Belen Aguirre is a financial advisor at Merrill with six years of industry experience and holds the Series 66 designation. She has been with Merrill and Bank of America since 2019 and has prior experience at Resource Corporation of America, Empire Z, DP Contractors, and Smoothie King Franchises. 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 strategies constructed by internal CIO teams and third-party managers.

Bobby Moore is a financial advisor with Merrill based in Houston, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He serves as a committee member for the Houston Livestock Show & Rodeo, participating in the junior auction committee. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Randal Jefferson is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 credentials and has 26 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates institutional advisory services with affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Bruce Piccirillo is a financial advisor with Wells Fargo Advisors in Sugar Land, TX, holding Series 63 and Series 66 credentials and bringing 49 years of industry experience. He has worked within the Wells Fargo organization since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, offering a broad range of planning options tailored to clients who meet specific net-worth requirements. The firm combines advisory services with other financial products and referral channels to deliver comprehensive financial solutions.

Robert Hughes is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Primerica Advisors and related entities since 2004 and has also worked at Walmart since 2016. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Ignacio Gomez is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 66 and Series 63 licenses and possessing 17 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2008. Outside of his advisory role, he coaches MBA students in communication skills through a graduate school leadership program. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan banking and broker-dealer organization.

Richard Roeder is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 63 designation and bringing 56 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of his advisory role, he is a business owner with minimal involvement related to receiving royalty checks. Raymond James & Associates is a large, dually registered broker‑dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and governmental entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Yusef Lovette is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Comerica Securities, Morgan Stanley, and Merrill. Lovette is also involved with Maestro, a cash management platform serving corporate and institutional clients. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from various sources.

Matthew Wicke is a CFP® professional with seven years of industry experience, currently serving as a financial advisor with Edward Jones since 2018. Prior to joining Edward Jones, he worked for Applied Industrial Technologies from 2004 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Covell is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, with prior experience at Merrill and Bank of America. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broader set of financial products including insurance-related vehicles and bank deposit sweep programs.

Matthew Duhon is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2014, including ten years at Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering both discretionary and non-discretionary plan services.

John Gaynor is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 66 designation and 23 years of industry experience. He previously worked at Bank of America and Merrill before joining Raymond James in 2019. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Clayton Kimbrew is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. He previously worked in real estate and trading roles, including positions at Intero Real Estate Services and T3 Trading Group, LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients, including individuals and institutions, using model-based and discretionary investment strategies developed by internal and third-party teams.

Hong Ogle is a financial advisor at Merrill in Houston, TX, with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill Lynch since 2010. Outside of his advisory role, Ogle serves on the boards of several nonprofit organizations, including the Greater Houston Partnership and Paradigm for Parity, and participates as an advisory board member for Central Houston. He also mentors at WhyAI Technologies Inc., providing guidance on AI solutions. Merrill, together with its affiliate Managed Account Advisors LLC, offers 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 with a range of model-based and discretionary investment strategies.

Christopher Guerrero is a financial advisor with Wells Fargo Clearing in Cypress, TX, holding a Series 66 designation and 24 years of industry experience. He previously worked at JPMorgan Securities LLC for six years before joining Wells Fargo Clearing in 2019. 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 broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Erik Gonzales is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has previously worked at firms including VALIC Financial Advisors, Wells Fargo Bank, and Agia. Gonzales is based in Houston, TX. 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. The firm combines large institutional advisory capabilities with brokerage, distribution, and investment management services.

Cynthia Barnett is a CFP® professional with 19 years of experience in the financial industry. She is currently affiliated with LPL Financial and has previously worked at Securities America Advisors and OSAIC. In addition to her advisory career, Barnett has been a licensed Texas real estate broker since 1985. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Mukesh Patel is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Turner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined the TSPN Wealth Management Group in March 2019, bringing extensive experience in banking, investment banking, and real estate. With over 48 years of professional experience, Michael has managed several Texas banks as well as his own investment banking group. He specializes in developing customized wealth management strategies combined with senior and subordinated debt approaches. His expertise includes providing financial guidance to families, partnerships, and corporations on complex transactions across Texas, Louisiana, Florida, and the southwestern United States. Michael holds a Bachelor's Degree from Lamar University and is a Personal Investment Advisor (PIA). He resides in Houston, Texas, with his wife, Terrie Hogan, and their five children. Throughout his career, Michael has been involved with organizations such as the University of Texas MBA Investment Fund, UT Health, University of Houston, numerous Catholic charities, and various entrepreneurial and charitable funds in Houston and Texas.

Stuart Jackson is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and one year of industry experience. He has worked with Edward Jones since 2024 and owns Jackson Business Solutions, a consulting firm providing management consultation services. Prior to his financial advisory career, he held positions at Alvin Community College, the University of Texas Medical Branch, and the College of the Mainland. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm is known for its extensive nationwide network of advisors and branch offices, as well as its affiliated services including a trust company and proprietary mutual funds.