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 Houston, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at Citigroup Global Markets, Citicorp Investment Services, and Ameriprise before joining Wells Fargo in 2016. 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 range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Philip Grove is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022, following five years at Comerica Bank. Grove serves as a board member for the Christian Community Service Center, a nonprofit organization supporting vulnerable populations in Houston. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations, supporting clients with broader derivatives and commodities capabilities.

Lyndsay Schick is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2012 to 2020 before joining Morgan Stanley Smith Barney LLC. Outside of financial advising, she is a consultant for Rodan and Fields, a skincare company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and the Global Investment Committee’s resources in its financial planning process.

Jacob Hollander is a financial advisor at J.P. Morgan Securities with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Northwestern Mutual and Mountain America Credit Union. Outside of financial services, he is involved with HL Property Ventures. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The program emphasizes centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Howard Lorch is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 63 designation and having 56 years of industry experience. His prior experience includes eight years at Prudential Equity Group, LLC. Outside of his advisory role, he holds various equity interests in oil and gas mineral rights and investment entities. 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 utilizes research and analytics to evaluate investment options and offers a comprehensive mix of brokerage and advisory solutions.

Brock Nolin is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Northwestern Mutual and operated a pressure washing business, H2Bros Pressure Washing LLC, where he served as a partner involved in quoting and servicing jobs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, utilizing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Michael Schmidt Jr. is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at both Merrill and Bank of America since 2013. He serves as a board member for The Woods Project, a nonprofit that provides wilderness exploration experiences aimed at supporting academic success and career readiness for Houston high school students. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes a combination of model-based and discretionary investment strategies developed by internal and third-party teams.

Tiffany Roland is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with J.P. Morgan Securities since 2004 and associated with JPMorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence and combines quantitative and qualitative research to develop model asset allocations, with access to broader derivatives and commodities capabilities.

Brian Calfee is a financial advisor with Morgan Stanley in Houston, Texas, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019 and previously spent ten years at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and proprietary tools to model outcomes, while clients are responsible for implementation and updates.

Jason Cancino is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Chase Investment Services Corp. Outside of his advisory work, he is a general partner in Tools 4 Guys LLC, a family-run business producing tool reviews and DIY content. 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. The firm’s advisory process integrates quantitative and qualitative research and may incorporate ESG criteria.

Thomas Hensley III is a financial advisor at J.P. Morgan Securities with eight years of industry experience. His prior roles include positions at Merrill Lynch Wealth Management, J.P. Morgan Private Bank, Childress Capital Advisors, and Shell Trading US Company. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating an ESG eligibility framework and broader derivatives and commodities capabilities.

Cassandra Solari is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. She has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Ernest Crawford Jr. is a financial advisor at Raymond James Financial with 26 years of industry experience. He has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc. for 16 years and has been with Raymond James since 2017. Outside of his advisory work, he serves as an independent contractor for JJD & Associates. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized offerings such as municipal advisory services and customized retirement plan consulting.

Rafael Herrera is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He worked at UBS Financial Services from 1999 to 2019 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2019. Outside of his advisory role, Herrera is involved in multiple real estate investment ventures as a sole proprietor and LLC owner. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of retail and institutional investment services.

Armando Garza is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing since 2022. Outside of his advisory role, Garza has held part-time positions at Helzberg Diamonds and Talbots, assisting with sales support and stock processing. 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 advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kimberly Holloway is a financial advisor with Wells Fargo Clearing in Houston, TX. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2026, following over a decade at Wells Fargo Bank, NA. 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.

Cynthia Kelley is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 24 years of industry experience. She has worked at Merrill since 2005 and has been affiliated with Bank of America, N.A. since 2015. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, providing managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and tax-efficient investment strategies and leverages its integration with Bank of America affiliates to support a broad range of financial services.

Tucker Alch is a Financial Advisor based in Houston, TX, operating within Merrill Lynch Wealth Management and participating in Merrill's Advisor Development Program. He serves individuals, families, professionals, retirees, and business owners, providing guidance on financial planning, investment management, and wealth strategy. He collaborates with specialists across investment management, lending, estate planning, and wealth transfer to offer comprehensive advice. Tucker holds a Master of Business Administration from Rice University's Jones Graduate School of Business and a Bachelor's degree with a focus on Marketing and Sales from The Catholic University of America’s Busch School of Business. During his collegiate years, he competed as a pitcher in Division I and Division III baseball and was twice named an All-American. He also holds the Personal Investment Advisor (PIA) designation. In his approach, Tucker emphasizes accountability, preparation, and long-term partnerships to assist clients in navigating complex financial decisions. Outside of his professional pursuits, he has interests in baseball, camping, cooking, football, golfing, hiking, spending time with family, tennis, and traveling. He is also involved with the professional organization Young Professionals in Energy.