Peter Wilson is a financial advisor with J.P. Morgan Securities in Houston, TX. He holds Series 63 and Series 65 licenses and has eight years of industry experience, including roles at JPMorgan Chase Bank dating back to 2011. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research, incorporates ESG considerations, and is supported by affiliated investment-management entities.

Joas De La Paz is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 63 licenses and one year of industry experience. He has worked at Wells Fargo Bank, N.A. since 2018 and currently serves as a Communications Specialist in the US Army Reserves. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, supported by extensive research and a broad range of financial products.

Katelyn Karing is a financial advisor at Merrill with Series 65 and Series 63 credentials and four years of industry experience. Her prior roles include positions at Bank of America, Bernstein Private Wealth Management, and earlier tenure at Merrill. Outside of her advisory work, she teaches weekly yoga classes at two Houston-based studios and streams video game content as a digital content creator. 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 institutional investors.

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, holding a Series 63 license and bringing 29 years of industry experience. She previously worked at Independent Financial Group for 10 years and served at The University of Houston for 30 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plans, banks, trust companies, and institutions.

Michael Hohertz is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds a Series 66 designation and has worked at several firms, including JPMorgan Securities LLC and LPL Financial. Outside of his advisory role, he is an owner/partner in Cub Crafters, Inc., an airplane manufacturer, and serves on the finance committee of Inprint, a Houston-based literary arts nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles and provides municipal advisory services alongside market-making and execution roles in government bonds.

Michael Doering is a financial advisor at Stifel with 16 years of industry experience. He holds the ChFC® and Series 66 designations and previously worked at Bank of America and Merrill for 13 years. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Richard Brende is a financial advisor with Ameriprise in Los Angeles, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its predecessor firms since 2005. Outside of his advisory role, he assists with land development management for Land Tejas Companies, a business founded by his father. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through affiliated entities.

Alora Anderson is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2015. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Powell is a CFP® with 14 years of industry experience, currently serving at Fidelity. His prior roles include positions at Valic Financial Advisors, Transamerica Financial Advisors, and World Financial Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, offering discretionary portfolio management, advisory work, and fund advisory. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and is noted for its registration with the CFTC as a commodity pool operator and advisory roles to multiple registered investment companies.

Sergio Salinas 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 2021, with prior experience at MSCI and the Instituto Tecnológico de Estudios Superiores de Monterrey. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program.

Luis Marmolejo is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Equitable Advisors, LLC, LJB Wealth Partners, and JPMorgan Chase Bank, N.A. He also operated a photography business for two years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s advisory program emphasizes written asset allocation advice, investment manager searches, and customized reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Derek Hsu is a Series 66-licensed financial advisor with J.P. Morgan Securities in Houston, TX, and has one year of industry experience. His prior work includes roles at Levi Strauss & Co, UBS, Abercrombie & Fitch, and St. Paul's Christian School. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Rachel Dalton is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2010, including a decade at Jpmorgan Chase Bank, N.A. She is based in Houston, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Wesley Pruitt is a financial advisor at RBC Capital Markets in Houston, TX, holding a Series 66 designation with 12 years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, utilizing a combination of in-house and third-party managers to provide portfolio management, financial planning, custody, and brokerage services.

Bryan Mayo is a financial advisor with LPL Enterprise in Houston, TX, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining LPL Enterprise, he worked at PFS Investments Inc. and Primerica Financial Services. Outside of advisory work, he serves as a service advisor and state inspector for Kwik Kar in Houston. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Ethan Sherman is a financial advisor with Fidelity Investments in Houston, TX. He holds Series 63 and Series 66 designations and has one year of industry experience. Prior to joining Fidelity, he worked at Western & Southern Life and W&S Brokerage Services, and he is also employed at EOS Fitness, where he provides exercise support and guidance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.

Eric Gould is a financial advisor with LPL Financial in Houston, TX, holding the Series 66 designation and four years of industry experience. His prior roles include positions at FHN Financial Securities Corp., FHN Financial Capital Markets, and First Horizon Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, utilizing both proprietary model portfolios and third-party strategies, supported by advanced technology tools while maintaining discretionary and non-discretionary management options.

Charisse Kirkley is a financial advisor at Morgan Stanley in Houston, TX, holding Series 66 and Series 63 designations with 19 years of industry experience. Her prior experience includes roles at Bank of America, Merrill, Questar Asset Management, and Blackrock Investment Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that incorporates firm-approved tools and scenario modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Tracey Childress is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2020. In this capacity, she collaborates with a Wealth Management Advisor to understand clients' goals and priorities, focusing on addressing the complex needs of affluent families and ensuring high-quality service. Prior to her current position, Tracey worked as a Financial Representative at Fidelity Investments from 2017 to 2020. Before joining Fidelity, she served as a Sales & Marketing Manager at State Farm Insurance from 2015 to 2017. Outside of her professional responsibilities, Tracey enjoys family activities, fishing, hiking, outdoor adventures, parenthood, and snowboarding.