Evelyn Mendez is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. She has been with Wells Fargo Clearing since 2023 and has prior experience at Wells Fargo Bank, NA, and Cinemark. 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 grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Marilyn Eastwood is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 designation and bringing 25 years of industry experience. She previously worked at UBS Financial Services from 1995 to 2020 before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Thomas Tullo Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since 2011 and works with a diverse clientele including individuals, families, business owners, physicians, attorneys, professionals in oil and gas, athletes, and musicians. Prior to joining Merrill Lynch, he worked at Bristol-Myers Squibb Pharmaceuticals as a Neuroscience Specialty District Business Manager. Tullo employs a consultative approach to wealth management, focusing on uncovering each client's unique financial goals to tailor investment, insurance, retirement, and estate planning strategies. He has a particular interest in special needs planning, drawing upon his background in neuroscience to assist families in developing long-term financial security plans. His areas of expertise also include education planning, family wealth management, philanthropic planning, portfolio management, tax minimization, and retirement income strategies. He holds a Bachelor's Degree from the Texas State University System and is a Personal Investment Advisor. Outside of his professional work, Tullo is involved in community service and philanthropy, volunteering with organizations such as the National Alliance on Mental Illness of Greater Houston, Friendswood Youth Baseball, Project Joy & Hope, and the Houston Film Society. He resides in Friendswood, Texas with his wife and two children.

William Huthnance is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 license and 24 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves on the board of SpringSpirit Baseball, a local charity focused on mentorship and sharing the message of Jesus Christ with area youth through baseball. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management, proprietary research, and comprehensive financial planning.

David Altemus is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Merrill and Bank of America, where he worked for over a decade each. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios from various sources.

Bradley Garnett is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at PNC Investments LLC, CUNA Mutual Group, CUNA Brokerage Services, Inc., and JP Morgan Chase Bank. 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 across more than 14,000 advisors and offers both brokerage and advisory solutions.

Zachary Mott is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and VOV Corporation. 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 a range of clients including individuals, pension plans, corporations, and charitable organizations.

Jennifer Vanderschoor is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with 26 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor financial plans according to client goals and risk tolerances.

Chase Schaefer is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior experience includes roles at Mutual of America Securities LLC and Mutual of America Life Insurance Company. Schaefer has worked with Raymond James since 2017. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, employing various portfolio management styles supported by in-house research and affiliated sub-advisers.

Franklin Fortney is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has prior experience at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is a partner in private equity and energy investment partnerships and participates on the event committee for the SEAL Legacy Foundation, a nonprofit supporting families of U.S. Navy SEALs. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities and wealth management through proprietary research and model-based asset allocations.

Sandor Takacs is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Chen is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 19 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 14 years from 2006 to 2020. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm delivers these services through a centralized consulting team and employs algorithmic automation alongside oversight committees to generate tailored advice.

Timothy Wells is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at The Vanguard Group, Bank of Oklahoma Financial, and Wells Fargo Bank. Outside of advising, he has served as an independent contractor teaching Bible classes at Garden Oaks Church of Christ and operates a coaching and consulting business, The Infinite Executive. Fidelity Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Stephen Heller is a financial advisor with Edward Jones in Kingwood, TX, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Edward Jones since 2003. 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 provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cassidy Wilson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. Wilson has worked with Thrivent Financial since 2020 and has been associated with Thrivent Investment Management Inc. since 2019. Prior to that, Wilson was with Sarah E Davis - Thrivent from 2014 to 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning focused on a range of topics, delivered either on a one-time or ongoing basis, without including implementation of recommendations.

Seth Bailey Dudley is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan, he worked at Fidelity Investments and AIG Retirement Services. 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 its recommendations.

Michelle Engalla is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been associated with Jpmorgan Chase Bank, N.A. since 2008. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Graham Hartley is a financial advisor with LPL Financial in Houston, TX, holding a Series 63 designation and bringing 29 years of industry experience. He has been with LPL Financial since 2009 and also works with Intrua Financial LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios.

Kyle Kelley is a Senior Financial Advisor at Merrill Lynch Wealth Management and a leader of VMT Wealth Management, a nationally recognized financial advisory team headquartered in Houston. He provides customized wealth strategy and integrated advice to individuals and families, assisting them in addressing their priorities and pursuing their goals more efficiently. Kyle's client focus includes college education planning, family wealth management strategies, legacy planning, philanthropic planning, and portfolio management services. Kyle has been named on the Forbes "America's Top Next-Generation Wealth Advisors" list from 2018 through 2025 and was ranked #1 in Texas on the 2021-2025 lists. He has also been listed on Forbes "America's Best-In-State Wealth Advisors" from 2021 through 2025. His professional designation includes being a Personal Investment Advisor (PIA). Kyle earned his bachelor's degree from Rice University, where he was captain of the Varsity Golf Team. In addition to his professional work, Kyle is involved in several organizations including the Evans Scholars Foundation, Rice University, and the Houston Golf Association. He participates in the Houston Open Committee and enjoys golfing, traveling, and spending time with his family.

John Vander Voort is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley since 2009 and associated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, emphasizing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through Corporate Financial Planning agreements.