Kim Ngan Anaya is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and possessing 12 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in recommendations.

Francisco Martinez Vazquez is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has concurrently worked at Wells Fargo Bank, N.A. since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment solutions grounded in an IPS-driven process and modern portfolio theory. The firm includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options, serving institutional clients with tailored investment strategies.

Quincy Harden is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2020, following six years at Edward Jons. 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 its investment offerings.

Jeffrey Bisotooni is a financial advisor at J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 designations with two years of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Equitable Financial Life Insurance and Equitable Advisors, and spent 19 years at Aldine Independent School District. 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 applying an ESG eligibility framework in its investment recommendations.

Sam Gentle is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and based in Houston, TX. He has been with J.P. Morgan since 2025, with prior experience at Kayne Anderson Capital and Pickering Energy Partners. Sam's background also includes four years at Texas A&M University. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering a comprehensive range of investment services.

Erik Duran Robles is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses with two years of industry experience. His prior experience includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets across more than 14,000 financial advisors.

Justin Swope is a CFP® professional with 30 years of industry experience, currently advising clients at Ameriprise in Houston, TX. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he manages a hay sale operation on his property. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, written Recommendation Reports in partnership with its financial advisors.

Ivan Martinez is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. since 2022. His prior experience includes roles at Chase, Amazon.com, and the University of Houston. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG framework when recommending strategies.

Roberto Pellico is a financial advisor at J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses with six years of industry experience. His prior work includes roles at Goldman, Sachs & Co., INSAR, and GT Global. Outside of his advisory work, he manages 4spen LLC, a private company investing in local real estate projects. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

J Thomas Ybarbo is a CFP® with 16 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities since 2012. He has also been employed by JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he is a partner in Lion's Den Capital Group, LLC, an investment vehicle focused on real estate and equity injections into existing businesses. J.P. Morgan Securities LLC 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.

Dana Metting is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 20 years of industry experience. She has worked with Merrill since 2005 and concurrently with Bank of America, N.A. since 2011. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Adam Davidson is a CFP® professional with 18 years of industry experience, currently serving as a wealth advisor at J.P. Morgan Securities since 2012. He previously worked at Wamu Investments for one year. Outside of his advisory role, he is involved as an investor in a door-to-door composting business. 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 applying an ESG eligibility framework in its recommendations.

Roland Salazar is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked with JPMorgan Chase Bank since 2000. J.P. Morgan Securities LLC 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.

Jonathan Parker is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009, currently serving at Morgan Stanley Private Bank, N.A. since 2015. He is a member of the Cox Alumni Association Board of Directors, assisting current students and alumni with job opportunities. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and provides planning services supported by firm-approved tools and methodologies.

Christopher Molder is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity divisions, including Fidelity Brokerage Services LLC since 2006. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary management with oversight of sub-advisers and a focus on systematic, long-term asset allocation.

Eduardo Perez Balli is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at BlackRock and Grupo Financiero Actinver prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm operates with both advisory and brokerage functions and delivers recommendations on a non-discretionary basis.

Faride Hezni Yamin Abud is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, she worked at firms including PNC Investments, BBVA Securities, and Morgan Stanley. 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 a variety of fund structures and model portfolios.

Jack Burke is a Financial Advisor at Merrill Lynch Wealth Management, specializing in family wealth management strategies, personal retirement planning, and tax minimization. He works with individuals and families who value structured and objective advice, aiming to develop lasting relationships as their main point of contact for financial needs. Jack holds a Bachelor's Degree in Economics and Business from the University of Texas at Austin. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His approach involves helping clients manage complexity across investments, taxes, and retirement planning by evaluating trade-offs, managing risk, and aligning capital with long-term priorities. Outside of his professional work, Jack is involved with the Memorial Hermann - Texas Medical Center and Memorial Hermann Greater Heights Hospital. His personal interests include football, music, spending time with family, traveling, and watching movies.

Ezra Rosado is a financial advisor at J.P. Morgan Securities with a Series 66 credential and two years of industry experience. He has worked in various roles within JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022. Prior to his financial services career, he held positions in the restaurant industry. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Alexis Heim is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining J.P. Morgan, Alexis worked at Goldman Sachs and held roles at several other firms. J.P. Morgan Securities LLC 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.