Carina Herrera is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Merrill since 2009 and at Bank of America, N.A. since 2022. 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, pension plans, corporations, and charitable organizations.

Thomas Stripling is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at Wedbush Securities, B. Riley, and has held roles with the Toronto Blue Jays and LA Dodgers. Outside of his advisory work, he is involved in business ventures including ownership of a baseball facility and a pet-related business, and serves on the former players council for the MLB Players Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by a large network of investment adviser representatives and a broad suite of operational tools.

Robert Hayes is a financial advisor with Merrill in Kingwood, TX, holding a Series 66 designation and 28 years of industry experience. He has worked at Merrill since 1998 and has been affiliated with Bank of America, N.A. since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Greg Casamayor is a Series 66-licensed financial advisor with 23 years of industry experience. He is currently with LPL Financial and Cadence Bank, having previously worked at firms including Foreside Fund Services, Westwood Wealth Management, Bank of America, Merrill, Banc of America Investment Services, and UBS Financial Services. 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 financial planning and investment management services, utilizing proprietary and third-party strategies, and supports a large network of advisors alongside a broad set of financial products and partnerships.

Caroline Sievers is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Houston, TX. She has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2013. Outside of her advisory role, she serves as Treasurer of the St. John the Divine Episcopalian Church Women Board, overseeing accounting and budget duties. 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 searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence and combines quantitative and qualitative research to support tailored investment recommendations.

Raymond Frierson is a financial advisor with LPL Financial in Houston, TX, holding a Series 63 license and bringing 32 years of industry experience. He has been with LPL Financial since 2002 and previously worked at Greenbriar Financial Services and 1st Global Advisors. Frierson also serves as a certified public accountant and has acted in fiduciary roles for family trusts. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various investment programs and utilizes research-driven tools, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Clarence Grier Jr. is a financial advisor at RBC Capital Markets in Houston, TX, with 29 years of industry experience. He holds a Series 63 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to client risk profiles and investment preferences.

Lauren Ulloa is a financial advisor at OSAIC in Houston, TX, with seven years of industry experience. She holds the Series 66 designation and previously worked at Royal Alliance and World Financial Advisors. Prior to her career in finance, she was employed by the Houston Police Department. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supported by various tools and options for discretionary or advisor-managed strategies.

Jennifer Garza is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at several firms, including Avantax Advisory Services and Integrated Tax and Wealth Strategies. Her background also includes roles outside finance, such as positions at the University of Houston and Bayou City Wings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of investment vehicles, including model portfolios, registered investment companies, and an IRS-qualified Charitable Gift Fund.

Cody Long is a Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with families to develop, implement, and maintain complex financial plans. He focuses on providing an unbiased approach centered around each client's unique needs and goals, aiming to create lifetime relationships through credibility and trust. Cody Long has been with Fidelity Investments since 2012, progressing through roles including Investments Representative, Financial Consultant, Wealth Planner, and currently Vice President Private Wealth Management Advisor. Prior to joining Fidelity, he worked as a Financial Professional at AXA Advisors from 2009 to 2012.

Ashford Fulmer is a financial advisor at J.P. Morgan Securities with eight years of industry experience and holds a Series 66 designation. He has worked at firms including Fidelity Investments, Merrill, and TD Ameritrade. Outside of his advisory role, he is an owner and partner of two real estate ventures, Opulent Oasis Realty Acquisitions LLC and Redwood Realty Acquisitions LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, offering non-discretionary, written asset allocation advice and customized performance reporting supported by centralized due diligence and a forward-looking investment process.

Nicole Boniface is a financial advisor at Raymond James & Associates with 21 years of industry experience. She previously worked at Morgan Stanley Smith Barney for 10 years before joining Raymond James in 2019. Outside of her advisory role, she is the owner of a photography business and serves as Treasurer and Board Member for the Lake Creek Royals Booster Club. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide network of advisors.

Jake McDonald is a Planning Consultant at Fidelity Investments. In his role, he collaborates with financial consultants to assist clients in working towards their financial goals and aims to provide an excellent client experience. Jake joined Fidelity Investments in 2024 and has held roles as a Financial Representative, Relationship Manager, and currently serves as a Planning Consultant. Jake's progression within Fidelity Investments highlights his experience in client relationship management and financial planning. His professional focus is on supporting clients through comprehensive financial planning services. Outside of his professional work, Jake has personal interests that include fishing, fitness, football, music, and snowboarding.

James Starnes Jr. is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing one year of industry experience. Prior to Cetera, he worked at Mass Mutual and has been involved in baseball coaching as an independent contractor. He also serves as a registered administrative assistant at Totus Wealth Management. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and retirement services. The firm operates a multi-manager platform that provides advisors access to affiliated and third-party investment models and strategies.

Alex Ogden is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he worked at Pennington Wealth Management and Addison Group and has experience outside finance in the hospitality industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios from a broad investable universe, supports multiple registered investment companies, and uses systematic methodologies alongside established governance procedures.

Emily Agruso is a financial advisor with Raymond James Financial Services Advisors, Inc. in Houston, TX. She holds the Series 66 designation and has experience working in financial services and insurance since 2024. Her prior work includes roles at Lockton Insurance and employment at the University of Houston. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning supported by analytical tools and maintains specialized programs in municipal and retirement plan advisory services.

Steve Livlanich is a financial advisor with Ameriprise in Humble, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement plans through a centralized consulting team.

Kimberly Latimer is a Certified Financial Planner® at Ameriprise Financial Services with 19 years of industry experience. She has previously worked at Bank of America, Merrill, Morgan Stanley, and Chilton Capital Management. She serves on the Board of Directors for The Women's Resource of Greater Houston. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Jennifer Sims is a Planning Consultant at Fidelity Investments, where she focuses on implementing and maintaining customized financial plans to assist clients in achieving their financial goals. She collaborates closely with clients and their Financial Consultants to provide tailored financial planning services. Jennifer has been with Fidelity Investments since 1988, holding various roles including Financial Representative and Relationship Manager before assuming her current position in 2023. She holds insurance licenses in Arkansas and California. Outside of her professional work, Jennifer has interests in baseball, concerts, gardening, pets, and traveling.

Kenneth Sprague III is a Series 66 licensed financial advisor with 19 years of industry experience. He is currently with LPL Financial and has previously worked at Merrill, Citigroup Global Markets, and Cadence Bank. 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, third-party asset management, and institutional platforms.