Jason Hermansen is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, employing research and analytics from Wells Fargo Investment Institute and third-party sources to evaluate investment options.

Pablo Hernandez is a Series 66-licensed financial advisor at J.P. Morgan Securities with six years of industry experience. He has held positions at Merrill and Bank of America, N.A., and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022. Prior to entering the financial industry, he spent time at Texas A&M University Kingsville. 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 with client decision-making retained throughout.

Edward Walker is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Houston, Texas. He serves as the Senior Resident Director of the River Oaks branch and works with high net worth individuals, corporate executives, and business owners. His typical clients are in the mid to later stages of asset accumulation, focusing on capital preservation, income generation, retirement planning, estate planning services, and wealth transfer planning. Edward Walker is a qualified Portfolio Manager who provides traditional advice and guidance while managing personalized or defined strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and earned a Bachelor's Degree from The Ohio State University. He and his family reside in River Oaks and are active in supporting local schools as well as several local and national charitable and non-profit organizations. Edward's personal interests include boating, chess, football, interior decorating, spending time with his family, swimming, table tennis, and tennis.

Alberto Molina is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Arca Continental and Coca-Cola Southwest Beverages. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and a broad suite of non-advisory financial products.

Craig Massey is a Private Wealth Advisor and Managing Director with The Massey Schmidt Harper Group at Merrill Private Wealth Management. He has been providing wealth management strategies and services to affluent clients since 1994. Craig works with entrepreneurs, senior executives, business owners, affluent families, endowments, and foundations to identify their financial needs and goals, developing tailored strategies that integrate and streamline the multiple components of significant wealth. His expertise includes estate planning services, retirement strategy, family wealth management, legacy planning, and philanthropic planning. He works closely with a select group of family office clients and directs the overall outreach and offerings of the Massey Schmidt Harper Group. Craig began his career in the Private Client Group at CIBC Oppenheimer and subsequently joined Morgan Stanley Private Wealth Management as an Executive Director. He holds a Bachelor's Degree and a Juris Doctorate Degree from Southern Methodist University and is a Personal Investment Advisor (PIA). Craig is involved in various professional and community organizations, serving as Board Chair of the Houston Art Alliance and supporting the Tip of the Spear Foundation and St. John the Divine Episcopal Church. Outside of work, he enjoys golfing, spending time with his family, and traveling.

Natalie Gaskamp is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Bank of America, Merrill, JP Morgan Securities, and LPL Financial. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Mikenzi Rytter is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018, with prior experience at Bank of America, N.A., and Tough Law Firm. Outside of her advisory role, she is the owner of Sourced by Bredehoft LLC, a retail business specializing in antiques and collectibles. 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 various institutional accounts.

Ethan White is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved with Ordos Tax Services, where he assists with tax preparation and accounting tasks. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with various investment strategies and operational tools while overseeing substantial discretionary assets and a large advisor network.

Aurelia Detwiler is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 24 years of experience in the financial services industry. She joined Merrill in 2022 and specializes in helping clients with areas such as divorce transition planning, employee financial health, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Aurelia’s expertise includes corporate benefit programs, including equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans, with a focus on integrating corporate benefits into long-term financial strategies for corporate executives. Aurelia holds a Bachelor's Degree from the California State University System and several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She is bilingual in Spanish and English and a member of the Hispanic-Latino Organization for Leadership & Advancement (HOLA). Her professional approach centers on understanding client priorities to develop personalized wealth plans aligned with their goals and aspirations. Outside of her professional role, Aurelia is involved in her community through her work with Pup Squad Animal Rescue. She resides in the city with her husband and two dogs, and enjoys cooking, gardening, music, traveling, yoga, wine tastings, and attending theatre events in her free time.

Samantha Alonzo is a financial advisor at Merrill with 7 years of industry experience. She holds the Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2005. 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 plans, corporations, and charitable organizations.

Dean Parham is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including The Lubrizol Corporation and Bank of America. 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 supports its advisory process with centralized due diligence, combining quantitative and qualitative research, and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Jonathan Rozen is a financial advisor at J.P. Morgan Securities in Houston, TX, holding a Series 66 designation with two years of industry experience. He is also a silent partner in Tibur Logistics PR LLC and Tibur Logistics LLC, firms specializing in international distribution logistics. Prior to joining J.P. Morgan, Rozen has held roles at JPMorgan Chase Bank, Alterna Securities, and Rice University, among others. 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 within a non-discretionary program. The firm utilizes a centralized due diligence process, combining quantitative screens and qualitative research, and incorporates ESG criteria in its recommendations.

Vita Barrio is a financial advisor with Raymond James Financial Services Advisors Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been associated with Raymond James since 2012 and concurrently with International Financial Group since 2015. Barrio is the sole member of Vita Wealth Management LLC, which she established for business purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs fact-finding, risk profiling, and analytical tools to deliver tailored, non-discretionary investment consulting and sponsors various advisory programs.

John Noel is a financial advisor at OSAIC based in Houston, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His background includes roles at Crescent Park Capital, the Houston Astros Organization, and the Olin Business School at Washington University in St. Louis. Outside of advising, he owns Parplan Golf, a business that creates and sells golf practice plans online. OSAIC Wealth serves a diverse client base including retail, institutional, retirement plan sponsors, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs model-based asset allocation and portfolio optimization techniques and manages a complex network of affiliates and programs to provide varied investment solutions.

Alex Updyke is a financial advisor with Wells Fargo Advisors in Sugar Land, TX. He holds Series 63 and Series 66 designations and has 12 years of industry experience, including prior roles at Hines Securities Inc and Wells Fargo Clearing. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes retirement, education, risk, and wealth-transfer planning, as well as specialized services like business-owner transition and special-needs analysis.

Roland Lewis is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Merrill, Bank of America, and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors, utilizing research and analytics to evaluate investment options within client custodial platforms.

Zachary Silverman is a Series 66 licensed financial advisor with 15 years of industry experience, currently practicing at UBS Financial Services in Houston, TX since 2011. He serves on the board of directors for the Jewish Federation of Greater Houston, where he participates in board meetings and helps coordinate the annual fundraiser. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Cynthia Shelton is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior roles include positions at Securities America Advisors and 1 St Global Insurance Services. In addition to her advisory work, she owns Shelton Consulting LLC and operates Cindy Shelton, CPA, PLLC, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Derar Damra is a financial advisor at UBS Financial Services in Houston, TX, holding Series 63 and Series 66 credentials with four years of industry experience. His prior roles include positions at E*TRADE, Fidelity, Wells Fargo, Bank of America, Vanguard, PNC Bank, and Blue Grass Community and Technical College. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities, principal trading, and underwriting.

Austin Webb is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Equitable Advisors since 2016, including its predecessor Axa Advisors, and is involved in various outside insurance activities. Equitable Advisors serves a range of clients, from individuals to institutions, providing financial planning, retirement consulting, and asset management programs. The firm uses a combination of in-house and third-party advisory models, focusing on personalized client information and risk assessment without sponsoring its own wrap fee program.