Scott Shea is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions at a large scale.

Jonatan Rosa is a Financial Advisor based in Houston, affiliated with Merrill Lynch Wealth Management. He has developed his financial expertise over nearly eight years with Bank of America, including more than three years with Merrill. Jonatan's professional focus encompasses family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, sports and entertainment, and retirement income. Jonatan holds several professional designations including the Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a High School Diploma from North Houston Early College High School and an Associate's Degree from Houston Community College. Fluent in both English and Spanish, he specializes in assisting clients navigating complex taxation issues, legal barriers, and immigration uncertainties, providing clarity and personalized advice. Outside of his financial advisory role, Jonatan is involved with the USA Boxing community where he volunteers as a boxing official and supports the development of future Olympians. His personal interests include boxing, running, and swimming.

Rey Diano is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 1991. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ahmber Bailes is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with three years of industry experience. Prior to rejoining Morgan Stanley in 2026, Bailes worked at Transamerica Investors Securities Corporation and has also held various roles outside the financial industry. Outside of advisory work, Bailes is an author of a journal published through Amazon Kindle Direct Publishing. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a wide range of investment programs, managing approximately $2.74 trillion in client assets.

Ellias Stabinsky is a financial advisor at OSAIC with 39 years of industry experience and holds a Series 63 designation. He has previously worked at Securities America, Robertson Wealth Management, and First Allied Advisory Services. Outside of advisory work, he is a certified running coach with the Road Runners Club of America and a corporate member of The Rice Alliance, a network connecting entrepreneurs with education and venture capital resources. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. The firm uses a variety of tools and third-party platforms to construct diversified portfolios and supports legacy programs and account transitions.

Gary Morgan Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and over 31 years of industry experience. He worked at LPL Financial from 2005 to 2024 before joining Raymond James. Outside of his advisory roles, he is involved as a professor at Keystone Aviation and serves as a financial advisor and partner at Keystone Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs for municipal finance and employer advisory services.

Donna Besson is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked at Merrill since 2003 and at Bank of America, N.A. since 2019. Outside of advising, she serves as power of attorney for her parents. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Luis Pelaez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at J.P. Morgan Securities, BBVA Securities, and Wells Fargo Bank. Outside of finance, he owns and operates HSVE LLC, producing and selling videos about the Need for Speed video game series. 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 solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Angeline Caesar is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill and BOFA Securities, Inc., including a 38-year tenure at Merrill prior to 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, and institutional investors. The firm offers model-based and discretionary investment strategies developed by internal and external managers, along with trade execution, account administration, and custody support.

Robert Mcdonald Jr. is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2014. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Erica East is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011. 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 strategies developed by internal and third-party investment teams for a diverse client base including individuals, high-net-worth clients, and institutions.

Suzanne Sidler is a financial advisor at Morgan Stanley with 25 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018 and previously held positions at the Federal Reserve and Spartan Capital Securities. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling as part of its advisory services.

Harlen Reyes Sandoval is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at BBVA Wealth Solutions, BBVA Securities, and COMPASS Bank. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools in its advisory process.

Gentry Burt is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank and involvement with the University Growth Fund and Logan Small Business Development Center. Outside of his advisory work, he performs handyman services on weekends, handling small home construction projects and minor repairs. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Lauryn Champagne is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also has ties to J.P. Morgan Chase Bank dating back to 2008. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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 incorporates an ESG eligibility framework when recommending investment strategies.

Estefana Flores is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Raymond James & Associates. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm’s approach includes structured discovery conversations and firm-approved planning tools, with client assets under management totaling approximately $2.74 trillion.

Michael Vega is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Bank of America, Merrill, JPMorgan Chase Bank, and various BBVA entities. Vega currently works at Wells Fargo Clearing, where he has been since 2022. 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 within its investment offerings.

Blake Jones is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by proprietary tools and market scenario modeling.

Maria Rojas is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC and over two decades at Wells Fargo Bank NA. Outside of her advisory role, she serves as executor for her parents’ estates, managing related financial disbursements. 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 IPS-driven approach is grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Dylan Cantz is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023. Prior to this, he held roles at Western Asset LLC and has experience connected to the University of California, Berkeley. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a centralized due-diligence framework on a non-discretionary basis.