Bryan Flores is a financial advisor with J.P. Morgan Securities in League City, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017, and previously held roles at Cetera Investment Advisers LLC, Cetera Investment Services LLC, and Regions Bank. 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 combines quantitative and qualitative research and may include ESG considerations, supported by a centralized manager solutions team.

Adam Field is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at Bank of America, Merrill, and multiple positions within Wells Fargo entities. Outside of his advisory work, he is a content creator on YouTube. 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 provides a range of brokerage and advisory solutions supported by research and analytics.

Olivia Luque is a financial advisor with J.P. Morgan Securities in Houston, TX. She holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. Her prior experience includes roles at Compass Group USA and the University of Florida. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s approach combines quantitative and qualitative manager research to deliver written asset allocation advice and customized performance reporting while clients retain final decision-making authority.

Dennis Hellwig is a financial professional with 36 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 credentials and has worked at Cetera since 2025, following 15 years at American Portfolios Financial Services, Inc. Hellwig also serves as president of the Charles Lawson Baur Foundation, a charitable organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services using multiple program structures and investment options.

Laura Owen Pio is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and seven years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018, with prior experience at The Act 1 Group Inc. and Empire Films Inc. Outside of finance, she serves on the board of LEO Entertainment LLC, a film production and entertainment company. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a broad investment platform to serve its diverse client base.

Eric Dluzniewski is a financial advisor with LPL Financial in Friendswood, TX, holding Series 65 and Series 66 credentials and three years of industry experience. His prior roles include positions at Cain Watters & Associates, LLC, and a brief tenure at Beacon Lakes Golf Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing both model portfolios and customized strategies.

Carol Whitley is a CFP® with 18 years of industry experience and has been with Wells Fargo Clearing since 2016. Her prior roles include positions at WFG Advisors, LP, and Chase Investment Services Corp. She 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, and retirement plan consulting. The firm manages approximately $671 billion in assets through over 14,000 advisors and offers both brokerage and advisory solutions.

David Novelli is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Morgan Stanley since 2009, including a role with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, Novelli is an author and a licensed pilot who owns and operates a general aviation aircraft. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services without providing individual security recommendations as part of standalone plans.

John Gallinaro is a financial advisor at Merrill with 24 years of industry experience. He holds a Series 66 designation and previously worked at Principal Securities Inc., Principal Life Insurance Company, MML Distributors, LLC, and Massachusetts Mutual Life Insurance Company. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eli Horn is a financial advisor at Merrill with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Hartman Investments, D.H. Hill Securities, and Sunamerica Capital Services, Inc. There are no additional outside activities noted. 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. The firm offers model-based and discretionary investment strategies developed by its internal Chief Investment Office and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Leah Braden is a financial advisor with Merrill in Houston, TX, holding Series 65 and Series 66 licenses and 17 years of industry experience. She has been with Merrill and Bank of America since 2017, and previously worked at Berings and Merrill Lynch Trust Company. Outside of her advisory role, she serves as Co-Chairman for the Houston Heights Woman's Club Founders Day reception. 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 charitable organizations.

Joshua Parker is a financial advisor at J.P. Morgan Securities in Houston, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Northwestern Mutual and Carolina Courtworks, as well as involvement with Carolina Performing Arts and the University of North Carolina at Chapel Hill. 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. The firm’s advisory process integrates quantitative and qualitative research with a range of eligible investment strategies and includes broader derivatives and commodities capabilities.

Troy Mahon is a financial advisor with Fidelity Investments in Houston, TX, holding a ChFC® designation along with Series 63 and Series 66 licenses. He has eight years of industry experience, including prior roles at LPL Financial and Hudson Valley Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, model portfolios, and fund advisory services.

Zannah Russell is a financial advisor at Merrill in Houston, TX, holding a Series 66 designation with one year of industry experience. Her prior work history includes roles at Bank of America, N.A., and various positions in academia and development groups. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Andre Quesnel Vergara is a financial advisor with Fidelity Investments in Houston, TX, holding a Series 66 designation and four years of industry experience. His work history includes roles at Fidelity Investments and Equitable Advisors, LLC, as well as entrepreneurial activities with Skyline Crossfit. He 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 fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it maintains a notable advisory role to multiple registered investment companies.

Marcia Mazingo is a Senior Financial Advisor at Merrill Lynch Wealth Management, a Bank of America Company. Since 1993, she has provided clients with financial strategies focused on retirement and legacy planning services, tax-efficient asset allocation, and specialized support for families with special needs. She serves clients with a long-term, growth-oriented mindset, adapting wealth management plans to changing circumstances to help mitigate risk and optimize outcomes aligned with clients' financial priorities. Marcia holds the Retirement Accredited Financial Advisor (RAFA) designation, Certified Plan Fiduciary Advisor (CPFA®) and Certified Divorce Financial Analyst (CDFA®) designations, reflecting her expertise in complex financial situations. She earned a Bachelor's Degree from Kent State University. Her professional focus includes college education planning, executive compensation, personal retirement planning, portfolio management, tax minimization, retirement income, and women and wealth. Beyond her professional work, Marcia is actively involved in the Houston community. She holds leadership and membership roles in several organizations including the Houston Chemical Association, Conroe Noon Lion's Club, Women's Energy Organization, St. Ignatius Loyola Catholic Church, and Houston NW Delta Gamma. Her community involvement extends to support for autism and Delta Gamma initiatives. In her personal time, she enjoys music, spending time with her family, and watching movies.

Prentiss Burt is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at J.P. Morgan Securities since 1999 and JPMorgan Chase Bank, N.A. since 1996. Burt serves on the advisory committee for The MBA Investment Fund, a private investment company managed by MBA students at the University of Texas at Austin. 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 process combines quantitative and qualitative research and incorporates ESG factors within a broad range of eligible strategies.

Lilly Shuhda is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held roles at A.P. Moller Maersk, DHL, and Moe's Original BBQ. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Aurian Faridi is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, and Merrill. Faridi is a managing member and owner of Toridi LLC, a holding company for personal investment assets. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets with over 14,000 financial advisors nationwide. The firm offers both brokerage and advisory solutions and uses research from Wells Fargo Investment Institute alongside third-party data to support its investment decisions.

David Wegenke is a financial advisor with Thrivent Investment Management in Houston, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Thrivent Investment Management since 2006 and associated with Thrivent Financial for Lutherans since 1994. Outside of his advisory role, he serves as a Regional Leader for Lutheran Hour Ministries, where he supports recruitment and fundraising efforts for the Lone Star Region. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach includes periodic plan reviews and integration options with managed-account programs while maintaining separation between planning and portfolio management.