee of First Baptist Church in Portland, TX, where he participates in financial oversight and budget approval, and he is a 50% owner of Sowell Ranch Exotics, LLC, which raises animals. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions with research-based investment approaches and provides a range of financial products through its bank and insurance affiliates.

Kevin Mathew is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and eight years of industry experience. Prior to joining Ameriprise in 2022, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2018 to 2022, and at Axa Advisors from 2017 to 2018. Outside of Ameriprise, he is associated with Tiras Wealth Management LLC as an Associate Financial Advisor and Client Service Specialist. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated processes overseen by a specialized team to deliver personalized retirement income advice within a large institutional framework.