Christopher Guerrero is a financial advisor with Wells Fargo Clearing in Cypress, TX, holding a Series 66 designation and 24 years of industry experience. He previously worked at JPMorgan Securities LLC for six years before joining Wells Fargo Clearing in 2019. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Cynthia Barnett is a CFP® with 19 years of industry experience, currently affiliated with LPL Financial. She has worked at LPL Financial since 2025 and previously spent eight years with Securities America Advisors. Barnett is also a licensed Texas Real Estate Broker with over 40 years of experience in real estate. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategies and advanced operational tools.

Mukesh Patel is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. Prior to joining Wells Fargo in 2025, he worked at J.P. Morgan Securities and JPMorgan Chase Bank from 2011 to 2025. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages substantial assets and offers both brokerage and advisory solutions, utilizing research and analytics guided by diversification principles and modern portfolio theory.

Michael Turner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined the TSPN Wealth Management Group in March 2019, bringing extensive experience in banking, investment banking, and real estate. With over 48 years of professional experience, Michael has managed several Texas banks as well as his own investment banking group. He specializes in developing customized wealth management strategies combined with senior and subordinated debt approaches. His expertise includes providing financial guidance to families, partnerships, and corporations on complex transactions across Texas, Louisiana, Florida, and the southwestern United States. Michael holds a Bachelor's Degree from Lamar University and is a Personal Investment Advisor (PIA). He resides in Houston, Texas, with his wife, Terrie Hogan, and their five children. Throughout his career, Michael has been involved with organizations such as the University of Texas MBA Investment Fund, UT Health, University of Houston, numerous Catholic charities, and various entrepreneurial and charitable funds in Houston and Texas.

Stuart Jackson is a financial advisor with Edward Jones in Houston, TX, holding a Series 66 designation and one year of industry experience. He has worked with Edward Jones since 2024 and owns Jackson Business Solutions, a consulting firm providing management consultation services. Prior to his financial advisory career, he held positions at Alvin Community College, the University of Texas Medical Branch, and the College of the Mainland. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm is known for its extensive nationwide network of advisors and branch offices, as well as its affiliated services including a trust company and proprietary mutual funds.

Reed Smith is a Private Wealth Advisor and co-founder of Smith Warren and Associates, a wealth management team serving an elite group of families across the Southwest. In this role, he directs a team of professionals who provide specialized strategies and services tailored to the needs of ultra-affluent clients. Reed’s approach centers on delivering customized, forward-thinking, and cost-conscious wealth management solutions that address multiple client goals through practical and strategic responses. Reed has been a career-long professional at Merrill, joining the firm in 1993 and becoming a member of Merrill Private Wealth Management at its inception in 2001. His experience includes expertise in areas such as family wealth management strategies, executive compensation, retirement income, portfolio management, tax minimization, and philanthropic planning. He has received national recognition, including being named among Barron’s "America’s Top 1,200 Advisors" from 2011 through 2024, and ranked as one of the Financial Times’ "Top 400 Financial Advisors" from 2013 to 2016. Reed also contributes commentary on wealth management topics to local media outlets in Houston. Reed earned a Bachelor of Arts degree from The University of St. Thomas with concentrations in Economics and Business. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Reed supports local charitable organizations and resides in Houston’s Champions area with his wife, Betty Ann. His personal interests include fishing, golfing, music, photography, reading, and spending time with family.

Benjamin Cordero is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and previously worked at Ham, Langston & Brezina L.L.P. and in the hospitality sector. He is also employed by DGW Worldwide, LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

Juanita Stinson is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and over 31 years of industry experience. She has worked at Merrill since 1993. Outside of her advisory role, she is a beneficiary of Martin Royalty LLC, a non-investment-related limited liability company. 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 a variety of clients including individuals, high-net-worth clients, and charitable organizations.

Francis Fontana is a financial advisor with Primerica Advisors in League City, TX, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has been with Primerica Advisors since 1986 and associated with Primerica Financial Services since 1985. Outside of advising, he is involved in sales of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.

