Juanita Stinson is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and over 31 years of industry experience. She has worked at Merrill since 1993. Outside of her advisory role, she is a beneficiary of Martin Royalty LLC, a non-investment-related limited liability company. 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 investment strategies for a variety of clients including individuals, high-net-worth clients, and charitable organizations.

Jennifer Medrano is a Financial Advisor with Merrill Lynch Wealth Management. In her role, she collaborates with clients to develop comprehensive wealth management strategies tailored to their financial situations and goals. She offers access to Merrill's investment insights and Bank of America's banking services, supporting various aspects of clients' financial lives. Jennifer's areas of focus include corporate executive services, executive and equity compensation, family wealth management, personal retirement planning, small business strategies, women and wealth, and tax minimization. She leads the TSPN Wealth Management Group, guiding clients through retirement planning, business development, and investment opportunities by providing diversified financial strategies that adapt to changing conditions. She holds a Personal Investment Advisor (PIA) designation and earned her High School Diploma/GED from Houston Community College. Jennifer is involved in several professional organizations, including the Greater Houston Partnership, Greater Houston Women's Chamber of Commerce, Greater Northside Chamber of Commerce, and Women's Energy Network. Her community involvement includes service with the Greater Northside Chamber of Commerce, Houston Livestock Show & Rodeo Corral Club, Interfaith Ministries, Rescue America, SWAT Ministries International, United Way, Wesley Community Center, and Women's Energy Network. Jennifer enjoys camping, cooking, running, spending time with her family, traveling, watching movies, and practicing yoga.

Kathryn Lackett is a Series 66-credentialed financial advisor with Ameriprise in Houston, TX, with 12 years of industry experience. She has worked at Ameriprise and its affiliated entity since 2011. Outside of her advisory role, she is involved with The Cynthia Woods Mitchell Pavilion, assisting with event logistics such as ticket scanning and guest seating. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Alexander Pliskin is a financial advisor with J.P. Morgan Securities based in Houston, TX. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at JPMorgan Chase Bank, N.A. and BP Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Janet Blair is a financial advisor at LPL Financial with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2006, following an eight-year tenure at Morgan Keegan & Company, LLC. Based in Houston, TX, she has worked in advisory roles throughout her career. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies.

Marie Garner is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously has experience with Wachovia Bank, N.A. since 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations, through investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions.

Ray Maccary is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and two years of industry experience. His prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities LLC, Bank of America, Merrill Lynch, and Wells Fargo Bank. 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 both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Genesis Loera is a financial advisor with MassMutual Investors Services, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 14 years of industry experience and has been with MassMutual Investors Services since 2012. In addition to her advisory role, she serves as a board member for the Tejano Center for Community Concerns, a nonprofit supporting underserved communities in Houston. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes ongoing, collaborative financial planning using firm-approved analysis tools and offers a range of investment and educational programs.

Cade Vanallen is a financial advisor at J.P. Morgan Securities based in Houston, TX. He holds Series 63 and Series 66 licenses and has been in the industry since 2026. Prior to his current role, Cade worked briefly at Charles Schwab and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process and a broad range of capabilities including derivatives and commodities.

Matthew Biafore is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he focuses on helping clients preserve and grow their wealth through personalized strategies. He works closely with individuals and families to develop customized plans that align with their goals and aspirations, emphasizing clear communication and dedicated service. Matthew's expertise includes family wealth management strategies, managing new wealth, personal retirement planning, portfolio management, and serving clients in sports and entertainment sectors. He earned a Bachelor's Degree in Engineering and Mathematics from Southern Methodist University, where he also gained practical experience by working summers at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Outside of his professional work, Matthew enjoys basketball, football, golfing, ice hockey, table tennis, tennis, and spending time with his family. His approach centers on understanding clients' life priorities to create flexible, personalized plans that address what matters most to them.

Josceline Nave is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. She has been with Wells Fargo Bank, N.A. since 2011. 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 services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jessica Dietert is a financial advisor at Merrill with Series 63 and Series 66 licenses and three years of industry experience. She previously worked at J.P. Morgan Securities and Jpmorgan Chase Bank, and has a background that includes six years of military service in the United States Air Force. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and organizations.

Patricia Bonnot is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent time at Prudential Equity Group, 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 supported by research and analytics.

Saori Inclan is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses. She has seven years of prior experience at First Convenience Bank and joined Wells Fargo in 2025. Before her banking career, she worked five years at Taco Bell. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Antoine Dent is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has previous work experience in real estate and wellness-related businesses. Outside of his advisory role, Dent is involved in nonprofit activities focused on educational scholarships, men's faith-based development, and community support efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary portfolio management. The firm integrates planning with managed-account programs under a consolidated billing option while maintaining separate services.

Adrian Johnson is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Bank for six years before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios from a diversified investable universe and provides oversight of affiliated and unaffiliated sub-advisers.

Blake Dejonge is a financial advisor with Wells Fargo Clearing based in Houston, TX. He holds a Series 66 designation and has been in the industry since 2025, with prior experience at New York Life Insurance Company and NYLIFE Securities LLC. 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 combines proprietary research with third-party analytics to support diversified investment approaches.

Laura Salaburu is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at Citigroup Global Markets, Citicorp Investment Services, and Ameriprise before joining Wells Fargo in 2016. 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 sources.

Philip Grove is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022, following five years at Comerica Bank. Grove serves as a board member for the Christian Community Service Center, a nonprofit organization supporting vulnerable populations in Houston. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations, supporting clients with broader derivatives and commodities capabilities.

Lyndsay Schick is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2012 to 2020 before joining Morgan Stanley Smith Barney LLC. Outside of financial advising, she is a consultant for Rodan and Fields, a skincare company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and the Global Investment Committee’s resources in its financial planning process.