Rodrigo Martinez is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 65, Series 63, and Series 66 designations. Prior to joining Wells Fargo, he worked at JPMorgan Chase Bank and J.P. Morgan Securities, and he also spent six years at Uber. Outside of financial services, he operates a boat rental business in Cypress, Texas. 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 provides both brokerage and advisory solutions.

Matthew Catron is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2013 to 2021. Catron is based in Friendswood, TX. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written Recommendation Reports, with a focus on assets held in Ameriprise managed accounts and the use of algorithmic automation overseen by a dedicated committee.

James Dvoracek is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2022. His prior work includes positions at JPMorgan Chase Bank, Management Solutions, Mercedes-Benz U.S. International, Blacks Market Table, and the University of Alabama. 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 offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Robert Goss is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2010. Based in Houston, TX, he works within one of the largest advisory networks at the firm. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides research-driven, model-based asset allocation tailored to client goals.

Jay Campbell is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, providing detailed Recommendation Reports addressing income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported advice through a centralized retirement-income consulting team.

Robert Wagner is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services, Ameriprise Financial Services, Morgan Stanley, and Merrill. Outside of his advisory role, he serves as president of RMW Interests, an LLC focused on bookkeeping for tax purposes. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services using a model-based investment process that incorporates asset allocation, portfolio optimization, and a variety of managed account strategies.

Nicholas Konecny is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has previously worked at firms including CitiGroup, PNC Investments, BBVA Securities, and Edward Jones. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

David Moss is a financial advisor with Ameriprise Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior experience includes roles at Bank of America and Merrill Lynch. He serves on the Board of Directors for Texas City Independent School District. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, combining investment research and algorithmic analysis to provide written recommendations and ongoing advice.

Stephen Greene is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2016. Outside of his advisory role, he serves as an adjunct professor at Molloy College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations.

Maria Hendershott is a financial advisor at Raymond James & Associates with 50 years of industry experience. She holds Series 63 and Series 65 designations and has been with Raymond James since 2006. Outside of her advisory role, she serves on the Board of Trustees for The Council on Alcohol and Drugs in Houston. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary services.

Bryan Gaskamp is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including nine years with Mass Mutual Investors Services before joining Cambridge in 2011. His other business activities include working as an independent insurance agent and providing office support for a public safety financial group. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Vilani Perera is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 credentials and having 11 years of industry experience. She has worked with JPMorgan Chase Bank NA since 2014 and with J.P. Morgan Securities LLC since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a forward-looking approach to building model asset allocations.

Anthony Makransky is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Ameriprise Financial Services, Banc of America Investment Services, and Stanford Group Company. 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 portfolios, third-party asset management, and institutional platforms.

Jessica Martorelli is a Series 66-licensed financial advisor with J.P. Morgan Securities in Houston, Texas, where she has worked since 2024. She has two years of industry experience and prior roles include positions at JPMORGAN Chase Bank, N.A. and USI Insurance Services. Outside of finance, she has been involved with PPAN LLC/Aji Robata & Ramen. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes a broader derivatives and commodities capability compared to many institutional advisers.

Jesse Pryor is a financial advisor with Fidelity Investments in Houston, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Fidelity, he worked at Purshe Kaplan Sterling Investments and Thrivent Advisor Network. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role in managing multiple registered investment companies and delivering model portfolios that incorporate systematic methodologies and long-term asset allocation benchmarks.

Laura Fulbright is a financial advisor at Merrill with 30 years of industry experience. She has held her current position at Merrill since 1990. Fulbright holds Series 63 and Series 65 licenses. 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 and profit-sharing plans, corporations, and charitable organizations.

Manal Faour is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 designation and previously worked at Bank of America/Merrill Lynch, PNC Bank, and First National Bank. Outside of finance, she has worked in the hospitality and retail sectors. 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 non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG eligibility frameworks.

Carleen Osina is a financial advisor at Merrill with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill since 1996. 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 and profit-sharing plans, corporations, and charitable organizations.

Robert Wagner is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has two years of industry experience and previously served in the US Army for over 32 years, most recently as Deputy G2 - Intelligence for the US Army Training and Doctrine Command. He is currently transitioning from active duty military service to retirement. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Jacobe is a CFA® charterholder based in Houston, Texas, with 23 years of industry experience. He is currently a Wealth Advisor at J.P. Morgan Securities, where he has worked since 2021. His prior experience includes roles at Avalon Advisors, HJR Capital, Hawkins Capital, Sarofim Trust Co, and Fayez Sarofim & Co. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, supporting clients with a range of investment strategies including ESG considerations.