Roger Holland is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services, Bank of America, and Merrill Lynch. He is currently based in Brazoria, TX. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports.

Christopher Huynh is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and seven years of industry experience. He has worked with Bank of America, Merrill, and JPMorgan Chase Bank, N.A. Outside of his advisory role, he serves as a head coach for a 12U girls volleyball team at the Texas Legacy Volleyball Club. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager 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.

Harvey Hardee is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has worked at RBC Capital Markets since 2008 and has been with City National Bank since 2017. Hardee serves on the board of a land mitigation bank and is involved with the National Association of Corporate Directors in Texas. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies and access to both in-house and third-party managers.

Peter Noyes is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. He previously worked at Prudential Equity Group, LLC from 1999 to 2003 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Pearljunora Zenon is a financial advisor at Ameriprise with 17 years of industry experience. She holds the Series 66 designation and previously worked at Invesco for 23 years. In addition to her role at Ameriprise, she serves as an associate financial advisor with Outlier Operational Services, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on retirement income planning, using a combination of internal research, third-party data, and algorithmic tools.

Steven Phan is a CFP® and holds the Series 66 designation. He is affiliated with LPL Financial and has been active in the financial industry since 2024. His work experience includes roles at Skyward Financial, LLC, Centric Wealth, and academic positions at Rice University and the University of Houston. 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 and access to model portfolios, combining large-scale non-advisory financial activities with oversight of more than $819 billion in discretionary assets.

Lori Gibson Hynson is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2010. Outside of her advisory role, she serves as assistant treasurer for Alpha Kappa Alpha Sorority Inc. and owns a business specializing in interior design and remodeling. Additionally, she provides respite care through Foster Care Beacon of Hope. 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 a combination of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Taylor Korb is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers its program on a non-discretionary basis, combining institutional advisory operations with affiliated brokerage and investment management capabilities.

Ky Willson 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 in various roles including positions with the Houston-Galveston Area Council, Leadership Houston, and the City of Houston. 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 discretionary and non-discretionary strategies, with a nationwide network of financial advisors and branch offices.

Donald Burrows Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 33 years of industry experience. Prior to Cetera, he worked for Hilltop Securities Inc. for 10 years and is involved in several business ventures including ownership of a family-operated pine plantation and management of a ranch in Timpson, TX. He also owns and consults for multiple businesses in consulting, tax preparation, and mineral interests. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services with access to both affiliated and third-party managers, supporting a wide range of program options and custodial arrangements.

Joshua Espinedo is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies aimed at pursuing long-term goals. His approach is centered on understanding a client’s complete financial picture and creating flexible plans tailored to changing market conditions, with access to Merrill’s investment insights as well as Bank of America’s banking and lending solutions. Joshua’s areas of expertise include college education planning, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, socially responsible and ESG investing, women and wealth, and retirement income. He holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Joshua earned both his Bachelor's and Master's degrees from the University of Houston System. Born and raised in Houston, Joshua participates in community volunteer activities in line with Merrill’s tradition. Outside of his professional work, he enjoys basketball, camping, cooking, fishing, golfing, hiking, racquetball, yoga, and spending time with family.

Catherine O'Connell is a CFP® with 12 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. Her prior roles include positions at Northern Trust Bank and JPMorgan Chase Bank. She also manages an inherited portfolio through RLB O&G LLC, assisting with bill approvals and annual tax preparation. 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 an ESG eligibility framework in its investment recommendations.

Lesley Lozano Perez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials. Perez has experience working at Wells Fargo Bank, nA since 2019 and joined Wells Fargo Clearing in 2025. Prior to her current role, she held positions in education and customer service. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ximena Valenzuela is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 credential and has previously worked at Citigroup and Bank of America. Outside of her advisory role, she is a managing member of a real estate investment LLC she formed with her husband. 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 a range of clients, including individuals, high-net-worth clients, and institutions.

Randy Levy is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo since 2016. Prior to that, he was with A. G. Edwards & Sons, Inc. from 2002 to 2008. Levy also serves as a power of attorney and trustee for family-related investment matters. 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 both brokerage and advisory solutions supported by research and analytics.

David Whorton is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His previous roles include positions at Charles Schwab and Roberts Wealth Management. At Merrill, he is part of a large team serving various client segments. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm combines internal Chief Investment Office strategies with third-party managers and supports a range of account types with trading, administration, and custody services.

Nathan Owens is a financial advisor with J.P. Morgan Securities in Houston, TX. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026. Prior to this, he held brief roles at Britt Smith and The Woodlands Country Club. J.P. Morgan Securities 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 investment recommendations.

Matthew Foshee is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at Charles Schwab and affiliated entities since 2018 and previously spent 13 years at Scottrade, Inc. and two years at TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers a range of integrated brokerage, custody, and cash-sweep services.

Bryan Broussard is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 2007. 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 affiliated brokerage, distribution, and investment management capabilities.

Richard Markey Jr. is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following six years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include 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 planning process supported by firm-approved tools and modeling techniques.