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, holding a Series 66 designation and 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she holds a 50% ownership in CASA AMIGOS, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

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 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2015 to 2023 before joining Merrill in 2023. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension 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 bringing 13 years of industry experience. She has worked with JPMorgan entities since 2014 and is a partial owner of Royal Park Place, LLC. J.P. Morgan Securities 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 combines large institutional advisory operations with additional market-facing registrations and functions.

Jazmyn Jackson is a financial advisor with Wells Fargo Clearing in Houston, TX. She holds Series 65 and Series 63 licenses and has been with Wells Fargo since 2023, including her current role at Wells Fargo Clearing. Prior to her advisory career, she held positions at multiple companies across various 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Marco Lloyd is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2026. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning over 17 years before his current role. Lloyd is also involved in investment advisory through his ownership of Sugar Creek Wealth, LLC and Marco Lloyd Advisory, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, utilizing proprietary research and planning tools to develop tailored recommendations.

Telisa Shead is a Series 66-licensed financial advisor with LPL Financial, where she has worked since 2018. She has seven years of industry experience and also serves as a Senior Vice President and Private Banking Manager at ZB, N.A. dba Amegy Bank, a position she has held since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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 66 and Series 63 licenses and bringing 12 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Outside of his advisory role, he is a partner in EPL407 LLC, which owns a residential property in Snowmass, Colorado used both by his family and as a rental. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm emphasizes non-discretionary advisory services and applies an ESG eligibility framework in its investment recommendations.

Jannice Kang is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity Investments, she worked in hospitality and health services roles and operated a business called Sul Bingsu in 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver systematic, model-based investment solutions.

Bryan Chatman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked with Wells Fargo Advisors since 2015 and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing 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 and offers both brokerage and advisory solutions.

Esther Beal is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She has worked at JP Morgan Securities LLC and JPMorgan Chase Bank since 2011. She holds the Series 63 and Series 66 designations. 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 combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

John Cho is a Wealth Management Advisor and Merrill Resident Director with 8 years of dedicated experience in wealth management. He holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). John earned a Bachelor's Degree from the University of Arizona and is fluent in English and Korean. Prior to his career in finance, John served as a US Army medic, an experience that instilled values of discipline, integrity, and service. His expertise encompasses investment consulting for defined contribution plans, small business strategies, tax minimization, and retirement income planning. John is committed to creating personalized wealth management strategies aligned with his clients' unique goals and aspirations, ranging from career transitions to business succession. John actively participates in community service through involvement with organizations such as U.S. Vets and Living Water Ministry in Houston, TX. Outside of his professional work, he enjoys baseball, football, golfing, music, and spending time with his family.

Oscar Roa is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Joyce Weng is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., Applied Materials, and the Evelyn Rubenstein JCC. 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 recommendations.

Kimberli Garrett is a financial advisor at Cetera with 30 years of industry experience. She holds a Series 63 designation and has been involved in financial services through Garrett Wealth Management since 2019. Additionally, she serves as an executor for an estate. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform featuring affiliated and third-party strategies.