Boyce Laqua is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses. He has less than one year of industry experience and has held roles at PFS Investments Inc., Primerica Financial Services, Kaneka North America LLC, Lubrizol Corporation, TD*X Associates, and Gulfspan Industrial. His background includes a period as a stay-at-home dad. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Stephen Carmona is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He focuses on deepening new and existing client relationships through financial planning and collaborates with clients to develop strategies tailored to their unique financial needs. Stephen has been with Fidelity Investments since 2020, progressing through several roles including High Net Worth Associate, Workplace Planning Consultant, and Planning Consultant. This experience has provided him with a comprehensive understanding of financial planning services across different client segments. Outside of his professional work, Stephen has interests in baseball, beach activities, football, music, and traveling.

Richard Lambert is a financial advisor at Edward Jones in Pearland, TX, with 10 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Patrick Condon is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Morgan Stanley since 2009 and is also affiliated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Homero Guerra is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he spent 29 years at the American Bureau of Shipping. Outside of finance, he owns HM Residential Services LLC, a home services business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited separately managed account options primarily for individual and high-net-worth clients. The firm employs an independent due-diligence process to select asset managers and uses a tiered wrap-fee structure for its services.

Daniel Marin is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 10 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. 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 a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of advisors.

Damian Lopez is a financial advisor at J.P. Morgan Securities based in Houston, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Damian worked in various roles including positions in the food service industry and education. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to deliver model asset allocations and investment recommendations, supported by centralized due diligence and a range of affiliated portfolio services.

Peter De Luna is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has a longer tenure at Wells Fargo Bank, N.A. beginning in 2004. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Winifred Awolope is a financial advisor at Merrill with Series 63 and Series 65 licenses and two years of industry experience. Her work history includes positions at Lazard, Northwestern Mutual, and Bank of America. She is based in Houston, TX. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Beaumont Boyce Jr. is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and having 10 years of industry experience. His prior roles include positions at Hightower Advisors and Raymond James & Associates, Inc. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Macey Jakubik is a Financial Consultant at Fidelity Investments, where she partners with clients to develop personalized and holistic financial plans aimed at achieving their short-term and long-term financial goals. She focuses on understanding each client's unique situation to implement tailored strategies that provide confidence and peace of mind. Her professional experience includes roles at Fidelity Investments as a Financial Consultant since 2023, Investment Consultant from 2022 to 2023, and Relationship Manager from 2021 to 2022. Prior to that, she worked as a Financial Solutions Advisor at Merrill Lynch from 2019 to 2021, and completed internships at both Fidelity Investments in 2018 and Merrill Lynch in 2017.

Edwin Rivera is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at JP Morgan Securities LLC and New York Life Insurance Company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Frederick Korfeh Tommy is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 63 licenses with three years of industry experience. His prior work includes positions at Wells Fargo Bank, NA, Automatic Data Processing (ADP) LLC, and Liberty Tax Service. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with a large team of advisors and offers both brokerage and advisory solutions.

Jarrid Hicks is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Investments, LLC from 2008 to 2011. Outside of his advisory role, Hicks owns and operates a business involved in the sales and transfers of firearms. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, drawing on research from Wells Fargo Investment Institute and emphasizing diversification and modern portfolio theory in its approach.

Robert Devautour III is a financial advisor at J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses with 16 years of industry experience. His work history includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, along with tenures at Starfox Financial Services and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates both quantitative and qualitative due diligence with a range of investment strategies, including those incorporating ESG factors.

Justin Boudreau is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Bank NA since 2011. Boudreau has been with Wells Fargo Clearing since 2016, based in Houston, TX. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to support its investment approach.

Walter Sticker is a financial advisor at Primerica Advisors in Killeen, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Primerica Financial Services, Tim Thompson/Farmers Insurance, Combined Insurance, and AFlac. Outside of his advisory work, he serves as a sports official for the Texas State Officials Association, committing approximately 16 hours per month. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure while maintaining oversight of model selection and implementation.

Gabriela Hernandez is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 65 and Series 66 licenses and previously worked at Goldman Sachs. Her background includes roles at VALIC Financial Advisors and Northwestern Mutual, as well as experience in other fields such as fitness and university settings. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize proprietary planning tools and quantitative methods to model financial outcomes.

Detarius Williams is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His work history includes roles at Wells Fargo Clearing Services, Bank of America, Merrill, and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

James Whaley Jr. is a CFP®-designated financial advisor with 33 years of industry experience. He is currently with OSAIC and has previously worked at Woodbury Financial Services, Questar Asset Management, and Questar Capital Corporation. In addition to his advisory work, he serves as a trustee managing trust investments and oversees agricultural and commercial rental properties. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform that offers both brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization supported by various analytical tools and offers a broad range of managed portfolio programs and third-party manager options.