Lance Branch is a financial advisor with LPL Financial in Houston, TX, holding a Series 63 designation and 26 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is also involved in accounting and tax preparation through The Branch Group and manages an LLC associated with an RV park in Crystal Beach, Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Guy Hudman is a financial advisor at LPL Financial with 28 years of industry experience. He holds a Series 66 credential and has been with LPL Financial since 2009. Outside of his advisory work, he owns a classic Corvette company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Nida Bahalim is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019 and Bank of America, N.A. since 2022. Prior to her career in finance, she spent ten years at Marriott International. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cole Carey is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He previously worked at Credit Suisse Securities and UBS Securities before joining J.P. Morgan in 2023. He holds Series 63 and Series 65 licenses. 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 recommending strategies.

Marshall Graham III is a financial advisor at Wells Fargo Clearing with 52 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of advisory work, he holds minority ownership interests in several oil and gas royalty businesses. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Nathan Cook is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. He has been with Robert W. Baird since 2015 and holds a Series 66 designation. Outside of his advisory role, he is an author involved in Bible study content through Leader Treks. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes manager-traded and model-traded SMA strategies supported by internal research and technology tools.

Axl Gayoso is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Quality Services. Outside of finance, he was involved with Valandax Photography for one year. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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.

Cheryl Rudolphi is a financial advisor with Raymond James Financial, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. She worked at UBS Financial from 2010 to 2019 before joining Raymond James in 2019. Outside of her advisory role, she serves as an associate and branch manager at Centrix Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm employs analytical tools for tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Jennifer Adams is a financial advisor with Osaic Wealth, Inc. based in Houston, TX, holding a Series 66 designation and 17 years of industry experience. Her prior experience includes six years at UBS Financial Services and several years at Royal Alliance Associates, INC. She is the managing member of The Adams Nine LLC, a non-investment-related LLC, and serves as Director of Client Management for Mint Wealth Management. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm provides integrated brokerage and advisory services with various portfolio management options and utilizes multiple asset-allocation tools and third-party platforms to support its investment solutions.

Benjamin Albaitis is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides customized financial strategies tailored to his clients' unique ambitions, aiming to bring optimal value to each professional relationship. Benjamin leverages the relationship between Merrill Lynch Wealth Management and Bank of America to offer a wide range of services, including traditional banking, advanced investment products, and custom lending solutions. Benjamin began his career in financial services after graduating with a Bachelor's Degree from The Ohio State University in Columbus, Ohio. He joined Merrill Lynch Wealth Management as a Financial Advisor in 2014. He holds the Personal Investment Advisor (PIA) designation and specializes in areas such as education planning, employee benefits planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, small business strategies, tax minimization, and retirement income. Beyond his professional role, Benjamin has been actively involved in community leadership through The Ohio State Alumni Club of Houston, serving on its board since 2014 and as its President from 2016 to 2020. In his free time, he enjoys adventure sports, bowling, fishing, scuba diving, and spending time with his wife and daughters.

Taylor Neel is a Series 66-registered financial advisor with J.P. Morgan Securities in Houston, TX, bringing four years of industry experience. Prior to his current role, he worked at Texas Capital Bank, Kendra Scott LLC, and Gap Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Joseph Oliver is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds the CFP® and Series 66 credentials. His previous roles include positions at Stifel Independent Advisors, Morgan Stanley Private Bank, and Edward Jones. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Jennifer Morgan is a financial advisor at Merrill with 38 years of industry experience. She has been with Merrill since 1995 and holds Series 63 and Series 66 licenses. Morgan is based in Houston, TX. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Cimalie Zoy is a CFP® with 22 years of industry experience, currently serving at Edelman Financial Engines since 2025. She previously worked at Financial Engines Advisors L.L.C. and Financial Engines Advisor Center, Llc. Outside of her advisory work, she serves as treasurer for Boy Scouts of America Pack 76, managing the pack’s financial activities. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary investment solutions.

Charles Church is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2005. 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, institutional and pension plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Peter Wilson is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with JPMorgan entities since 2011, including JPMorgan Securities and JPMorgan Chase Bank. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Joas De La Paz is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at Wells Fargo Bank and JCPenney. He also serves as a Communications Specialist in the US Army Reserves. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs a large-scale approach supported by research and analytics, offering both brokerage and advisory solutions.

Katelyn Karing is a financial advisor at Merrill with Series 65 and Series 63 licenses and four years of industry experience. Her prior experience includes roles at Bank of America, Bernstein Private Wealth Management, and the University of Houston. Outside of her advisory work, she teaches yoga classes at multiple studios in Houston and streams video game content as an independent contractor. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dennis Synatschk is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63, 65, and 66 licenses and with 20 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2006. Outside of his advisory role, he operates an online sales business as an Amazon seller. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and provides a tiered wrap-fee structure for its investment services.

Yvonne Cabral is a financial advisor with LPL Financial in Houston, TX, holding a Series 63 designation and 29 years of industry experience. She previously spent 10 years with Independent Financial Group and has 30 years of tenure at the University of Houston. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to support its clients’ investment goals.