Christopher Curran is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He previously worked at Merrill from 1999 to 2005 before joining Wells Fargo Clearing in 2016. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to guide investment decisions.

Robert Nelson is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Stocktwits dba Trade App and USAA Investment Management Company. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Gregory Martinez is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses with eight years of industry experience. His prior roles include positions at Bank of America, Merrill, J.P. Morgan Securities LLC, and AXA Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and an IPS-driven process. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Jose Torres is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and seven years of industry experience. He has been with Wells Fargo Clearing since 2019 and has been associated with Wells Fargo Bank, N.A. since 2015. 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 offers both brokerage and advisory solutions.

Dallin Beveridge is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and seven years of industry experience. He has worked at J.P. Morgan Securities since 2026 and previously spent eight years at Fidelity Investments. 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 centralized due diligence process.

Patricia Salvo is a financial advisor with Primerica Advisors in Houston, TX, holding a Series 66 designation and 24 years of industry experience. She has worked at Primerica Advisors since 2008 and previously held roles at Direct Energy and Centerpoint Energy. Outside of her advisory work, she owns a small business unrelated to investments. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options structured as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Julie Davidoff is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2018, she worked for Amegy Bank of Texas from 2014 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by extensive technology and operational resources.

Ryan Jackson is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Wells Fargo Bank, N.A. since 2021 and previously worked at Chick-fil-A from 2016 to 2021. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Robert Eger is a Wealth Management Advisor with Merrill Lynch Wealth Management. He serves as a Senior Vice President, Wealth Management Advisor, and Senior Portfolio Manager in the Merrill Investment Advisory Program. Robert combines nearly five decades of experience in financial services and investment management to provide tailored wealth strategies that align with his clients’ evolving needs and goals. Robert graduated from the University of Pennsylvania in 1972 with a degree in Sociology. He began his career in retailing before joining Merrill Lynch Wealth Management in 1975. Over the course of his career, he has developed expertise in areas such as college education planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income planning. He holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), and Personal Investment Advisor (PIA), which reflect his commitment to ongoing professional development and investment management proficiency. Outside of his professional work, Robert enjoys photography, traveling, and spending time with his family. He is actively engaged with his wife, children, and grandchildren, maintaining a balance between his career and personal interests. Fluent in English and Spanish, Robert brings a comprehensive and client-centered approach to wealth management, focused on building meaningful relationships and helping clients achieve their financial objectives.

Ben Hoffman is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their Financial Consultants to develop and maintain comprehensive financial plans. He emphasizes continuous monitoring and open communication to align financial strategies with clients' goals. Ben has held various roles within Fidelity Investments, progressing from Financial Representative to Relationship Manager, and currently serves as Planning Consultant. Prior to Fidelity, he worked at TD Ameritrade in several capacities including Financial Representative and Electronic Communications Group Representative. Outside of his professional work, Ben has personal interests in food, football, puzzles, and soccer.

Samantha Tollett is a Series 66-credentialed financial advisor at Merrill with seven years of experience, including three years in the industry. Her prior work history includes roles at Tommy's Restaurant & Oyster Bar and Bancorp South Insurance. 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 investors.

Sharon Aurich is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and over 21 years of industry experience. She has worked with Wells Fargo in various capacities since 2005, including roles at Wells Fargo Investments and Wells Fargo Bank. Outside of her advisory work, she owns and operates Pixie Interest LLC, a business that creates and sells handcrafted home accessories. 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 offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Scott Vlasi is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a CFP® designation along with Series 63 and Series 65 licenses. His prior work includes positions at Merrill, Banc of America Investment Services, Inc., and BNY Mellon Securities Corporation. Outside of advising, he co-owns and manages an investment-related business with his spouse. 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 offers both brokerage and advisory solutions.

Abdallah Charide is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, The Home Depot, and First National Bank. 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’s advisory process integrates quantitative and qualitative research with an ESG eligibility framework and offers broader derivatives and commodities capabilities.

David Weaver is a financial advisor at Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. He has worked at PFS Investments Inc. since 2018 and has been with Primerica Financial Services since 2017. Weaver has also been involved with Satelytics from 2015 to 2020. Outside of advisory services, he receives compensation related to referrals for home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,935 advisors and $15.5 billion in assets under management. The firm emphasizes model-delivery investment strategies created by unaffiliated managers and operates with a focus primarily on individual investors rather than institutional or pension clients.

Clinton Bussey is a financial advisor at Edward Jones in Houston, TX, with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices.

Micheal Fisher is a Wealth Management Advisor at Merrill Lynch specializing in wealth management and retirement benefits consulting. He joined the Clear Lake Merrill Lynch Wealth Management office in 2005 and focuses his practice on corporate cash, 401(k) and profit-sharing plans, as well as individual accounts. Micheal holds multiple professional designations, including CFP®, ChFC®, C(k)P®, CRPS™, CPFA®, and CRPC™, and is a qualified Portfolio Manager capable of managing personalized investment strategies on a discretionary basis through the firm's Investment Advisory Program. Micheal earned a Bachelor's degree from Kansas State University and has been recognized on the Forbes "Best-in-State Wealth Advisors" list for three consecutive years: 2024, 2025, and 2026. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, small business strategies, tax minimization, and retirement income strategies. Outside of his professional work, Micheal is actively involved in aviation and skydiving communities, holding memberships in the Aircraft Owners and Pilots Association and the United States Parachute Association, where he serves as a PRO Demo Jumper, Tandem Instructor, Coach, and Safety & Training Advisor. His community involvement includes performing skydiving demonstrations for charity. Micheal's personal interests include hiking, music, and skydiving.

Jeffrey Williams is a CFP® with one year of experience in the financial services industry, currently affiliated with Cambridge Investment Research Advisors, Inc. He has also worked at TJX-Marshalls for ten years. Cambridge Investment Research Advisors, Inc. serves both individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms. The firm offers both discretionary and non-discretionary management, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Kevin Ruszkowski is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1987 and joined Merrill Lynch in 1990. Kevin focuses on developing strategies for high-net-worth individuals, their families, and their businesses to pursue both short- and long-term financial goals. His approach is consultative, emphasizing personalized financial strategies based on a thorough understanding of each client's financial situation, preferences, and objectives. Kevin’s expertise includes portfolio management, retirement planning, corporate benefits, executive compensation, and investment consulting for defined benefit and contribution plans. As a qualified Portfolio Manager, he provides traditional advice as well as manages personalized or defined strategies that may incorporate individual stocks, bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Kevin earned a Bachelor's Degree in Business Management from the University of Arkansas, where he was a four-year letterman on the swim team. Outside of work, he enjoys spending time with his wife Stacey and their sons Kyle and Cole, engaging in activities such as fishing and scuba diving. Kevin also participates in community volunteering, following the Merrill tradition of community involvement.

Herbert Williams is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66 designation and has worked at notable firms including Merrill and Bank of America. Herbert is based in Houston, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process involves centralized due diligence and incorporates quantitative and qualitative research with an ESG eligibility framework.