Michael Williams is a financial advisor with Edward Jones in Pasadena, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and emphasizes both discretionary and non-discretionary investment solutions under a fiduciary standard.

Jeremy Frank is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following prior roles at Bank of America and Merrill Lynch. 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. The firm delivers these services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis with recommendations supported by an in-house manager solutions team.

Madison Lauderback is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining J.P. Morgan in 2018, Madison worked at Hill + Knowlton Strategies and the University of Alabama Office of Advancement. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in their recommendations.

Kristian Gomez is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill Lynch and several banking institutions, including JPMorgan Chase Bank. Gomez is also involved with Crown & Valor LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Victoria Morales is a financial advisor with Ameriprise in Mont Belvieu, TX, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones and has experience in various roles outside finance, including positions at Texas State University and the YMCA of Greater Houston. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations primarily for clients with Ameriprise-managed accounts.

Diana Contreras Perez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. She previously worked at JPMorgan Chase Bank and J.P. Morgan Securities, as well as Frost Investment Services and Frost Brokerage Services. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics from Wells Fargo Investment Institute alongside third-party data.

Jonathan Aulbert is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at PNC Managed Account Solutions, St Johns Wealth Management, BBVA Compass Investment Solutions, Lincoln Financial Distributors, Chase Investment Services, and Ameriprise. Outside of his advisory work, he owns and operates Bravodog, LLC, which organizes waterfowl hunting excursions, and serves as treasurer for the Northgate Men's Golf Association. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party resources.

Marcus Rolls is a financial advisor at UBS Financial Services in Houston, TX, holding Series 63 and Series 66 licenses with 16 years of industry experience. His prior roles include positions at Morgan Stanley from 2011 to 2025 and J.P. Morgan Securities from 2020 to 2021. Outside of his advisory work, he is a partner at MKR Family Holdings, LLC, an investment and finance-related firm based in Richmond, Texas. 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 utilizes proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Sharon Medina is a financial advisor at LPL Financial with 30 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services, BFT Financial Group, and Merrill. Outside of her advisory role, she owns and operates Medina Insurance Agency, which sells auto, home, and commercial general liability insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a range of discretionary and non-discretionary investment strategies.

Brandon Saxton is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Primerica Advisors since 2013 and previously worked at Baylor College of Medicine from 2009 to 2022. Outside of his advisory role, he is involved in a mineral interests business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap-fee structure rather than fixed fees.

Penny Rozelle is a Wealth Management Advisor with over 30 years of experience. She joined Merrill Lynch Wealth Management in 1989 and is a Portfolio Manager in Merrill's Investment Advisory Program, where she manages personalized or defined strategies on a discretionary basis. Her work includes handling individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Her primary focus areas include wealth management and retirement planning for individuals and small businesses through asset allocation and strategy-specific account management. Penny has earned several professional designations, including Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Certified 401k Professional (CKP), Certified Private Wealth Advisor (CPWA), and Certified Plan Fiduciary Advisor (CPFA). Penny is an honors graduate of Simmons College in Boston, Massachusetts, with a degree in Business Administration. She enjoys interior decorating, reading, traveling, and spending time with her family. She and her husband, Skip, have two sons.

William Branham is a financial advisor with LPL Financial and holds a Series 63 designation. He has 38 years of industry experience, including prior roles at Avantax Advisory Services and Avantax Insurance Agency. Outside of his advisory work, he operates a CPA firm providing tax preparation and accounting services. 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, including financial planning, model portfolio programs, and institutional platforms.

Aristela Cravens is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank. Outside of her advisory role, she is the sole proprietor of UAssist, an app development venture focused on promoting different types of services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through comprehensive planning and investment approaches.

Ryan Spaulding is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. His prior roles include positions at Partner Solutions Capital Group LLC and The Hancock Firm. 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 delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Larette Mcpherson is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 designations and 21 years of industry experience. She has been with UBS Financial Services since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Randal Simpson is a Wealth Management Advisor with Merrill Lynch Wealth Management in Houston. Since joining Merrill in 2016, he has worked with a diverse range of clients, including families, companies, and executives, to develop long-term wealth management strategies aligned with their life goals. He also serves as the TSPN Group's resource for executive services, specializing in stock option planning, Rule 10b5-1 plans, and Rule 144 services. Prior to his current role, Randal accumulated over 30 years of experience as a manufacturing and supply chain executive, including more than a decade as a Section 16 officer. He applies his extensive background in customer service, business, and finance to address areas such as corporate benefits, executive compensation, equity compensation services, divorce transition planning, family wealth management, and retirement planning. Randal holds a Bachelor of Science degree in Operations Management and an MBA in Finance, both from the University of Colorado. He has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). In addition to his professional work, Randal speaks conversational Spanish. He and his wife, Daniela, reside in Houston with their three children. Outside of work, he enjoys hiking, scuba diving, skiing, playing table tennis, and traveling.

Warren Mayfield is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Primerica Advisors since 2008 and also works with Primerica Financial Services. Outside of his advisory role, he owns Computer Nutt, a computer restoration business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plan management.

Elizabeth Lockwood is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with UBS since 1989 and previously worked at PaineWebber/Rotan Mosle starting in 1985. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Mark Brezina is a Series 66-licensed financial advisor at Morgan Stanley in Houston, TX, with eight years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Lifestyle Asset Management, First Allied Securities, and Lifestyle Financial Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and analyses from its Global Investment Committee.

Douglas Hohertz is a financial advisor with Cambridge Investment Research Advisors based in Houston, TX, holding a Series 63 designation and 21 years of industry experience. His prior roles include positions at Black Knight Wealth Management, Salient Partners, and The Mitchell Group, Inc. He serves as a board member of the Houston Community College Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering both discretionary and non-discretionary investment solutions tailored to client objectives.