Jayson De Jesus Collazo is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities, Northwestern Mutual Investment Services, and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, offering a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Sarah Brockhouse is a CFP® professional with 19 years of industry experience, currently serving at Charles Schwab. Her prior experience includes roles at Fidelity Personal and Workplace Advisors and various Fidelity Investments affiliates over an 18-year period. Outside of her advisory work, she serves as Director of Marketing and Communications for The Woodlands Art League, a nonprofit organization. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment program.

William Liu is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2021 following five years at AIG Valic. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

James Taylor is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Clearing, he worked for seven years with Harlandale Independent School District. Outside of finance, he teaches music lessons as a substitute music teacher at Guitar Dojo and serves as a music instructor for the Dellview Music Foundation’s summer camp. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Robert Martinez is a financial advisor with Wells Fargo Clearing in The Woodlands, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with Wells Fargo Clearing since 2018 and has been associated with Wells Fargo Bank, N.A. since 2013. 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.

Howard Wedemeyer Jr. is a CFA charterholder with 17 years of industry experience, currently affiliated with Raymond James & Associates in Houston, TX where he has worked since 2012. He holds a Series 63 license and has a background primarily within Raymond James. Wedemeyer is also an investor in Dominion Bancshares, Inc., a private investment business. 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 diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide team of advisors.

Michael Schag is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Wells Fargo Bank, N.A. since 2016 and joined Wells Fargo Clearing in 2023. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Arturo Fentanes is a financial advisor at J.P. Morgan Securities in Houston, TX, with 16 years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017, and he was involved with United Games, LLC from 2016 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence that combines quantitative and qualitative research.

Maxwell Stover is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Ruszkowski Fisher Group. Based in Houston, he provides personalized wealth management strategies tailored to each client's financial goals. Maxwell focuses on areas including college education planning, family wealth management, legacy planning, retirement income, and socially responsible investing, among others. Maxwell grew up in Corpus Christi, Texas, and earned a bachelor's degree in economics from Texas A&M University Corpus Christi. Following his graduation in 2011, he relocated to Houston to pursue a career as a financial advisor, joining Merrill Lynch Wealth Management in 2015. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional work, Maxwell participates in community activities such as volunteering with Houston Cares Animal Rescue. Outside of work, he enjoys camping, cooking, fishing, hiking, music, reading, skiing, and spending time with his family.

David Johnstun is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 66 licenses and bringing 12 years of industry experience. His prior work includes roles at AIG Capital Services, Inc. and American General Life Insurance from 2016 to 2019. Outside of advisory work, he drives for Uber on a limited basis. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offers model-driven investment strategies supported by third-party asset managers and custodians.

Kenneth Wilson is a financial advisor with Primerica Advisors in Houston, TX. He holds Series 63 and Series 65 licenses and has professional experience beginning in 2019 with Primerica Financial Services, followed by a role at PFS Investments Inc. since 2025. Prior to his advisory career, he spent 15 years in homeschooling. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services via model recommendations developed by unaffiliated asset managers and supported by custodial and trade execution providers.

Holly Mc Creight is a CFP® and Series 66 credentialed financial advisor with Edward Jones, where she has worked for nine years. She has eight years of industry experience and previously worked at Matilda Jane Clothing and Barbers Hill ISD. Outside of her advisory role, she co-owns and manages short-term rental properties in Baytown and Rockport, Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory and investment strategies. The firm is notable for its extensive retail advisor and branch network, fiduciary standard, and affiliated financial services including trust management and securities-based lending.

Ryan Peeples is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and nine years of industry experience. His career includes roles at Bank of America, N.A., Merrill, Mass Mutual Investor Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Darin Freshour is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Wells Fargo Clearing and previously worked for JP Morgan Chase Bank, N.A. and JP Morgan Securities LLC for nine years. He serves as secretary for the Woodlane Forest Homeowners Association in Conroe, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and offers both non-discretionary and discretionary fiduciary services, with a notable inclusion of insurance-related investment options.

Eduardo Rihan is a financial advisor at J.P. Morgan Securities in Houston, TX, holding a Series 66 designation with one year of industry experience. His prior positions include roles at JPMorgan Chase Bank, Aqua Nivara Tech, and North Node Capital Management. 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 through a non-discretionary program. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Jesse Vaughn II is a financial advisor at Morgan Stanley with 15 years of industry experience. He previously worked at Edward Jones for 15 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Vaughn holds a Series 66 designation. Outside of his advisory role, he owns and manages a commercial building in Royse City, Texas. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Myrna Agris is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. In addition to her advisory work, she serves as a trustee for managed accounts and occasionally drafts wills, durable powers of attorney, and healthcare documents. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by firm-approved tools and offers both retail and institutional investment services.

Stacy Langford is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2010, following prior roles at UBS Financial Services, LPL Financial, and Osaic FA, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved planning tools.

Carlos Gonzalez is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has held positions at JPMorgan Chase Bank, N.A., Chase Investment Services Corp., and Wells Fargo Investments, LLC. He is based in Houston, TX. 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, manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates forward-looking capital market assumptions.

Austin Cox is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and is based in Houston, TX. His prior work includes positions at Fidelity Investments and Statesman Business Advisors. 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. Their advisory process combines quantitative screening and qualitative research supported by a centralized manager solutions team.