John Bunch is a financial advisor with Ameriprise in Kingwood, TX, holding a Series 66 designation and 17 years of industry experience. He previously worked at JPMorgan Securities, LLC for eight years and operated Bunch Consulting Group, LLC for four years. Outside of his advisory work, he provides business oversight for a family venture creating and selling laser-designed products. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that delivers customized retirement income planning and recommendations based on detailed analysis and proprietary tools.

Christopher Lane is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Northwestern Mutual, and Wells Fargo. Prior to his current role, he was involved with Blue Science Pools. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lauren Fleming is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and has previously worked in various roles including at The Container Store and Wilhite and Associates. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and providing centralized custody and order-routing services.

Tri Nguyen is a financial advisor at Merrill in Houston, TX, holding a Series 66 designation. Nguyen’s prior work experience includes roles at Prudential & LPL Enterprise LLC, Liberty Precision Company, and Li Beauty House Skincare Spa. Merrill provides managed account services through its Select Portfolio Solutions (SPS) Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers.

Omair Mirza is a financial advisor at J.P. Morgan Securities in Houston, TX, holding a Series 66 designation. He has been with J.P. Morgan since 2026, following prior roles at JPMorgan Chase Bank, N.A., the U.S. House of Representatives, and the U.S. Department of State. 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’s advisory process combines quantitative and qualitative research and incorporates ESG considerations within a framework supported by centralized due diligence.

Jason Whitley is a Wealth Management Advisor with the TSPN Wealth Management Group at Merrill Lynch Wealth Management. He joined the firm in 2019, bringing over 20 years of experience in investment management. Jason's role focuses on helping corporate executives and business owners preserve and grow their wealth through personalized strategies that aim to reduce taxes, fees, and risk. He serves clients including families managing wealth across generations, corporate executives, business owners, and first-generation wealth creators. Prior to joining Merrill Lynch, Jason began his investment management career in 1995. He served as Executive Vice President of R. Chaney & Co., a Houston-based private equity firm, and later founded an investment advisory firm providing portfolio management services focused on upstream energy companies in the U.S. and Canada. Jason holds a Bachelor's degree from the University of Texas at El Paso and an MBA with a concentration in portfolio management from Texas Christian University. His professional designations include Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jason is a member of professional organizations such as the Houston Producers' Forum and the Independent Petroleum Association of America. He is also involved in community organizations including the Rotary Club of West U, Texas Hearing Institute, and West University Softball Association. Outside of work, Jason enjoys activities such as baseball, fishing, football, reading, running, softball, spending time with his family, tennis, traveling, and watching movies.

Yasemin Tuzun is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and 24 years of industry experience. She previously worked at Ameriprise for 14 years before joining LPL Financial in 2016. 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, model portfolio programs, and institutional platforms, with tools that support a variety of investment strategies across discretionary and non-discretionary accounts.

Melissa Tobola is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds the Series 66 designation and has worked at various Wells Fargo entities since 2006, including Wells Fargo Bank, N.A. and Wells Fargo Investments, LLC. 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, utilizing research and analytics from Wells Fargo Investment Institute alongside third-party data.

Maren Boudra is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has worked at UBS Financial Services since 2009, with a brief period at MDB Consulting LLC in 2021. Outside of her advisory role, she is the founder and owner of Aria Design Inc., an interior design business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client portfolios.

Morgan Larousse is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with four years of industry experience. Prior to joining UBS in 2024, he worked at Morgan Stanley for 13 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, delivering tailored advice supported by proprietary research and model-based asset allocations.

Scott Hurwitz is a financial advisor with LPL Enterprise holding a Series 66 designation and 27 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s approach is typically model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, with additional services including affiliated trust custody and insurance products.

Kathy Dinh is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her work history includes roles at Fidelity Investments, Geico, and various other companies, along with several years at the University of Houston. Fidelity's Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator, advisor to registered investment companies, and its use of AI and systematic methodologies in portfolio management.

Jose Abdala Marquez is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 designations and six years of industry experience. Prior to his current role, he worked at Investar Capital and British American Tobacco, and was affiliated with Tecnologico de Monterrey. Outside of his advisory work, he is an investor and partner in Databricks, a cloud-based platform for data engineering and machine learning. 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, incorporates ESG considerations, and includes broader derivatives and commodities capabilities.

Wenjuan Gao is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2024, following a decade-long tenure at Wells Fargo Clearing and Wells Fargo Bank, NA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Emma Biasotti is a financial advisor with Fidelity Investments based in Houston, TX. She holds a Series 66 designation and has one year of industry experience. Prior to joining Fidelity, she was involved in various entrepreneurial and community-focused activities, including managing EM's Lash Lounge, teaching at Pearland School of Music, and operating Zen Kids Yoga. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios utilizing mutual funds, ETFs, and ETPs.

Justin Creed is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 registrations. He has been with Wells Fargo Clearing since 2025 and has prior experience at Wells Fargo Bank, nA, as well as roles at Academy Sports + Outdoors and Hibbett Sports. 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.

Mark Dirou is a CFP® professional with 14 years of industry experience, currently affiliated with LPL Financial in Houston, TX. His prior roles include positions at Cadence/Huntington Bank, Truist Investment Services, Amerant Investments, Citigroup, and PNC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a range of investment strategies through its extensive network of advisors and provides various financial planning and management platforms.

Elizabeth Ashmawee is a financial advisor with Charles Schwab in Houston, TX, holding a Series 63 designation and over 31 years of industry experience. She has been with Charles Schwab and its related entities since 1993. Outside of her advisory role, she owns a rental property in Houston. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management through multi-asset model portfolios, supported by a centralized operational and custodial structure.

Nathaniel Ervin III is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been associated with Primerica Advisors since 1996 and with Primerica Financial Services since 1994. Outside of advisory services, he is involved in sales of investment-related products and non-investment referrals related to home security and automation through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm employs model-driven investment strategies and provides advisor-supported recommendations, overseeing approximately $15.5 billion in assets under management.

Valentina Everhart is a Series 66 licensed financial advisor with Raymond James Financial, based in Spring, TX, and has 19 years of industry experience. She has worked with Raymond James Financial Services, Inc. since 2007 and with Raymond James Financial Services Advisors, Inc. since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs a non-discretionary approach tailored to client goals and supports municipal and public-finance work through unique affiliations.