Stacy Crews is a CFP® professional with 26 years of experience, currently affiliated with Ameriprise in Houston, TX. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she owns a business that offers courses and training on setting up online businesses and serves as a board member and secretary for the nonprofit Project Alive & Kicking. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Mark Gladstein is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 1990 after relocating to Houston from Oklahoma City and is a founding partner of The Gladstein Levitt Rozelle Spence Group. His primary focus includes long-term personal investments, asset management programs for individuals and businesses, comprehensive wealth planning, and financial strategies aimed at growing, preserving, and transferring wealth. Mark emphasizes personalized service through one-on-one client interactions. Mark graduated from the University of Oklahoma with a bachelor's degree in Business Administration/Accounting and has pursued further professional education through the Bauer College of Business at the University of Houston. He holds the Personal Investment Advisor (PIA) designation and is affiliated with the Sigma Chi Fraternity. Over his career, Mark has received recognition from Barron's Top Financial Advisors lists, Forbes Best-in-State Wealth Advisors, and the Financial Times 400 Top Financial Advisers list. Outside of his professional work, Mark enjoys football, golfing, and traveling. He and his wife, Robin, have three children, including Mallory, who is also part of the Gladstein Levitt Rozelle Spence Group.

Lauren Sparrow is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds the Series 66 designation and has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Based in Houston, TX, her career has been focused within the Morgan Stanley network. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and investment solutions. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process that supports financial advisors in developing customized plans.

Ashley Freitag is a financial advisor with Ameriprise in Friendswood, TX, holding a Series 66 designation and 14 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers retirement-income planning services primarily for clients with at least $1 million in net investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized retirement-income consulting team.

Erick Villa is a financial advisor with Merrill in Houston, TX, holding a Series 66 credential and nine years of industry experience. He has been associated with both Merrill and Bank of America, N.A. since 2009. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Hawkins is a financial advisor at J.P. Morgan Securities in Houston, TX, with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, following seven years at Chase Investment Services Corp. 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 and qualitative research and incorporates an ESG eligibility framework to support model asset allocations.

Christopher Nagle is a Series 66 licensed financial advisor with Wells Fargo Clearing in Houston, TX, where he has worked since 2016. He has 11 years of industry experience, including roles at Wells Fargo Bank, N.A. Outside of his advisory work, he holds a 15% ownership interest in Katch-Nagle Interests, LLC, which manages oil royalty interests. 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.

Claudia Fraga Chavarrieta is a financial advisor at Fidelity with 17 years of industry experience. She holds a Series 66 designation and has worked in various capacities across Fidelity Investments, State Farm Insurance Agencies, Mass Mutual, and New York Life. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discriminatory advisory mandates, including model portfolio delivery and fund advisory services.

Travis White is a financial advisor at J.P. Morgan Securities based in Houston, TX, holding a Series 66 designation with one year of industry experience. His prior work includes positions at Equitable Financial Life Insurance and Qval Property Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Jasmyn Love is a financial advisor at J.P. Morgan Securities in Houston, TX. She holds a Series 66 designation and has one year of industry experience. Her prior work experience includes roles at JPMorgan Chase Bank, Target, Marshalls, Barclays, BlackRock, and Chick-fil-A. 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 advisory process combines quantitative and qualitative research to deliver non-discretionary, written asset allocation advice and customized reporting.

Robert Eschweiler is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2006, including time with JPMorgan Chase Bank, N.A. and Banc of America Investment Services, Inc. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities through related affiliates.

Gilberto De La Garza Rodriguez is a financial advisor with Wells Fargo Clearing in McAllen, TX. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked at Boost Mobile by Extravagant from 2015 to 2018. 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.

Tylan Shelby is a financial advisor with Ameriprise in Webster, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Ameriprise, Shelby worked at W & S Brokerage Services, Western & Southern Life, and A-1 Tax & Financial Services, and was associated with the Los Angeles Chargers from 2022 to 2024. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on planned income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Yoana Robles is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. She has professional experience at Wells Fargo Bank, nA, JP Morgan Chase, and Wells Fargo Clearing, spanning roles since 2017. Prior to entering the financial industry, she worked at Taco Bell for two years. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among investment menu offerings.

Zachary Norman is a Financial Advisor with Merrill Lynch Wealth Management, specializing in comprehensive wealth management strategies for high-net-worth individuals and families. He focuses on mitigating taxes, managing costs, and minimizing overall risk to help clients achieve long-term financial stability. He holds a Bachelor's Degree in Investment Management from The University of Texas at Austin and holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Zachary's approach centers on creating tailored financial plans that align with each client's unique needs and goals, emphasizing integrity, trust, and long-term prosperity. In addition to his professional work, Zachary is involved with The Terry Foundation. His personal interests include baseball, basketball, chess, cooking, fishing, football, golfing, hunting, spending time with his family, and traveling.

Jennifer Machacek is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and having 30 years of industry experience. She has been with Merrill since 1987. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Julie Fielder is a financial advisor at Morgan Stanley with 30 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously spent 12 years at Citigroup Global Markets. Outside of her advisory role, Fielder is involved as a stylist with Color Street, a personal care company specializing in nail polish. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee estimates to support its services.

Sandra Rodriguez is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Daniel Doughty is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 credential and 21 years of industry experience. His prior work includes positions at Avidian Wealth Solutions, Lucia Capital Group, Raymond J. Lucia Companies, Inc., First Allied Securities, Inc., and Securian Financial Services, Inc. He is also involved with Megalodon Infrastructure and Assets, L.L.C., a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Jeneil Baird is a financial advisor with Wells Fargo Clearing based in Houston, TX, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Wells Fargo Clearing in 2022, Jeneil has been associated with Wells Fargo Bank, NA since 2006. She serves as a personal representative and trustee for family estate and trust matters outside of her advisory role. 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 employs a research-driven investment approach and offers both brokerage and advisory solutions across a wide range of financial products.