Travis Magliolo is a financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2018, he served eight years in the United States Marine Corps. He holds a Series 66 designation and currently serves as the elected mayor of Dickinson, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions and operates under a fiduciary standard.

Erik Duran Robles is a financial advisor with Wells Fargo Clearing in Houston, TX. He holds the Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Wells Fargo, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from the Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Justin Swope is a CFP® professional with 30 years of industry experience, currently advising clients at Ameriprise in Houston, TX. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he manages a hay sale operation on his property. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, written Recommendation Reports in partnership with its financial advisors.

Ivan Martinez is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, N.A., Chase, and several other companies. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Roberto Pellico is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Goldman, Sachs & Co., INSAR, and GT Global. Outside of his advisory role, he manages 4spen LLC, an investment vehicle focused on private, local real estate projects. 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 an ESG eligibility framework.

J Thomas Ybarbo is a CFP® with 16 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities since 2012. He has also been employed by JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he is a partner in Lion's Den Capital Group, LLC, an investment vehicle focused on real estate and equity injections into existing businesses. 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 an ESG eligibility framework.

Dana Metting is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 20 years of industry experience. She has worked with Merrill since 2005 and concurrently with Bank of America, N.A. since 2011. 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 plans, corporations, and charitable organizations.

Adam Davidson is a CFP® and Series 66 credentialed advisor with 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Wamu Investments. Outside of his advisory role, he is an investor in a composting business called Happy Earth Compost. 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Rodney Nelson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior experience includes roles at University Federal Credit Union, CUSO Financial Services, LP, and National Planning Corporation. 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 investment adviser representatives.

Roland Salazar is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked with JPMorgan Chase Bank since 2000. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Jonathan Parker is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009, currently serving at Morgan Stanley Private Bank, N.A. since 2015. He is a member of the Cox Alumni Association Board of Directors, assisting current students and alumni with job opportunities. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and provides planning services supported by firm-approved tools and methodologies.

Christopher Molder is a financial advisor with Fidelity Investments in Houston, TX, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with various Fidelity entities since 2006, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery.

Eduardo Perez Balli is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at BlackRock and Grupo Financiero Actinver prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm operates with both advisory and brokerage functions and delivers recommendations on a non-discretionary basis.

Faride Hezni Yamin Abud is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, she worked at firms including PNC Investments, BBVA Securities, and Morgan Stanley. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of fund structures and model portfolios.

Jack Burke is a Financial Advisor at Merrill Lynch Wealth Management, specializing in family wealth management strategies, personal retirement planning, and tax minimization. He works with individuals and families who value structured and objective advice, aiming to develop lasting relationships as their main point of contact for financial needs. Jack holds a Bachelor's Degree in Economics and Business from the University of Texas at Austin. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His approach involves helping clients manage complexity across investments, taxes, and retirement planning by evaluating trade-offs, managing risk, and aligning capital with long-term priorities. Outside of his professional work, Jack is involved with the Memorial Hermann - Texas Medical Center and Memorial Hermann Greater Heights Hospital. His personal interests include football, music, spending time with family, traveling, and watching movies.

Ezra Rosado is a financial advisor at J.P. Morgan Securities with a Series 66 credential and two years of industry experience. He has worked in various roles within JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022. Prior to his financial services career, he held positions in the restaurant industry. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Alexis Heim is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining J.P. Morgan, Alexis worked at Goldman Sachs and held roles at several other firms. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Corey Fanning is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation. He has held various roles since 2016, including positions at Texas First Bank and Oak Wealth Management, with experience across multiple industries. Corey attended Texas Tech University from 2020 to 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Eugenio Bernardo Gomez Y Gomez is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in serving ultra-high-net-worth individuals and families. He focuses on family wealth management strategies, international wealth management, liquidity management, and portfolio management services. His expertise includes assisting clients with planning, investment management, capital markets, trust and estate planning services, as well as access to global banking and customized lending. Eugenio has worked in private banking since 2004. Before joining Merrill, he spent over 16 years at Citi Private Bank, where he ultimately served as a Banker to the Ultra-High-Net-Worth segment, working closely with large Latin American families on multi-jurisdictional investment and credit solutions. He holds a Bachelor’s degree in finance and a Master of Business Administration (MBA), both from Florida International University, and holds the Personal Investment Advisor (PIA) designation. He is fluent in English and Spanish. Outside of his professional commitments, Eugenio enjoys boating, golfing, music, swimming, and spending time with his family. He and his wife Rebecca have three daughters. When not enjoying Miami's outdoor environment, he spends time restoring classic cars with his father.

Alicia Ellis is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and 19 years of industry experience. Her career includes prior roles at CUNA Mutual Group, CUNA Brokerage Services, and Texas Bay Credit Union. In addition to her advisory work at Ameriprise, she serves as a financial advisor at Shell Federal Credit Union, meeting directly with credit union members. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.