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. He holds the Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026. His prior experience includes roles at Halliburton, Coupes DeVille's, and Ultimate Motorsports, as well as attending the University of Virginia. J.P. Morgan Securities 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 assembling investable universes and recommending strategies.

Caroline Lee is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and based in Houston, TX. She has been with J.P. Morgan Securities since 2025, with prior experience at Houston Trust Company, Lime Rock Resources, and Fayez Sarofim & Co. Caroline attended Vanderbilt University from 2021 to 2025. 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 integrates institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary portfolio recommendations supported by an in-house manager solutions team and centralized due diligence.

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 licenses and having 10 years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank NA since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that offers asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

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 currently with Wells Fargo Clearing, bringing three years of industry experience. His prior roles include positions at Rio Bank, SWBC, Truist Investment Services, and Texas Capital Bank. He serves as a finance committee member for University Methodist Church in San Antonio. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

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 Series 66 credentials and one year of industry experience. His background includes roles at JPMorgan Chase Bank, Inc., and involvement with the Holocaust Museum Houston. He has also participated in community and cultural organizations such as Rice University, Incarnate Word Academy, Alley Theatre, and Asolo Repertory Theatre. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a structured process that combines quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework.

Justin Smith is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2007 and has worked at JPMorgan Chase Bank, N.A. since 2003. Outside of his advisory role, he serves as a trustee and Finance Committee member for the Contemporary Arts Museum Houston. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis with a centralized due diligence framework.

Edward Hartz is a Series 66-licensed financial advisor with UBS Financial Services in Houston, TX, bringing 18 years of industry experience. He has been with UBS since 2007. Outside of his advisory work, he is involved in a personal real estate rental business with his spouse. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm offers fee-based financial planning, portfolio management, and a range of capital markets services, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Valeria Salinas is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 65 credentials. She has one year of experience in the industry, including prior roles at Wells Fargo Bank and Woodforest Bank. Before entering the financial sector, she worked in the restaurant industry at several establishments in Houston, TX. 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 combines research from the Wells Fargo Investment Institute with diversification principles and modern portfolio theory in its investment approach.

Brandon Artis is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Bank of America, N.A./Merrill Lynch prior to his current role. J.P. Morgan Securities 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 in its investment recommendations.

Joshua Guardado is a Financial Consultant who focuses on building and maintaining strong client relationships by acting as their advocate. He aims to provide peace of mind by helping clients develop robust financial plans over time. Joshua has held several roles in the financial industry, including Investment Consultant at Fidelity Investments from 2024 to 2025, Wealth Management Banking Specialist at Merrill Lynch from 2022 to 2024, and Relationship Banker at J.P. Morgan Chase from 2021 to 2022. Outside of his professional work, Joshua has interests in cars, football, military service, motorcycles, music, and soccer.

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.