Antoine Dent is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has previous work experience in real estate and wellness-related businesses. Outside of his advisory role, Dent is involved in nonprofit activities focused on educational scholarships, men's faith-based development, and community support efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary portfolio management. The firm integrates planning with managed-account programs under a consolidated billing option while maintaining separate services.

Adrian Johnson is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Bank for six years before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios from a diversified investable universe and provides oversight of affiliated and unaffiliated sub-advisers.

Kelly Fuller is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked with Primerica Advisors in two periods totaling nine years and has been affiliated with Primerica Financial Services since 2010. Fuller also has a continuing role at Houston Community College since 2013. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based investment strategies managed by third parties and supports trade execution and custody through Pershing, focusing primarily on individual investors rather than institutional clients.

Blake Dejonge is a financial advisor with Wells Fargo Clearing based in Houston, TX. He holds a Series 66 designation and has been in the industry since 2025, with prior experience at New York Life Insurance Company and NYLIFE Securities LLC. 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 combines proprietary research with third-party analytics to support diversified investment approaches.

Jay Gazzier is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 27 years of industry experience. His prior career includes roles at Merrill Lynch Pierce Fenner & Smith and Bank of America. Outside of advising, he is involved in real estate and business ownership through entities such as Gazzier Development Group LLC and Jax Development Group LLC. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Laura Salaburu 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. Her career includes roles at Citigroup Global Markets, Citicorp Investment Services, and Ameriprise before joining Wells Fargo in 2016. 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 range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Philip Grove is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022, following five years at Comerica Bank. Grove serves as a board member for the Christian Community Service Center, a nonprofit organization supporting vulnerable populations in 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 customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations, supporting clients with broader derivatives and commodities capabilities.

Lyndsay Schick is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2012 to 2020 before joining Morgan Stanley Smith Barney LLC. Outside of financial advising, she is a consultant for Rodan and Fields, a skincare company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and the Global Investment Committee’s resources in its financial planning process.

Keith Raney is a financial advisor with Edward Jones in League City, TX, holding the CFP®, ChFC®, and Series 66 designations. He has 10 years of industry experience and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and has a large national network of financial advisors and branch offices.

Jacob Hollander is a financial advisor at J.P. Morgan Securities with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Northwestern Mutual and Mountain America Credit Union. Outside of financial services, he is involved with HL Property Ventures. 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. The program emphasizes centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Howard Lorch is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 63 designation and having 56 years of industry experience. His prior experience includes eight years at Prudential Equity Group, LLC. Outside of his advisory role, he holds various equity interests in oil and gas mineral rights and investment entities. 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 utilizes research and analytics to evaluate investment options and offers a comprehensive mix of brokerage and advisory solutions.

Brock Nolin is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Northwestern Mutual and operated a pressure washing business, H2Bros Pressure Washing LLC, where he served as a partner involved in quoting and servicing jobs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, utilizing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Christopher Hopper is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with LPL Financial since 2002 and previously worked at UBS Financial Services from 2000 to 2002. Outside of his advisory role, Hopper is involved in accounting and tax preparation through C. Cleet Hopper & Co., Inc., and also operates Hopper Farms, a hay-selling business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, asset management programs, and institutional platforms, supported by a large network of investment adviser representatives utilizing various investment strategies.

Michael Schmidt Jr. is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at both Merrill and Bank of America since 2013. He serves as a board member for The Woods Project, a nonprofit that provides wilderness exploration experiences aimed at supporting academic success and career readiness for Houston high school students. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes a combination of model-based and discretionary investment strategies developed by internal and third-party teams.

Tiffany Roland is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with J.P. Morgan Securities since 2004 and associated with JPMorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence and combines quantitative and qualitative research to develop model asset allocations, with access to broader derivatives and commodities capabilities.

Brian Calfee is a financial advisor with Morgan Stanley in Houston, Texas, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019 and previously spent ten years at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and proprietary tools to model outcomes, while clients are responsible for implementation and updates.

Jason Cancino is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Chase Investment Services Corp. Outside of his advisory work, he is a general partner in Tools 4 Guys LLC, a family-run business producing tool reviews and DIY content. 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 quantitative and qualitative research and may incorporate ESG criteria.

Thomas Hensley III is a financial advisor at J.P. Morgan Securities with eight years of industry experience. His prior roles include positions at Merrill Lynch Wealth Management, J.P. Morgan Private Bank, Childress Capital Advisors, and Shell Trading US Company. 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 customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating an ESG eligibility framework and broader derivatives and commodities capabilities.

Cassandra Solari is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. She has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2023. 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. The firm supports its advisory process with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Ernest Crawford Jr. is a financial advisor at Raymond James Financial with 26 years of industry experience. He has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc. for 16 years and has been with Raymond James since 2017. Outside of his advisory work, he serves as an independent contractor for JJD & Associates. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized offerings such as municipal advisory services and customized retirement plan consulting.