Jacob Hollander is a financial advisor at J.P. Morgan Securities with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Northwestern Mutual and Mountain America Credit Union. Outside of financial services, he is involved with HL Property Ventures. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The program emphasizes centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Yaping Chen is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Equitable Advisors, Chen worked at NYLIFE Securities LLC, New York Life Insurance Company, and Pruco Securities, LLC. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Howard Lorch is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 63 designation and having 56 years of industry experience. His prior experience includes eight years at Prudential Equity Group, LLC. Outside of his advisory role, he holds various equity interests in oil and gas mineral rights and investment entities. 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 utilizes research and analytics to evaluate investment options and offers a comprehensive mix of brokerage and advisory solutions.

Christopher Hopper is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with LPL Financial since 2002 and previously worked at UBS Financial Services from 2000 to 2002. Outside of his advisory role, Hopper is involved in accounting and tax preparation through C. Cleet Hopper & Co., Inc., and also operates Hopper Farms, a hay-selling business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, asset management programs, and institutional platforms, supported by a large network of investment adviser representatives utilizing various investment strategies.

Michael Schmidt Jr. is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at both Merrill and Bank of America since 2013. He serves as a board member for The Woods Project, a nonprofit that provides wilderness exploration experiences aimed at supporting academic success and career readiness for Houston high school students. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes a combination of model-based and discretionary investment strategies developed by internal and third-party teams.

Tiffany Roland is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with J.P. Morgan Securities since 2004 and associated with JPMorgan Chase Bank, N.A. since 2003. 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. The firm’s advisory process integrates centralized due diligence and combines quantitative and qualitative research to develop model asset allocations, with access to broader derivatives and commodities capabilities.

Brian Calfee is a financial advisor with Morgan Stanley in Houston, Texas, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019 and previously spent ten years at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and proprietary tools to model outcomes, while clients are responsible for implementation and updates.

Thomas Hensley III is a financial advisor at J.P. Morgan Securities with eight years of industry experience. His prior roles include positions at Merrill Lynch Wealth Management, J.P. Morgan Private Bank, Childress Capital Advisors, and Shell Trading US Company. 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, incorporating an ESG eligibility framework and broader derivatives and commodities capabilities.

Cassandra Solari is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. She has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Ernest Crawford Jr. is a financial advisor at Raymond James Financial with 26 years of industry experience. He has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc. for 16 years and has been with Raymond James since 2017. Outside of his advisory work, he serves as an independent contractor for JJD & Associates. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized offerings such as municipal advisory services and customized retirement plan consulting.

Rafael Herrera is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He worked at UBS Financial Services from 1999 to 2019 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2019. Outside of his advisory role, Herrera is involved in multiple real estate investment ventures as a sole proprietor and LLC owner. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of retail and institutional investment services.

Armando Garza is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing since 2022. Outside of his advisory role, Garza has held part-time positions at Helzberg Diamonds and Talbots, assisting with sales support and stock processing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kimberly Holloway is a financial advisor with Wells Fargo Clearing in Houston, TX. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2026, following over a decade at Wells Fargo Bank, NA. 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.

Tucker Alch is a Financial Advisor based in Houston, TX, operating within Merrill Lynch Wealth Management and participating in Merrill's Advisor Development Program. He serves individuals, families, professionals, retirees, and business owners, providing guidance on financial planning, investment management, and wealth strategy. He collaborates with specialists across investment management, lending, estate planning, and wealth transfer to offer comprehensive advice. Tucker holds a Master of Business Administration from Rice University's Jones Graduate School of Business and a Bachelor's degree with a focus on Marketing and Sales from The Catholic University of America’s Busch School of Business. During his collegiate years, he competed as a pitcher in Division I and Division III baseball and was twice named an All-American. He also holds the Personal Investment Advisor (PIA) designation. In his approach, Tucker emphasizes accountability, preparation, and long-term partnerships to assist clients in navigating complex financial decisions. Outside of his professional pursuits, he has interests in baseball, camping, cooking, football, golfing, hiking, spending time with family, tennis, and traveling. He is also involved with the professional organization Young Professionals in Energy.

Chase Camarda is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at several branches of J.P. Morgan since 2015, including Surya Capital Partners LLC. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research supported by a specialized manager solutions team.

Kaleb Sanders is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. Before joining Equitable Advisors in 2021, he worked at Lubbock National Bank and also has experience at Mathnasium and Stanfield Properties. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm employs both proprietary and third-party advisory models and provides ERISA fiduciary services to qualified plans.

Binh To is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial and Wells Fargo. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.

Jamal Fontenot is a Series 66-licensed financial advisor with four years of industry experience, currently with J.P. Morgan Securities in Houston, TX. His prior roles include positions at Fidelity, Corebridge Financial, Valic Financial Advisors, and JPMorgan Chase Bank. J.P. Morgan Securities offers 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 a centralized due diligence process.

Trenton Walker is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on assisting clients in family wealth management strategies, legacy planning, and personal retirement planning. Trenton collaborates with clients to develop personalized financial strategies designed to help pursue long-term financial goals, providing access to Merrill's investment insights and Bank of America's lending solutions. Before joining the financial sector, Trenton earned a degree in Entrepreneurship from St. Edward's University and spent approximately eight years in client services at technology start-ups. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He attended Memorial High School prior to his university studies. Residing in Houston with his wife and their two dogs, Trenton enjoys biking, cooking, hiking, music, reading, and running. He is involved with community organizations including Bridgeyear and the National MS Society.

Leonel Tejada is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has experience with Wells Fargo Bank, NA dating back to 2014. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources while emphasizing diversification and modern portfolio theory.