Marina Pochoumenski is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2016. Merrill, along 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 a range of clients including individuals, high-net-worth investors, and institutions.

Jarrett Lidell is Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2019. He is a Certified Financial Planner with 19 years of experience in financial services, including 12 years at Fidelity Investments. Jarrett specializes in holistic wealth planning and benefits optimization for executives and their families. His professional experience includes positions as Private Client Investment Consultant at TD Ameritrade from 2017 to 2019, Financial Advisor at Edward Jones from 2015 to 2017 and 2006 to 2007, Account Executive at Fidelity Investments from 2008 to 2015, Personal Banker at JP Morgan Chase Bank from 2007 to 2008, and Financial Services Intern at State Farm in 2006. He holds a California Insurance License. Outside of his professional life, Jarrett enjoys cooking and baking, participating in family activities, fishing, football, movies, and parenthood.

Jonathan Martinez Ramirez is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been in the industry since 2023, with prior experience at Belfint, Lyons, & Shuman, P.A., Horty & Horty, P.A., and Goldey-Beacom College. He is based in Houston, TX. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Justin Foster is a financial advisor at Merrill in Houston, TX, holding a Series 66 designation with less than one year of industry experience. His work history includes roles at Bank of America, EP Wealth Advisors, and Merrill, as well as prior experience in education and the restaurant industry. Foster has been involved with Delfino Restaurant for several years. 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, and institutions.

Laura Garza is a financial advisor at Ameriprise in Katy, TX, holding Series 63 and Series 66 licenses with seven years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, Green Financial Group, and Wells Fargo, among others. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice through a centralized consulting team, with an emphasis on assets held in Ameriprise Managed Accounts.

Diana Momin is a financial advisor at J.P. Morgan Securities in Houston, TX, holding Series 65 and Series 63 designations with six years of industry experience. Her work history includes positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and BBVA Securities Inc. 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 asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes derivatives and commodities capabilities not commonly found in similar institutional programs.

Conner Jordan is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2017 and is a Houston native. Conner holds a Bachelor's Degree from the University of Mississippi and holds the professional designations of Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). Conner focuses on a range of client areas including college education planning, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. He emphasizes understanding each client's unique life and priorities to tailor personalized wealth strategies that are proactively managed and regularly reviewed. As part of the Walsh, Jordan & Associates team, Conner has been recognized on the Forbes "Best-in-State Wealth Management Teams" list for 2024, 2025, and 2026. In addition to his professional work, Conner is involved in several community and professional organizations such as the CFP Mentorship Program, JDRF, Volunteer Houston, Green Grove Initiative, Hermann Park Conservancy, JDRF Young Life- Gulf Coast, and mentors candidates preparing for the CFP® Exam. Outside of work, he enjoys activities such as baseball, biking, fishing, football, hiking, running, scuba diving, surfing, and spending time with his family.

Diana Diaz Valles is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank N.A. since 2014. Outside of her advisory role, she is an owner of Texas ER Plumbing LLC, a company providing residential and commercial plumbing services. J.P. Morgan Securities offers institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative screening and qualitative research to support portfolio recommendations, which clients implement with final decision-making authority.

James Syrewicz II is a financial advisor at Equitable Advisors in Houston, TX, holding Series 65 and Series 63 licenses with 13 years of industry experience. His prior roles include positions at Provident Wealth Advisors, LLC and AXA Advisors, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs primarily through a network of investment adviser representatives and third-party asset managers.

James Serrano Jr. is a CFP®-certified financial advisor with Ameriprise in Houston, TX, and has five years of industry experience. His prior roles include positions at Modera Wealth Management, An Exceptional Life Financial, Crestview Partners, and Charles Schwab. He serves as the Head of the National DEI Committee and DEI Director for the Georgia chapter of the Financial Planning Association, focusing on diversity, equity, and inclusion initiatives within the profession. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients, offering specialized retirement income planning through a centralized service team that provides written recommendation reports and ongoing, tax-aware advice tailored to clients approaching or in retirement.

Virginia Baldwin is a financial advisor at J.P. Morgan Securities in Houston, TX, holding a Series 66 designation with two years of industry experience. She has worked at JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2024. Outside of her financial career, Baldwin also works as a freelance actor and model on a part-time basis. 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 employs a centralized due diligence process combining quantitative and qualitative research to support its advisory recommendations.

Victor Arevalo Melgar is a financial advisor with Thrivent Investment Management in Houston, TX, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to his current role, he worked at World Financial Group and has experience in automotive sales, including a position as a car salesman at Houston Sky Auto Sales. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based planning in areas such as retirement, tax, and estate without discretionary portfolio management.

Klint Rhodes is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His career includes significant tenures at Charles Schwab and Charles Schwab Bank prior to joining J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. in 2017. 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 within a non-discretionary program.

Carlos Perez is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Frost Brokerage Services, Comerica Securities, and RBC Capital Markets. 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, operating one of the largest advisor networks in the industry.

Anthony Hoff is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Bank of America and Merrill since 2015. Outside of his advisory role, he serves as a committee member for the First Methodist Church of Houston, assisting in the allocation of the church’s funds for its charitable programs. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Luke Evans is a financial advisor at J.P. Morgan Securities in Houston, TX, holding a Series 66 license with one year of industry experience. Prior to joining J.P. Morgan Securities, he held positions at Blue Barn Wealth and Nfp, and he has multiple years associated with Brigham Young University. 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 is supported by centralized due diligence combining quantitative and qualitative research, with access to derivatives and commodities capabilities.

Amira Shephard is a financial advisor at Equitable Advisors in Houston, TX, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at The Lab Consulting, Capital One, and the University of Houston, as well as entrepreneurial experience as a lash aesthetician. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Jinrong Wang is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, Jinrong works directly with clients to develop personalized financial strategies tailored to their individual goals and changing market conditions. Jinrong provides access to investment insights from Merrill as well as banking and lending solutions through Bank of America. Jinrong holds a Personal Investment Advisor (PIA) designation. Jinrong earned a Bachelor's degree and a Doctorate degree from Nanjing Agricultural University, as well as a Master's degree from the University of Houston System. Jinrong also participates in community service by volunteering with local organizations, reflecting a commitment to the communities served.

Mark Fournier is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank since 2015, following a tenure at Morgan Stanley Smith Barney beginning in 2009. Fournier serves on the Finance and Investment Committees of the Lambda Chi Alpha Educational Foundation. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, delivering customized financial planning and managing approximately $2.74 trillion in client assets.

Ashleigh Gearhart is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials. She has been with Wells Fargo in various capacities since 2019, including roles at Wells Fargo Bank, N.A., and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.