Jacqueline Dewese is a CFP® professional with 20 years of experience in the financial services industry. She has worked at Wells Fargo Clearing since 2026 and spent 18 years at J.P. Morgan Securities LLC. Dewese holds a Series 66 license and is based in Houston, TX. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Jay Haley is a CFP® with 33 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Investments and Banc Of America Investment Services. Based in Houston, TX, Haley holds Series 63 and Series 65 licenses. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sam Houston Jones II is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory role, he is involved with a family real estate investment company in Lake Charles, Louisiana. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm‑approved planning tools and research from its Global Investment Committee.

Guadalupe Mandujano is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, Guadalupe works directly with clients to define their financial goals and develop tailored portfolio strategies aimed at helping them achieve those objectives. Guadalupe holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the University of Michigan. With a focus on ongoing advice, Guadalupe provides clients with support and guidance as their financial situations evolve, adjusting strategies as needed. Guadalupe’s approach centers on helping clients identify what matters most to them and their families to create effective financial plans.

Alicia Chourio is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and five years of industry experience. Her work history includes roles at NY Life, Bank of America/Merrill Lynch, and JPMorgan Chase Bank, N.A. She is based in Houston, TX. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm’s investment approach integrates quantitative modeling and centralized due diligence, incorporating an ESG eligibility framework.

Kristie Ramirez is a CFP® and Series 66 credentialed financial advisor with nine years of industry experience, currently practicing at Edward Jones in Friendswood, TX. She has worked at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

Charles Schwartzel is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Houston, TX since 2018. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities Inc. from 2009 to 2018. Outside of his advisory role, Schwartzel is Vice Chair of the board for Collaborative for Children, a nonprofit focused on early childhood development in low-income communities. 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 a non-discretionary approach combined with quantitative modeling and centralized due diligence.

Alison Massey is a Series 66-licensed financial advisor with Merrill in Houston, TX, where she has worked since 2018. She has seven years of industry experience and previously spent five years at J&R Gymnastics. Outside of her advisory role, she is the sole manager and owner of Crestwood Energy, LLC, an entity holding oil and gas mineral interests. Merrill, along 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 individual and institutional clients.

Santiago Diaz is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 credential and one year of industry experience. His prior work includes roles at THRIVENT Financial and JPMorgan Chase Bank, N.A., as well as positions outside the financial sector, such as with First Choice Remodeling LLC and Brock Group. 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 to inform its recommendations.

Kristopher Partridge is a financial advisor with Wells Fargo Clearing, holding the Series 63 and Series 65 designations and bringing eight years of industry experience. He has worked at Wells Fargo Clearing since 2016, with a two-year period at Wells Fargo Bank from 2020 to 2022. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, including retirement plan consulting that combines discretionary and non-discretionary services supported by research and analytics.

Teresa Morris is a financial advisor at Cetera with 39 years of industry experience. She holds Series 63 and Series 65 designations and has been with Cetera and its affiliates since 2013. In addition to her advisory role, she has owned TDM Wealth Management, a financial services firm, since 2015 and has experience selling health and long-term care insurance. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporations, and institutional accounts, offering a variety of portfolio management and financial planning services. The firm operates a multi-manager platform with access to both affiliated and third-party managers, managing over $256 billion in assets across more than 10,000 advisors.

Leonid Onyiego is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 credentials and 21 years of industry experience. He previously worked at Chase Investment Services Corp. from 2009 to 2012. Outside of his advisory role, he is a co-owner of MAJI 4 LIFE Inc., a nonprofit focused on clean drinking water and water education in Kenya. 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 integrates research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory in its investment approach.

Deborah Petansky is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 63 licenses and 13 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, LLC and JPMorgan Chase Bank, N.A. She is associated with a family-owned business, MYQUALITYMFG.COM LLC, where she assists with administrative tasks. 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 supported by research from Wells Fargo Investment Institute.

John Turner is a Certified Financial Planner (CFP®) with over 22 years of industry experience. He is currently an advisor at Cetera and has held roles at Turner Wealth Management and Avantax Advisory Services. He serves as chairman on the board of Sweet Success ATX, a nonprofit organization. Cetera Investment Advisers LLC supports a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients with a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Erika Perez Castillo is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and two years of industry experience. She is also involved in a family business, Primo W and F Custom Trucks LLC, where she has ownership and participates in financial oversight. 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 extensive research and analytics.

Jared Crawford is a financial advisor at Wells Fargo Advisors in Sugar Land, TX, with 22 years of industry experience. He holds the Series 66 designation and has worked at various Wells Fargo-affiliated firms since 2004. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products and referral channels.

David Mills is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Wells Fargo Investments, LLC and Cuna Brokerage Services, Inc. He serves as a director for Galveston Municipal Utility District #14. Wells Fargo Advisors is a national securities firm providing a wide range of investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, supported by extensive research and analytics from Wells Fargo Investment Institute.

Alsharari Rawahneh is a financial advisor at Wells Fargo Clearing based in Houston, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Bank of America, Merrill, Bank OZK, US Bank, and Huntington National 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 and offers both brokerage and advisory solutions.

Rosibel Bravo is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2018, following prior roles at JPMorgan Chase Bank NA and J.P. Morgan Securities from 2014 to 2018. Morgan Stanley Wealth Management serves individual and institutional clients, offering a broad 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 that utilizes firm-approved tools and modeling techniques.

Robert Donnell IV is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior work history includes roles at JPMorgan Chase Bank, Q Investments, Donnell Asset Management Corporation, and companies in the energy sector such as Shell Oil Company and BP. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.