George Kurka III is a financial advisor at Ameriprise in Houston, TX, holding a Series 66 designation with 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Kurka also has a compensation arrangement involving Pathsage LLC, an investment-related business connected to another advisor’s commission structure. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver annual, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

David Lewis is a financial advisor at LPL Financial in Houston, TX, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has worked at LPL Financial since 2010 and previously held roles at Edward Jones, Chase Investment Services, and Fidelity. Outside of his advisory work, he assists with payroll and bill payments for a hardware store business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing a broad platform with both discretionary and non-discretionary strategies.

Jennifer Morgan is a financial advisor at Merrill with 38 years of industry experience. She has been with Merrill since 1995 and holds Series 63 and Series 66 licenses. Morgan 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Charles Church is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Peter Wilson is a financial advisor with J.P. Morgan Securities in Houston, TX. He holds Series 63 and Series 65 licenses and has eight years of industry experience, including roles at JPMorgan Chase Bank dating back to 2011. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research, incorporates ESG considerations, and is supported by affiliated investment-management entities.

Joas De La Paz is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 63 licenses and one year of industry experience. He has worked at Wells Fargo Bank, N.A. since 2018 and currently serves as a Communications Specialist in the US Army Reserves. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, supported by extensive research and a broad range of financial products.

Katelyn Karing is a financial advisor at Merrill with Series 65 and Series 63 credentials and four years of industry experience. Her prior roles include positions at Bank of America, Bernstein Private Wealth Management, and earlier tenure at Merrill. Outside of her advisory work, she teaches weekly yoga classes at two Houston-based studios and streams video game content as a digital content creator. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Yvonne Cabral is a financial advisor with LPL Financial, holding a Series 63 license and bringing 29 years of industry experience. She previously worked at Independent Financial Group for 10 years and served at The University of Houston for 30 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plans, banks, trust companies, and institutions.

Michael Hohertz is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds a Series 66 designation and has worked at several firms, including JPMorgan Securities LLC and LPL Financial. Outside of his advisory role, he is an owner/partner in Cub Crafters, Inc., an airplane manufacturer, and serves on the finance committee of Inprint, a Houston-based literary arts nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles and provides municipal advisory services alongside market-making and execution roles in government bonds.

Edward Pero is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. He is also involved with Wallstreet Advisors LLC, an entity related to his LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by extensive technology and a broad range of financial activities.

Richard Brende is a financial advisor with Ameriprise in Los Angeles, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its predecessor firms since 2005. Outside of his advisory role, he assists with land development management for Land Tejas Companies, a business founded by his father. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through affiliated entities.

Alora Anderson is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2015. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Powell is a CFP® with 14 years of industry experience, currently serving at Fidelity. His prior roles include positions at Valic Financial Advisors, Transamerica Financial Advisors, and World Financial Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, offering discretionary portfolio management, advisory work, and fund advisory. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and is noted for its registration with the CFTC as a commodity pool operator and advisory roles to multiple registered investment companies.

Sergio Salinas is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, with prior experience at MSCI and the Instituto Tecnológico de Estudios Superiores de Monterrey. 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 and fund searches, and customized performance reporting within a non-discretionary program.

Luis Marmolejo is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Equitable Advisors, LLC, LJB Wealth Partners, and JPMorgan Chase Bank, N.A. He also operated a photography business for two years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s advisory program emphasizes written asset allocation advice, investment manager searches, and customized reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Douglas Cooper is a CFP® with 20 years of industry experience, currently serving at Cetera since 2022. His prior roles include positions at Hancock/Whitney Bank and J.P. Morgan Securities. Outside of his advisory work, he is the owner of Cooper Soap Company. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with diverse program options and manages over $256 billion in assets across more than 10,000 advisors.

Derek Hsu is a Series 66-licensed financial advisor with J.P. Morgan Securities in Houston, TX, and has one year of industry experience. His prior work includes roles at Levi Strauss & Co, UBS, Abercrombie & Fitch, and St. Paul's Christian School. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on 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.

Rachel Dalton is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2010, including a decade at Jpmorgan Chase Bank, N.A. She is based in Houston, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Vishnu Persaud is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2000. Outside of advising, Persaud is involved in the sale of loan products and home-related services through affiliated companies and owns a vacation home rental business in Galveston, TX. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model based on a tiered wrap fee structure.

Ethan Sherman is a financial advisor with Fidelity Investments in Houston, TX. He holds Series 63 and Series 66 designations and has one year of industry experience. Prior to joining Fidelity, he worked at Western & Southern Life and W&S Brokerage Services, and he is also employed at EOS Fitness, where he provides exercise support and guidance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.