Arturo Castelan is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles at Fidelity and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios delivered to intermediary platforms.

Armando Navarro is a financial advisor with Morgan Stanley in Houston, TX, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, and previously held roles at BBVA Wealth Solutions Inc., BBVA Securities Inc., and COMPASS Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Allan Lebiga is a financial advisor at Mass Mutual Investors Services with 26 years of experience in the industry. He holds Series 63 and Series 65 credentials and has worked at Mass Mutual Investors Services since 2017 and Metlife Securities Co. from 2002 to 2017. Outside of his advisory role, he has experience as an owner of rental property in Pearland, TX. MassMutual Investors Services, a subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative planning approach using firm-approved tools and delivers written recommendations tailored to clients' goals.

Andrew Hemingway is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2025, he worked at First Command Advisory Services from 2021 to 2024. Outside of advisory work, he is the owner of Sooner OG, LLC, a mineral interest management business. 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 range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by research and technology tools.

Genesis Loera is a financial advisor with MassMutual Investors Services, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 14 years of industry experience and has been with MassMutual Investors Services since 2012. In addition to her advisory role, she serves as a board member for the Tejano Center for Community Concerns, a nonprofit supporting underserved communities in Houston. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes ongoing, collaborative financial planning using firm-approved analysis tools and offers a range of investment and educational programs.

Tamara Stoerner is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Merrill Lynch since 2008. Outside of her advisory role, she works as a personal assistant for a for-profit organization in Houston, dedicating approximately nine hours monthly to those duties. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cade Vanallen is a financial advisor at J.P. Morgan Securities based in Houston, TX. He holds Series 63 and Series 66 licenses and has been in the industry since 2026. Prior to his current role, Cade worked briefly at Charles Schwab and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process and a broad range of capabilities including derivatives and commodities.

Kristin Haynes is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in helping clients align their financial lives with what matters most to them through thoughtful planning and real dialogue, creating financial plans tailored to their unique needs. Kristin's expertise spans college education planning, family wealth management, legacy planning, personal retirement planning, and socially responsible investing, among other areas. She works closely with clients to navigate financial changes with empathy and professional guidance. Kristin holds a Bachelor's Degree from the University of Houston and professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Special Needs Consultant (ChSNC), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). Her approach emphasizes fiduciary responsibility, risk-managed investments, and support for families through major life events and special needs planning. In addition to her professional work, Kristin participates in community organizations such as the American Heart Association, Bay Area Turning Point, and Houston Food Bank. Her personal interests include baseball, cooking, dancing, golfing, hiking, music, reading, spending time with family, traveling, and writing.

Sam Stritchko is a financial advisor with MassMutual Investors Services holding a Series 66 designation and four years of industry experience. He has been with MassMutual-related firms since 2020 and previously worked at the University of Houston - Clear Lake. Outside of his advisory role, Stritchko is also a mortgage loan originator, assisting homebuyers with mortgage applications and lender comparisons. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, focusing on collaborative, goal-based planning without investment discretion.

Jessica Dietert is a financial advisor at Merrill with Series 63 and Series 66 licenses and three years of industry experience. She previously worked at J.P. Morgan Securities and Jpmorgan Chase Bank, and has a background that includes six years of military service in the United States Air Force. 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 investment strategies for individuals, high-net-worth clients, and organizations.

Donald Whitehead Jr. is a financial advisor with Morgan Stanley in Bellaire, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been associated with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Whitehead also serves as a trustee for multiple investment-related trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Kelly Fuller is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked with Primerica Advisors in two periods totaling nine years and has been affiliated with Primerica Financial Services since 2010. Fuller also has a continuing role at Houston Community College since 2013. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based investment strategies managed by third parties and supports trade execution and custody through Pershing, focusing primarily on individual investors rather than institutional clients.

Jay Gazzier is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 27 years of industry experience. His prior career includes roles at Merrill Lynch Pierce Fenner & Smith and Bank of America. Outside of advising, he is involved in real estate and business ownership through entities such as Gazzier Development Group LLC and Jax Development Group LLC. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Cesar Castelo Campillo is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC since 2020. Outside of his advisory role, he is a partner at Saltbox Outdoor LLC, a retail and online store business. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients. The firm employs structured planning tools and offers a broad range of investment products and strategies.

Daniel Brinkman is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and having 16 years of industry experience. His prior experience includes ten years at Monex Asset Management and Monex Securities before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2021. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through corporate agreements.

Keith Raney is a financial advisor with Edward Jones in League City, TX, holding the CFP®, ChFC®, and Series 66 designations. He has 10 years of industry experience and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and has a large national network of financial advisors and branch offices.

Yaping Chen is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Equitable Advisors, Chen worked at NYLIFE Securities LLC, New York Life Insurance Company, and Pruco Securities, LLC. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Brock Nolin is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Northwestern Mutual and operated a pressure washing business, H2Bros Pressure Washing LLC, where he served as a partner involved in quoting and servicing jobs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, utilizing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jason Cancino is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Chase Investment Services Corp. Outside of his advisory work, he is a general partner in Tools 4 Guys LLC, a family-run business producing tool reviews and DIY content. 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 and may incorporate ESG criteria.

Cynthia Kelley is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 24 years of industry experience. She has worked at Merrill since 2005 and has been affiliated with Bank of America, N.A. since 2015. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, providing managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and tax-efficient investment strategies and leverages its integration with Bank of America affiliates to support a broad range of financial services.