Audrey Johnson is a CFP® with seven years of industry experience, currently serving at Mass Mutual Investors Services in Houston, TX. She has worked with MML Investors Services since 2018 and MassMutual since 2015. Outside of her advisory role, she is involved as a real estate design consultant and serves as CFO for a networking business. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs collaborative, software-driven planning processes and offers a range of programs including a recent Divorce Planning service.

Jeffrey Williams is a CFP® with one year of experience in the financial services industry, currently affiliated with Cambridge Investment Research Advisors, Inc. He has also worked at TJX-Marshalls for ten years. Cambridge Investment Research Advisors, Inc. serves both individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms. The firm offers both discretionary and non-discretionary management, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Lindsey Bropson is a financial advisor with Ameriprise in Manvel, Texas, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team that combines research, modeling, and automated tools to deliver tailored, non-discretionary advice.

Herbert Williams is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66 designation and has worked at notable firms including Merrill and Bank of America. Herbert is based in Houston, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process involves centralized due diligence and incorporates quantitative and qualitative research with an ESG eligibility framework.

Platinum Galey is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Their work history includes roles at Bank of America, Moonshine Deck, Bombshells, and the Houston Museum of Natural Science. 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 a range of client types including individuals, high-net-worth clients, and charitable organizations.

Abraham Moosa is a Financial Advisor with Merrill Lynch Wealth Management. He works with high net worth individuals and families to develop clear, disciplined strategies that align wealth with their priorities. His approach includes investments, risk management, tax-aware planning, and long-term wealth structuring. Abraham also helps clients incorporate personal and religious values into their financial plans. He provides ongoing advice tailored to clients' evolving needs and offers access to a range of financial solutions through Bank of America specialists. Abraham holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He earned bachelor's degrees from the University of Houston System and AlAzhar University. He communicates with clients in English, Spanish, and Arabic. Outside of his professional activities, Abraham is involved with community organizations including Dar-us-Sakina, IslamInSpanish, and Maryam Islamic Center Scouts.

Letitia Wall is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Edward Jones and The Friedkin Group. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary and third-party investment strategies.

Yordanos Haile is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2018, following prior roles at Wells Fargo Bank, N.A., and ECCO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dirk Taylor is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and 44 years of industry experience. His prior roles include positions at UBS Financial Services and RBC Capital Markets, and he has been affiliated with Wells Fargo-related firms since 2007. Outside of his advisory work, he has served with the Texas Association of Sports Officials since 2008. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm employs research-driven investment strategies and offers both brokerage and advisory solutions across a broad range of financial products.

Mari Page is a financial advisor at Merrill with 22 years of industry experience, holding a Series 66 designation. Her prior roles include positions at Wells Fargo Bank, N.A. and Wells Fargo Clearing. Outside of her advisory work, she is an independent beauty consultant for Mary Kay and serves as a consultant for a Korean-based skin care company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mitja Peterman Jr. is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has worked at PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of his advisory role, he is involved in personal estate planning through ownership of Ap & Associates, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Krystle Williams is currently an Investment Consultant at Fidelity Investments, a position she has held since 2023. In her role, she collaborates with clients to develop financial plans aimed at helping them achieve their financial goals. Her professional experience includes a variety of roles in the financial sector. Prior to her current position, she was a Branch Office Examination Specialist at AIG from 2020 to 2021, an Advertising Analyst at Next Financial Group from 2019 to 2020, and an Internal Wholesaler at Invesco from 2013 to 2019. She holds an Arkansas Insurance License. Outside of her professional work, Krystle has interests in baseball, the beach, pets, theater, and traveling.

Joshua Leblanc is a financial advisor with Wells Fargo Advisors in Houston, TX, holding a Series 66 designation and 11 years of industry experience. He previously worked at Morgan Stanley Private Bank and Waddell & Reed, and is the sole owner of Leblanc Private Wealth Management LLC, a financial planning practice based in Houston. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad planning menu that includes retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and sports and entertainment planning. Advisors use Wells Fargo research and tools to develop tailored recommendations delivered through meetings and written summaries, with clients deciding how to implement them through brokerage or advisory programs.

Paige Hawley is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at Morty, Inc. and JPMorgan Chase Bank, N.A. Since 2017, she has served as co-trustee of a family trust that holds a life insurance policy, overseeing the trust’s assets and reviewing the carrier’s financial strength. J.P. Morgan Securities serves institutional clients such as plan sponsors, corporations, and endowments by providing non-discretionary asset allocation advice, investment manager searches, and customized reporting. Their advisory process combines quantitative and qualitative due diligence, offering access to eligible strategies through a program supported by affiliated investment-management entities.

Douglas Elliott is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co Inc, Ameriprise, Wells Fargo Clearing, and A. G. Edwards & Sons. Elliott operates under the DBA Wallstreet Texas as part of his business activities. 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, supporting its network of over 22,800 advisors.

Gwendolyn Kalathil is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2007, with additional experience at Ameriprise Financial Services and Intrua Financial. She serves as a FINRA arbitrator in Houston, TX. 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 portfolios, and institutional platforms, supported by extensive advisor resources and investment tools.

Lora Wilson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2021 and has a longer tenure at Wells Fargo Bank, N.A. dating back to 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options among its offerings.

Trevor Warner is a financial advisor with Fidelity Investments in Houston, TX, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Equitable Advisors and Axa Advisors, LLC. He has worked at Fidelity Investments since 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management services.

Emily Richardson is a CFP® certificant with 21 years of industry experience, currently serving at J.P. Morgan Securities in Houston, TX. She has worked at J.P. Morgan Securities since 2012 and holds additional prior experience at JPMorgan Chase Bank, N.A., Chase Investment Services Corp., Raymond James Financial, Morgan Stanley, and Citigroup Global Markets. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process includes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a forward-looking, ESG-aware investment framework.

Arionna Mc Miller is a Series 66 licensed financial advisor with Morgan Stanley in Houston, TX. She has two years of prior experience at Plancorp LLC and has worked in diverse roles including at Bath and Body Works and the University of Missouri-Columbia Graduate School. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by advanced modeling tools and a structured discovery process.