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 Series 66 licensed financial advisor with Morgan Stanley in Houston, TX, bringing 22 years of industry experience. His career includes roles at UBS Financial Services, Citigroup Global Markets, and Morgan Stanley Smith Barney, where he has worked since 2009. Since 2015, he has also been associated with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and investment models, serving a diverse client base through both direct and corporate financial planning agreements.

Maria Rojas is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Bank NA since 2001. Outside of her advisory role, she serves as executor for her parents’ estates in Matamoros, Tamaulipas, Mexico, managing disbursements related to family rental income. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, providing both brokerage and advisory solutions.

Ryan Hirsch is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Edward Jones, JPMorgan Chase Bank N.A., BBVA, Value Bank, and the University of Houston. Outside of his advisory role, Hirsch has a minority ownership in IBOUNCEPR LLC, a party rental business based in Katy, Texas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Robert Hirsch is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior work includes roles at UBS Financial Services and Merrill, spanning a combined 16 years. 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 provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Jeff Heberling is a financial advisor at Raymond James & Associates with 28 years of industry experience. He previously worked at RBC Capital Markets LLC, Citigroup Global Markets, and Fidelity. Heberling volunteers with the Houston Livestock Show and Rodeo's Houston Go Metro Committee, assisting with fundraising efforts. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Radostina Mims is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 credential and four years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022, and previously spent eleven years at Technipfmc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process includes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a focus on eligible strategies.

Vicente Lopez is a financial advisor with Wells Fargo Clearing in Houston, TX. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Bank and its affiliates since 2014, including his current role starting in 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ivan Martinez Olmos is a financial advisor with Wells Fargo Clearing in Houston, TX. He holds a Series 66 designation and has 10 years of industry experience, including seven years at Bank of America prior to joining Wells Fargo. 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 provides both brokerage and advisory solutions.

Barry Goldblatt is a Private Wealth Manager at Merrill Private Wealth Management. He has worked in financial services since 1986, with extensive experience in commodities and structured products. Over his career, Barry has held roles including trader, division head, and managing director for banks and exchanges. His recent positions include Managing Director of Citigroup Global Commodities as Head of Americas Institutional Sales and Global Head of Commodities, Energy, and Metals business at the CME Group. He also served as Managing Director at Merrill Lynch Commodities/Koch Industries from 1997 to 2009. At Smith Warren and Associates, Barry works closely with ultra-high-net-worth clients such as executives, entrepreneurs, and families. He leverages his experience with institutional clients to provide rigorous analysis, thoughtful strategies, and customized services tailored to significant wealth. His background in trading and monitoring energy markets informs his development of hedging strategies, investment approaches, and risk management techniques with a long-term perspective. Barry earned a Bachelor of Arts in History from Binghamton University and an MBA from the University of North Carolina at Chapel Hill. He holds the Personal Investment Advisor (PIA) designation and serves on the Board of Directors of Holocaust Museum Houston. Barry resides in Bellaire, Texas, with his wife Cindy and their two children. His personal interests include basketball, football, and spending time with his family.

Courtney Cox is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 licenses and is based in Houston, TX. Prior to joining Fidelity, her background includes positions in banking and the restaurant industry, as well as being a full-time student. 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 to manage model portfolios across a variety of investment vehicles.

Troy Spencer is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill Lynch. 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 uses research and analytics to guide its investment approach and offers a range of financial products through its bank and insurance affiliates.

Jessica Santos is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been with Wells Fargo since 2023 and previously held positions in various customer service and educational roles. 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 through a large network of advisors and offers both brokerage and advisory solutions.

Liliana Martinez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and one year of industry experience. Her professional background includes roles at Wells Fargo Bank, Pennington Reid Residential, Allstate Insurance, Fred Loya Insurance, and JPAR - The Sears Group. She holds a Texas Real Estate License and has been involved in real estate activities for several years on a part-time basis. 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 operates with over 14,000 financial advisors, offering a combination of brokerage and advisory solutions.

Charles Bocock is a Series 66-licensed financial advisor with Ameriprise, based in Webster, TX, and has one year of industry experience. His background includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Co, as well as seven years at H-E-B Grocery Company LP. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice.

Sebastian Castellanos Molina is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Outside of finance, he is involved with Sea Masters LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

James Gandy Jr. is a financial advisor with Post Oak Financial, LLC, based in Houston, TX. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. He is also the owner of Isthmus Capital, LLC, where he has sold or consulted on life insurance, premium finance, and life agency matters since 2006. Post Oak Financial, LLC is a fee-based advisory firm serving individuals, trusts, estates, charitable organizations, and business entities with legacy planning, consulting, and referrals to third-party money managers. The firm does not provide direct discretionary asset management but offers planning and non-discretionary portfolio services supported by educational seminars and workshops.

Robert Hensel is a financial advisor at Hensel Capital Management in Houston, TX, with 21 years of industry experience. He holds the Series 63 designation and operates as a sole advisor at his independent firm. Hensel Capital Management serves individual clients by providing portfolio management and related investment advisory services. The firm manages approximately $5.3 million in assets for a client base of 13, offering ongoing account reviews and implementing investment decisions directly.

John Macdonald is a CFP® with 15 years of industry experience. He is the principal of Jmac Financial Planning & Investment Services PLLC in Houston, TX, where he has worked since 2014. He also operates John Macdonald CPA PLLC and Jmac Insurance Services PLLC, both established in 2012. Jmac Financial Planning & Investment Services PLLC provides investment management primarily for pooled investment vehicles and institutional clients, while also serving some individual, non-high-net-worth clients. The firm combines investment management with affiliated accounting and insurance services, an uncommon business mix for its category.

Stephen Samuel is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He is the sole advisor at Aristobulus Investment Management, LLC, where he has worked since 2014. In addition to his advisory role, Stephen is also an accountant and offers accounting services independently from his work at Aristobulus. Aristobulus Investment Management, LLC is an independent firm based in Houston, TX.