Evelia Martinez is a Series 66-credentialed advisor at Merrill with three years of industry experience. She has worked at Bank of America, N.A. since 2022 and has been with Merrill since 2014. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional entities.

Jennifer Mendoza is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at several firms, including UBS Financial Services and Cambridge Investment Research Advisors. Mendoza is based in Pasadena, TX. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research and incorporates ESG criteria within a framework supported by related investment-management affiliates.

Kolby Crew is a Series 66-licensed financial advisor with Morgan Stanley in Houston, TX, and has eight years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2016 and Morgan Stanley Private Bank, N.A. since 2022. Outside of his advisory role, he is co-owner of a family investment management entity, Crew Family LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Randall Klibert is a financial advisor with Edward Jones in Dickinson, TX, holding Series 63 and Series 66 designations and 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory role, Klibert serves as Vice President of Serra International and chairs the Finance Council at St. Mary Catholic Church, advising on budget and resource allocation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate entities, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various investment strategies through a nationwide network of advisors and branch offices.

Christopher Deily is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2009. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mariana Ruiz Posada is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Mass Mutual Investors Services since 2008 and also works with MassMutual Life Insurance Company. In addition to her advisory role, Mariana is an insurance agent specializing in individual life, health, and group health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes annual, collaborative financial planning engagements supported by firm-approved analytical tools, with an emphasis on recommending investment categories and strategies.

Jessica Pan is a financial advisor with J.P. Morgan Securities, holding a Series 63 designation and bringing 27 years of industry experience. Her prior work includes roles at Bank of America, Merrill, First Allied Advisory Services, and Charles Schwab. Outside of her advisory work, she personally owns and manages single-family rental properties in Texas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer customized asset allocation advice, investment manager searches, and performance reporting, with a focus on client decision-making and integration of ESG considerations.

Terry Bradford is a financial advisor with Ameriprise in Katy, TX, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored guidance through a centralized consulting team, emphasizing the use of Ameriprise-managed assets and algorithmic support in its recommendations.

Cameron Mc Leroy is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds several professional designations including Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Cameron earned a Bachelor's Degree from Texas AandM University System. His expertise encompasses a range of financial planning and asset management services.

Jason Stephens is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at LPL Financial since 2008, with prior experience at Merrill. Outside of his advisory role, he is involved in an insurance business based in The Woodlands, TX. 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 a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various asset classes.

Christopher Washington is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His background includes roles at Waddell & Reed and various insurance carriers, as well as operating as a notary public for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad advisory platform that includes financial planning, model portfolios, and institutional programs. The firm supports over 22,800 advisors and offers a range of investment strategies, combining advisory services with extensive non-advisory financial activities.

Erika Ibarra is a financial advisor at Morgan Stanley in Houston, TX, with four years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2013 to 2019 before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its financial planning process.

Nathan Rorick is a Series 66-licensed financial advisor with Edward Jones, based in Pearland, TX, and has 19 years of industry experience. His prior work includes roles at Mutual of America and Axa Advisors, among others. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supporting advisory services with a large nationwide network of financial advisors and branch offices.

Janet Acosta is a financial advisor at Merrill with 13 years at the firm and five years of industry experience. She holds Series 63 and Series 66 designations. Outside of her advisory role, she operates a travel agency specializing in family vacations to Disney and other popular destinations. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Tahir Khursheed is a financial advisor with J.P. Morgan Securities in Missouri City, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at J.P. Morgan Chase Bank, N.A., and Uber. 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 searches, and customized performance reporting supported by a centralized due diligence process.

Andrew Messarra is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and 65 credentials and bringing 24 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and related entities from 2001 to 2025. Outside of his advisory work, he serves as treasurer and comptroller for the nonprofit A Treasure of Dreams Inc. and operates ALM Financial & Tax Services, providing accounting, tax, and payroll services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management and consulting services, managing over $256 billion in assets.

Oliver Blanco Maldonado is a financial advisor with Morgan Stanley in Houston, TX, holding the Series 66 designation and bringing 17 years of industry experience. He previously worked at Monex Asset Management Inc. and Monex Securities, Inc. from 2014 to 2022 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Clint Auttonberry is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes a decade at Hilltop Securities Inc. Outside of his advisory role, he serves as the board president for Anchor Point, a nonprofit organization. He is also involved in multiple business ventures, including financial services, consulting, and intellectual property review. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies.

Jared Sheppard is an Investment Consultant at Fidelity Investments, a role he has held since 2023. He assists clients in pursuing their financial goals by developing personalized financial plans tailored to their unique circumstances and aspirations. Jared emphasizes providing exceptional client service to ensure clients receive consistent guidance and support throughout their financial journeys. Prior to his current position, Jared gained experience in various roles within Fidelity Investments, including Fixed Income Help Desk (2022-2023), Investment Solutions Help Desk (2021-2022), and Investment Solutions Representative (2021). He also worked as a Participant Services Representative at Charles Schwab from 2019 to 2021 and as a Financial Representative at AXA Advisors from 2018 to 2019. Outside of his professional work, Jared has personal interests in baseball, camping, cooking and baking, football, gardening, and golf.

Kirsten Finnegan is a financial advisor with Merrill based in Houston, TX, holding a Series 66 designation and six years of industry experience. She previously worked at Securian Financial Services Inc and IMG Financial Group, as well as operating as a self-employed advisor. Outside of her advisory role, she is involved in selling items through online marketplaces such as Facebook Marketplace, eBay, and Poshmark. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.