David Harris is a financial advisor with LPL Enterprise in Houston, TX, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones, PRUCO Securities, and The Prudential Insurance Company of America. He serves on the board of Woodridge Baptist Church, reviewing financial assistance requests for members and others. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists.

Alyssa Biggins Vacek is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and previously worked at Shell and Blackrock. Outside of her advisory role, she operates a support company called Biggins Wealth Services in Houston, TX. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports a wide advisor network, with notable capabilities in municipal finance and a SIMPLE IRA Employer Advisory program.

Anthony Torres is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and one year of industry experience. He has worked at Ameriprise since 2018 and has prior experience at Heb and Klein Oak Highschool. Outside of his advisory role, he is involved in music as a songwriter and performer. Ameriprise is a large institutional firm that offers retirement-income planning services and a broad range of advisory, brokerage, and insurance solutions. Their approach includes algorithm-driven retirement recommendations combined with personalized financial advising, primarily serving clients with significant investable assets.

Mary Matl is a financial advisor at J.P. Morgan Securities in Houston, TX, holding a Series 66 designation with five years of industry experience. Her prior roles include positions at JPMorgan Chase Bank and Oil States International, as well as work at Texas A&M University. 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 program emphasizes non-discretionary, customized asset allocation advice, investment manager searches, and performance reporting, supported by a centralized due diligence process that integrates quantitative and qualitative research.

Tyson Thomas is a CFP® professional with one year of experience, currently serving as a financial advisor at Ameriprise in Houston, TX. His prior work includes roles at Willis Johnson & Associates, Inc., Texas A&M University, and Dallas Baptist University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Michael Stewart is a financial advisor at OSAIC with 48 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include American Portfolios Financial Services, Inc, where he worked for 21 years, and Morgan Keegan & Company, LLC, where he spent five years. OSAIC Wealth serves a diverse client base that includes retail and institutional investors, retirement plan sponsors and participants, charities, and corporate clients. The firm provides brokerage and advisory services through a multi-advisor platform featuring model-based asset allocation, portfolio optimization, and a range of managed account programs.

Ignacio Bonilla Ortiz is a financial advisor with Wells Fargo Clearing in Missouri City, TX, holding Series 63 and Series 65 licenses and with eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, NA since 2014. 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 approach 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.

Ashley Ferry is a financial advisor with Fidelity in Houston, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, she worked at Yard House and CMI Rotating Service Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and acts as an advisor to multiple registered investment companies and fund-of-funds.

Robert Richmond Jr. is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2000. Richmond is also the sole proprietor of Travis Time, LLC, a company created to hold title to a property near Austin, Texas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Mary Herbert is a financial advisor with UBS Financial Services in Houston, Texas. She holds the Series 65 and Series 63 credentials and has nine years of industry experience, including ten years at UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services to provide a broad range of solutions.

Grant Hipple is a Series 66 credentialed financial advisor at Merrill with one year of industry experience. Prior to joining Merrill in 2025, he held positions at Seamless.AI, Northstar Anesthesia, K Rise Systems, and spent six years at the University of Texas at Austin. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bryan Tollerene is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with LPL Financial and its predecessor since 2002, after a brief tenure at Prudential Equity Group. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with extensive non-advisory financial activities.

Trisha Newberry is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Charles Schwab and Charles Schwab Bank since 2020. Prior to that, she was with Equitable Advisors and Axa Advisors and has experience with nonprofit organizations including the Care Center Huntsville. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering comprehensive wealth advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program. The firm combines non-discretionary advisory relationships with access to affiliated managed accounts and alternative investments within an integrated operational structure.

Cynthia Crump is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. In addition to her advisory role, she assists with client service and operational functions at Tiras Wealth Management, a private wealth advisory practice within Ameriprise. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Bruce Quick is a financial advisor with Ameriprise in Houston, TX, holding CFP®, ChFC®, and Series 63 designations and has 40 years of industry experience. He has been with Ameriprise since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies through a centralized service team.

Lee Bolnick is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the ChFC®, Series 63, and Series 66 designations. Bolnick has previously worked at PNC Investments, BBVA Wealth Solutions, BBVA Compass Insurance Agency, BBVA Securities, and Proequities/3Mark Financial. He also receives residual insurance commissions from prior business but has no ongoing insurance-related activity. 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 advisory process involves centralized due diligence and combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Sergio Ortiz Villalobos is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo Clearing since 2025 and previously worked at Wells Fargo Bank, Ace Flowers, Chase, and Ruth Chris Steakhouse. He is based in Houston, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Amanda Munselle is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Cambridge Investment Research Advisors, Inc., Empyrean Benefit Solutions, and Professional Enrollment Concepts. Outside of her advisory role, she owns a retail sales business named Rock The Boat Design. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by advanced modeling tools and a structured discovery process.

Vicki Hebert is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. In addition to her advisory role, she is a commissioned Texas Notary Public. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, using proprietary research and tools to develop tailored recommendations.

David Arlott is a financial advisor at LPL Financial in Houston, TX, holding a Series 66 designation with 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and BBVA Compass Investment Solutions. Arlott is also an agent for Ohio State Life Insurance Co. through NexAnnuity. 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 advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, with investment strategies that utilize research, model portfolios, and customized approaches.