Jack McGuff IV is a CFP® with 11 years of industry experience, currently affiliated with LPL Financial in League City, TX. He previously operated McGuff Financial Management for six years. In addition to his advisory work, he owns a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services with access to model portfolios, third-party managers, and institutional platforms.

Malcolm Pierre is a financial advisor with LPL Enterprise in Houston, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. He previously worked at Pruco Securities, LLC for six years and spent over three decades at Allstate Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Pablo Garcia Jr. is a financial advisor at Wells Fargo Clearing with 11 years of industry experience, including 11 years at Edward Jones prior to joining Wells Fargo in 2025. He holds a Series 66 designation. Garcia is also applying for a role as an adjunct professor at Texas A&M University in Kingsville, where he plans to contribute approximately 80 hours per month. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Samuel Gonzales is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo in 2025, he worked at PNC Investments LLC, Credit Human Federal Credit Union, CUSO Financial Services, Edward Jones, and held positions in education and the food service industry. 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 solutions based on research from Wells Fargo Investment Institute and third-party databases, employing diversification principles and modern portfolio theory.

Martin Wheeler is a CFP®-credentialed financial advisor with Ameriprise in Houston, TX, bringing 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Alberto Ramos Alatorre is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 65 and Series 63 credentials. His prior work includes roles at Actinver Securities, Active Foods, Alterna Wealth Management, and Optima Capital Management. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee analyses to support its services.

Lauren Houghton is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has worked with Edward Jones since 2016. 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 investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lester Butler Jr. is a ChFC® with 36 years of industry experience, currently affiliated with LPL Financial since 2018 and previously holding roles at Lincoln Financial Securities Corporation, WESTPARK WEALTH Advisors, Inc., and Cambridge Investment Research Advisors. He has spent the majority of his career at LPL Financial, totaling over 21 years with the firm. Outside of his advisory role, he is involved with FDG Investments LTD and FDG Management, Inc., entities used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools, while overseeing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Aldo Perez is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Texas Financial Advisors and JPMorgan Chase Bank, N.A. Perez has also been involved in fixed insurance sales through a related business endeavor. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Mary Joanne Bevill is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with UBS since 2008. Bevill also serves as an officer and director of Wilson Properties, a closely held family corporation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and research to tailor wealth management solutions. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory functions.

Catherine Hesse is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 designation and has worked at Texas Wealth Management, LLC and FSC Securities before joining OSAIC. Outside of her advisory role, she is a licensed attorney and serves as a notary public. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by a range of technology tools and third-party management options.

Christian Roberts is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and bringing 10 years of industry experience. He has been with J.P. Morgan Chase Bank NA and J.P. Morgan Securities LLC since 2016. Outside of his advisory role, Roberts serves as the treasurer on the board of a nonprofit homeowners association, where he manages budgeting and financial reporting. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process 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.

Laura Dore is a financial advisor at J.P. Morgan Securities in Houston, Texas, holding Series 63 and Series 65 licenses with five years of industry experience. She has been with JPMorgan Chase and its affiliates since 2004. Outside of her advisory role, she serves as a co-trustee on a family trust that holds agricultural assets, a role she fulfills passively. 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. The firm’s advisory approach combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Tomislav Weigand is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Bank NA and Edward Jones. 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 combines research from Wells Fargo Investment Institute with third-party resources to support diversified investment approaches across brokerage and advisory platforms.

Brett Bacon is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 65 and Series 63 licenses and with eight years of industry experience. He has been with J.P. Morgan-related entities since 2017. 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 process incorporates quantitative and qualitative research, uses forward-looking capital market assumptions, and includes broader derivatives and commodities capabilities through its regulatory registrations and affiliates.

Andrew Smith is a financial advisor at Edward Jones with eight years of industry experience. He has held positions at Edward Jones since 2017 and previously worked at Texas Citizens Bank, N.A. from 2013 to 2017. Smith holds the Series 66 designation. 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, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and other financial services through a nationwide network of advisors and branches.

Sandra Ruiz is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools, focusing on advisory services without individual security recommendations in standalone plans.

John Ginsburg is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Financial Securities Corp., Princor Financial Services Corporation, Raymond James & Associates, Morgan Stanley, Citigroup Global Markets, and Merrill. Outside of advisory services, he is also an insurance agent offering accident, health, disability, traditional life insurance, fixed and fixed indexed annuities, and life settlements. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm employs a model-based investment approach with a range of advisory and brokerage services delivered through an extensive multi-advisor platform and affiliated relationships.

Alston White is a financial advisor with J.P. Morgan Securities in Houston, Texas. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, all with J.P. Morgan Chase Bank NA and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Its advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Alexandra Wilson is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney LLC since 2009. In addition to her advisory role, she serves as secretary for Mosaic Professional Services LLC, doing business as Mosaic Research Services. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.