Abby Walker is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and has prior work experience at Sanel LLC, Classic Forms and Products, Edward Jones, and Lamar University’s Small Business Development Center. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

Lyn Patterson is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012, also maintaining a long tenure at JPMorgan Chase Bank, N.A. since 1992. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates institutional advisory operations with brokerage and investment management capabilities.

Susan Jurica is a financial advisor with OSAIC based in Houston, TX, holding Series 63 and Series 66 designations and with 36 years of industry experience. She has been with OSAIC since 2023 and concurrently works with SagePoint Financial, Inc. since 2016. Additionally, she operates a sole proprietorship recommending life insurance and annuities. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, advisory, and financial planning services through a large network of advisors and multiple platforms. The firm employs various asset-allocation tools and third-party services to manage portfolios across a broad range of investment types on both discretionary and non-discretionary bases.

Ashly Maduako is a financial advisor at Morgan Stanley with two years of industry experience. She previously worked at Raymond James & Associates, Inc. for three years and spent one year at Ernst & Young. Ashly holds a Series 66 designation and is based in Houston, TX. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services through Financial Advisors and its Estate Planning Strategies Group.

Gabriel Rangel II is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with LPL Financial since 2010 and is also involved with Purple Lilac and Rangel Interest, both since 2008. Additionally, he is a licensed notary in the state of Texas. 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 delivered through its network of investment adviser representatives, utilizing various investment strategies and technologies to support account management.

Jackson Stewart is a Financial Advisor at Merrill Lynch Wealth Management and a member of The Gladstein Levitt Rozelle Spence Group. He joined the firm in 2025 and collaborates with individuals, families, and business owners to address the complexities of their financial lives through a personalized wealth management process. His areas of expertise include investment management, retirement planning, education funding strategies, liability management, and long-term financial planning. Jackson's approach adapts as clients' goals, circumstances, and market conditions evolve. He emphasizes delivering thoughtful advice, proactive communication, and personalized service through regular reviews and ongoing planning discussions. Jackson earned a Bachelor's Degree in Finance from the Kelley School of Business at Indiana University Bloomington, where he completed a specialization in Wealth Management through the CFP Board Registered Wealth Management Workshop. He holds the Personal Investment Advisor (PIA) designation. Additionally, Jackson spent ten years living in Shanghai and Singapore, experiences that have contributed to his global perspective. His personal interests include adventure sports, basketball, biking, golfing, hiking, skiing, skydiving, surfing, and traveling.

Briana Santirosa is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Merrill and Bank of America. Outside of her advisory work, she manages an Airbnb property in Houston, Texas. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on model portfolios constructed through a combination of fundamental research and quantitative analysis. The firm is notable for its use of systematic methodologies, algorithmic portfolio construction, and a formal advisory role to multiple registered investment companies and fund-of-fund structures.

Sebastian Henke is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial since 2021, with prior experience at Sportlo, Houston Baptist University, and Sports For Learning. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm’s approach includes comprehensive written recommendations and the option to combine planning with managed accounts under a consolidated billing program called WealthPlan.

Rodrigo Martinez is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63, 65, and 66 licenses and 23 years of industry experience. His prior roles include multiple positions at JP Morgan Chase Bank and J.P. Morgan Securities over nearly a decade, as well as a six-year period at Uber. Outside of finance, he owns and operates a boat rental business in Cypress, TX. Wells Fargo Advisors provides 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.

Matthew Catron is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2013 to 2021. Catron is based in Friendswood, TX. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written Recommendation Reports, with a focus on assets held in Ameriprise managed accounts and the use of algorithmic automation overseen by a dedicated committee.

James Dvoracek is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Management Solutions, Mercedes-Benz U.S. International, Blacks Market Table, and the University of Alabama. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Robert Goss is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2010. Based in Houston, TX, he works within one of the largest advisory networks at the firm. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides research-driven, model-based asset allocation tailored to client goals.

Jay Campbell is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, providing detailed Recommendation Reports addressing income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported advice through a centralized retirement-income consulting team.

Robert Wagner is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. and Ameriprise Financial Services, Inc. Wagner is also president of RMW Interests, an LLC responsible for bookkeeping activities unrelated to securities trading. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing proprietary asset-allocation tools and access to third-party money managers to manage portfolios across various asset classes.

Nicholas Konecny is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has previously worked at firms including CitiGroup, PNC Investments, BBVA Securities, and Edward Jones. 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.

David Moss is a financial advisor with Ameriprise Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior experience includes roles at Bank of America and Merrill Lynch. He serves on the Board of Directors for Texas City Independent School District. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, combining investment research and algorithmic analysis to provide written recommendations and ongoing advice.

Stephen Greene is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2016. Outside of his advisory role, he serves as an adjunct professor at Molloy College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations.

Maria Hendershott is a financial advisor at Raymond James & Associates with 50 years of industry experience. She holds Series 63 and Series 65 designations and has been with Raymond James since 2006. Outside of her advisory role, she serves on the Board of Trustees for The Council on Alcohol and Drugs in Houston. 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 wide range of clients including individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary services.

Bryan Gaskamp is a financial advisor with Cambridge Investment Research Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Cambridge since 2011. Outside of his advisory work, he serves as an independent insurance agent and provides office support for Public Safety Financial Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals and employs a range of investment strategies, including proprietary models and access to third-party managers.

Vilani Perera is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2015, also maintaining a role with J.P. Morgan Chase Bank since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, delivering asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis. The firm combines quantitative modeling with centralized due diligence and integrates an ESG eligibility framework when recommending investment strategies.