Yiping Wang is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in assisting affluent families and small to mid-sized companies by employing an objective and systematic process to offer effective financial strategies aligned with clients' individual needs. Her approach includes a comprehensive needs assessment to provide sound advice on creating long-term financial goals, developing asset allocation policies, and implementing customized investment solutions based on factors such as risk tolerance, time horizon, liquidity needs, overall investment objectives, and associated costs. Yiping regularly reviews performance and proactively adjusts strategies to help clients pursue their financial goals in various market cycles. Yiping holds a Bachelor's Degree from China Foreign Affairs University and a Master's Degree from Boston University. She is a Personal Investment Advisor (PIA) and is fluent in English and Chinese. Her client focus areas include college education planning, corporate retirement plan services, divorce transition planning, employee benefits planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, small business strategies, and women and wealth. In her personal time, Yiping enjoys golfing, scuba diving, and traveling.

Madeline Parker is a financial advisor at Ameriprise with five years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial and Waddell and Reed. Outside of her role at Ameriprise, she manages a separate advisory business, Tiras Wealth Management LLC. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Randall Sutton is a CFP® certified financial advisor with 40 years of industry experience. He is currently with Raymond James & Associates and previously worked at Ameriprise Financial Services and Morgan Stanley Smith Barney. 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 and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Andrew Gauthier is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Bank of America, Merrill, and IberiaBank. Outside of his advisory work, he is the owner of White Oak Shooting LLC, where he provides sporting clays instruction. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model allocations, incorporating ESG eligibility frameworks and derivatives capabilities.

Joe Flores is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and having two years of industry experience. His prior work includes roles at Wells Fargo Bank, Starbucks, and the U.S. Marines. 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 through more than 14,000 advisors and offers a combination of brokerage and advisory solutions.

Sallie Caruthers is a financial advisor at Cetera with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at BBVA Securities Inc., Hancock Whitney Investment Services, and Compass Bank. Additionally, she serves as a private banker at Hancock Whitney. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies.

Christopher Ledoux is a financial advisor at J.P. Morgan Securities in Houston, TX, with four years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing Services, Raymond James Financial Services, Fidelity Investments, and TD Ameritrade. 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 asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative due diligence and incorporates ESG frameworks, with implementation supported by affiliated investment-management entities.

Hector Trujillo Gutierrez is a financial advisor with J.P. Morgan Securities based in Houston, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining J.P. Morgan in 2022, he worked at UBS Financial Services for eight years. Outside of his advisory role, he is the owner of Trio Nexus LLC, an LLC established for real estate investment activities. 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. Their advisory process combines quantitative and qualitative research with centralized due diligence, offering recommendations that may include ESG eligibility considerations and broader derivatives and commodities capabilities.

Patrick Condon is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Morgan Stanley since 2009 and is also affiliated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Homero Guerra is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he spent 29 years at the American Bureau of Shipping. Outside of finance, he owns HM Residential Services LLC, a home services business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited separately managed account options primarily for individual and high-net-worth clients. The firm employs an independent due-diligence process to select asset managers and uses a tiered wrap-fee structure for its services.

Daniel Marin is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 10 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of advisors.

Damian Lopez is a financial advisor at J.P. Morgan Securities based in Houston, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Damian worked in various roles including positions in the food service industry and education. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to deliver model asset allocations and investment recommendations, supported by centralized due diligence and a range of affiliated portfolio services.

Peter De Luna is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has a longer tenure at Wells Fargo Bank, N.A. beginning in 2004. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Winifred Awolope is a financial advisor at Merrill with Series 63 and Series 65 licenses and two years of industry experience. Her work history includes positions at Lazard, Northwestern Mutual, and Bank of America. She is based in Houston, TX. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Beaumont Boyce Jr. is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and having 10 years of industry experience. His prior roles include positions at Hightower Advisors and Raymond James & Associates, Inc. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Macey Jakubik is a Financial Consultant at Fidelity Investments, where she partners with clients to develop personalized and holistic financial plans aimed at achieving their short-term and long-term financial goals. She focuses on understanding each client's unique situation to implement tailored strategies that provide confidence and peace of mind. Her professional experience includes roles at Fidelity Investments as a Financial Consultant since 2023, Investment Consultant from 2022 to 2023, and Relationship Manager from 2021 to 2022. Prior to that, she worked as a Financial Solutions Advisor at Merrill Lynch from 2019 to 2021, and completed internships at both Fidelity Investments in 2018 and Merrill Lynch in 2017.

Edwin Rivera is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at JP Morgan Securities LLC and New York Life Insurance Company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Frederick Korfeh Tommy is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 63 licenses with three years of industry experience. His prior work includes positions at Wells Fargo Bank, NA, Automatic Data Processing (ADP) LLC, and Liberty Tax Service. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with a large team of advisors and offers both brokerage and advisory solutions.

Jarrid Hicks is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Investments, LLC from 2008 to 2011. Outside of his advisory role, Hicks owns and operates a business involved in the sales and transfers of firearms. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, drawing on research from Wells Fargo Investment Institute and emphasizing diversification and modern portfolio theory in its approach.

Robert Devautour III is a financial advisor at J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses with 16 years of industry experience. His work history includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, along with tenures at Starfox Financial Services and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates both quantitative and qualitative due diligence with a range of investment strategies, including those incorporating ESG factors.