Tyson Thomas is a CFP® professional with one year of experience, currently serving as a financial advisor at Ameriprise in Houston, TX. His prior work includes roles at Willis Johnson & Associates, Inc., Texas A&M University, and Dallas Baptist University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Ignacio Bonilla Ortiz is a financial advisor with Wells Fargo Clearing in Missouri City, TX, holding Series 63 and Series 65 licenses and with eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, NA since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach 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.

Ashley Ferry is a financial advisor with Fidelity in Houston, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, she worked at Yard House and CMI Rotating Service Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and acts as an advisor to multiple registered investment companies and fund-of-funds.

Robert Richmond Jr. is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2000. Richmond is also the sole proprietor of Travis Time, LLC, a company created to hold title to a property near Austin, Texas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Grant Hipple is a Series 66 credentialed financial advisor at Merrill with one year of industry experience. Prior to joining Merrill in 2025, he held positions at Seamless.AI, Northstar Anesthesia, K Rise Systems, and spent six years at the University of Texas at Austin. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bryan Tollerene is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with LPL Financial and its predecessor since 2002, after a brief tenure at Prudential Equity Group. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with extensive non-advisory financial activities.

Cynthia Crump is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. In addition to her advisory role, she assists with client service and operational functions at Tiras Wealth Management, a private wealth advisory practice within Ameriprise. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Bruce Quick is a financial advisor with Ameriprise in Houston, TX, holding CFP®, ChFC®, and Series 63 designations and has 40 years of industry experience. He has been with Ameriprise since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies through a centralized service team.

Lee Bolnick is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the ChFC®, Series 63, and Series 66 designations. Bolnick has previously worked at PNC Investments, BBVA Wealth Solutions, BBVA Compass Insurance Agency, BBVA Securities, and Proequities/3Mark Financial. He also receives residual insurance commissions from prior business but has no ongoing insurance-related activity. 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’s advisory process involves centralized due diligence and combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Sergio Ortiz Villalobos is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo Clearing since 2025 and previously worked at Wells Fargo Bank, Ace Flowers, Chase, and Ruth Chris Steakhouse. He is based in Houston, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Amanda Munselle is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Cambridge Investment Research Advisors, Inc., Empyrean Benefit Solutions, and Professional Enrollment Concepts. Outside of her advisory role, she owns a retail sales business named Rock The Boat Design. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by advanced modeling tools and a structured discovery process.

Vicki Hebert is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. In addition to her advisory role, she is a commissioned Texas Notary Public. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, using proprietary research and tools to develop tailored recommendations.

David Arlott is a financial advisor at LPL Financial in Houston, TX, holding a Series 66 designation with 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and BBVA Compass Investment Solutions. Arlott is also an agent for Ohio State Life Insurance Co. through NexAnnuity. 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, third-party asset management, and institutional platforms, with investment strategies that utilize research, model portfolios, and customized approaches.

Gary Wulf Jr. is a financial advisor at Morgan Stanley in Houston, TX, with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and its affiliates since 2008. His prior experience includes roles at Merrill and Ernst & Young Investment Advisers LLP. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Kevin Kugley is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior experience includes roles at Merrill, First Horizon Advisors, Chase Investment Services, and Valic Financial Advisors. Outside of finance, he has worked as a SAG actor since 2010 and has been involved in local government as a candidate for the Beverly Hills City Council. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, and institutions through a broad network of representatives. The firm offers a variety of financial planning and asset management solutions, leveraging model portfolios, third-party subadvisors, and technology tools to support a diverse client base.

Samuel Penni is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he serves on the board of the Houston Amateur Hockey Association. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining proprietary research and third-party data to provide tailored recommendations.

Larry Brannick is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with J.P. Morgan Securities and affiliated entities since 2011. 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. The firm combines quantitative and qualitative research to develop model asset allocations and maintains regulatory registrations reflecting broader derivatives and commodities capabilities.

Shannon Rasberry is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for six years and Ecolab for two years. Prior to her career in finance, she spent twelve years as an independent consultant in branding and marketing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms, supporting advisors with technology and a broad suite of financial products.

Edward Persia is a financial advisor at Ameriprise with 15 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 12 years before joining Ameriprise in 2024. Persia is also co-owner of Q5 Operations LLC and owner of EP1 LLC, managing advisory businesses. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining investment research and algorithmic tools to provide tailored recommendations and ongoing advice.

Ricardo Garcia is a financial advisor at Merrill in Houston, TX, holding a Series 66 designation with over six years of experience in the financial services industry. His career includes roles at Bank of America, PNC Bank, and Merrill. 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.