Nicole Leroux is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Christopher Landon is a financial advisor with Edward Jones in Friendswood, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Andrea Flores is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2023, she worked at AIG Capital Services, American General Life Insurance, J.P. Morgan Securities, and J.P. Morgan Chase Bank. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Rolando Villarreal is a financial professional with seven years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at Cetera Advisors LLC and Burrows Capital Advisors LLC since 2022, as well as Hilltop Securities Inc from 2017 to 2022. Villarreal also serves as Managing Director and COO of Burrows Financial Holdings, LLC, a holding company focused on wealth management. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through a range of portfolio management and financial planning services, offering diverse program structures and access to multiple third-party managers.

Kalikolehua Veiseh is a Series 65-licensed financial advisor with 19 years of industry experience, currently with Edelman Financial Engines since 2024. Prior to this, she spent 16 years at Soundmark Wealth Management. She serves as District Secretary for Rotary District 5890 and is a board member and Public Image Chair of the Bellaire/Southwest Houston Rotary Club. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a combination of planner-led and online advice, emphasizing diversified portfolios, periodic rebalancing, and a long-term investment approach.

Michael Landolt is a Series 66-licensed financial advisor with Merrill in Houston, TX, with 23 years of industry experience. He has worked at Merrill since 2006 and Bank of America, N.A. since 2011. Landolt serves as a director or board member for several nonprofit organizations, including the Friends of the Evelyn Meador Library and the Clear Lake Lunar Rendezvous Festival. 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 and profit-sharing plans, corporations, and charitable organizations.

Jennifer Leal is a Financial Consultant currently working at Fidelity Investments. She has been with Fidelity Investments since 2022, initially serving as an Investment Consultant before her current role. Prior to joining Fidelity, she held positions at Merrill Lynch, including Financial Advisor from 2019 to 2022 and Complex Manager Assistant from 2001 to 2019. Her work focuses on partnering with individuals and families to develop personalized financial strategies. These strategies encompass investment guidance, retirement and income planning, and legacy planning, all integrated into comprehensive financial plans. Jennifer emphasizes building trust and understanding to tailor plans that reflect each client's priorities. Jennifer aims to simplify the complexities of financial planning for her clients, enabling them to focus on their life goals. Further details regarding her education, credentials, personal interests, or community involvement were not provided.

Carlos Aviles is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation. He has been with Morgan Stanley since 2023 and has prior experience in credit unions and the automotive industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Miller Silva is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2016, with prior experience at Bank of America, N.A. beginning in 2011. 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 individuals, high-net-worth clients, and institutional accounts.

Maria Caicedo is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked at Merrill since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering a variety of model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Michael Ross Jr. is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides proprietary research and banking-related programs to support client strategies.

Maria Sohn is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2012. Outside of her advisory role, she is the sole proprietor of Colzohn Global LLC, an investment and finance business based in Houston. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, serving clients through both direct and corporate financial planning agreements.

Christine Tang is a CFP® professional with 22 years of experience in the financial services industry. She currently works at LPL Financial and has held prior roles at Cantella & Co., Inc., IFS Advisory, IFS Securities, and First Allied Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management alongside model portfolios and research from various sources.

Evelia Martinez is a Series 66-credentialed advisor at Merrill with three years of industry experience. She has worked at Bank of America, N.A. since 2022 and has been with Merrill since 2014. 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 institutional entities.

Jennifer Mendoza is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services and Cambridge Investment Research Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Kolby Crew is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC and Wells Fargo prior to his current role. Outside of his advisory work, he is a co-owner of a family investment management entity, Crew Family LLC. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm employs structured planning processes and utilizes various modeling tools, managing approximately $2.74 trillion in client assets.

Randall Klibert is a financial advisor with Edward Jones in Dickinson, TX, holding Series 63 and Series 66 designations and 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory role, Klibert serves as Vice President of Serra International and chairs the Finance Council at St. Mary Catholic Church, advising on budget and resource allocation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate entities, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various investment strategies through a nationwide network of advisors and branch offices.

Christopher Deily is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2009. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mariana Ruiz Posada is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Mass Mutual Investors Services since 2008 and also works with MassMutual Life Insurance Company. In addition to her advisory role, Mariana is an insurance agent specializing in individual life, health, and group health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes annual, collaborative financial planning engagements supported by firm-approved analytical tools, with an emphasis on recommending investment categories and strategies.

Jessica Pan is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 63 designation and 27 years of industry experience. Her prior career includes nine years at Bank of America and Merrill. Outside of her advisory work, she manages rental properties in Texas, overseeing rent collection and maintenance coordination. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.