Hannah Berthet is a financial advisor at Fidelity with eight years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Fidelity and Fidelity Brokerage Services since 2015. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management and fund advisory. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios built from mutual funds, ETFs, and ETPs.

Alexander Pliskin is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has prior work history with JPMorgan Chase Bank, N.A. and BP Corporation. 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 strategies.

Janet Blair is a financial advisor at LPL Financial with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2006, following an eight-year tenure at Morgan Keegan & Company, LLC. Based in Houston, TX, she has worked in advisory roles throughout her career. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies.

Marie Garner is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes roles at Wells Fargo Clearing since 2016, WELLS FARGO Advisors, LLC from 2011 to 2016, and Wachovia Bank, N.A. since 2002. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its offerings.

Ray Maccary is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 63 designations and two years of industry experience. He has worked at several major firms, including JP Morgan Chase Bank, Merrill Lynch, and Bank of America. 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 combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kristin Haynes is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in helping clients align their financial lives with what matters most to them through thoughtful planning and real dialogue, creating financial plans tailored to their unique needs. Kristin's expertise spans college education planning, family wealth management, legacy planning, personal retirement planning, and socially responsible investing, among other areas. She works closely with clients to navigate financial changes with empathy and professional guidance. Kristin holds a Bachelor's Degree from the University of Houston and professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Special Needs Consultant (ChSNC), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). Her approach emphasizes fiduciary responsibility, risk-managed investments, and support for families through major life events and special needs planning. In addition to her professional work, Kristin participates in community organizations such as the American Heart Association, Bay Area Turning Point, and Houston Food Bank. Her personal interests include baseball, cooking, dancing, golfing, hiking, music, reading, spending time with family, traveling, and writing.

Matthew Biafore is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he focuses on helping clients preserve and grow their wealth through personalized strategies. He works closely with individuals and families to develop customized plans that align with their goals and aspirations, emphasizing clear communication and dedicated service. Matthew's expertise includes family wealth management strategies, managing new wealth, personal retirement planning, portfolio management, and serving clients in sports and entertainment sectors. He earned a Bachelor's Degree in Engineering and Mathematics from Southern Methodist University, where he also gained practical experience by working summers at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Outside of his professional work, Matthew enjoys basketball, football, golfing, ice hockey, table tennis, tennis, and spending time with his family. His approach centers on understanding clients' life priorities to create flexible, personalized plans that address what matters most to them.

Josceline Nave is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. She has been with Wells Fargo Bank, N.A. since 2011. 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 approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Patricia Bonnot is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and over 40 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Saori Inclan is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses. She has seven years of prior experience at First Convenience Bank and joined Wells Fargo in 2025. Before her banking career, she worked five years at Taco Bell. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Adrian Johnson is a financial advisor with Fidelity, holding Series 63 and Series 65 designations and nine years of industry experience. He has worked at Fidelity since 2021 and previously spent six years at Wells Fargo Bank, NA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies and a Charitable Gift Fund.

Kelly Fuller is a financial advisor with Primerica Advisors in Houston, TX. She holds Series 65 and Series 63 credentials and has eight years of industry experience. Fuller has worked at Primerica Advisors since 2014 and also has a long-term role at Houston Community College. Outside of advisory work, she is involved in sales of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates through a large network of advisors and uses model-delivery strategies developed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

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 San Antonio, TX, holding Series 63 and Series 65 designations and 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Philip Grove is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022, he worked at Comerica Bank from 2015 to 2020. He serves as a board member of the Christian Community Service Center, a Houston-based nonprofit organization providing services to the poor, hungry, and disabled. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.

Keith Raney is a financial advisor with Edward Jones in League City, TX, holding the CFP®, ChFC®, and Series 66 designations. He has 10 years of industry experience 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. The firm offers a range of advisory programs and investment strategies and has a large national network of financial advisors and branch offices.

Jacob Hollander is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His career includes roles at Northwestern Mutual and JPMorgan Chase Bank, as well as involvement with HL Property Ventures. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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.