Michael De Lorenzo is a financial advisor at Merrill with 33 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 10 years before joining Merrill in 2020. He holds Series 63 and Series 65 licenses and serves as a general board member of the Houston Food Bank. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Sinan Sammour is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Cantella & Co., Inc. and Morgan Stanley Private Bank. Sammour is also the owner of National Financial Capital LLC. Cambridge Investment Research Advisors serves a diverse clientele, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm utilizes multiple custody and platform arrangements and provides access to both proprietary and third-party investment strategies.

Jason Stephens is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at LPL Financial since 2008, with prior experience at Merrill. Outside of his advisory role, he is involved in an insurance business based in The Woodlands, TX. 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 financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various asset classes.

Andrew Messarra is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and 65 credentials and bringing 24 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and related entities from 2001 to 2025. Outside of his advisory work, he serves as treasurer and comptroller for the nonprofit A Treasure of Dreams Inc. and operates ALM Financial & Tax Services, providing accounting, tax, and payroll services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management and consulting services, managing over $256 billion in assets.

Clint Auttonberry is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes a decade at Hilltop Securities Inc. Outside of his advisory role, he serves as the board president for Anchor Point, a nonprofit organization. He is also involved in multiple business ventures, including financial services, consulting, and intellectual property review. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies.

Jeremy Newton is a Managing Director and Wealth Management Advisor with TSPN Wealth Management Group at Merrill in Houston. He began his career at Merrill Lynch Wealth Management in 2000 and later opened the downtown Houston office for Morgan Stanley in 2008 as Family Wealth Director. In 2016, he returned to Merrill with his professional group to create TSPN Wealth Management Group. As the managing member, Jeremy focuses on simplifying the complexities of relationships within the enterprise at Bank of America/Merrill. Jeremy and his team work primarily with affluent families, providing services that include preserving wealth through proactive management, mitigating risk by diversifying investments, assisting with the transfer of wealth across generations, and coordinating advice with clients' other professionals such as attorneys and CPAs. Their approach involves a mathematical, non-emotional, repeatable process aimed at understanding clients' current situations and desired outcomes, reducing unnecessary fees, and managing tax obligations. Jeremy holds a B.S. in Management from Texas A&M University and a Financial Planning degree from Rice University. He holds several industry designations including CPWA®, CFP®, CRPC™, and CRPS™. He is involved with professional organizations such as the American Quarter Horse Association, Delta Sigma Phi, and Needville Youth Fair, and contributes to community organizations including Assistance League and FEI. Jeremy spends his spare time with his wife and three children, and enjoys activities related to quarter horse racing and the cattle business.

Jared Sheppard is an Investment Consultant at Fidelity Investments, a role he has held since 2023. He assists clients in pursuing their financial goals by developing personalized financial plans tailored to their unique circumstances and aspirations. Jared emphasizes providing exceptional client service to ensure clients receive consistent guidance and support throughout their financial journeys. Prior to his current position, Jared gained experience in various roles within Fidelity Investments, including Fixed Income Help Desk (2022-2023), Investment Solutions Help Desk (2021-2022), and Investment Solutions Representative (2021). He also worked as a Participant Services Representative at Charles Schwab from 2019 to 2021 and as a Financial Representative at AXA Advisors from 2018 to 2019. Outside of his professional work, Jared has personal interests in baseball, camping, cooking and baking, football, gardening, and golf.

Chelsea Daniel is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 credentials and totaling 27 years of industry experience. Her work history includes roles at Wells Fargo Advisors LLC and A.G. Edwards & Sons, Inc. Chelsea is based in Houston, TX. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, using research and analytics to evaluate options based on diversification principles and modern portfolio theory.

Fernando Vizcaino is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2008. 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 an ESG eligibility framework.

Michael Weyant is a financial advisor with Cetera in Houston, TX, holding a Series 66 designation and three years of industry experience. He previously worked at Bank of America Merrill Lynch for 16 years and has held various roles at Avantax and Turner Wealth Management. Weyant also operates under the DBA Stream Wealth Partners. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Mark Dempsey Jr. is a financial advisor at Edward Jones with five years of industry experience. His previous roles include positions at Southern Glazers Wine and Spirits, Solon Marketing, and D&V International. He holds a Series 66 designation. 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 under management through a nationwide network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.

Aamir Hasanali is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked within various roles at JPMorgan Chase Bank NA and related entities since 2019, as well as prior experience at Mercer and Rice University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Brian Borden is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 registrations and three years of industry experience. His prior work history includes roles at Wells Fargo Bank, Bank of America, and positions in real estate and collections. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a range of brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Benny Ron Hinson is a CFP® professional with 29 years of experience in the financial services industry. He has been with J.P. Morgan Securities since 2012 and also works with JP Morgan Chase Bank, N.A. since 2018, both based in Houston, TX. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with affiliated brokerage, distribution, and investment management services.

Amy Ciolli Curtis is a financial advisor with Primerica Advisors in Pearland, TX, holding Series 65 and Series 63 licenses and having 22 years of industry experience. She has been with Primerica Advisors since 2016 and has worked with Primerica Financial Services since 1995. She also receives non-investment compensation through referrals related to home security, automation products, and loan services. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program using model-based strategies managed by third-party asset managers and supports trade execution and custody through Pershing.

Robert Pizzitola is a financial advisor with LPL Financial in La Porte, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at WESTPARK WEALTH Advisors, Inc. and UBS Financial Services. 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 and third-party asset management, supported by advanced operational and research tools.

Troy Horn is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials. He has been with Wells Fargo Clearing since 2026 and has prior experience at Wells Fargo Bank, nA, Collabera, Texas A&M University, McKesson, and the City of Conroe. 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 supported by research from Wells Fargo Investment Institute.

Masi Mott is a financial advisor at Edelman Financial Engines with three years of industry experience. Prior to joining Edelman in 2026, Mott worked at Empower Financial Services and Empower Advisory Group, as well as Personal Capital Advisor Corporation. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term strategies.

Kevin Roberts is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at City National Bank, RBC Capital Markets, and Morgan Stanley in various advisory and private banking roles. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, with a broad range of portfolio management strategies supported by firm research and multiple affiliated sub-advisers.

Frederick Stewart is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, supports over 14,000 financial advisors, and provides both brokerage and advisory solutions.