Jennifer Medrano is a Financial Advisor with Merrill Lynch Wealth Management. In her role, she collaborates with clients to develop comprehensive wealth management strategies tailored to their financial situations and goals. She offers access to Merrill's investment insights and Bank of America's banking services, supporting various aspects of clients' financial lives. Jennifer's areas of focus include corporate executive services, executive and equity compensation, family wealth management, personal retirement planning, small business strategies, women and wealth, and tax minimization. She leads the TSPN Wealth Management Group, guiding clients through retirement planning, business development, and investment opportunities by providing diversified financial strategies that adapt to changing conditions. She holds a Personal Investment Advisor (PIA) designation and earned her High School Diploma/GED from Houston Community College. Jennifer is involved in several professional organizations, including the Greater Houston Partnership, Greater Houston Women's Chamber of Commerce, Greater Northside Chamber of Commerce, and Women's Energy Network. Her community involvement includes service with the Greater Northside Chamber of Commerce, Houston Livestock Show & Rodeo Corral Club, Interfaith Ministries, Rescue America, SWAT Ministries International, United Way, Wesley Community Center, and Women's Energy Network. Jennifer enjoys camping, cooking, running, spending time with her family, traveling, watching movies, and practicing yoga.

Hannah Berthet is a financial advisor at Fidelity with nine years of industry experience. She holds the Series 66 and Series 63 designations and has been with Fidelity and its affiliated entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios composed of mutual funds, ETFs, and ETPs.

Alexander Pliskin is a financial advisor with J.P. Morgan Securities based in Houston, TX. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at JPMorgan Chase Bank, N.A. and BP Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Janet Blair is a financial advisor at LPL Financial with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2006, following an eight-year tenure at Morgan Keegan & Company, LLC. Based in Houston, TX, she has worked in advisory roles throughout her career. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies.

Marie Garner is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously has experience with Wachovia Bank, N.A. since 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations, through investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions.

Ray Maccary is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and two years of industry experience. His prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities LLC, Bank of America, Merrill Lynch, and Wells Fargo 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 approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Kristin Haynes is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in helping clients align their financial lives with what matters most to them through thoughtful planning and real dialogue, creating financial plans tailored to their unique needs. Kristin's expertise spans college education planning, family wealth management, legacy planning, personal retirement planning, and socially responsible investing, among other areas. She works closely with clients to navigate financial changes with empathy and professional guidance. Kristin holds a Bachelor's Degree from the University of Houston and professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Special Needs Consultant (ChSNC), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). Her approach emphasizes fiduciary responsibility, risk-managed investments, and support for families through major life events and special needs planning. In addition to her professional work, Kristin participates in community organizations such as the American Heart Association, Bay Area Turning Point, and Houston Food Bank. Her personal interests include baseball, cooking, dancing, golfing, hiking, music, reading, spending time with family, traveling, and writing.

Matthew Biafore is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he focuses on helping clients preserve and grow their wealth through personalized strategies. He works closely with individuals and families to develop customized plans that align with their goals and aspirations, emphasizing clear communication and dedicated service. Matthew's expertise includes family wealth management strategies, managing new wealth, personal retirement planning, portfolio management, and serving clients in sports and entertainment sectors. He earned a Bachelor's Degree in Engineering and Mathematics from Southern Methodist University, where he also gained practical experience by working summers at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Outside of his professional work, Matthew enjoys basketball, football, golfing, ice hockey, table tennis, tennis, and spending time with his family. His approach centers on understanding clients' life priorities to create flexible, personalized plans that address what matters most to them.

Josceline Nave is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. She has been with Wells Fargo Bank, N.A. since 2011. 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.

Patricia Bonnot is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent time at Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Saori Inclan is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses. She has seven years of prior experience at First Convenience Bank and joined Wells Fargo in 2025. Before her banking career, she worked five years at Taco Bell. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.