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 LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in their recommendations.

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 Series 63 and Series 65 licenses and has previously worked at Disruptive Securities, Mohr Capital, and JPMorgan Chase Bank. Outside of his advisory role, he is an owner and limited partner in a Bed and Breakfast in Houston and a passive investor in an e-commerce business specializing in imported goods. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence, including an ESG eligibility framework.

Anthony Sanchez Rodriguez Lee is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked in various roles including positions at JPMorgan Chase Bank and Rice University. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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 with a Series 66 designation and one year of industry experience. His prior work includes roles at Oxford Wealth Management, Crew Advisors, and Drive Wealth Advisors, as well as various positions outside the investment industry. J.P. Morgan Securities LLC serves primarily institutional clients and retirement plan sponsors, offering investment consulting and advisory services through a process that integrates quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and provides services on a non-discretionary basis.

Sean Thurmond is a financial advisor with Fidelity in Houston, TX, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Care.com, Shipt, Charles Schwab and Co., Inc., and various service positions. Outside of advising, he operates Thurmond Capital LLC, managing a single-family rental property. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

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.

Lyn Patterson is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012, also maintaining a long tenure at JPMorgan Chase Bank, N.A. since 1992. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates institutional advisory operations with brokerage and investment management capabilities.

Susan Jurica is a financial advisor with OSAIC based in Houston, TX, holding Series 63 and Series 66 designations and with 36 years of industry experience. She has been with OSAIC since 2023 and concurrently works with SagePoint Financial, Inc. since 2016. Additionally, she operates a sole proprietorship recommending life insurance and annuities. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, advisory, and financial planning services through a large network of advisors and multiple platforms. The firm employs various asset-allocation tools and third-party services to manage portfolios across a broad range of investment types on both discretionary and non-discretionary bases.

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.

Rodrigo Martinez is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior work includes roles at JP Morgan Chase Bank, J.P. Morgan Securities, and Uber. Outside of his advisory work, he owns a boat rental business named X&R Boatz. 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.

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 with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include 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 investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

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.