Jeremiah Hartley is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and bringing 20 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. 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.

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.

Lorilyn Wynn is a financial advisor at Edward Jones with three years of industry experience. She previously worked for Texas Advantage Community Bank NA for 16 years. Wynn holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Thomas Carouthers is a Series 66-licensed financial advisor with LPL Financial who has 25 years of industry experience. He previously worked at Merrill for seven years before joining LPL Financial in 2009. Outside of his advisory role, he holds a minority ownership stake in a private company called Arena Power. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 with Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial products and referral channels through a network of more than 4,000 advisors.

Brian Chao is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC 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 combines large institutional advisory operations with additional market-facing registrations and functions, delivering services on a non-discretionary basis.

Adam Alanis is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMORGAN Chase Bank, N.A. since 2009. 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. The firm delivers these services through Wealth Advisors and combines institutional advisory operations with brokerage and investment management capabilities.

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.

Brenda Dibartolo is a CFP® professional with 16 years of industry experience, currently affiliated with Wells Fargo Clearing in Houston, TX. She has worked with Wells Fargo entities since 2014, including Wells Fargo Bank NA and Wells Fargo Advisors, LLC. Outside of her advisory role, she is connected to a spouse-owned business unrelated to investments. Wells Fargo Advisors is a national firm providing investment advisory, financial planning, and retirement plan consulting services to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by extensive research and analytics.

Vanessa Bryce is a Financial Advisor at Merrill Lynch Wealth Management, where she provides personalized guidance focused on comprehensive wealth management. She assists individuals, families, business owners, and professionals in navigating complex financial decisions and creating tailored strategies that address investment management, tax planning, estate planning, retirement planning, and wealth transfer strategies. Vanessa's expertise includes college education planning, employee benefits planning, equity compensation services, family wealth management strategies, legacy planning, and tax minimization. She holds a Bachelor's Degree in Finance from Baylor University and has completed advanced financial planning training through Rice University. Additionally, she carries the Personal Investment Advisor (PIA) designation. Outside of her professional role, Vanessa enjoys interior decorating, painting, reading, skiing, and spending time with her family.

Michael Stone is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan in various capacities since 2009. Based in Houston, TX, he has worked at J.P. Morgan Securities since 2012. 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. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities, operating with a non-discretionary program where clients retain final decision-making authority.

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.