Brady Fausnaught is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 63 and Series 65 designations and has worked with J.P. Morgan since 2019. Prior to his advisory career, he was associated with Bullfrog Spas and Brigham Young University. 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’s advisory process integrates quantitative and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

John Wright is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2018, following three years at Capital One Investing, LLC. Outside of his advisory role, he is a landlord in The Woodlands, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory process is IPS-driven and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Alejandro Valdez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at several firms including Ameriprise, Fidelity Investments, and Charles Schwab. Valdez has interests in real estate through ownership in two LLCs focused on property holdings. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to a diverse client base, leveraging research from Wells Fargo Investment Institute and offering a range of brokerage and advisory solutions.

Xavier Colon is a financial advisor at Fidelity with six years of industry experience. He has previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank. 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 combines fundamental research with quantitative analysis and algorithmic methods, overseeing affiliated and unaffiliated sub-advisers and serving multiple registered investment companies.

Traci Truett is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having two years of industry experience. She has been with Wells Fargo Bank, N.A. since 2011 and Wells Fargo Clearing since 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jose Luis Rodriguez Arizpe is a Series 66-licensed financial advisor at J.P. Morgan Securities in Houston, TX, with three years of industry experience. He previously worked at Metacap Asesores Independientes De Inversion and Vector Casa De Bolsa before joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with a forward-looking capital market framework and incorporates an ESG eligibility approach in its recommendations.

Mack Kraycirik is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2006 and Bank of America, N.A. since 2009. Outside of his advisory role, he is involved in a family farming business called Tresos. Merrill 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 investors.

Belen Aguirre is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A., Merrill, Resource Corporation of America, Empire Z, DP Contractors, and Smoothie King Franchises. 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 and profit-sharing plans, corporations, and charitable organizations.

Bobby Moore is a financial advisor with Merrill based in Houston, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He serves as a committee member for the Houston Livestock Show & Rodeo, participating in the junior auction committee. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Randal Jefferson is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has held prior positions at JPMorgan Chase Bank, Wells Fargo Investments, and Chase Investment Services. 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 program supported by centralized due diligence and a combination of quantitative and qualitative research.

Bruce Piccirillo is a financial advisor with Wells Fargo Advisors in Sugar Land, TX, holding Series 63 and Series 66 licenses and bringing 49 years of industry experience. He previously worked at Wells Fargo Clearing for 10 years before joining Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers planning in areas such as retirement, education, business-owner transition, and special-needs analysis, utilizing proprietary research and tools to develop tailored recommendations.

Robert Hughes is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Primerica Advisors since 2005 and concurrently has experience with Primerica Financial Services since 2004. Outside of his advisory role, he is involved in the sale of non-investment products related to home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors and 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 uses model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through established providers.

Ignacio Gomez is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 66 and Series 63 licenses and with 17 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2008. Outside of his advisory role, he serves as a coach for an MBA Leadership Program, assisting graduate students with communication skills. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers capabilities in derivatives and commodities through its broader regulatory registrations.

Richard Roeder is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 63 designation and bringing 56 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of his advisory role, he is a business owner with minimal involvement related to receiving royalty checks. Raymond James & Associates is a large, dually registered broker‑dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and governmental entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Yusef Lovette is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise, Comerica Securities, Morgan Stanley, Bank of America, and Merrill. Outside of his advisory role, Lovette is involved with Maestro, a cash management platform for corporate and institutional clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary research and third-party strategies.

Matthew Wicke is a CFP® professional with seven years of industry experience, currently serving as a financial advisor with Edward Jones since 2018. Prior to joining Edward Jones, he worked for Applied Industrial Technologies from 2004 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Covell is a financial advisor at Wells Fargo Clearing with 12 years of industry experience and holds a Series 66 designation. He has worked with Wells Fargo Clearing since 2016, with prior experience at Merrill and Bank of America. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

John Gaynor is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. He is based in Houston, TX. 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 municipal entities—and offers financial planning, investment consulting, and institutional fiduciary services through various portfolio management styles and affiliated research.

Clayton Kimbrew is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. He previously worked in real estate and trading roles, including positions at Intero Real Estate Services and T3 Trading Group, LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients, including individuals and institutions, using model-based and discretionary investment strategies developed by internal and third-party teams.

Hong Ogle is a financial advisor at Merrill in Houston, TX, with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill Lynch since 2010. Outside of his advisory role, Ogle serves on the boards of several nonprofit organizations, including the Greater Houston Partnership and Paradigm for Parity, and participates as an advisory board member for Central Houston. He also mentors at WhyAI Technologies Inc., providing guidance on AI solutions. Merrill, together with its affiliate Managed Account Advisors LLC, offers 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 with a range of model-based and discretionary investment strategies.