Michael Schag is a financial advisor with Wells Fargo Clearing in Houston, TX. He holds Series 63 and Series 65 licenses and has two years of industry experience. He has been with Wells Fargo Bank, N.A. since 2016 and joined Wells Fargo Clearing in 2023. 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.

Arturo Fentanes is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2010, with prior involvement at United Games, LLC. J.P. Morgan Securities LLC serves primarily institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Maxwell Stover is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Ruszkowski Fisher Group. Based in Houston, he provides personalized wealth management strategies tailored to each client's financial goals. Maxwell focuses on areas including college education planning, family wealth management, legacy planning, retirement income, and socially responsible investing, among others. Maxwell grew up in Corpus Christi, Texas, and earned a bachelor's degree in economics from Texas A&M University Corpus Christi. Following his graduation in 2011, he relocated to Houston to pursue a career as a financial advisor, joining Merrill Lynch Wealth Management in 2015. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional work, Maxwell participates in community activities such as volunteering with Houston Cares Animal Rescue. Outside of work, he enjoys camping, cooking, fishing, hiking, music, reading, skiing, and spending time with his family.

David Johnstun is a financial advisor with Primerica Advisors in Houston, TX, holding Series 66 and Series 65 credentials and 12 years of industry experience. His prior roles include positions with AIG Capital Services, Inc. and American General Life Insurance. Outside of his advisory work, he is also a part-time Uber driver. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies developed by third-party asset managers.

Holly Mc Creight is a CFP® and Series 66 credentialed financial advisor with Edward Jones, where she has worked for nine years. She has eight years of industry experience and previously worked at Matilda Jane Clothing and Barbers Hill ISD. Outside of her advisory role, she co-owns and manages short-term rental properties in Baytown and Rockport, Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory and investment strategies. The firm is notable for its extensive retail advisor and branch network, fiduciary standard, and affiliated financial services including trust management and securities-based lending.

Ryan Peeples is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and nine years of industry experience. His career includes roles at Bank of America, N.A., Merrill, Mass Mutual Investor Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services. Merrill, along 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Darin Freshour is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Wells Fargo Clearing and previously worked for JP Morgan Chase Bank, N.A. and JP Morgan Securities LLC for nine years. He serves as secretary for the Woodlane Forest Homeowners Association in Conroe, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and offers both non-discretionary and discretionary fiduciary services, with a notable inclusion of insurance-related investment options.

Eduardo Rihan is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation. He has been with the firm and JPMorgan Chase Bank, N.A. since 2026. Prior to joining J.P. Morgan Securities, he held roles at several firms including North Node Capital Management and Galileo Investment Management. 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 applying an ESG eligibility framework in its investment recommendations.

Jesse Vaughn II is a financial advisor at Morgan Stanley with 15 years of industry experience. He previously worked at Edward Jones for 15 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Vaughn holds a Series 66 designation. Outside of his advisory role, he owns and manages a commercial building in Royse City, Texas. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Myrna Agris is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. In addition to her advisory work, she serves as a trustee for managed accounts and occasionally drafts wills, durable powers of attorney, and healthcare documents. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by firm-approved tools and offers both retail and institutional investment services.

Stacy Langford is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and utilizes structured processes and advanced modeling tools to support client planning needs.

Carlos Gonzalez is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2015, also working at JPMorgan Chase Bank, N.A. since 2018. 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 delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Austin Cox is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities, he held positions at Fidelity Investments and Statesman Business Advisors. Outside of his advisory work, he has experience in the hospitality sector, including a role at Willy’s Pub. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to guide its recommendations, which are delivered on a non-discretionary basis.

Andrew Copulsky is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting, supported by research and various portfolio management technologies.

Kay Kelley is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and three years of industry experience. She has worked at Wells Fargo Bank and Chase Bank prior to her current role. 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, utilizing research from Wells Fargo Investment Institute and a range of financial products through its bank and insurance affiliates.

Abisola Lockhart is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with six years of industry experience. Her prior work includes roles at Ameriprise Financial Services and Target Corporation. Outside of her advisory work, she is involved in grocery shopping services on weekends. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Lance Allen is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Cetera, Heritage Bank, Edward Jones, and DWS Investments Distributors. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Joann Bernhart is a financial advisor with Wells Fargo Clearing in Pleasanton, TX, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Michael Smith is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at UBS Financial Services Inc. Outside of his advisory work, Smith is a self-published author of a fantasy novel. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Lyndsey Walters is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds the Series 65 and Series 63 licenses and has worked at Wells Fargo in various capacities since 2011. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.