Kay Kelley is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and three years of industry experience. She has worked at Wells Fargo Bank, NA since 2018 and previously at Chase Bank from 2016 to 2018. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

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 at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with various Wells Fargo entities since 2003. She is based in Houston, Texas. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Michael Smith is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles at J.P. Morgan and UBS Financial Services. Outside of finance, he is an author who self-publishes a fantasy novel. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Lyndsey Walters is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds Series 65 and Series 63 licenses and is based in Houston, TX. Walters has worked at Wells Fargo Clearing since 2017 and has been affiliated with Wells Fargo Bank, N.A. since 2011. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and provides both brokerage and advisory solutions.

Michael Trahan is a financial advisor at UBS Financial Services with 36 years of industry experience. He has been with UBS since 1999 and holds a Series 63 designation. Based in Houston, TX, he has spent over two decades with his current firm. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven strategies tailored to clients’ goals and risk tolerances.

Jessica Delany is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. She has 21 years of industry experience, including ten years with Wells Fargo Clearing and six years with Wells Fargo Investments, LLC. Outside of advisory work, she has a 50% ownership interest in CASA AMIGOS, LLC. 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 combines proprietary research and third-party analytics to offer diversified investment solutions through both brokerage and advisory platforms.

Richard Dvorak is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns Illuminate Business Advisors, a consulting business focused on helping financial advisors and businesses improve hiring, training, communication, and processes. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Vadim Clanet is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior work includes roles at Global Financial Impact, American Income Life, and several educational institutions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach involves collaborative, non-discretionary implementation and emphasizes tax-aware withdrawal strategies alongside proprietary investment research.

Judi Underwood is a Wealth Management Advisor and founding partner of Aber & Leedy Wealth Management. She has over 35 years of experience in wealth management and banking, with the last 25 years at Merrill Lynch Wealth Management. Judi focuses on helping high net worth individuals and retirees manage various aspects of their financial lives by customizing wealth management plans that address their unique financial goals. Her expertise includes tax-efficient strategies for concentrated stock positions, retirement and wealth transfer planning, charitable giving strategies, and family educational planning. Judi holds a Bachelor's Degree in Management from Hodges University and earned the CERTIFIED FINANCIAL PLANNER® (CFP®) certification in 2008, awarded by the Certified Financial Planner Board of Standards, Inc. She emphasizes building strong client-advisor relationships and works in coordination with clients' accounting and legal professionals to implement comprehensive, tax-efficient financial strategies. Judi resides in Punta Gorda with her husband Jeff and two daughters and enjoys baseball, cooking, football, traveling, and spending time with her family.

Laura Jaco is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. She has worked at Wells Fargo Bank since 2019 and previously spent 25 years at Southwest Airlines. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process includes both discretionary and non-discretionary services, offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Sehr Kayani is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for eight years and Northwestern Mutual Investment Management for one year. Kayani is based in Houston, TX. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Emily Park is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2014 and previously at Wells Fargo Clearing from 2012 to 2014. Outside of her advisory role, she is a partial owner of Royal Park Place, LLC, a leasing investment properties business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, manager searches, and customized reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes broader derivatives and commodities capabilities.

Jazmyn Jackson is a financial advisor at Wells Fargo Clearing in Houston, TX. She holds Series 65 and Series 63 licenses and has been with Wells Fargo Clearing since 2025. Prior to this, she held roles at Wells Fargo Bank, nA and several other companies across diverse industries. 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, with an investment approach that includes research from Wells Fargo Investment Institute and the application of diversification principles and modern portfolio theory.

Marco Lloyd is a Certified Financial Planner (CFP®) with 34 years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Wells Fargo Clearing for ten years and Legg Mason Wood Walker for four years. He owns and operates two investment advisory firms, Sugar Creek Wealth, LLC and Marco Lloyd Advisory, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, with tailored recommendations supported by Wells Fargo research and planning tools.

James Bevill is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is a self-employed author writing historical non-fiction, including works focused on the Republic of Texas era. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations through its network of financial advisors.

Alejandro Madero Falomir is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at Dimanor before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2018. Outside of his advisory role, he is a partner in EPL407 LLC, which owns an apartment in Snowmass, Colorado. 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. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and incorporates ESG considerations within selected strategies.

Jannice Kang is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, she worked in hospitality and student health services and operated a small business called Sul Bingsu. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios across mutual funds, ETFs, and ETPs.

Bryan Chatman is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors nationwide.