Lance Lawrence is a financial advisor with Edward Jones in Humble, TX, holding ChFC®, Series 66, and Series 63 designations and 12 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as a trustee and secretary for the Liberty Independent School District in Liberty, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm maintains a large national network of advisors and branch offices and operates under a fiduciary standard.

Malcolm Pierre is a financial advisor with LPL Enterprise in Houston, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. He previously worked at Pruco Securities, LLC for six years and spent over three decades at Allstate Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Pablo Garcia Jr. is a financial advisor at Wells Fargo Clearing with 11 years of industry experience, including 11 years at Edward Jones prior to joining Wells Fargo in 2025. He holds a Series 66 designation. Garcia is also applying for a role as an adjunct professor at Texas A&M University in Kingsville, where he plans to contribute approximately 80 hours per month. 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 approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Samuel Gonzales is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo in 2025, he worked at PNC Investments LLC, Credit Human Federal Credit Union, CUSO Financial Services, Edward Jones, and held positions in education and the food service industry. 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 provides solutions based on research from Wells Fargo Investment Institute and third-party databases, employing diversification principles and modern portfolio theory.

Chrystian Quinones is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and BBVA-affiliated firms. He previously managed a landscaping business that has since been dissolved. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Mary Joanne Bevill is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with UBS since 2008. Bevill also serves as an officer and director of Wilson Properties, a closely held family corporation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and research to tailor wealth management solutions. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory functions.

Christian Roberts is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and bringing 10 years of industry experience. He has been with J.P. Morgan Chase Bank NA and J.P. Morgan Securities LLC since 2016. Outside of his advisory role, Roberts serves as the treasurer on the board of a nonprofit homeowners association, where he manages budgeting and financial reporting. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Laura Dore is a financial advisor at J.P. Morgan Securities in Houston, Texas, holding Series 63 and Series 65 licenses with five years of industry experience. She has been with JPMorgan Chase and its affiliates since 2004. Outside of her advisory role, she serves as a co-trustee on a family trust that holds agricultural assets, a role she fulfills passively. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Tomislav Weigand is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Bank NA and Edward Jones. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with third-party resources to support diversified investment approaches across brokerage and advisory platforms.

Brett Bacon is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 65 and Series 63 licenses and with eight years of industry experience. He has been with J.P. Morgan-related entities since 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process incorporates quantitative and qualitative research, uses forward-looking capital market assumptions, and includes broader derivatives and commodities capabilities through its regulatory registrations and affiliates.

Alston White is a financial advisor with J.P. Morgan Securities in Houston, Texas. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, all with J.P. Morgan Chase Bank NA and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Its advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Sarah Cuddy is a financial advisor at Robert W. Baird & Co. in Houston, TX, holding a Series 66 designation and bringing 16 years of industry experience. She has worked at Robert W. Baird & Co. since 2015 and previously spent five years at Merrill. Outside of her advisory role, she is an equine owner and lessor. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services supported by in-house research and investment tools.

Julie Martinez is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and 20 years of industry experience. Her career includes roles at Next Financial Group Inc, Visionary Asset Management, Ameriprise, and Stanford Group Company. 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 a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

William Mc Adams is a financial advisor at Merrill in Houston, TX, holding Series 63 and Series 66 credentials with three years of industry experience. He has previously worked at Nylife Securities LLC, New York Life Insurance Company, and Fidelity Investments. Outside of finance, he has experience working in the restaurant industry with roles at Frogs Bar and Grill and Dead Freddie's Island Grill. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Ana Paola De La Parra Goldbaum is a Series 66 licensed advisor with J.P. Morgan Securities in Houston, TX, with two years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2024 and previously was involved with Asociación Gilberto A.C. from 2015 to 2020. 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 within a non-discretionary program.

Alexander Nuno is a financial advisor at LPL Financial in Houston, TX, holding Series 63 and 66 licenses with 27 years of industry experience. His prior work history includes roles with First Horizon Bank, BOK Financial Securities, Comerica Securities, Amegy Investments, and Citigroup Global Markets, among others. 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, and institutional platforms, with a broad network of investment adviser representatives providing both discretionary and non-discretionary advice.

Neeraj Parasher is a Financial Advisor with Merrill Lynch Wealth Management's TSPN Wealth Management Team since 2024. Prior to joining Merrill Lynch, he served as COO and CCO at FolioBeyond LLC, a Registered Investment Advisor specializing in fixed income products, where he contributed to the launch of RISR, the firm's inverse bond ETF. His career background also includes roles as COO at multiple hedge funds and earlier experience as an oil products trader with Mobil Oil and a power trader and marketer with PSEG. Neeraj holds a Bachelor's Degree from Lehigh University and a Master's Degree from the London School of Economics and Political Science. He has earned the Personal Investment Advisor (PIA) designation. Raised in New Delhi, India, and Jakarta, Indonesia, Neeraj pursues personal interests such as cooking, hiking, horseback riding, traveling, writing, and yoga.

Barnet Fishbein is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has been with UBS Financial Services since 1991. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research, capital markets services, and fiduciary financial planning.

Stephen Jones is a financial advisor with Equitable Advisors in Houston, TX. He holds a Series 66 designation and has 18 years of industry experience, including prior work at AXA Advisors, LLC. His outside business activities include various insurance and brokerage contracts. Equitable Advisors serves a broad client base ranging from individual investors to institutional clients, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and offers a range of third-party and firm-sponsored advisory solutions.

Elliott Evans is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with LPL Financial since 2009, following earlier roles at Merrill and Citigroup Global Markets. 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 range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.