Caddie Cox is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, Cox worked in public education with Spring Branch Independent School District, Katy ISD, and Norman Public Schools for a total of 12 years. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes various advisory models implemented through third-party managers and offers ERISA fiduciary services through credentialed representatives.

Christina Pierce is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 63 designation and bringing 28 years of industry experience. She previously worked at UBS Financial Services and PaineWebber Inc. for 27 years before joining J.P. Morgan in 2019. In addition to her advisory role, she is also employed by JPMorgan Bank, where she can offer certain banking products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates eligibility frameworks including ESG criteria.

Christian Sanchez is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses. He has experience at Wells Fargo Clearing and Wells Fargo Bank, NA since 2026, and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, NA. 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 provides both brokerage and advisory solutions.

Johneric Bannon is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Wells Fargo Bank, N.A. since 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 combines research from Wells Fargo Investment Institute with diversified investment evaluation methods.

Adil Berrada is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials and four years of industry experience. He has been with Equitable Advisors since 2022. Outside of his advisory role, he serves as Treasurer on the volunteer Board of Directors for the Houston Interpreters & Translators Association and operates a language interpretation and translation business. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory programs through Investment Adviser Representatives and referrals to third-party asset managers, focusing on personalized risk assessment and tailored investment solutions.

Daniel Priwin is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 license and six years of industry experience. His prior roles include positions at Sanders Morris Harris LLC and Tectonic Advisors. Outside of finance, he is a part owner of an e-commerce business selling products through Amazon. 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 combines quantitative screens and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Allison Tolbert is a financial advisor based in Houston, TX, with Merrill. She holds a Series 66 designation and has 26 years of industry experience. Allison has worked at Merrill since 1996 and has been affiliated with Bank of America, N.A. since 2017. She is involved with The Fox Group, a for-profit business, where she contributes a small amount of time handling administrative tasks. 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 a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jillian Owens is a financial advisor at UBS Financial Services in Houston, TX, with 13 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

Sean Racz is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley, E*TRADE Securities, Edward Jones, and JPMorgan Chase Bank. Outside of his advisory role, he is the owner of Racz Industries LLC, a holding company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm focuses on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Rachel Meyer is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked exclusively with J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and incorporates an ESG eligibility framework.

Harrison Wang is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm primarily employs model-driven investment implementation and offers access to third-party asset managers, along with affiliated trust and insurance services.

Walker Hale is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 credential and has worked in various roles including at JPMorgan Chase Bank, N.A., and at Master Investment Learning Center. Walker has a background that includes experience in both financial services and legal education. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program emphasizing written asset allocation advice, investment manager and fund searches, and customized performance reporting. The program combines quantitative and qualitative research to develop model asset allocations and includes broader derivatives and commodities capabilities.

Billy Cross Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. His career includes roles at firms such as Charles Schwab, Merrill, and VALIC Financial Advisors. He is also an owner of a separate business entity. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of advisors and multiple platform options.

Natanie Keller is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. Prior to joining Raymond James in 2019, Keller spent 10 years with Morgan Stanley Smith Barney. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide network of advisors.

Eric Mangin is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at AXA Advisors and JPMorgan Chase Bank. Outside of his advisory role, he owns a mobile golf simulator rental business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

John Sowell IV is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and with 22 years of industry experience. He has been with Wells Fargo since 2016 and has operated Amending Homes since 2007. Outside of his advisory role, he serves on the stewardship committee of First Baptist Church in Portland, TX, where he participates in financial oversight and budget approval, and he is a 50% owner of Sowell Ranch Exotics, LLC, which raises animals. 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 combines brokerage and advisory solutions with research-based investment approaches and provides a range of financial products through its bank and insurance affiliates.

Beth Eldridge is a financial advisor with OSAIC in Houston, TX, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She previously worked at American Portfolios Financial Services, Inc. for 21 years and Stanford Group Company for five years before joining OSAIC. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a broad range of brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and maintaining multiple custodial and legacy programs.

Kevin Mathew is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and eight years of industry experience. Prior to joining Ameriprise in 2022, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2018 to 2022, and at Axa Advisors from 2017 to 2018. Outside of Ameriprise, he is associated with Tiras Wealth Management LLC as an Associate Financial Advisor and Client Service Specialist. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated processes overseen by a specialized team to deliver personalized retirement income advice within a large institutional framework.

Joshua Carr is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and three years of industry experience. He has been with Wells Fargo in various capacities since 2014. His spouse owns an art and merchandise business based in Houston. 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 across more than 14,000 advisors and offers both brokerage and advisory solutions.

Qaadir Williams is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 registration and 11 years of industry experience. He has worked at several firms including Ameritas Advisory Services and Edward Jones, and is co-owner of Williams Wealth Management LLC, where he is involved in recruiting, training, and business development. Williams also serves as Managing Director at The AFP Group, overseeing daily operations and supporting financial advisors. 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 offers advisory and brokerage services through a large network of advisors, providing a range of financial planning and investment management options including model portfolios, third-party asset management, and institutional platforms.