Kristin Haynes is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in helping clients align their financial lives with what matters most to them through thoughtful planning and real dialogue, creating financial plans tailored to their unique needs. Kristin's expertise spans college education planning, family wealth management, legacy planning, personal retirement planning, and socially responsible investing, among other areas. She works closely with clients to navigate financial changes with empathy and professional guidance. Kristin holds a Bachelor's Degree from the University of Houston and professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Special Needs Consultant (ChSNC), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). Her approach emphasizes fiduciary responsibility, risk-managed investments, and support for families through major life events and special needs planning. In addition to her professional work, Kristin participates in community organizations such as the American Heart Association, Bay Area Turning Point, and Houston Food Bank. Her personal interests include baseball, cooking, dancing, golfing, hiking, music, reading, spending time with family, traveling, and writing.

Matthew Biafore is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he focuses on helping clients preserve and grow their wealth through personalized strategies. He works closely with individuals and families to develop customized plans that align with their goals and aspirations, emphasizing clear communication and dedicated service. Matthew's expertise includes family wealth management strategies, managing new wealth, personal retirement planning, portfolio management, and serving clients in sports and entertainment sectors. He earned a Bachelor's Degree in Engineering and Mathematics from Southern Methodist University, where he also gained practical experience by working summers at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Outside of his professional work, Matthew enjoys basketball, football, golfing, ice hockey, table tennis, tennis, and spending time with his family. His approach centers on understanding clients' life priorities to create flexible, personalized plans that address what matters most to them.

Josceline Nave is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. She has been with Wells Fargo Bank, N.A. since 2011. 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 services. The firm’s approach 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.

Patricia Bonnot is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent time at Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Kaitlyn Plumb is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019. Her prior experience includes roles at State Farm and Exchange Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Saori Inclan is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses. She has seven years of prior experience at First Convenience Bank and joined Wells Fargo in 2025. Before her banking career, she worked five years at Taco Bell. 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 research from Wells Fargo Investment Institute and third-party sources.

Antoine Dent is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has previous work experience in real estate and wellness-related businesses. Outside of his advisory role, Dent is involved in nonprofit activities focused on educational scholarships, men's faith-based development, and community support efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary portfolio management. The firm integrates planning with managed-account programs under a consolidated billing option while maintaining separate services.

Adrian Johnson is a financial advisor with Fidelity, holding Series 63 and Series 65 designations and nine years of industry experience. He has worked at Fidelity since 2021 and previously spent six years at Wells Fargo Bank, NA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies and a Charitable Gift Fund.

Kelly Fuller is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. Fuller has been associated with Primerica Advisors and its related entities since 2010 and also works at Houston Community College. Outside of advisory services, Fuller receives compensation for sales and referrals of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors operates 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 utilizes model-delivery strategies managed by third parties and supports trade execution and custody through Pershing, managing approximately $15.5 billion in assets.

Blake Dejonge is a financial advisor with Wells Fargo Clearing based in Houston, TX. He holds a Series 66 designation and has been in the industry since 2025, with prior experience at New York Life Insurance Company and NYLIFE Securities LLC. 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 combines proprietary research with third-party analytics to support diversified investment approaches.

Jay Gazzier is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 27 years of industry experience. His prior career includes roles at Merrill Lynch Pierce Fenner & Smith and Bank of America. Outside of advising, he is involved in real estate and business ownership through entities such as Gazzier Development Group LLC and Jax Development Group LLC. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Laura Salaburu is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at Citigroup Global Markets, Citicorp Investment Services, and Ameriprise before joining Wells Fargo in 2016. 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 and third-party sources.

Philip Grove is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022, he worked at Comerica Bank from 2015 to 2020. He serves as a board member of the Christian Community Service Center, a Houston-based nonprofit organization providing services to the poor, hungry, and disabled. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Lyndsay Schick is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2012 to 2020 before joining Morgan Stanley Smith Barney LLC. Outside of financial advising, she is a consultant for Rodan and Fields, a skincare company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and the Global Investment Committee’s resources in its financial planning process.

Jacob Hollander is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His career includes roles at Northwestern Mutual and JPMorgan Chase Bank, as well as involvement with HL Property Ventures. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Howard Lorch is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 63 designation and having 56 years of industry experience. His prior experience includes eight years at Prudential Equity Group, LLC. Outside of his advisory role, he holds various equity interests in oil and gas mineral rights and investment entities. 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 utilizes research and analytics to evaluate investment options and offers a comprehensive mix of brokerage and advisory solutions.

Brock Nolin is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Northwestern Mutual and operated a pressure washing business, H2Bros Pressure Washing LLC, where he served as a partner involved in quoting and servicing jobs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, utilizing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Christopher Hopper is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with LPL Financial since 2002 and previously worked at UBS Financial Services from 2000 to 2002. Outside of his advisory role, Hopper is involved in accounting and tax preparation through C. Cleet Hopper & Co., Inc., and also operates Hopper Farms, a hay-selling business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, asset management programs, and institutional platforms, supported by a large network of investment adviser representatives utilizing various investment strategies.

Michael Schmidt Jr. is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at both Merrill and Bank of America since 2013. He serves as a board member for The Woods Project, a nonprofit that provides wilderness exploration experiences aimed at supporting academic success and career readiness for Houston high school students. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes a combination of model-based and discretionary investment strategies developed by internal and third-party teams.

Tiffany Roland is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with J.P. Morgan Securities since 2004 and also has a long tenure with JPMorgan Chase bank beginning in 2003. J.P. Morgan Securities provides institutional consulting services to clients including corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services alongside affiliated brokerage and investment management capabilities.