Valerie In is a financial advisor at J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 designations with 26 years of industry experience. She has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process includes centralized due diligence combining quantitative and qualitative research, with an emphasis on eligible strategies and an ESG eligibility framework.

Eric Jackson is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 63 licenses and having eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and has a longer tenure with Wells Fargo Bank, N.A. since 2015. Outside of his advisory work, Jackson is involved in music production and audio services through his ownership of New Jeru Music and AUD Music, and also works as a mystery shopper. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages significant assets and offers both brokerage and advisory solutions, incorporating research and analytics alongside diversified portfolio principles.

Owen Drymond is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior roles include positions at Voya Financial and Ameriprise, spanning over a decade before joining Equitable Advisors in 2020. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm’s approach involves assessing client risk tolerance and utilizing both proprietary and third-party model portfolios and advisory programs.

Ben Rickhuss is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he partners with ultra-high-net-worth individuals and their families to guide conversations around growing, preserving, and transferring wealth. He focuses on delivering a personalized, high-touch service experience aligned with each client's goals and preferences. Ben has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and now Senior Relationship Manager. His experience centers on wealth management and client relationship development. Outside of his professional responsibilities, Ben enjoys concerts, fishing, music, outdoor adventures, soccer, and traveling.

William Hawker is a financial advisor with Wells Fargo Advisors in Sugar Land, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include tenures at Merrill from 1998 to 2008 and Wells Fargo Clearing from 2016 to 2026. He also owns and operates Hawker Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with banking, lending, and trustee services through a network of financial advisors.

Daniel Cantu is a financial advisor at Morgan Stanley in Houston, TX, holding the Series 66 designation with four years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, totaling over 15 years in the financial sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and the Global Investment Committee’s market analyses.

David Hills is a financial advisor at J.P. Morgan Securities in Houston, TX, holding Series 65 and Series 63 licenses with 17 years of industry experience. His prior roles include positions at Bessemer Trust, JPMorgan Chase Bank, N.A., and Chase Investment Services Corp. 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 through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG criteria and leveraging broader derivatives and commodities capabilities.

Barry Smith III is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Merrill since 2018 and Bank of America, N.A. since 2020. Prior to his advisory career, he worked at the University of Houston from 2015 to 2018. Merrill, alongside 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.

Rebecca Bollich is a Series 66-licensed financial advisor with J.P. Morgan Securities in Houston, TX. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026. Outside her advisory role, she has been involved with Tulane University’s Department of Campus Recreation and previously with the Rothko Chapel. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and both quantitative and qualitative research.

Najera Rogers is a financial advisor at Morgan Stanley in Houston, TX, with nine years of industry experience. She holds the Series 66 designation and previously worked at Jackson National Life Insurance Company and Fisk University. Outside of her advisory role, she owns a branding company called Boss Brands Consulting. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and provides services that include structured financial planning tools and diverse investment programs.

Pete Nguyen is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank before joining Merrill and Bank of America in 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies supported by internal and third-party management teams.

George Devassal is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2009. He is based in Houston, TX. Morgan Stanley Wealth Management offers a wide range of advisory programs to both 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 provides services through financial advisors and specialized planning groups.

Dago Nunez Nieto is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to develop and implement comprehensive financial plans addressing both short-term needs and long-term financial goals. In his current role, he utilizes Fidelity's platforms to offer tailored financial solutions in collaboration with his team. Dago has extensive experience within Fidelity Investments, having held multiple positions since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate. This progression reflects his broad understanding of financial services and client relationship management. Outside of his professional work, Dago has interests in fitness, movies, music, soccer, and traveling.

Jonathan Al Sahli is a financial advisor at Fidelity with seven years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities and is a partner in a family residential remodeling business. He holds Series 63 and Series 66 licenses. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Marina Ageyeva is a financial advisor at LPL Enterprise with 33 years of industry experience. She holds the ChFC® designation and licenses including Series 63 and Series 65. Her career includes roles at firms such as New York Life Insurance Company, Eagle Strategies, and Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, high-net-worth clients, retirement plans, and charitable entities. The firm’s investment approach often involves model-driven portfolios developed by internal and third-party strategists, complemented by access to financial planning, third-party asset managers, and affiliated trust and insurance services.

Daniel Holzman is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He partners with clients to understand their goals and develop long-term strategies utilizing Fidelity's resources. Prior to his current position, Daniel served as a Planning Consultant at Fidelity Investments from 2024 to 2025 and as an Investment Consultant there from 2022 to 2024. Before joining Fidelity, Daniel worked as a Brokerage Specialist at Charles Schwab from 2020 to 2022. He also gained experience as a Prime Brokerage Analyst at Interactive Brokers LLC from 2017 to 2020.

Lauren Paine is a financial advisor with J.P. Morgan Securities in Houston, Texas. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Her prior roles include positions at Northwestern Mutual and Avalon Wealth Management. 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 screening and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

David Zientek is a Series 66-licensed financial advisor with LPL Financial in Kingwood, TX, and has seven years of industry experience. His prior work includes roles at Intrua Financial LLC, Willis Johnson & Associates, and the University of Houston. He is also licensed as an enrolled agent providing tax preparation and accounting services through ORDOS Tax Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Akash Gupta is a financial advisor with Ameriprise based in Houston, TX, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise since 2020 and is also a managing member at Flood, Kallus, Yen & Gupta, PLLC, a CPA firm specializing in tax preparation and consulting. Outside of advisory work, he is involved in CPA services and business ownership through AVM Strategy, Inc. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service which provides tailored retirement income planning and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Cecilia Garcia is a CFP® professional with 20 years of experience in the financial services industry. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Garcia is a co-owner and owner of several financial advice-related businesses and serves on the Board of Directors for Girls Inc. of Greater Houston. Ameriprise is a large institutional firm offering retirement-income planning services for individuals with significant investable assets, combining research and modeling with tax-smart withdrawal strategies. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities.