David Myslenski is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 registrations and three years of industry experience. His prior work includes roles at CAM Industrial Solutions, Tier 1 Integrity, PFS Investment Inc., Penhall Company, and Total Safety. Outside of his advisory work, he serves as a discipline coach in Seabrook, Texas. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm’s investment approach relies on model-delivery strategies created by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Jeffrey Brannen is a Wealth Management Advisor with Merrill Lynch Wealth Management. He and his team partner with clients and their families to help achieve financial objectives, whether aiming for a secure retirement or managing liquidity events. His approach centers on comprehensive financial planning tailored to clients’ individual goals and priorities. Jeffrey’s expertise encompasses family wealth management, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and specialized areas such as women and wealth, sports and entertainment, and individual and corporate investment strategies. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). He earned a Bachelor’s degree from Rice University. Outside of his professional work, Jeffrey spends time with his wife and two sons, following their athletic activities. His personal interests include baseball, chess, genealogy, ice hockey, photography, reading, skiing, tennis, and traveling.

Olivia Ayala is a financial advisor at Thrivent Investment Management in Houston, TX, holding Series 65 and Series 66 licenses. She joined Thrivent in 2025 and has a diverse background including roles in retail and education prior to her current position. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary portfolio management. The firm allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separation between planning and investment management services.

Benjamin Klauder is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 65 and Series 63 licenses and 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2010. Outside of finance, Klauder occasionally works as a paid DJ for events. 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 written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and may include ESG considerations.

Russell Judah is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has been with Ameriprise in various capacities since 2005. Outside of his advisory role, he serves on the Board of Directors for the Hay Foundation / Harris County Protective Services for Children and Adults and is involved with Pinnacle Reach Partners, LLC, a consulting business that collaborates with outside professionals. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income, tax-aware withdrawal strategies, and Social Security options.

David Thompson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining Raymond James in 2019. Outside of his advisory role, he owns two businesses, Synapse Discovery, focused on digital content operations, and Two Coils LLC, an online retail venture. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including high-net-worth individuals, institutions, and municipal entities, offering tailored financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management strategies.

Sara Watts is a financial advisor at OSAIC with 19 years of industry experience. She holds the Series 66 designation and previously worked at Woodbury Financial Services for 17 years before joining OSAIC in 2024. Watts also maintains a life insurance agent role through Legacy Investments. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization, delivering solutions through a multi-advisor platform and various affiliated entities.

Bradley Dennison is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2006 after a career in public accounting as a tax manager. Bradley holds a Bachelor's degree from the Louisiana State University System and a Master's degree from Northeastern University. He earned the Certified Public Accountant (CPA) credential in 1996, the Chartered Financial Analyst® designation in 2007, and the Certified Plan Fiduciary Advisor® designation in 2018. Additionally, he has obtained the Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) designations. In his role, Bradley focuses on helping clients address their complete financial needs across a range of areas including retirement planning, philanthropic giving, home financing and banking services through Bank of America, investment management, education planning, long-term care, insurance, and estate planning strategies. He provides guidance for self-employed clients on administering company 401(k) plans and participant education. His client focus areas also encompass college education planning, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, philanthropic planning, and tax minimization. Bradley and his wife have been married for over 20 years and reside in Houston with their son and daughter. They attend St. Mary's Chapel at Rice University. Bradley is active in the Houston community, volunteering with organizations such as Big Brothers Big Sisters Greater Houston and Compass. Since 2007, he has been involved with Big Brothers Big Sisters and since 2020, he has served on the board of directors of The Beacon. He is also a member of the Kingdom Advisors professional organization. Bradley enjoys camping, hiking, reading, and traveling in his personal time.

Jason Bohmann is a financial advisor at Osaic with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with firms including Securities America Advisors, SSN Advisory, and Northwestern Mutual Investment Management. Outside of his advisory role, he owns Texas Health Design, a business providing health, disability, life, and ancillary insurance products to individuals and small employer groups. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk assessment tools and offers multiple program options including advisor-managed strategies and third-party money manager programs.

Kasadi New is a financial advisor at Edward Jones with nine years of industry experience and a Series 66 designation. Kasadi has worked at Edward Jones for a total of eight years, with prior roles at Woodmen of the World Life Insurance Society and experience in small business operations, including co-running a food service business. Outside of financial advising, Kasadi occasionally works as a food delivery driver. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm is notable for its extensive network of advisors and branches, as well as its affiliated financial services beyond advisory, including a trust company and proprietary investment products.

Shahmeer Danish is a financial advisor at J.P. Morgan Securities in Houston, TX, holding a Series 66 designation. He began his advisory career in 2026 and has prior experience at JPMorgan Chase Bank, Halliburton, and University of Virginia. 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 centralized due diligence with quantitative and qualitative research and utilizes an ESG eligibility framework within its investment recommendations.

Caroline Lee is a Series 66-licensed financial advisor with J.P. Morgan Securities in Houston, TX, and has one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank, Houston Trust Company, Lime Rock Resources, and Fayez Sarofim & Co. She attended Vanderbilt University from 2021 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and uses a forward-looking approach to build model asset allocations.

Maria Musgrove is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and nine years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, NA since 2013. Outside of her advisory role, Musgrove works as a part-time delivery driver for Uber Eats. 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 includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Christin Alleman is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 credentials and having 10 years of industry experience. She has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused 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.

Jacob Morgen is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to this, he had roles at Neghbors Health and Eviro-Pest Management. 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 approximately $1.01 trillion in assets and offers a wide range of advisory services through a large network of financial advisors and branch offices nationwide.

Corey Mowen is a CFP® professional with four years of experience in financial advising. He is currently with Wells Fargo Clearing and has previous experience at various financial institutions including Rio Bank and Texas Capital Bank Private Wealth Advisors. He serves as a finance committee member at University Methodist Church in San Antonio. 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Spencer Schafer Frith is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley and its private bank since 2015. Outside of his advisory role, he serves as a committee member on the advisory board for the Texas Parks and Wildlife Department, providing recommendations based on his experience with state parks. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services supported by firm-approved tools and the Global Investment Committee’s research.

Christopher Fontenot is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America and Invesco Distributors, Inc. Outside of finance, he owns and operates PlugDeux, a sole proprietorship focused on music composition, teaching, and distribution. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving a range of clients including individuals, high-net-worth clients, and institutions with model-based and discretionary investment strategies.

Colton Larsen is a financial advisor at J.P. Morgan Securities with one year of industry experience and holds a Series 66 designation. His background includes roles at JPMorgan Chase Bank, N.A., and involvement with the Holocaust Museum Houston. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Justin Smith is a financial advisor at J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with J.P. Morgan Securities since 2007 and also works at JPMorgan Chase Bank, N.A. since 2003. Outside of his advisory role, Smith serves as a trustee and finance committee member for the Contemporary Arts Museum Houston. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and performance reporting. The firm combines quantitative and qualitative research to develop model allocations and incorporates ESG criteria, offering a broad range of derivatives and commodities capabilities.