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 the Series 66 designation and has worked previously at Ameriprise, Comerica Securities, Morgan Stanley, Bank of America, and Merrill. Outside of his advisory role, Lovette is involved with Maestro, a cash management platform for corporate and institutional clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary research and third-party strategies.

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 at Raymond James & Associates with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. He is based in Houston, TX. 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—and offers financial planning, investment consulting, and institutional fiduciary services through various portfolio management styles and affiliated research.

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® with 19 years of industry experience, currently affiliated with LPL Financial. She has worked at LPL Financial since 2025 and previously spent eight years with Securities America Advisors. Barnett is also a licensed Texas Real Estate Broker with over 40 years of experience in real estate. 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, supporting advisors with a range of strategies and advanced operational tools.

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.

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.

Benjamin Cordero is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and previously worked at Ham, Langston & Brezina L.L.P. and in the hospitality sector. He is also employed by DGW Worldwide, LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

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. She leads the TSPN Wealth Management Group, providing clients with comprehensive financial strategies tailored to their unique needs. Jennifer works alongside a team of dedicated advisors and has access to banking and lending specialists through Bank of America to guide clients in various aspects of wealth management. Her expertise includes corporate executive services, executive and equity compensation, family wealth management strategies, personal retirement planning, small business strategies, women and wealth, and tax minimization. Jennifer collaborates closely with clients to build adaptable financial plans that address changing conditions and help them pursue their goals. 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 organizations including the Greater Houston Partnership, Greater Houston Women's Chamber of Commerce, Greater Northside Chamber of Commerce, and Women's Energy Network. She contributes to the community through participation in the Greater Northside Chamber of Commerce, the Houston Livestock Show & Rodeo Corral Club, Interfaith Ministries, Rescue America, SWAT Ministries International, United Way, Wesley Community Center, and Women's Energy Network.