Douglas Fuqua is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over two decades of experience in the financial advisory field, including founding Fuqua Financial, LLC, where he worked as an independent financial advisor for 21 years. Prior to that, he began his career in 2002 with UBS Financial Services Inc. Doug holds a Bachelor of Science degree from Texas State University. He has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Doug is based in Texas and has a long-standing connection to the area.

Abel Rodriguez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. He has also worked at Wells Fargo Bank, N.A. and Woodforest National Bank. 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 roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Devon Pittarelli is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation. Prior to joining Edward Jones, he worked at Native Solar, The Big Vibe Group, Alight Solutions, and several educational institutions and agencies. 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 and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Taylor Baches is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Prior to joining Merrill and Bank of America, he worked in education for nine years, including roles at Texas Christian University and middle/high schools. 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.

Nicholas Hathaway is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2023. His background includes roles at the University of Houston and several small businesses. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Eric Fontenot is a CFP®-designated financial advisor with Edward Jones in Houston, TX, and has seven years of industry experience. He has worked at Edward Jones since 2019 and previously held positions at RUS Industrial and Trio Electric, LLC. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Mc Farland is a financial advisor with J.P. Morgan Securities in Houston, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining J.P. Morgan, he has held various roles including positions at JPMORGAN Chase Bank, N.A. and involvement with T Bar M Camps and Retreats. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence supported by both quantitative and qualitative research, with a focus on Eligible Strategies that may incorporate ESG considerations.

Brandon Roth is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. 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 with forward-looking capital market assumptions and incorporates a range of investment strategies, including those with ESG criteria.

Jammie Powell is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 designations and 13 years of industry experience. Prior to joining Wells Fargo in 2017, Powell worked at J.P. Morgan Securities from 2012 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Rodolfo Cooper is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and Virtus Partners. He serves on the investment committee for St. John's School, a nonprofit private K-12 school, assisting with oversight of the school's endowment. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research and includes ESG considerations, with implementation supported by related investment-management entities.

Reid Juul is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Financial Group and Voya Financial Advisors. In addition to his advisory role, he is an independent insurance agent and manages staff at Simplicity Financial Marketing Holdings, focusing on fixed insurance solutions. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of investment programs including discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Courtney Garson is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has been with JPMorgan-affiliated firms since 2011. 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 through a centralized advisory process supported by quantitative and qualitative research.

Audrey Simpson is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. She previously worked at Goldman Sachs from 2023 to 2026 and has educational and work experience associated with Baylor University and Saint Agnes Academy. 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 both model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kristin Mc Tavish is a financial advisor with Edward Jones in Houston, TX, holding Series 63 and Series 66 licenses and having 21 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices.

Arthur Gellang is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with J.P. Morgan Securities in Houston, TX, and previously worked at Thrivent Financial and Thrivent Investment Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

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.

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.