Ryan Casey is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2007. Casey serves as a consultant for the Investment and Wealth Institute, assisting in formulating and reviewing exam questions for the CIMA certification. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and charitable organizations.

James Calcagno is a Series 66 licensed financial advisor at J.P. Morgan Securities with 11 years of industry experience. He has worked at J.P. Morgan Securities since 2014, with additional experience at Bank of America and Merrill Lynch. Outside of his advisory roles, Calcagno spent three years with the Texas Association of Sports Officials. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Diana Cortez is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Bank, NA since 2014. Prior to joining Wells Fargo Clearing, she was associated with Pandora by Reeds in 2018. 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.

William Leven is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in serving ultra-high-net-worth individuals and families. Since 1992, he has focused on developing comprehensive financial strategies including preparation for business sales, income stream building, and long-term intergenerational wealth planning. His practice also offers access to credit and lending services through Bank of America, addressing a wide spectrum of client needs. William holds a B.S. in Political Science from Rice University and an M.B.A. from the Kellogg Graduate School of Management at Northwestern University. He carries the Chartered Financial Analyst (CFA) designation and the Personal Investment Advisor (PIA) credential. Over his career, he has been named multiple times to Barron's "Top 1,200 Financial Advisors" list, Forbes "Best-in-State Wealth Advisors," and the Financial Times "Top 400 Financial Advisers" list. Outside of his professional work, William has been involved with the Boys & Girls Clubs of Greater Houston, serving as its Chair and participating on the executive committee. He enjoys basketball, hiking, and reading about history in his spare time.

Victor Cisneros is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 designations and having seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has 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 discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Eric Aldape is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Wells Fargo in 2026, he worked at JP Morgan Securities and JP Morgan Chase Bank from 2014 to 2026, as well as at Frost Investment Services and Frost Brokerage Service from 2019 to 2020. 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 combines research from the Wells Fargo Investment Institute and third-party sources to evaluate investment options using diversification and modern portfolio theory principles.

Jeremiah Hartley is a Series 66 licensed financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016 and previously worked at Ameriprise from 2005 to 2008. 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 combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Zachary Graves is a CFP® and ChFC® professional with eight years of industry experience, currently affiliated with Edward Jones in Houston, TX. He has worked at Edward Jones since 2017, with a brief employment gap in 2018-2019. Outside of his advisory role, he is a member of Maybry Enterprises LLC, a family-owned entity holding farmland. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Ruben Galvan is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses. He has experience across several firms, including Bank of America and Comerica, with a career spanning roles in both banking and financial services since 2019. 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 combines research from Wells Fargo Investment Institute with third-party analytics to support client portfolios and offers a broad range of brokerage and advisory solutions.

Whitney Randolph is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and offering 21 years of industry experience. Prior to joining UBS in 2010, Whitney worked at Merrill and Banc of America Investment Services. Whitney also serves as a trustee and treasurer for the Rockwell Fund, a charitable foundation, where responsibilities include reviewing grant proposals and acting as an authorized signer under specific circumstances. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Holly Nichols is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Morgan Stanley in New Orleans, LA. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2019, following a 13-year tenure at J.P. Morgan Securities Inc. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and modeling techniques.

J Michael Fox is a Wealth Management Advisor and Managing Director at Merrill, where he leads the Fox Group, a team dedicated to providing a client experience centered on family values and long-term financial security. The team spans three generations within one family, allowing them to bring a unique understanding of the personal and financial challenges their clients face. Their expertise covers areas such as retirement planning, risk management, portfolio construction, business succession planning, and tax-efficient wealth transfer. Mike began his career in professional baseball with the St. Louis Cardinals organization before joining Merrill in 1994. He holds dual bachelor's degrees in Managerial Studies and Political Science from Rice University, and he carries several professional credentials including the Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™) designation and FINRA Series 7, 31, 63, and 65 registrations. Nationally recognized for his work, Mike has been included on Barron's "Top 1,500 Financial Advisors in the U.S." and Forbes "Best-In-State Wealth Advisors" lists. Beyond his professional role, Mike serves on the board of Evelyn's Park Conservancy and as a Deacon at Crosspoint Church. He enjoys spending time with his wife Linda, their four sons, daughters-in-law, and granddaughters. An avid sports enthusiast, Mike has a history of involvement in youth baseball coaching and community service.

Brian Gonzalez Hernandez is a financial advisor with Wells Fargo Clearing in Houston, TX. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Bank and its clearing division since 2020. Prior to his financial industry roles, he worked at Macy’s and The Home Depot. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Clint Clements is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at NEXT Financial Group for 13 years and Aegis Asset Management Inc for 2 years. Outside of his advisory role, Clint is a business owner of La Mode Lingerie, a home-based lingerie retail venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Iris Diaz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions, BBVA Securities, and COMPASS Bank. Outside of her advisory work, she serves as a board member for the City of Brownsville Board of Adjustment and is co-owner of Indigo Gardens Events Center, a local venue for weddings and events. 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 advice grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Jeanne Mc Cormick is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2004. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet net-worth thresholds, including specialized areas such as business-owner transition planning, sports and entertainment planning, and special-needs analysis.

Brian Chao is a financial advisor at J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 designations with 25 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012, and previously worked at Chase Investment Services Corp. and Banc One Securities Corporation. 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, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates ESG considerations in its recommendations.

Adam Alanis is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2009. His earlier experience includes two years at Citigroup Global Markets. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG eligibility frameworks.

Katherine Mills is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior work includes positions at Goldman Sachs & Co. LLC, JPMorgan Securities LLC, and Bank of America N.A. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.