Anthony Makransky is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Ameriprise Financial Services, Banc of America Investment Services, and Stanford Group Company. 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.

Jessica Martorelli is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and two years of industry experience. Her prior roles include positions with JPMorgan Chase Bank, UsI Insurance Services, and ClubCorp Financial Management Company. She has also worked at Texas A&M University and was involved with PPAN LLC/Aji Robata & Ramen. 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’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Jesse Pryor is a financial advisor with Fidelity Investments in Houston, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Fidelity, he worked at Purshe Kaplan Sterling Investments and Thrivent Advisor Network. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role in managing multiple registered investment companies and delivering model portfolios that incorporate systematic methodologies and long-term asset allocation benchmarks.

Laura Fulbright is a financial advisor at Merrill with 30 years of industry experience. She has held her current position at Merrill since 1990. Fulbright holds Series 63 and Series 65 licenses. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Manal Faour is a financial advisor with J.P. Morgan Securities in Webster, TX, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities in 2026, she worked at Bank of America/Merrill Lynch for four years and held various roles at other financial institutions and companies. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a structured Institutional Consulting Services program that emphasizes quantitative asset-allocation modeling and centralized due diligence.

Carleen Osina is a financial advisor at Merrill with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill since 1996. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Wagner is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has two years of industry experience and previously served in the US Army for over 32 years, most recently as Deputy G2 - Intelligence for the US Army Training and Doctrine Command. He is currently transitioning from active duty military service to retirement. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Jacobe is a CFA® charterholder with 23 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2021. His prior roles include positions at Avalon Advisors, HJR Capital, Hawkins Capital, and Sarofim entities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Daniel Elorduy is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities and helping them develop strategies to pursue their financial goals. With expertise spanning general investing, retirement planning, and saving for unexpected events, Daniel takes the time to build relationships and provide ongoing advice and guidance tailored to clients' evolving needs. He holds the Chartered Retirement Planning Counselor (CRPC) designation and earned a bachelor's degree from Southern Methodist University. Daniel communicates fluently in both Spanish and English.

Jesus Flores Daccarett is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and beginning his industry experience in 2026. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Brite Consulting LLC and has educational and work experience spanning several institutions including the University of Texas at San Antonio and Wabash College. 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jintal Patel is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Merrill for nine years before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Michelle Mcphie is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 19 years of industry experience. She has worked with Wells Fargo Investments and Wells Fargo Clearing since 2007. Outside of her advisory role, she owns and operates a baking and decorating business called COOKIE MOMSTAH. 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.

Diego Zamora is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and seven years of industry experience. His career includes roles at Wells Fargo Bank, Powell Watson Insurance, and teaching at Texas A&M International University’s Sanchez School of Business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by extensive research and analytics.

Stephanie Hartman is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She previously worked at Merrill from 1996 to 2018 and has been with Ameriprise since 2018. Outside of her advisory role, she is the sole member and manager of Hart Creations LLC, a small retail business, and serves as secretary for the Clear Lake High School Baseball Booster Club. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, delivering tailored, research-based recommendations through a centralized consulting team in partnership with financial advisors. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Martin Cantu Jr. is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Wells Fargo Bank, N.A. since 2011 and joined Wells Fargo Clearing in 2022. 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.

Daniel Sobarzo is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Ameriprise, Comerica Securities, Mass Mutual Investors Services, AXA Advisors, and Texas A&M University. Outside of advising, he is also employed at Comerica Bank in a retail investment-related role. 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 supported by extensive research and analytics.

Michael Hesse is a financial advisor with Osaic Wealth, Inc. based in Houston, TX. He holds the CFP® and ChFC® designations and has 47 years of industry experience, having previously worked at FSC Securities Corporation and Texas Wealth Management. Outside of his advisory work, he owns a vacation rental condo in Maui. Osaic Wealth, Inc. serves a diverse client base that includes retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and managed-account solutions. The firm utilizes multiple advisory platforms and employs asset-allocation tools and automated rebalancing to create customized portfolios that span various asset classes.

Robert Mcquillan is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and having 30 years of industry experience. He previously worked at BBVA Compass Investment Solutions, Inc. and Citigroup Global Markets. He serves as vice president of the Grand River Homeowners Association, participating in meetings to review deed restrictions and approve bills. 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, utilizing research from Wells Fargo Investment Institute and third-party sources with an emphasis on diversification and modern portfolio theory.

Craig Buchholz is a Series 66-credentialed financial professional at Cetera with seven years of industry experience. His work history includes roles at Bank of America, Merrill, J.P. Morgan Securities, and Northwestern Mutual. Outside of his primary advisory role, Buchholz holds leadership positions in several related businesses, including serving as Vice President and Consultant at Burrows Business Services LLC, where he focuses on business plan development and financial statement preparation, and as Director of Business Development for Burrows Financial Holding, LLC and BFH Insurance LLC. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers diverse portfolio management options, financial planning, and ERISA retirement services through a multi-manager platform with access to affiliated and unaffiliated money managers across various program structures.

Allison Toups is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She has been with Fidelity Investments since 2016, including seven years at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, as well as funds and model portfolios.