Daniela Schouest is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, NA and Paul Comstock Partner. 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’s non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG considerations.

Champ Warren III is a Private Wealth Advisor, Managing Director, and senior partner on one of the largest Private Wealth Management teams in the Southwest region of Merrill. He has over thirty-four years of experience, including thirty years with Merrill, where he focuses on wealth management, corporate finance, and business succession planning. Prior to joining Merrill Private Wealth Management, he co-managed the firm’s Business Finance Group in Houston and previously worked as a banker in the Middle Market Lending Group of First City Bank (now JP Morgan Chase). He holds a Bachelor’s Degree in Finance from The University of Texas at Austin and has earned the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations. Champ Warren has been recognized on multiple occasions for his professional achievements, including being named to Forbes Best-in-State Wealth Advisors from 2018 to 2026, Barron's Top Financial Advisors State by State from 2011 to 2025, and The Financial Times Top 400 Financial Advisors in 2017. He also received the 2017 Bank of America Global Diversity and Inclusion Award in recognition of his community service. Beyond his professional work, Champ is actively involved in community service, serving on eight boards focused on empowering vulnerable and disconnected youth. His community roles include board memberships with organizations such as 8 Million Stories, CareerSpring, Elliott Chandler Foundation, KIPP Houston, Kickstart Kids Houston, Lawson Academy, Pro-Unitas, Strake Jesuit College Preparatory Foundation Board (where he serves as Chairman), and the William A. Lawson Institute for Peace & Prosperity. He has served two terms on the Southside Place City Council and was a long-serving Assistant Fire Chief for the Southside Place Volunteer Fire Department. Outside of his professional and community activities, Champ enjoys fishing, hunting, reading, and spending time with his family.

Ty Pratt is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2019, he was briefly with Kestra Financial, Inc. and worked for Caddo Parish Schools/Louisiana State University for ten years. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individuals and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and economic modeling.

Melissa Vargas is a financial advisor with Fidelity Investments based in Houston, TX, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. She has worked at Merrill from 2016 to 2021 before joining Fidelity, where she has been since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, through a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and incorporation of AI-driven tools in its investment approach.

Maria Banuelos is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. She has been with Merrill since 1987 and with Bank of America since 2009. 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 strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Levine is a financial advisor with OSAIC based in Houston, TX, holding a Series 63 designation and bringing 33 years of industry experience. His work history includes roles at Royal Alliance Associates, World Financial Advisors LLC, H. Beck, Inc., and New England Securities. In addition to his advisory work, he serves as president of World Financial Advisors LLC and has been involved in life insurance and annuity sales through his own insurance business. OSAIC Wealth serves a broad mix of retail and institutional clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and non-discretionary strategies across various account types.

Julio Cavazos is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at Bank of America, Merrill, and JPMorgan Chase in various roles. 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 process 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.

Rolfe Young is a financial advisor with LPL Financial in Houston, TX, holding CFP®, Series 63, and Series 65 credentials and bringing 45 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co., Hilltop Securities, Morgan Stanley, and A. G. Edwards & Sons. Outside of finance, he is involved with Redwood Bar Spirits, a for-profit business in Houston. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services supported by research, third-party subadvisors, and technology tools.

Gina Sanchez Calderon is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with 10 years of industry experience. She has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Julie Cotuno is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at US Capital Wealth Advisors LLC, USCA Securities LLC, and Blackwell Process LLC. 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 searches, and customized performance reporting supported by centralized due diligence and quantitative and qualitative research.

Blaine Mcshall Jr. is a financial advisor with Raymond James & Associates based in Houston, TX, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. Prior to joining Raymond James in 2023, he worked at LPL Financial LLC and other firms including American Retirement Counsel and TIAA. Raymond James & Associates serves a diverse client base including individuals, institutional investors, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

John Montgomery is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and six years of industry experience. He previously worked at Bank of America, N.A. and Merrill from 2019 to 2024. 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 advisory options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Rodrigo Blanco Creixell is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 66 registrations and has been with JPMorgan entities since 2006, including JPMorgan Chase Bank NA since 2018. 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. The firm’s advisory process integrates quantitative and qualitative research, offering a range of strategies supported by centralized due diligence and advanced derivatives capabilities.

Madeline Schaefer is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Heritage Animal Hospital and the Winnie Carter Wildlife Center, as well as time as a full-time student at Texas A&M University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products with approximately $1.01 trillion in assets under management.

Cesar Rivera Villegas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Wells Fargo Bank since 2014 and with Wells Fargo Clearing Services since 2019, both based in Houston, TX. 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 both brokerage and advisory solutions.

Nestor Vicknair III serves as a Wealth Management Advisor and is the founder and leader of VMT Wealth Management, a financial advisory team based in Houston. He has built his practice with the objective of delivering comprehensive wealth management services to entrepreneurs, executives, retirees, and their families, emphasizing anticipatory service, consistent processes, and clear communication. With over 30 years of experience, all with Merrill Lynch Wealth Management, Nestor applies his engineering background to simplify complex financial matters and provide integrated wealth planning and strategies. His expertise includes family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, and portfolio management services. He holds the Certified Investment Management Analyst (CIMA) designation and a bachelor's degree in Mechanical Engineering from Louisiana State University. Nestor and his wife Kim reside in Houston with their two children, Morgan and Cole. Outside of his professional responsibilities, he enjoys playing billiards, racquetball, and table tennis.

Todd Patton is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 11 years before joining Ameriprise in 2022. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in net investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and delivers recommendations tailored to clients’ needs, with a focus on assets held in Ameriprise Managed Accounts.

Christian Romero is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Wells Fargo Clearing, Raymond James, and independent contractor positions. Outside of advising, he serves as a notary public in Los Angeles. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, employing proprietary capital market assumptions and research to tailor plans according to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management, offering services such as discretionary portfolio management, underwriting, and securities-backed lending.

David Wilson is a financial advisor with Ameriprise in Friendswood, TX, holding a Series 66 credential and with 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in managing his own business, DGW Worldwide, LLC. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Kevin Scott is a CFP® with 27 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. His prior roles include positions at Wells Fargo Investments, St Johns Wealth Management, and BBVA Compass Investment Solutions. 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 integrates research from Wells Fargo Investment Institute with third-party analytics to guide its investment approach.