Arturo Miranda is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 63 licenses and having six years of industry experience. His prior roles include positions at JPMorgan Chase Bank N.A., JPMorgan Securities LLC, and Wells Fargo. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Timothy Mckinney is a financial advisor at Fidelity with CFP® and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors, LLC and spent ten years at TIB Chemical Corporation. He serves as a board trustee and treasurer for Williams Temple Church of God in Christ. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees affiliated and unaffiliated sub-advisers.

Gabriel Camera is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop investment strategies tailored to their unique financial situations, risk tolerance, and objectives. He has held several roles at Fidelity Investments, progressing from Financial Representative in 2021 to Investment Consultant in 2023 before assuming his current position in 2024. His experience at Fidelity Investments spans multiple roles including Relationship Manager and Investment Consultant, providing him with a broad perspective on client financial needs and investment solutions. This progression reflects his ongoing commitment to supporting clients in achieving their financial goals.

Malcolm Pierre is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 credentials and has seven years of industry experience. He previously worked at Pruco Securities, LLC for six years and had a long tenure at Allstate Insurance Company spanning 34 years. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management, combining adviser programs with brokerage and insurance products through its integrated platform.

Pablo Garcia Jr. is a financial advisor at Wells Fargo Clearing with 11 years of industry experience, including 11 years at Edward Jones prior to joining Wells Fargo in 2025. He holds a Series 66 designation. Garcia is also applying for a role as an adjunct professor at Texas A&M University in Kingsville, where he plans to contribute approximately 80 hours per month. 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 services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Robert Vastine is a financial advisor with J.P. Morgan Securities LLC in Houston, TX, holding a Series 66 designation and bringing 15 years of industry experience. He has worked at J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and integrates an ESG eligibility framework when recommending investment strategies.

Samuel Gonzales is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including PNC Investments LLC and Edward Jones. His background also includes roles outside of finance, such as positions in education and the food service industry. 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 solutions. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Martin Wheeler is a CFP®-credentialed financial advisor with Ameriprise in Houston, TX, bringing 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Eric Schneider is a CFP® professional with 12 years of experience in the financial industry. He has worked at Ameriprise since 2021 and previously held roles at Avantax Advisory Services, Alfred W. Zientek & Co., P.C., and Avantax Investment Services, Inc. He is also employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning advice and strategies focused on dependable income and tax-aware withdrawals.

Kristi Thomas is a CFP® and ChFC® affiliated with Edward Jones in Spring, TX, with 10 years of industry experience. She has worked at Edward Jones since 2016 and holds the Series 66 designation. 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 programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Keith Lane is a Financial Consultant at Fidelity Investments, where he has been employed since 2011. In his current role, he collaborates with clients to develop customized financial plans aligned with their goals, utilizing Fidelity's resources. Prior to his current position, he worked as an Investment Consultant at Fidelity Investments from 2011 to 2014. His financial services career began at Edward Jones, where he served as a Financial Advisor from 2009 to 2011.

Gerald Dolinsky is a CFP® with 21 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Scott Bartosh is a financial advisor with Robert W. Baird & Co. who holds a Series 66 designation and has 13 years of industry experience. He has been with Robert W. Baird & Co. since 2013. Outside of his advisory role, Bartosh serves as an umpire for Houston TASO. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services utilizing both manager-traded and model-traded strategies, along with ongoing investment manager selection and monitoring.

Chrystian Quinones is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and BBVA-affiliated firms. He previously managed a landscaping business that has since been dissolved. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Mary Joanne Bevill is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with UBS since 2008. Bevill also serves as an officer and director of Wilson Properties, a closely held family corporation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and research to tailor wealth management solutions. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory functions.

Christian Roberts is a financial advisor with J.P. Morgan Securities LLC in Houston, TX, holding Series 66 and Series 63 licenses and having 10 years of industry experience. He has been with J.P. Morgan Chase Bank NA and J.P. Morgan Securities LLC since 2016. Outside of his advisory role, he serves as treasurer and board member for the Talavera HOA, a nonprofit managing a community of 1,000 homes, where he oversees financial management and compliance. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Eric Reed is a financial advisor with Edward Jones in Cypress, TX, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he has worked as a server at Johnny Carinos restaurant in Houston. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Laura Dore is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 65 credentials and has worked at JPMorgan Chase Bank NA and JPMORGAN Securities LLC since 2004. Outside of her advisory role, she serves as a passive co-trustee on a family trust that manages agricultural assets. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside brokerage, distribution, and investment management capabilities through a non-discretionary program where clients retain final decision-making authority.

Tomislav Weigand is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process is grounded in modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Brett Bacon is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 65 and Series 63 licenses and eight years of industry experience. He has been with JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.