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 at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. He is based in Houston, TX. 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 broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Jeff Heberling is a financial advisor at Raymond James & Associates with 27 years of industry experience. Prior to joining Raymond James in 2024, he worked at RBC Capital Markets LLC for nine years. He volunteers with the Houston Livestock Show and Rodeo Houston Go Metro Committee, assisting with fundraising efforts. 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 municipal entities, offering financial planning and advisory services supported by a variety of portfolio management styles and affiliated research.

Radostina Mims is a financial advisor at J.P. Morgan Securities with Series 66 credentials and three years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2022, following an 11-year career at Technipfmc. J.P. Morgan Securities 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 affiliated brokerage and investment management capabilities.

Vicente Lopez is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 63 licenses. He has been with Wells Fargo Bank and Wells Fargo Clearing since 2014, with a total of zero years of industry advisory experience. 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 databases.

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 in Houston, TX, holding Series 65 and Series 63 licenses and having one year of industry experience. Her prior experience includes roles at Wells Fargo Bank, Pennington Reid Residential, JPAR - The Sears Group, Allstate Insurance, and Fred Loya Insurance. She holds a Texas Real Estate License and has been involved in real estate activities for approximately three years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets through over 14,000 advisors and utilizes research from Wells Fargo Investment Institute alongside third-party analytics.

Charles Bocock is a financial advisor at Ameriprise in Webster, TX. He holds a Series 66 designation and has been in the industry since 2025. Prior to his advisory career, he worked for H-E-B Grocery Company LP for seven years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Sebastian Castellanos Molina is a financial advisor with Wells Fargo Clearing in Houston, TX. He holds Series 63 and Series 65 registrations and has four years of industry experience. Prior to joining Wells Fargo, he worked at JPMorgan Chase Bank and J.P. Morgan Securities LLC. Outside of his advisory role, he is involved with Sea Masters LLC. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

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.