Charisse Kirkley is a financial advisor at Morgan Stanley in Houston, TX, holding Series 66 and Series 63 designations with 19 years of industry experience. Her prior experience includes roles at Bank of America, Merrill, Questar Asset Management, and Blackrock Investment Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that incorporates firm-approved tools and scenario modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Ryan Crawford is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 designations. He has one year of industry experience and previously held positions at PNC Bank and other retail and sales roles. 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 and analytics from Wells Fargo Investment Institute.

Tami Jarrett Plummer is a financial advisor at Cambridge Investment Research Advisors with over 33 years of industry experience. She has held positions at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010, and was previously with Jaye C. Jarrett & Co., Inc. for 30 years. She serves as a board member of the Powder Ridge Homeowners Association in Big Sky, Montana. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management with a range of proprietary and third-party investment strategies.

Matthew Smith is a Series 66-credentialed financial advisor with 16 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and previously held positions at Bank of America, Merrill, USAA Investment Services Company, and Edward Jones. 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 searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Aiana Whitfield is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan, she has worked in various roles including at Blue Plate Restaurant Company and Northrock Partners. Outside of her advisory work, Whitfield serves as a basketball referee for leagues ranging from elementary to adult levels. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative screening and qualitative research, with a focus on eligible strategies and ESG considerations.

Kelly Gandre is a financial advisor with Edward Jones in Houston, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining Edward Jones in 2019, Kelly worked at Ultimus Fund Distributors, Lyrical Partners, LP, and Neuberger Berman, LLC. Outside of finance, Kelly is involved in dog boarding and sitting on weekends. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jamie Frank is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for 10 years. Outside of her advisory role, she is the general partner and managing member of Conscious Cloth Ventures LLC, a cloth diaper service, and serves as assistant treasurer and volunteer for the Houston Metropolitan Chapter of Jack & Jill of America. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

George Bow is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and also has a tenure with Wells Fargo Bank, N.A. dating back to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 advisors nationwide.

Walter Schneider is a financial advisor at Merrill with 51 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill and Bank of America since 2015. Outside of his advisory role, he serves as a committee member for the Hallmark Resident Gift Fund, a program that distributes cash rewards to employees of his retirement community. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Wendy Chan is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and bringing 17 years of industry experience. Her prior roles include positions at Oneamerica Securities, American United Life, and Mass Mutual Investors Services. Outside of her advisory work, she operates a professional corporation providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Christopher Rowley is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He has spent over a decade with Ameriprise Financial Services, Inc. Prior to his advisory role, he has held a position on the Board of Directors for Municipal Utility District #73 in Houston, TX. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Korissa Rojas 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 been with Wells Fargo Bank, NA since 2015. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Jennifer Price is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her work history includes multiple roles at Wells Fargo Clearing and Wells Fargo Bank NA, as well as a position at Westmark Credit Union. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets with more than 14,000 advisors and offers both brokerage and advisory solutions.

Scott Dukes is a financial professional with nine years of industry experience, currently affiliated with Cetera. He holds a Series 66 credential and has worked in various roles including positions at Minnesota Life Insurance Co., Securian Financial Services, and North Star Resource Group. Dukes also volunteers with the Houston Livestock Show and Rodeo. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Ramiro Dominguez is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Bank of America, Merrill, PHP Agency, and Aflac. 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. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, with recommendations limited to eligible strategies and incorporating ESG criteria where applicable.

Shahram Babamazid is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. Prior to that, he was involved with JPMorgan Chase Bank, N.A. and had a role at Xtreme Motors. 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. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates a broad range of regulatory registrations and derivatives capabilities.

Leticia Grant Jones is a financial advisor with Fidelity in Houston, TX, holding Series 63 and Series 66 licenses and 22 years of industry experience. Her prior work includes roles at Bank of America and Merrill from 2014 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios and serves as an advisor to registered investment companies and fund-of-funds.

Gavin Carter is a Senior Financial Advisor and member of VMT Wealth Management, a nationally recognized financial advisory team headquartered in downtown Houston. He provides financial advice to entrepreneurs, retirees, executives, and their family members, drawing on his experience to address diverse client needs. As a member of Merrill Lynch Wealth Management, Gavin leverages its resources to develop comprehensive wealth planning strategies that include investment management, philanthropy, and wealth transfer. Gavin earned a Bachelor of Science degree in Economics from the University of Houston. He holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). His focus areas include college education planning, family wealth management strategies, services for endowments and non-profits, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, special needs planning strategies, and retirement income. Gavin has been recognized nationally, most recently appearing on the Forbes "Top Next-Generation Wealth Advisors Best-in-State" 2025 list. He is a native Houstonian and remains a loyal University of Houston Cougar. Gavin is involved in community activities, including the Boy Scouts of America as an Eagle Scout and contributions to Project C.U.R.E. He serves on the University of Houston Economics Alumni Association Board. In his free time, Gavin enjoys outdoor activities such as running local Houston trails and hunting along the Texas coast. He and his wife, Pilar, also enjoy travelling, cooking, and exploring new restaurants.

Mario Walker is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities LLC, Regions Bank, BBVA Compass, New York Life Insurance Company, and Family Heritage. 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 a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Melissa Hughes is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and nine years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2017, and previously spent 13 years with Allstate Sapp Insurance. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach is supported by centralized due diligence combining quantitative and qualitative research, with recommendations incorporating an ESG eligibility framework.