James Downham Jr. is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has worked with firms including HSBC Securities, Cetera, and AllianceBernstein. He is based in Houston, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s approach combines quantitative and qualitative manager research to deliver written asset allocation advice and customized performance reporting, with clients retaining final decision-making authority.

Daniel Rosenthal is a CFP® with seven years of industry experience. He is currently affiliated with Wells Fargo Clearing and Wells Fargo Bank, N.A., where he has worked since 2023. His prior experience includes roles at UBS Financial Services, Morgan Stanley, JPMorgan Securities, Charles Schwab, and Invesco. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

John Caram is a financial advisor with Wells Fargo Advisors in Sugar Land, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes ten years with Wells Fargo Clearing and over four decades with Caram & Sons, Ltd. He serves as chair of the finance committee at St. Thomas High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services delivered through a network of financial advisors who develop tailored recommendations using proprietary research and planning tools.

Jennifer Flowers is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2015, following a role at Bank of America, N.A. She is based in Houston, TX. 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 offers model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Victoria Palmer is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, she worked at Vanguard as an Inheritance Specialist and Consultant from 2014 to 2015. Victoria partners with individuals, families, and local businesses to develop, implement, and maintain customized financial plans. She emphasizes working with integrity to help clients achieve their financial goals over time. Outside of her professional work, Victoria has interests in beach activities, music, parenthood, skiing, traveling, and yoga.

Nolan Caldwell is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Union Planters National Bank since 1989. 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 research from its own Investment Institute with third-party data to support diversified, theory-based investment evaluations.

Lori Patalocco is a financial advisor with Charles Schwab in Houston, TX, holding Series 63 and Series 66 licenses and six years of industry experience. Her career includes roles at Charles Schwab Bank, SSB, The Ratings Center, J.P. Morgan Securities, and RBC Investor and Treasury Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and provides a comprehensive range of investment and custody services.

Blake Mc Cormack is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

Mary Jenkins is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Jenkins serves as a board member of the Houston Business Cabinet and is president of the Houston Business Network breakfast club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Soma Chakraborty is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds the Series 66 and Series 63 designations and has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

John Patrick Koshakji is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 license with three years of industry experience. His prior work includes roles at The Catholic University of America and Jesuit College Prep Highschool. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services.

James Williams Willis is a financial advisor at Edelman Financial Engines based in Houston, TX, holding a Series 65 designation with three years of industry experience. His prior work includes roles at BNY Mellon and seven years of service in the U.S. Army. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and serves a large client base through both advisor-led and online platforms.

Aaron Daniel II is a CFP® professional with eight years of industry experience, currently serving at Edward Jones since 2018. Prior to joining Edward Jones, he worked with Clear Creek ISD for two years. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Damian Garcia is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and 15 years of industry experience. He has been with Primerica Advisors since 2020 and also has a background at Rush Enterprises and Primerica Financial Services dating back to 2002. He receives compensation for the sale of loan products and referrals of home security and automation services through affiliates of Primerica. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Johnathon Johnson is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Jobot, ALLIANTGROUP, Robert Half, Bank of America, and the University of Tennessee. Ameriprise offers a retirement-income planning service geared toward individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports through a centralized consulting team, focusing on clients who maintain a significant portion of assets in Ameriprise-managed accounts.

Timothy Andersen is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Ara Partners, NGP Energy Capital Management, and Simmons Energy (Piper Sandler). 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 and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities through affiliated entities.

Camille Chowdhury is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. She has previously worked at Wells Fargo Bank, Apple Inc., Children’s Lighthouse of Grand Mission, HoneyMee, and El Camino Community College. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research and analytics with diversification principles and modern portfolio theory while offering both brokerage and advisory solutions.

Arslan Malik is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 66 and Series 63 licenses and five years of industry experience. His work history includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, Equitable Advisors, Exxon Mobil, Prudential Financial, and other firms. 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 through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Ashley Brence is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and three years of industry experience. She previously worked at Frost Brokerage and Merrill Lynch, and has experience outside finance at Bass Pro Shops and Gigglin' Marlin Dive and Swim. 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 through a non-discretionary program.

Gordon Harper Jr. is a Private Wealth Advisor with Merrill Private Wealth Management. He specializes in delivering tailored wealth management strategies that encompass the comprehensive needs of his clients, including family considerations, business interests, legacy planning, and philanthropy. His expertise includes equity compensation services, family wealth management strategies, legacy planning, liquidity management, managing new wealth, and portfolio management services. Gordon holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University System of Georgia. He advises ultra affluent clients by providing investment management, trust and estate planning services, cash flow analysis, liability strategies, insurance analysis, concierge services, and family seminars. He draws on a network of firm contacts throughout the Southwest to support families and family offices. Outside of his professional role, Gordon is involved with community organizations including the Greater Houston Chapter Quail Coalition, the National Outdoor Leadership School (NOLS), the Neuhaus Education Center, and the Texas Business Hall of Fame. His personal interests include baseball, fishing, running, and skiing.