Kimberly Hinson is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with J.P. Morgan Securities since 2001 and JPMorgan Chase Bank, N.A. since 2017. 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 includes access to derivatives and commodities capabilities through affiliated entities.

Nathalie Gordon is a financial advisor at Merrill with 22 years of industry experience. She has held her current position since 2000 and holds Series 63 and Series 66 designations. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Austin Rieff is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he served seven years in the United States Army and held positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he is employed as a pet sitter in Olympia, Washington. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and institutional entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Jesus Maldonado Morales is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, N.A. since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broader range of financial products, including insurance-related vehicles and bank deposit sweep programs.

Gavin Walters is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience at Uber and ARISS Financial Group/Kuttin Wealth Management Ameriprise. Walters also has a background outside finance, having worked at Mencius Gourmet Hunan. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through a centralized team and proprietary analysis tools.

Robert Hendrix is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Oppenheimer & Co Inc and Robert W Baird & Co. He is based in Houston, TX. Wells Fargo Clearing provides retirement plan consulting 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 broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Christopher Moreno is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and seven years of industry experience. He has worked at Merrill and Bank of America since 2019 and previously held roles at State Farm Insurance Companies and the University of Houston. Outside of his advisory role, Moreno serves as a committee member and official referee for the United States Wheelchair Rugby Referee Association. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Taphorn is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with affluent individuals and families to address a range of financial needs, including retirement planning and investment strategies. Robert and his team take a collaborative approach to wealth planning, aiming to generate tailored ideas that help clients achieve their financial goals. Since joining the Taphorn, Boike & Associates team at Merrill in 2016, Robert has assisted clients from the Houston area and across the country in managing family wealth, legacy planning, portfolio management, socially responsible and ESG investing, tax minimization, and retirement income strategies. He leverages Merrill’s research, planning capabilities, and investment resources to support his clients effectively. Robert holds a Personal Investment Advisor (PIA) designation and graduated from the University of Texas at Austin in 2015 with a bachelor's degree in Economics and a minor in Business Administration. Outside of his professional role, Robert enjoys playing disc golf and watching films in his free time.

David Saunders is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his commitment to providing informed investment guidance. David completed his high school education at Spring Branch High School, earning his diploma. He applies his expertise to support clients in managing their wealth and making sound financial decisions.

William Probe is a financial advisor with Ameriprise in Humble, TX, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his work at Ameriprise, Probe manages an independent advisory business through DGW Worldwide, LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized advice, with an emphasis on assets held within Ameriprise-managed accounts.

Hillary Naeve is a Series 66-licensed financial advisor with 16 years of industry experience, currently affiliated with J.P. Morgan Securities in Houston, TX. Her career includes roles at JPMorgan Chase Bank, N.A., LPL Financial, and RBC Capital Markets. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research, and the firm maintains regulatory registrations that support broader derivatives and commodities capabilities.

Chandra Minick is a financial advisor with Merrill, holding a Series 66 designation and over 21 years of industry experience. She has worked at Merrill for a total of 25 years, with a one-year tenure at RBC Capital Markets in between. 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rudy Soliz Jr. is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Bank, N.A. since 2015. Outside of his advisory role, he is involved in delivery courier work and owns a business called Blessed BeY. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven approach incorporates modern portfolio theory and offers both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Sterling Storm is a financial advisor with Cetera holding a Series 66 designation and five years of industry experience. He has worked at firms including IMG Financial Group and Uber. Sterling is also involved with IMG Financial Group as a fixed insurance agent, focusing on marketing to medical professionals. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Debra Denny is a financial advisor at Ameriprise in Houston, TX, holding a Series 66 license with 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Denny serves on the Board of Directors for the Art Colony Association, Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm offers a comprehensive approach combining research, modeling, and tax-efficiency analysis, supported by a centralized consulting team that delivers tailored, non-discretionary recommendations.

Bill Rippey is a financial advisor at Ameriprise in Houston, TX, with 32 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in business ownership through Ronin Services LLC and a member of Pennway Management, both non-investment-related activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Afnaan Khan is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America, N.A. prior to his current role. 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 through a non-discretionary program.

Bailey Nwaozo is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at Dimensional Fund Advisors and ESPN, as well as at the University of Texas. 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 through a non-discretionary program.

Thomas Huggins is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 66 designation and 23 years of industry experience. Prior to joining Raymond James in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and governmental entities, offering financial planning and investment consulting through various programs and portfolio management styles.

Francisco Carrillo is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Cetera and Cetera Wealth Services, LLC since 1998. Outside of his advisory role, he is the owner and president of Carrillo Asset Management, LLC, an entity established for tax filing and liability protection. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a diverse range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.