Brent Mitcham is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with Cetera. He previously worked at Concourse Financial Group Securities Inc for nearly a decade and operates his own financial planning business, Strategic Financial Advisors. In addition to advising, he is involved in managing business operations and estate planning through Mitcham Advisors LLC and offers life, fixed annuity, and health insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies with access to affiliated and third-party money managers.

Michael Olario is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 65 and Series 66 credentials and 17 years of industry experience. His prior work includes roles at Bank of America, Merrill, Waddell & Reed, and Ameriprise. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations, incorporating an ESG eligibility framework where applicable.

William Buchanan is a financial advisor with OSAIC based in Houston, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has previously worked at Royal Alliance Associates, Inc. and VOYA Financial Advisors. Buchanan is involved in several business activities, including serving as a senior financial advisor at Altus Consulting Group and as a partner at Edge Private Wealth. OSAIC Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach includes model-based asset allocation and portfolio optimization, supporting discretionary management and third-party strategies.

Amanda Evans Field is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 11 years of industry experience. She has been with UBS since 2015. Amanda serves on the board of directors for the Women's Finance Exchange Houston, where she acts as secretary and contributes to developing a network for professional women in finance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Stephen Camilli is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Agia, VALIC Financial Advisors, and Indus River Ventures. In addition to his advisory work, he is an agent for non-securities insurance products. 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 from Wells Fargo Investment Institute and third-party sources.

Alfred Sansores is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 designations and nine years of industry experience. He previously worked at VALIC Financial Advisors and has experience outside finance with the Cy-Fair Fire Department and Southern Glazers Wine and Spirits. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as registration as a commodity pool operator and the use of AI-driven methodologies.

James Aarsen is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 65 and Series 66 credentials, and has 21 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Chase Investment Services Corp., and Morgan Stanley DW Inc. 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 while allowing clients final decision-making authority. Their advisory process incorporates both quantitative and qualitative research, including ESG eligibility criteria, supported by affiliates offering implementation and portfolio services.

Lia Sepulveda Cantu is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and one year of industry experience. Her prior background includes roles at JPMorgan Chase Bank and Bank of America, as well as studies at Indiana University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates an ESG eligibility framework.

Mark Pope is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses, and has 25 years of industry experience. He has been with Wells Fargo Clearing since 2008 and is also affiliated with Wells Fargo Bank, N.A. since 2010. Based in Houston, TX, his career has been concentrated within the Wells Fargo organization. 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 from Wells Fargo Investment Institute and third-party sources.

Carol Olson is a financial advisor with J.P. Morgan Securities based in Houston, TX. She holds the Series 63 and Series 65 designations and has 24 years of industry experience, primarily with J.P. Morgan Securities and JPMorgan Chase Bank since 2001. Outside of her advisory role, she served as a troop leader for the Girl Scouts of San Jacinto from 2022 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with a forward-looking approach to build model asset allocations and offers broader derivatives and commodities capabilities through its unique regulatory registrations.

Elizabeth Harden is a financial advisor at Edward Jones in Humble, TX, holding a Series 66 designation with nine years of industry experience. She has worked at Edward Jones since 2016 and has been involved with the YMCA of Greater Houston since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Caitlin Gilmour is a financial advisor with J.P. Morgan Securities based in Houston, TX, holding a Series 66 designation and two years of industry experience. Her work history includes positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2023, as well as time at the University of Texas at Austin. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory approach combines quantitative and qualitative research for asset allocation and investment manager selection, supporting customized performance reporting while clients retain final decision-making authority.

Fellesia Reid is a financial advisor with Wells Fargo Clearing in Houston, TX. She holds Series 63 and Series 65 licenses and has experience in the financial industry since 2015, including roles at GM Financial and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets, employing both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Shanna Cannon is a Financial Advisor at Merrill Lynch Wealth Management. She works with individuals, families, and business owners to help them make informed financial decisions through personalized wealth strategies. Her approach integrates investments, retirement planning, tax considerations, and legacy goals into comprehensive plans tailored to each client's priorities. As an Army veteran and military spouse, Shanna brings discipline, adaptability, and a service-oriented mindset to her advisory role. She specializes in assisting professionals, business owners, pre-retirees, retirees, and individuals navigating significant financial milestones such as retirement planning, concentrated stock positions, ESOP distributions, business succession events, and multigenerational wealth transfer. Her focus is on simplifying complex financial decisions and helping clients feel confident about their financial future. Shanna holds a Master's Degree from Boston University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She is involved with Career Gear Greater Houston. Outside of work, she enjoys antiquing, boating, gardening, hiking, music, sewing, spending time with her family, traveling, watching movies, and woodworking.

David Chatham is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Wells Fargo Investments, LLC and Wamu Investments, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 advisors.

Rosa Berry is a financial advisor with Raymond James Financial in Houston, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2015. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs and institutional consulting across a large advisor network.

Issa Kamara is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He previously worked at Texas Capital Bank from 2017 to 2022 and The Vanguard Group from 2013 to 2017. Kamara is based in Houston, TX. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary strategies developed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joshua Mott is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2013, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through direct client agreements and corporate financial planning partnerships.

Cole Vicknair is a Financial Advisor with VMT Wealth Management, a nationally recognized financial advisory team based in Houston. The team is committed to providing a wealth management experience tailored to entrepreneurs, executives, retirees, and their families, emphasizing exceptional service and professionalism. Cole developed an interest in wealth management during his studies at the Cox Business School at Southern Methodist University in Dallas, Texas. After earning his bachelor's degree, he joined the VMT Wealth Management team in Houston. Working alongside his father, who has 30 years of experience with Merrill Lynch, Cole focuses on helping families and business owners pursue their financial goals. He holds the Personal Investment Advisor (PIA) designation. Residing in Houston, Texas, Cole engages in intramural soccer and enjoys cooking and staying active.

Sandra Ricker is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 designations and over 30 years of industry experience. She has been with Wells Fargo in various capacities since 1997 and has worked at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm utilizes research from Wells Fargo Investment Institute and third-party sources, offering both brokerage and advisory solutions to a broad client base.