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 Series 66-licensed financial advisor at J.P. Morgan Securities with six years of industry experience. Her career includes roles at JPMorgan Chase Bank, N.A., US Capital Wealth Advisors LLC, and Blackwell Process LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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 has been with JPMorgan Securities LLC since 2006 and also works with JPMorgan Chase Bank NA. He holds Series 66 and Series 63 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

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.

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 experience in the financial services industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. He holds Series 63 and Series 65 licenses and is based in Sealy, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

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 with Thrivent Investment Management in Houston, TX. She holds Series 65 and Series 66 licenses and has been with Thrivent since 2025. Prior to joining Thrivent, she held roles in various industries including retail and education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a range of planning areas without discretionary trading authority.

Benjamin Klauder is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2010. Outside of his advisory role, he occasionally works as a paid DJ for private events. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a quantitative asset-allocation approach combined with centralized due diligence. The firm serves clients on a non-discretionary basis and incorporates an ESG eligibility framework in its investment recommendations.

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 Series 66-registered financial advisor with 19 years of industry experience. She has worked at Osaic since 2024 and previously spent 17 years at Woodbury Financial Services. Watts also engages in selling insurance as a life agent through Legacy Investments. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

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 with Osaic Wealth, Inc. based in Houston, TX, holding Series 63 and Series 66 designations with 28 years of industry experience. He has worked at multiple firms, including Securities America, Inc. and Princor Financial Services Corp, and owns Texas Wealth Design, a financial advisory business. Bohmann also owns Texas Health Design, which sells health and ancillary insurance products to individuals and small employer groups. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using firm-provided asset-allocation tools and third-party platforms to manage portfolios across various investment types for both discretionary and non-discretionary accounts.