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 with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and three years of industry experience. He has worked at J.P. Morgan Securities since 2022 and is also involved with HL Property Ventures. Prior to that, his background includes roles at Northwestern Mutual and various other financial and educational institutions. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Howard Lorch is a financial advisor at Wells Fargo Clearing with 56 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.

Brock Nolin is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at Northwestern Mutual for one year. Outside of his advisory role, he is a partner in H2Bros Pressure Washing LLC, where he is involved in quoting and servicing jobs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios across mutual funds, ETFs, and ETPs.

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 also has a long tenure with JPMorgan Chase bank beginning in 2003. J.P. Morgan Securities provides institutional consulting services to clients including corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services alongside affiliated brokerage and investment management 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 at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Bank of America and Merrill. Outside of his advisory role, he is a general partner in Tools 4 Guys LLC, a family-run business that produces power tool reviews and DIY content. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Thomas Hensley III is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Merrill Lynch Wealth Management, JPMorgan Private Bank, and Shell Trading US Company. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Cassandra Solari is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds the Series 66 designation and has been with J.P. Morgan since 2023. Prior to her advisory role, she attended the University of Virginia from 2019 to 2023. 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 through Wealth Advisors on a non-discretionary basis and integrates institutional advisory capabilities with brokerage, distribution, and investment management functions.

Ernest Crawford Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 16 years and was associated with 24hr Fitness for 14 years. He also serves as an independent contractor for JJD & Associates. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm uses analytical tools for tailored, non-discretionary planning and supports a wide range of advisory programs, including municipal and public finance services uncommon among large institutional advisors.

Rafael Herrera is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley and its affiliates since 2019 and previously spent 20 years at UBS Financial Services. Herrera holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning that leverages structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning 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 Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management in High Point, North Carolina. She has over two decades of experience in the financial services industry, focusing on helping individuals, families, and organizations achieve their financial goals through personalized strategies. Cynthia's expertise includes investment guidance, retirement planning, cash accumulation strategies, wealth transfer services, and insurance planning. A graduate of Wake Forest University, where she participated in the women's basketball team, Cynthia holds a Bachelor's Degree and the Personal Investment Advisor (PIA) designation. She combines her academic background with a commitment to providing informed, tailored financial advice that aligns with each client's unique needs and aspirations. Beyond her professional work, Cynthia is actively involved in community service in the Triad area. She volunteers and conducts educational workshops with organizations such as Financial Pathways of the Piedmont, Wake Forest University Trail Blazer, and Winston Salem Foundation Community Philanthropy Builders, reflecting her dedication to giving back and supporting nonprofit initiatives.

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.

Daryl Fontenot is a Wealth Management Advisor with Merrill Lynch Wealth Management. He oversees and coordinates the financial affairs for a select group of individuals, families, and businesses in the Houston area and across the country. His client focus includes services for defined benefit plans, investment consulting for defined contribution plans, personal retirement planning, portfolio management services, and retirement income. Daryl assists affluent families, retirees, successful business owners, and corporate executives who value a strategic approach and the resources his team provides. Daryl holds a Master’s Degree from the University of Houston and a Bachelor’s Degree from the University of Texas. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His professional affiliations include membership in the Rotary Club of Baytown, the Lee College Board of Regents, the Lee College Foundation, and Bay Area Homeless Services. He is actively engaged in his community, volunteering and fundraising for organizations such as United Way of Greater Baytown and Chambers County, Bay Area Homeless Services, Rotary Club of Baytown, and serving on the Lee College Board of Regents. Outside of work, Daryl’s interests include baseball, genealogy, and traveling. He works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals.

Chase Camarda is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan entities since 2015, including roles at JPMorgan Chase Bank and Surya Capital Partners. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 and investment management capabilities.

Jared Reed is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior experience includes roles at Edward Jones, E*TRADE, J.P. Morgan Securities, TD Ameritrade, and Scottrade. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Kevin Helmer is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity Investments since 2000, progressing through various roles including Financial Consultant, Senior Relationship Officer, and Relationship Officer, gaining extensive experience in financial planning and investment analysis. Kevin partners with clients to improve their financial well-being by providing guidance and developing strategies tailored to their specific goals. His professional focus includes financial planning, portfolio planning, and investment analysis. He holds an Arkansas Insurance License. Outside of his professional work, Kevin has interests in beach activities, fitness, golf, military service, scuba diving, and surfing.