Bilal Alsaleh is a CFP®-designated financial advisor with over 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2005. He is based in Houston, TX. 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 combines quantitative and qualitative research supported by a centralized due diligence team and incorporates an ESG eligibility framework in some recommendations.

Stephen Levine is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been associated with Cetera and its affiliate firms since 2013 and is also the owner of Tradewins Financial, LLC. Outside of his advisory role, Levine participates in bass fishing tournaments as a sponsored fisherman. Cetera Investment Advisers LLC is a nationwide advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary strategies across multiple program structures.

Trina Duhon Aams is a financial advisor at LPL Financial with 26 years of industry experience. She has held positions at LPL Financial since 2014 and previously worked at Edward Jones from 2011 to 2014. Her credentials include Series 63 and Series 65 registrations. 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 a large network of investment adviser representatives.

Justin Neal is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies designed around his clients' life priorities, collaborating to align financial plans with what matters most to individuals and their families. Justin leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to provide comprehensive portfolio management and financial planning services. His client focus areas include retirement income, legacy planning, socially responsible and ESG investing, tax minimization, college education planning, and individual and corporate investment strategies. With a Bachelor’s Degree from Colorado School of Mines and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), Justin has developed a breadth of knowledge in personal, business, and advanced financial planning strategies. He aims to build lasting relationships by supporting generational wealth creation and transfer while managing portfolios designed to perform across various economic conditions. Justin serves diverse clients including high-net-worth professionals, helping them to retire successfully and maintain long-term financial stability. Beyond his professional role, Justin is actively involved in community organizations such as Baytown Broncos Youth Football, the CIS Board, East Harris County Empowerment Council, Faith and Family Church, GCCISD, Holy Family Catholic Church, and Knights of Peter Claver. He enjoys personal interests including basketball, billiards, fishing, football, golfing, painting, reading, running, traveling, and writing.

Lance Hutchins is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he owns and operates a family farm specializing in hay sales. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Brayden Kowalski is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Raytheon Intelligence and Space and Cirrus Aircraft. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Angel Cruz is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo and JP Morgan in various capacities since 2013. 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 options. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Nicholas Kaldis is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Disruptive Securities, Alex Tyson Properties, and Mohr Capital. Outside of his advisory role, he is a limited partner in a bed and breakfast in Houston and a passive investor in an e-commerce business focused on imported goods. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program emphasizing written asset allocation advice, manager searches, and customized performance reporting. The firm employs a centralized due diligence process supported by quantitative and qualitative research and offers broader derivatives and commodities capabilities.

Anthony Sanchez Rodriguez Lee is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Capital Group and Universal Music Group among other roles. 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 and fund searches, and customized performance reporting within a non-discretionary advisory framework.

Ricardo Villanueva is a financial advisor at Ameriprise with a Series 66 designation and no prior industry experience. He previously worked at Valero Energy Corporation for 11 years and was self-employed for seven years before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Brigham Porter is a financial advisor at J.P. Morgan Securities holding a Series 66 designation with one year of industry experience. His prior roles include positions at Oxford Wealth Management and JPMorgan Chase Bank, N.A. He also has experience working with Drive Wealth Advisors and has an academic background at Brigham Young University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process that combines quantitative and qualitative research.

Barbara Woolhandler is a financial advisor with Robert W. Baird & Co. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Robert W. Baird & Co. since 2015. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients by providing tailored consulting and portfolio services. Their approach includes financial planning, discretionary and non-discretionary management, and access to a range of traditional and non-traditional investment strategies.

Abby Walker is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and has prior work experience at Sanel LLC, Classic Forms and Products, Edward Jones, and Lamar University’s Small Business Development Center. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

Lyn Patterson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with J.P. Morgan entities since 1992 and has been with J.P. Morgan Securities since 2012. 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 combines quantitative and qualitative research and includes ESG eligibility considerations.

Susan Jurica is a financial advisor with OSAIC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Her prior firms include Sagepoint Financial, Questar Asset Management, Securian Financial Services, and Stanford Group Company. In addition to her advisory role, she operates a sole proprietorship focusing on life insurance and annuities. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment process utilizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments, allowing advisors to implement customized strategies across various managed account programs.

Ashly Maduako is a financial advisor at Morgan Stanley with two years of industry experience. She previously worked at Raymond James & Associates, Inc. for three years and spent one year at Ernst & Young. Ashly holds a Series 66 designation and is based in Houston, TX. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services through Financial Advisors and its Estate Planning Strategies Group.

Gabriel Rangel II is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with LPL Financial since 2010 and is also involved with Purple Lilac and Rangel Interest, both since 2008. Additionally, he is a licensed notary in the state of Texas. 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 delivered through its network of investment adviser representatives, utilizing various investment strategies and technologies to support account management.

Jackson Stewart is a Financial Advisor at Merrill Lynch Wealth Management and a member of The Gladstein Levitt Rozelle Spence Group. He joined the firm in 2025 and collaborates with individuals, families, and business owners to address the complexities of their financial lives through a personalized wealth management process. His areas of expertise include investment management, retirement planning, education funding strategies, liability management, and long-term financial planning. Jackson's approach adapts as clients' goals, circumstances, and market conditions evolve. He emphasizes delivering thoughtful advice, proactive communication, and personalized service through regular reviews and ongoing planning discussions. Jackson earned a Bachelor's Degree in Finance from the Kelley School of Business at Indiana University Bloomington, where he completed a specialization in Wealth Management through the CFP Board Registered Wealth Management Workshop. He holds the Personal Investment Advisor (PIA) designation. Additionally, Jackson spent ten years living in Shanghai and Singapore, experiences that have contributed to his global perspective. His personal interests include adventure sports, basketball, biking, golfing, hiking, skiing, skydiving, surfing, and traveling.

Briana Santirosa is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Merrill and Bank of America. Outside of her advisory work, she manages an Airbnb property in Houston, Texas. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on model portfolios constructed through a combination of fundamental research and quantitative analysis. The firm is notable for its use of systematic methodologies, algorithmic portfolio construction, and a formal advisory role to multiple registered investment companies and fund-of-fund structures.

Sebastian Henke is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial since 2021, with prior experience at Sportlo, Houston Baptist University, and Sports For Learning. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm’s approach includes comprehensive written recommendations and the option to combine planning with managed accounts under a consolidated billing program called WealthPlan.