Hector Santos is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has worked at J.P. Morgan Securities since 2013 and previously held positions at Valic Financial Advisors and Edward Jones. He holds a Series 66 designation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.

Alexander Meyer is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Microsoft for six years and has academic experience from Georgia Institute of Technology and Morehouse College. He also maintains a concurrent role at Texas Tech University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies. The firm is notable for its extensive retail advisor and branch network as well as affiliated capabilities beyond advisory services.

William Stratton is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2013. Stratton serves as the treasurer and a board member of the Literacy Council of Fort Bend County. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research with institutional trading capabilities and wealth management offerings.

Leonardo Duchini is a financial advisor with Thrivent Investment Management in Houston, TX, holding a Series 66 license and two years of industry experience. His prior roles include positions at Concourse Financial Group Securities Inc and Strategic Financial Advisors, as well as a period with Bradley-Stinson & Associates. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers these planning services either as one-time engagements or ongoing relationships, integrating planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Reji Mathews is a financial advisor at OSAIC with 36 years of industry experience. He holds a Series 63 designation and has previously worked at FSC Securities Corporation for 14 years. Mathews also operates a sole proprietorship providing sales and service for health, disability, life insurance, and fixed annuity clients. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers a broad selection of discretionary and third-party management strategies.

Eduardo Rosales is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been with various J.P. Morgan entities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process integrates centralized due diligence with quantitative and qualitative research, offering a range of investment strategies supported by affiliates within J.P. Morgan.

Randall Sutton is a CFP® certified financial advisor with 40 years of industry experience. He is currently with Raymond James & Associates and previously worked at Ameriprise Financial Services and Morgan Stanley Smith Barney. 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Charles Hughes III is a financial advisor with Robert W. Baird & Co. Inc in Houston, Texas, holding a Series 66 designation and four years of industry experience. His prior work includes roles in legal and public affairs sectors, including at Kean Miller LLP and the Louisiana House of Representatives. Robert W. Baird & Co.’s DDK Group serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations through a variety of financial planning and portfolio management services utilizing both discretionary and non-discretionary strategies. The firm manages approximately $394 billion in regulatory assets and offers distinct capabilities such as municipal advisory services, tax-managed and direct-indexing strategies, and ongoing manager selection supported by internal research and technology.

Ruben Blanco is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as Bank of America/Merrill Lynch. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.

Andrew Gauthier is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Bank of America, Merrill, and IberiaBank. Outside of his advisory work, he is the owner of White Oak Shooting LLC, where he provides sporting clays instruction. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model allocations, incorporating ESG eligibility frameworks and derivatives capabilities.

Joe Flores is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and having two years of industry experience. His prior work includes roles at Wells Fargo Bank, Starbucks, and the U.S. Marines. 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 through more than 14,000 advisors and offers a combination of brokerage and advisory solutions.

Jose Padron is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and over 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and may include ESG considerations, with implementation supported by affiliated entities.

Reginald Allison is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked at VALIC Financial Advisors for seven years before joining Merrill and Bank of America. Merrill, together with 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Ledoux is a financial advisor at J.P. Morgan Securities in Houston, TX, with four years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing Services, Raymond James Financial Services, Fidelity Investments, and TD Ameritrade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative due diligence and incorporates ESG frameworks, with implementation supported by affiliated investment-management entities.

Hector Trujillo Gutierrez is a financial advisor with J.P. Morgan Securities based in Houston, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining J.P. Morgan in 2022, he worked at UBS Financial Services for eight years. Outside of his advisory role, he is the owner of Trio Nexus LLC, an LLC established for real estate investment activities. J.P. Morgan Securities provides institutional consulting services 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 with centralized due diligence, offering recommendations that may include ESG eligibility considerations and broader derivatives and commodities capabilities.

Michael Rivera is a financial advisor at LPL Financial with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. Prior to joining LPL Financial in 2023, he spent 14 years at FSC Securities Corporation and has been involved with Northwest General Insurance since 1985. 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, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Phillip Owens Jr. is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and Merrill. 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 portfolios, third-party asset management, and institutional platforms.

Meredith Moss is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in education for 19 years with Klein ISD and Conroe ISD. 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 offers a range of advisory programs, including both discretionary and non-discretionary strategies, with services that encompass tax-efficient investing and alternative investment options.

Stephen Ellsworth is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds a Series 66 designation and previously worked at Robert W. Baird & Co for 20 years before joining RBC in 2026. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and implements portfolios tailored to clients' risk profiles through a combination of in-house and third-party investment managers.

Gregory Barcello is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Cetera and its related entities since 2013. Outside of his advisory work, he serves as a billing agent for the Huntwick Civic Association in Houston and operates as an independent insurance agent specializing in fixed annuities and life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform, combining affiliated models, third-party managers, and custom strategies.