Preetinder Kaur is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 designations and bringing nine years of industry experience. She has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, N.A. since 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Diego Moreno is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 63 credentials and six years of industry experience. He has worked at firms including New York Life Insurance Company and BBVA USA prior to joining Wells Fargo. Outside of his advisory role, Moreno has ownership interests in LIZ GROUP, LLC and DM LEGACY, LLC, and is involved in billing services at Friendly Care Primary Services. 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 employs research and analytics driven by diversification principles and modern portfolio theory, offering a broad range of brokerage and advisory solutions.

Rossi Selvaggi III is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. His work history includes roles at Well Lived Wealth LLC, Equitable Advisors, and experience studying at Tulane University and Loyola University New Orleans. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm emphasizes personalized client assessment and uses a range of third-party advisory models and discretionary management options.

Kurtis Bell is a financial advisor with Ameriprise in Beaumont, TX, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial and Raymond James Financial Services. He serves on the board of directors for the Texas Rice Festival as Golf Chairman and advisory board member. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Christopher Oconnell is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021, following prior experience at Sagepoint Financial, Inc. from 2018 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Hernaldo Rivera Jr. is a financial advisor at Cetera with 27 years of industry experience. His prior roles include positions at Linscomb & Williams, Yorktown Management and Research Co., Inc., Api Funds, and BNY Mellon Securities Corporation. Rivera also serves as a financial advisor for WR Anderson & Co., a financial services firm. Cetera Investment Advisers LLC is a nationwide network of independent advisors that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with options that include model portfolios, third-party managers, and customized strategies.

Adam Behr is a financial advisor at Fidelity with four years of industry experience and holds the Series 66 designation. He previously worked at Wells Fargo Clearing and Mutual of Omaha Bank, and has experience in non-financial sectors including a role at Grane Whiskey Dispensary. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Derek Toy is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a role at MarToy Partners LLC. 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.

Susana Ruiz is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019, following seven years at UBS Financial Services. She is based in Houston, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Jordan Hood is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, he worked at ABC Supply Co. Inc for four years and attended Texas A&M University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services including both discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Cynthia Bergel is a financial advisor at LPL Financial with 32 years of industry experience. She holds the Series 63 designation and has worked at LPL Financial since 2009, following 12 years at Citigroup Global Markets. Outside of her advisory role, she is involved in making and selling handmade silver jewelry, masks, and custom tags, and runs a home-based embroidery design business. 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 offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a large network of advisors utilizing strategic, tactical, and customized investment strategies.

Jack Cortez is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to clients' individual goals, utilizing the investment insights of Merrill and the banking and lending solutions of Bank of America. Jack holds a CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the Texas Tech University System. Committed to community involvement, Jack volunteers with local organizations, reflecting Merrill's tradition of service.

Jeremy Torres is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has been with Merrill since 1995. Outside of his advisory role, he works as a delivery driver and consultant for companies including DoorDash, Uber, and Walmart Spark. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

William Eidbo is a financial advisor at J.P. Morgan Securities in Houston, TX, holding a Series 66 designation with one year of industry experience. His prior work includes positions at Invesco Ltd. and J.P. Morgan Chase Bank, N.A. during the early stages of his career. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a model-driven advisory process.

Melinda Dupler Whitmire is a financial advisor at Wells Fargo Clearing in Houston, TX. She holds Series 63 and Series 65 designations and has been with Wells Fargo Bank, N.A. since 2012. Whitmire joined Wells Fargo Clearing in 2025. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Babak Seyedain is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at UBS Financial Services from 2008 to 2009. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and provides both brokerage and advisory solutions.

Ameet Rajguru is a financial advisor with Primerica Advisors based in Houston, TX, holding Series 63 and Series 65 designations with six years of industry experience. His prior work experience includes roles at Fluor Corp, Zachry Engineering, and Worley/Jacobs. In addition to his advisory role, he is involved in the sale of non-investment related home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates on a large scale, utilizing model-delivery strategies managed by third-party asset managers supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Allan Klenke is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and 65 credentials and possessing 33 years of industry experience. His prior roles include positions at UBS Financial Services and various Morgan Stanley entities since 2020. Outside of his advisory work, he is a partner at Four Horsemen Ranch LLC, an agriculture business, and serves on the advisory board for the University of Kansas Business School, where he advises on the development of a new CFP program. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory services.

Jennifer Nix is a Vice President and Wealth Management Advisor with The Leonard Group at Merrill Lynch Wealth Management. She works closely with executives, business owners, entrepreneurs, and their families to help them derive greater fulfillment from their wealth. Jennifer focuses intensively on each client, employing diligent listening, active collaboration, and a strong work ethic. She partners with her team to assist individuals and families in gaining greater confidence in the direction of their wealth. Jennifer's clientele extends over multiple generations, allowing her to serve three, four, and even five branches within a single family. She is committed to financial literacy and enjoys engaging with the rising generation to nurture habits and mindsets associated with long-term wealth. Jennifer began her financial services career in 2014 at Capital One and has worked at Merrill Lynch since 2018. She holds a Bachelor's degree from Texas A&M and is a CERTIFIED FINANCIAL PLANNER® and Chartered Retirement Planning Counselor™. Jennifer lives in Houston with her husband, son, and German Shepherd. She serves on the Foundation Board for Saint Agnes Academy and is active with the Junior League of Houston. In her personal time, Jennifer enjoys scuba diving and welcomes suggestions for travel destinations.

Scott Guptill is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 14 years of industry experience. He previously worked at Morgan Stanley in various capacities, including Morgan Stanley Private Bank and Morgan Stanley Graystone, from 2011 to 2024. Outside of his advisory role, he owns and manages Gup Corp. LLC and Etatap Ventures, LLC. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized retirement income service that provides customized planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.