Parker Joffrion is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 66 designation and previously worked at KPMG and spent five years in full-time education. Outside of his advisory role, he co-owns and manages the bookkeeping for a small used construction equipment business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources to support its advisors.

Stephanie Tamburello is a financial advisor at Merrill with 15 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Bank of America and Merrill since 2014. Based in Houston, TX, she has spent over a decade working within these firms. 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.

Adriana Martinez Cortez is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2013 to 2018. Outside of her advisory role, she co-owns Brazos Valley Window Services, a window services and installation company. 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 a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Peter Fontana is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 designations and four years of industry experience. He has been with PFS Investments Inc. since 2022 and has a background in event production as a freelance contractor since 2017. Additionally, he is involved with Adore Ministries. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients through a large network of advisors. The firm primarily utilizes model-delivery strategies managed by unaffiliated asset managers and offers a range of strategic and tactical investment approaches.

Troy Mettey Jr. is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Memorial Hermann Healthcare Systems for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory and investment services supported by a large network of financial advisors and branch offices nationwide.

Riley Hood is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has previously worked at Goosehead Insurance and Academy Sports and Outdoors. Outside of his advisory role, Hood is employed by DGW Worldwide, LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering personalized recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm operates as a large institutional provider of advisory, brokerage, and insurance solutions through affiliated entities.

Christopher Dickenson is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Principal Life Insurance Company, Principal Securities Inc., and Northwestern Mutual Investment Management. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jorge Garcia is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2018, following his tenure at Wells Fargo Bank, N.A. beginning in 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Wesley Tolbert is a financial advisor at Merrill with 20 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2002 and Bank of America, N.A. since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lori Rust is a financial advisor with Cetera in Houston, TX, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She previously worked at Avantax in various roles from 2006 to 2025. Outside of her advisory work, Lori is president of Nathans & Rust Inc., a tax preparation and consulting business, and serves as a board representative for her family’s retail business, Callahan's General Store. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with multiple program structures and custodial relationships.

Katherine Wilson is a CFP® with 41 years of industry experience, currently affiliated with Cetera. She has worked with New England Life since 1986 and has been with Cetera and its related entities since 2013. She is licensed with various life insurance companies and offers annuities. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Susan Wong Andrus is a financial advisor at UBS Financial Services in Houston, TX, with 38 years of industry experience. She has been with UBS since 1994 and previously worked at IA Dean Witter Reynolds Inc. In addition to her advisory role, she has held inactive membership positions in several oil and gas holding companies related to mineral rights. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Carla Marsh is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 credentials and seven years of industry experience. She has been with Equitable Advisors since 2019 and previously worked at Keuka College. Outside of advising, she operates a small business called Carla's Treats & Sweets. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through a range of third-party managers and LPL programs. The firm uses a hybrid referral and implementation model to tailor services based on client goals and risk tolerance.

Brady Fausnaught is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank since 2019. Prior to his career in finance, he was employed at Bullfrog Spas and Brigham Young University. 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 brokerage, distribution, and investment management capabilities.

John Wright is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2018, following three years at Capital One Investing, LLC. Outside of his advisory role, he is a landlord in The Woodlands, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory process is IPS-driven and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Alejandro Valdez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at several firms including Ameriprise, Fidelity Investments, and Charles Schwab. Valdez has interests in real estate through ownership in two LLCs focused on property holdings. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to a diverse client base, leveraging research from Wells Fargo Investment Institute and offering a range of brokerage and advisory solutions.

Xavier Colon is a financial advisor at Fidelity with six years of industry experience. He has previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic methods, overseeing affiliated and unaffiliated sub-advisers and serving multiple registered investment companies.

Traci Truett is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having two years of industry experience. She has been with Wells Fargo Bank, N.A. since 2011 and Wells Fargo Clearing since 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jose Luis Rodriguez Arizpe is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. He previously worked at Metacap Asesores Independientes De Inversion and Vector Casa De Bolsa. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Mack Kraycirik is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2006 and Bank of America, N.A. since 2009. Outside of his advisory role, he is involved in a family farming business called Tresos. Merrill 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.