Reed Smith is a Private Wealth Advisor and co-founder of Smith Warren and Associates, a wealth management team serving an elite group of families across the Southwest. In this role, he directs a team of professionals who provide specialized strategies and services tailored to the needs of ultra-affluent clients. Reed’s approach centers on delivering customized, forward-thinking, and cost-conscious wealth management solutions that address multiple client goals through practical and strategic responses. Reed has been a career-long professional at Merrill, joining the firm in 1993 and becoming a member of Merrill Private Wealth Management at its inception in 2001. His experience includes expertise in areas such as family wealth management strategies, executive compensation, retirement income, portfolio management, tax minimization, and philanthropic planning. He has received national recognition, including being named among Barron’s "America’s Top 1,200 Advisors" from 2011 through 2024, and ranked as one of the Financial Times’ "Top 400 Financial Advisors" from 2013 to 2016. Reed also contributes commentary on wealth management topics to local media outlets in Houston. Reed earned a Bachelor of Arts degree from The University of St. Thomas with concentrations in Economics and Business. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Reed supports local charitable organizations and resides in Houston’s Champions area with his wife, Betty Ann. His personal interests include fishing, golfing, music, photography, reading, and spending time with family.

Juanita Stinson is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and over 31 years of industry experience. She has worked at Merrill since 1993. Outside of her advisory role, she is a beneficiary of Martin Royalty LLC, a non-investment-related limited liability company. 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 a variety of clients including individuals, high-net-worth clients, and charitable organizations.

Francis Fontana is a financial advisor with Primerica Advisors in League City, TX, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has been with Primerica Advisors since 1986 and associated with Primerica Financial Services since 1985. Outside of advising, he is involved in sales of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.

Jennifer Medrano is a Financial Advisor with Merrill Lynch Wealth Management, where she leads the TSPN Wealth Management Group. She specializes in creating comprehensive, customized wealth management strategies tailored to her clients' unique financial situations and goals. Jennifer provides expertise in a variety of areas including corporate executive services, equity compensation, family wealth management, personal retirement planning, small business strategies, women and wealth, and tax minimization. She works alongside a team of dedicated advisors and has access to banking and lending services through Bank of America to address the diverse financial needs of her clients. Jennifer holds a Personal Investment Advisor (PIA) designation and earned her High School Diploma/GED from Houston Community College. She is actively involved in professional and community organizations such as the Greater Houston Partnership, Greater Houston Women's Chamber of Commerce, Greater Northside Chamber of Commerce, and Women's Energy Network. Jennifer serves as secretary and board member of The Greater Northside Chamber of Commerce and founded the Women’s Network Alliance aimed at supporting female entrepreneurs in the Greater Northside Community. Outside of her professional commitments, Jennifer is engaged with several community service organizations including Interfaith Ministries, Rescue America, SWAT Ministries International, United Way, and Wesley Community Center. She enjoys spending time with her family, traveling, camping, cooking, running, yoga, and watching movies.

Alexander Pliskin is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has prior work history with JPMorgan Chase Bank, N.A. and BP Corporation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Janet Blair is a financial advisor at LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses with 42 years of industry experience. She has been with LPL Financial since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Marie Garner is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes roles at Wells Fargo Clearing since 2016, WELLS FARGO Advisors, LLC from 2011 to 2016, and Wachovia Bank, N.A. since 2002. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its offerings.

Ray Maccary is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 63 designations and two years of industry experience. He has worked at several major firms, including JP Morgan Chase Bank, Merrill Lynch, and Bank of America. 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 combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kristin Haynes is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in helping clients align their financial lives with what matters most to them through thoughtful planning and real dialogue, creating financial plans tailored to their unique needs. Kristin's expertise spans college education planning, family wealth management, legacy planning, personal retirement planning, and socially responsible investing, among other areas. She works closely with clients to navigate financial changes with empathy and professional guidance. Kristin holds a Bachelor's Degree from the University of Houston and professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Special Needs Consultant (ChSNC), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). Her approach emphasizes fiduciary responsibility, risk-managed investments, and support for families through major life events and special needs planning. In addition to her professional work, Kristin participates in community organizations such as the American Heart Association, Bay Area Turning Point, and Houston Food Bank. Her personal interests include baseball, cooking, dancing, golfing, hiking, music, reading, spending time with family, traveling, and writing.

Matthew Biafore is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he focuses on helping clients preserve and grow their wealth through personalized strategies. He works closely with individuals and families to develop customized plans that align with their goals and aspirations, emphasizing clear communication and dedicated service. Matthew's expertise includes family wealth management strategies, managing new wealth, personal retirement planning, portfolio management, and serving clients in sports and entertainment sectors. He earned a Bachelor's Degree in Engineering and Mathematics from Southern Methodist University, where he also gained practical experience by working summers at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Outside of his professional work, Matthew enjoys basketball, football, golfing, ice hockey, table tennis, tennis, and spending time with his family. His approach centers on understanding clients' life priorities to create flexible, personalized plans that address what matters most to them.

Josceline Nave is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. She has been with Wells Fargo Bank, N.A. since 2011. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Patricia Bonnot is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and over 40 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kaitlyn Plumb is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019. Her prior experience includes roles at State Farm and Exchange Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Saori Inclan is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses. She has seven years of prior experience at First Convenience Bank and joined Wells Fargo in 2025. Before her banking career, she worked five years at Taco Bell. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Adrian Johnson is a financial advisor with Fidelity, holding Series 63 and Series 65 designations and nine years of industry experience. He has worked at Fidelity since 2021 and previously spent six years at Wells Fargo Bank, NA. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies and a Charitable Gift Fund.

Kelly Fuller is a financial advisor with Primerica Advisors in Houston, TX. She holds Series 65 and Series 63 credentials and has eight years of industry experience. Fuller has worked at Primerica Advisors since 2014 and also has a long-term role at Houston Community College. Outside of advisory work, she is involved in sales of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates through a large network of advisors and uses model-delivery strategies developed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Blake Dejonge is a financial advisor with Wells Fargo Clearing based in Houston, TX. He holds a Series 66 designation and has been in the industry since 2025, with prior experience at New York Life Insurance Company and NYLIFE Securities LLC. 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 combines proprietary research with third-party analytics to support diversified investment approaches.

Jay Gazzier is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 27 years of industry experience. His prior career includes roles at Merrill Lynch Pierce Fenner & Smith and Bank of America. Outside of advising, he is involved in real estate and business ownership through entities such as Gazzier Development Group LLC and Jax Development Group LLC. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Laura Salaburu is a financial advisor with Wells Fargo Clearing in San Antonio, TX, holding Series 63 and Series 65 designations and 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services 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 range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Philip Grove is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022, he worked at Comerica Bank from 2015 to 2020. He serves as a board member of the Christian Community Service Center, a Houston-based nonprofit organization providing services to the poor, hungry, and disabled. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.