Janey Rizvi is a Certified Financial Planner (CFP®) with 20 years of industry experience, currently serving as a Private Client Advisor at J.P. Morgan Securities. She has held roles at JPMorgan Chase Bank, N.A. since 2008 and worked previously at Ameriprise. Outside of her advisory work, she is an owner and partner of Minilith LLC, a company focused on designing and selling computer equipment. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, delivering non-discretionary asset allocation advice and customized performance reporting. Their advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.

Stephen Lamb is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bank of America, N.A. and Merrill since 2016, both located in Houston, TX. 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.

Charles Neuhaus is a financial advisor at Wells Fargo Clearing in Houston, TX, with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as trustee and executor for several family trusts and estates. 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 supported by in-house research and third-party analytics.

L Quinn Looper is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has previously worked at Cimbria Consulting, LLC and the Competitive Gaming Association, LLC. Outside of his advisory role, Looper is involved in trading collectibles, primarily trading cards, through a personal business called PopUp Collectibles. 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 with model-based and discretionary investment strategies.

Aldo Ochoa is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and over 20 years of industry experience. He has been with Equitable Advisors since 2006, including a prior affiliation with Axa Advisors, LLC. Outside of his advisory role, he is a managing partner of a private wealth group and serves as a board member for the PWG Partners Foundation. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management programs. The firm employs a range of investment models and fiduciary services, utilizing third-party managers and offering both proprietary and third-party solutions.

Daniela Chavana is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses. She has been in the industry since 2021, with prior experience at Bank of America and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by extensive research and analytics.

Steven Carayanis Sr. is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and affiliated entities since 2004, as well as at JPMorgan Chase Bank and J.P. Morgan Securities Inc. from 2010 to 2017. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Kim Ngan Anaya is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with J.P. Morgan since 2014 and is also co-owner of Ervey Properties, LLC. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates both quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Francisco Martinez Vazquez is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has concurrently worked at Wells Fargo Bank, N.A. since 2014. 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 solutions grounded in an IPS-driven process and modern portfolio theory. The firm includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options, serving institutional clients with tailored investment strategies.

Quincy Harden is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2020, following six years at Edward Jons. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ingo Berndt is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and eight years of industry experience. He has been with Bank of America, N.A. and Merrill since 2016. Merrill, along 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 investment strategies for individuals, high-net-worth clients, and institutions.

Jeffrey Bisotooni is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Equitable Financial Life Insurance and Aldine ISD. 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 and fund searches, and customized performance reporting. The firm integrates quantitative and qualitative research with a broader derivatives and commodities capability in its investment approach.

Sam Gentle is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has previously worked at Kayne Anderson Capital and Pickering Energy Partners. Sam attended Texas A&M University from 2021 to 2025. 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. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and includes specialized capabilities in derivatives and commodities.

Erik Duran Robles is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses with two years of industry experience. His prior experience includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets across more than 14,000 financial advisors.

Keaton Shaw is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His work history includes roles at AXA Advisors, Hawkins Laakso Wealth Management, and the University of St Thomas. Outside of finance, he has experience working with Bollo Woodfired Pizza. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a mix of proprietary and third-party advisory solutions.

Irving Moses Jr. is a financial advisor with Primerica Advisors in Humble, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of advising, he is involved in sales of home security and automation products through affiliated companies and receives compensation for referrals in these areas. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Caroline Howard is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., Tumble Tek, and Gunthers Heating Cooling and Plumbing, along with academic experience at Brigham Young University. 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 and incorporates ESG criteria, supported by affiliates offering portfolio implementation services.

Ivan Martinez is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2022. His prior work experience includes roles at Chase, Sky Chefs Inc, Amazon.com, and the University of Houston, among others. 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 approach includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and forward-looking capital market assumptions.

Roberto Pellico is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Goldman, Sachs & Co., INSAR, and GT Global. Outside of his advisory role, he manages 4spen LLC, which invests in private local real estate projects. 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 combines systematic quantitative screens and qualitative research to offer written asset allocation advice and customized performance reporting, with clients retaining final decision-making authority.

Jesse Sanchez is a financial advisor at Merrill with Series 65 and Series 66 licenses and two years of industry experience. Prior to joining Merrill, he worked at Bank of America and Thornburg Investment Manager. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.