Michelle Gallehugh is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 66 designation and bringing 31 years of industry experience. Prior to joining Raymond James in 2008, she was associated with Nerium from 2015 to 2017 as an independent contractor involved in direct marketing of skincare products. She also serves as a team liaison and treasurer for a local high school baseball team in an unpaid capacity. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by advanced modeling and a range of portfolio management options.

Della Moody Davis is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. for 14 years. Based in Houston, TX, she joined Wells Fargo Clearing in 2025. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lakia Taylor is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and one year of industry experience. She has previously worked at Bank of America, N.A., Woodforest National Bank, and Renasant Bank. Outside of advising, she owns and manages a clothing boutique and oversees a software platform focused on virtual AI for e-commerce shopping. 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 individuals, high-net-worth clients, and institutions.

Cade Gulick is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 credential and previously worked at Greenwing Wealth Management and Texas A&M Corpus Christi (Rellis Campus). Outside of finance, he has been involved with Gulick Pressure Washing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, using a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers specialized advisory roles and employs systematic methodologies supported by AI in its investment strategies.

Roger Holland is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services, Bank of America, and Merrill Lynch. He is currently based in Brazoria, TX. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports.

Christopher Huynh is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has prior experience at Bank of America, Merrill, and JPMorgan Chase Bank. Outside of finance, he is a head coach for a 12U girls volleyball team with Texas Legacy Volleyball Club. 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. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Harvey Hardee is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has worked at RBC Capital Markets since 2008 and has been with City National Bank since 2017. Hardee serves on the board of a land mitigation bank and is involved with the National Association of Corporate Directors in Texas. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies and access to both in-house and third-party managers.

Peter Noyes is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. He previously worked at Prudential Equity Group, LLC from 1999 to 2003 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Pearljunora Zenon is a financial advisor at Ameriprise with 17 years of industry experience. She holds the Series 66 designation and previously worked at Invesco for 23 years. In addition to her role at Ameriprise, she serves as an associate financial advisor with Outlier Operational Services, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on retirement income planning, using a combination of internal research, third-party data, and algorithmic tools.

Steven Phan is a CFP® and holds the Series 66 designation. He is affiliated with LPL Financial and has been active in the financial industry since 2024. His work experience includes roles at Skyward Financial, LLC, Centric Wealth, and academic positions at Rice University and the University of Houston. 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 a range of advisory and brokerage services, including financial planning and access to model portfolios, combining large-scale non-advisory financial activities with oversight of more than $819 billion in discretionary assets.

Ky Willson is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions with the Houston-Galveston Area Council, Leadership Houston, and the City of Houston. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of financial advisors and branch offices.

Irene Haberstroh is a financial advisor with Raymond James & Associates who holds a Series 63 designation and has 34 years of industry experience. She has been with Raymond James since 2000 and also has experience owning a bistro in 2023. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a nationwide network of advisors and a wide range of portfolio management styles.

Ifeanyichukwu Iwuji is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked in fitness and education sectors, including roles at Blink Fitness, Inner Strength Fitness, and Wylie Independent School District. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its advisory role to multiple registered investment companies, and incorporation of AI tools in research and portfolio management.

Terri Edwards is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 66 designations and 18 years of industry experience. She has worked at RBC Capital Markets LLC since 2017 and previously at City National Bank starting in 2023. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Lauren Campbell is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Fidelity Investments since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage assets, with oversight of affiliated and unaffiliated sub-advisers.

Jeiccy Hakim is a financial advisor at Edward Jones in Houston, TX, holding the ChFC® and Series 66 designations with 15 years of industry experience. Hakim's career includes roles at Hightower Advisors, Salient Private Client, and Equitable Advisors. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of investment advisory programs, supported by a large network of financial advisors and branch offices nationwide.

Kellan Caldwell is a financial advisor with Thrivent Investment Management in Houston, TX, holding Series 65 and Series 63 licenses and 18 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2014 and previously was with Maxout Savings Advisors LLC. Outside of his advisory role, Caldwell assists as a second photographer for wedding events with his wife's photography business and serves as a board member for The Grove Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning that covers a wide range of topics without portfolio management or institutional advisory services.

William Manch is a CFP® with 45 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. His previous work includes four years at Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad client base, including individuals, corporations, and institutions. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets with over 14,000 financial advisors.

Mitchell Imoudu is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work history includes positions at Wells Fargo Bank N.A. and CarMax, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage and consult on a diverse range of investment products and model portfolios.

Ximena Valenzuela is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 credential and has previously worked at Citigroup and Bank of America. Outside of her advisory role, she is a managing member of a real estate investment LLC she formed with her husband. 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 investment strategies for a range of clients, including individuals, high-net-worth clients, and institutions.