Patrick Condon is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Morgan Stanley since 2009 and is also affiliated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Robert Major is a Series 66 licensed advisor with 16 years of industry experience. He has worked at J.P. Morgan Securities since 2013 and previously at Merrill from 2009 to 2013. J.P. Morgan Securities provides institutional consulting to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, incorporates ESG eligibility frameworks, and is supported by affiliates offering portfolio implementation and management services.

Daniel Marin is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 10 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of advisors.

Bruno Interlandi is a financial advisor at Thrivent Investment Management in Houston, TX, with eight years of industry experience and a Series 66 designation. He has worked at Thrivent and its related entities since 2018 and has prior experience as a self-employed consultant and with Wormhole. Outside of his advisory role, Interlandi serves as an invited and online preacher at his home church and holds leadership positions with several nonprofit organizations focused on faith and community development. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written, holistic, goal-based planning recommendations across various financial topics. The firm does not manage portfolios for institutional clients and maintains a planning approach that separates implementation from advisory recommendations.

Mark Bohn is a CFP® certificant and Series 63 license holder with 28 years of industry experience. He is currently affiliated with Cetera and Cetera Wealth Services, LLC, where he has worked since 2025. His prior roles include positions at Athene Annuity and Life Company, Voya, and Crossroads Capital Insurance Services, among others. Outside of his primary advisory work, he is involved with IMG Financial Group, providing insurance, securities, and advisory services. Cetera Investment Advisers LLC is a nationwide platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, supporting a range of program structures and client needs.

Damian Lopez is a financial advisor at J.P. Morgan Securities based in Houston, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Damian worked in various roles including positions in the food service industry and education. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to deliver model asset allocations and investment recommendations, supported by centralized due diligence and a range of affiliated portfolio services.

Peter De Luna is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has a longer tenure at Wells Fargo Bank, N.A. beginning in 2004. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Stout is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Sagepoint Financial, Harman Wealth Management, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Beaumont Boyce Jr. is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and having 10 years of industry experience. His prior roles include positions at Hightower Advisors and Raymond James & Associates, Inc. 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.

Macey Jakubik is a Financial Consultant at Fidelity Investments, where she partners with clients to develop personalized and holistic financial plans aimed at achieving their short-term and long-term financial goals. She focuses on understanding each client's unique situation to implement tailored strategies that provide confidence and peace of mind. Her professional experience includes roles at Fidelity Investments as a Financial Consultant since 2023, Investment Consultant from 2022 to 2023, and Relationship Manager from 2021 to 2022. Prior to that, she worked as a Financial Solutions Advisor at Merrill Lynch from 2019 to 2021, and completed internships at both Fidelity Investments in 2018 and Merrill Lynch in 2017.

Edwin Rivera is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at JP Morgan Securities LLC and New York Life Insurance Company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Frederick Korfeh Tommy is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 63 licenses with three years of industry experience. His prior work includes positions at Wells Fargo Bank, NA, Automatic Data Processing (ADP) LLC, and Liberty Tax Service. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with a large team of advisors and offers both brokerage and advisory solutions.

Jarrid Hicks is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Investments, LLC from 2008 to 2011. Outside of his advisory role, Hicks owns and operates a business involved in the sales and transfers of firearms. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, drawing on research from Wells Fargo Investment Institute and emphasizing diversification and modern portfolio theory in its approach.

Robert Devautour III is a financial advisor at J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses with 16 years of industry experience. His work history includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, along with tenures at Starfox Financial Services and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates both quantitative and qualitative due diligence with a range of investment strategies, including those incorporating ESG factors.

Michael Sandeen is a CFP® professional with 42 years of experience in the financial services industry. He has worked at Osaic since 2023 and previously at FSC Securities Corporation for 18 years, as well as Osaic FA, Inc. for four years. Sandeen serves as president and trustee of the Rambaud Trust, a 501(c)(3) charity, and is a director of the Powell Foundation, another nonprofit organization. Osaic Wealth provides brokerage and advisory services to a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of programs supported by model-based asset allocation and portfolio optimization tools across a multi-advisor platform.

Justin Boudreau is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Bank NA since 2011. Boudreau has been with Wells Fargo Clearing since 2016, based in Houston, TX. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to support its investment approach.

Julia Smith is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 22 years of industry experience. Her prior work includes roles at Southstate Bank, PNC Investments LLC, Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services Corp., and Wells Fargo Investments. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Robert Shelton is a financial advisor with LPL Financial in Houston, TX, holding the CFA® designation and Series 63 license. He has 13 years of industry experience, including roles at LPL Financial since 2016 and Amegy Bank since 2012. Shelton also serves as a relationship manager at Zions Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions through a large network of advisors.

Gabriela Hernandez is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 65 and Series 66 licenses and previously worked at Goldman Sachs. Her background includes roles at VALIC Financial Advisors and Northwestern Mutual, as well as experience in other fields such as fitness and university settings. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize proprietary planning tools and quantitative methods to model financial outcomes.

Barbara Janik is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Her career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and various positions with major companies such as Walmart, DoorDash, Uber, and Instacart. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, and institutional clients. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, while also offering access to insurance products, trust services, and a collateralized lending program.