Candace Mccormack is a financial advisor with Ameriprise, holding a Series 66 designation and 13 years of industry experience. She previously worked at Wells Fargo Advisors for 12 years before joining Ameriprise. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Andrew Thompson is a financial advisor at Edward Jones in Pearland, TX, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Grassroots Church from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient investment options.

Kristina Rossi is a financial advisor at Merrill with 27 years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith since 2000. Outside of her advisory role, she holds power of attorney for an entity named K M. S in Spring, Texas. 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 strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kirsten Price is a CFP® and Series 63 licensed advisor with Ameriprise in Mont Belvieu, TX. She has been in the financial industry since 2016, previously working with Womack & Associates, LLC and Frontier Wealth Management LLC, with intermittent periods as a homemaker. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Martin Reza is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Lincoln Financial Securities Corporation for 17 years. Outside of his advisory role, he is involved with Advisors Financial Group, Inc., where he sells traditional life insurance and fixed annuity products. OSAIC serves a wide range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance assessments to construct portfolios that include diverse investment options and provides both discretionary and non-discretionary management.

Chase Michna is an Investment Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as a Planning Consultant and Investment Solutions Representative at Fidelity Investments from 2021 to 2024. Before joining Fidelity, he worked as a Financial Advisor at Wealth Design Group from 2019 to 2021. Chase partners with clients to develop financial plans tailored to their short and long-term goals. His professional experience spans investment consulting, financial planning, and client advisory services. He holds insurance licenses in Arkansas and California. Outside of his professional work, Chase has interests in fitness, golf, outdoor adventures, and spending time with pets.

Rhonda Barclay is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with LPL Financial since 2009 and previously worked at Merrill from 2003 to 2009. Outside of her advisory role, she is a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various strategic, tactical, and alternative investment options.

Bilal Alsaleh is a CFP® professional with 20 years of experience in the financial industry. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2005. Based in Houston, TX, he holds Series 63 and Series 65 licenses. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Stephen Levine is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been associated with Cetera and its affiliate firms since 2013 and is also the owner of Tradewins Financial, LLC. Outside of his advisory role, Levine participates in bass fishing tournaments as a sponsored fisherman. Cetera Investment Advisers LLC is a nationwide advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary strategies across multiple program structures.

Trina Duhon Aams is a financial advisor at LPL Financial with 26 years of industry experience. She has held positions at LPL Financial since 2014 and previously worked at Edward Jones from 2011 to 2014. Her credentials include Series 63 and Series 65 registrations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Justin Neal is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies designed around his clients' life priorities, collaborating to align financial plans with what matters most to individuals and their families. Justin leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to provide comprehensive portfolio management and financial planning services. His client focus areas include retirement income, legacy planning, socially responsible and ESG investing, tax minimization, college education planning, and individual and corporate investment strategies. With a Bachelor’s Degree from Colorado School of Mines and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), Justin has developed a breadth of knowledge in personal, business, and advanced financial planning strategies. He aims to build lasting relationships by supporting generational wealth creation and transfer while managing portfolios designed to perform across various economic conditions. Justin serves diverse clients including high-net-worth professionals, helping them to retire successfully and maintain long-term financial stability. Beyond his professional role, Justin is actively involved in community organizations such as Baytown Broncos Youth Football, the CIS Board, East Harris County Empowerment Council, Faith and Family Church, GCCISD, Holy Family Catholic Church, and Knights of Peter Claver. He enjoys personal interests including basketball, billiards, fishing, football, golfing, painting, reading, running, traveling, and writing.

Lance Hutchins is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he owns and operates a family farm specializing in hay sales. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Brayden Kowalski is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Raytheon Intelligence and Space and Cirrus Aircraft. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in their recommendations.

Angel Cruz is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo and JP Morgan in various capacities since 2013. 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 options. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Nicholas Kaldis is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Disruptive Securities, Mohr Capital, and JPMorgan Chase Bank. Outside of his advisory role, he is an owner and limited partner in a Bed and Breakfast in Houston and a passive investor in an e-commerce business specializing in imported goods. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence, including an ESG eligibility framework.

Anthony Sanchez Rodriguez Lee is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has previously worked at Capital Group and Universal Music Group among other roles. His background includes positions both within and outside the financial sector. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to recommend qualified investment strategies.

Ricardo Villanueva is a financial advisor at Ameriprise with a Series 66 designation and no prior industry experience. He previously worked at Valero Energy Corporation for 11 years and was self-employed for seven years before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Brigham Porter is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at Oxford Wealth Management, Crew Advisors, and Drive Wealth Advisors, as well as various positions outside the investment industry. J.P. Morgan Securities LLC serves primarily institutional clients and retirement plan sponsors, offering investment consulting and advisory services through a process that integrates quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and provides services on a non-discretionary basis.

Sean Thurmond is a financial advisor with Fidelity in Houston, TX, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Care.com, Shipt, Charles Schwab and Co., Inc., and various service positions. Outside of advising, he operates Thurmond Capital LLC, managing a single-family rental property. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Barbara Woolhandler is a financial advisor with Robert W. Baird & Co. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Robert W. Baird & Co. since 2015. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients by providing tailored consulting and portfolio services. Their approach includes financial planning, discretionary and non-discretionary management, and access to a range of traditional and non-traditional investment strategies.