Lia Sepulveda Cantu is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and based in Houston, TX. She joined J.P. Morgan in 2025 and has prior experience at Bank of America and Indiana University. 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.

Munira Anderson is an Investment Management Consultant I currently working at Fidelity Investments. She has been with Fidelity since 2016, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant. Munira's professional experience spans financial planning and relationship management, with a focus on helping clients maximize their financial plans and providing ongoing financial guidance. Prior to joining Fidelity, she worked as a Personal Financial Officer at 5 Point Credit Union from 2014 to 2016. Outside of her professional career, Munira engages in activities such as family time, fitness, social events, horseback riding, traveling, and yoga.

Mark Pope is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. He is based in Boerne, Texas. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering IPS-driven investment advice grounded in modern portfolio theory. The firm’s approach includes both discretionary and non-discretionary services, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Carol Olson is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and having 23 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2001. Outside of her advisory role, she has been involved with the Girl Scouts of San Jacinto, serving Troop 146136 from 2022 to 2023. 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 brokerage and investment management capabilities, delivering non-discretionary programs supported by centralized due diligence and an ESG eligibility process.

Elizabeth Harden is a financial advisor at Edward Jones in Humble, TX, holding a Series 66 designation with nine years of industry experience. She has worked at Edward Jones since 2016 and has been involved with the YMCA of Greater Houston since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Caitlin Gilmour is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. She has held positions within JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2024. Gilmour’s background includes several roles at the University of Texas at Austin and Duchesne Academy. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Fellesia Reid is a financial advisor with Wells Fargo Clearing in Houston, TX. She holds Series 63 and Series 65 licenses and has experience in the financial industry since 2015, including roles at GM Financial and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets, employing both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Shanna Cannon is a Financial Advisor at Merrill Lynch Wealth Management. She works with individuals, families, and business owners to help them make informed financial decisions through personalized wealth strategies. Her approach integrates investments, retirement planning, tax considerations, and legacy goals into comprehensive plans tailored to each client's priorities. As an Army veteran and military spouse, Shanna brings discipline, adaptability, and a service-oriented mindset to her advisory role. She specializes in assisting professionals, business owners, pre-retirees, retirees, and individuals navigating significant financial milestones such as retirement planning, concentrated stock positions, ESOP distributions, business succession events, and multigenerational wealth transfer. Her focus is on simplifying complex financial decisions and helping clients feel confident about their financial future. Shanna holds a Master's Degree from Boston University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She is involved with Career Gear Greater Houston. Outside of work, she enjoys antiquing, boating, gardening, hiking, music, sewing, spending time with her family, traveling, watching movies, and woodworking.

David Chatham is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rosa Berry is a financial advisor with Raymond James Financial in Houston, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2015. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs and institutional consulting across a large advisor network.

Issa Kamara is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He previously worked at Texas Capital Bank from 2017 to 2022 and The Vanguard Group from 2013 to 2017. Kamara is based in Houston, TX. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary strategies developed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joshua Mott is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2013, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through direct client agreements and corporate financial planning partnerships.

Cole Vicknair is a Financial Advisor with VMT Wealth Management, a nationally recognized financial advisory team based in Houston. The team is committed to providing a wealth management experience tailored to entrepreneurs, executives, retirees, and their families, emphasizing exceptional service and professionalism. Cole developed an interest in wealth management during his studies at the Cox Business School at Southern Methodist University in Dallas, Texas. After earning his bachelor's degree, he joined the VMT Wealth Management team in Houston. Working alongside his father, who has 30 years of experience with Merrill Lynch, Cole focuses on helping families and business owners pursue their financial goals. He holds the Personal Investment Advisor (PIA) designation. Residing in Houston, Texas, Cole engages in intramural soccer and enjoys cooking and staying active.

Sandra Ricker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and over 30 years of industry experience. She has worked at Wells Fargo Bank, N.A. since 1997 and has been with Wells Fargo Clearing and its affiliated entities since 2011. 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.

Robert Kerch Jr. is a financial advisor with Equitable Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes a decade at Hodges Capital Management and First Dallas Securities, Inc. prior to joining Equitable Advisors in 2019. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid advisory and brokerage model, offering tailored services based on client goals, risk tolerance, and time horizon.

Kayla Price is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. She is currently affiliated with Cetera and has prior experience working at Avantax Insurance Agency, LLC and Avantax Investment Services, Inc. Kayla also operates MKP-Price & Co., P.C., a tax preparation and accounting firm. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Michael Fowler is a financial advisor with RBC Capital Markets in Houston, TX, holding a Series 66 designation and two years of industry experience. He previously worked at R.W. Baird & Co. and has experience with Queens University of Charlotte Basketball Camps. 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 advisory programs and tailors investment strategies through a combination of in-house and third-party managers, with features such as tax management and responsible-investing options.

Hugo Suarez Jr. is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2013. Outside of his advisory role, he is involved in leasing a single-family home as a landlord. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Ahsan Baig is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank, N.A. since 2011. Outside of his advisory role, Baig is an owner and partner of A&A Baig Ventures LLC, a real estate entity established for tax and protection purposes. 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 broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jacob Dowd is a Series 66-licensed financial advisor at UBS Financial Services with four years of industry experience. He joined UBS in 2022 after working at Ferguson Enterprises LLC and holding various roles prior to that. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management, supported by proprietary research and model-based asset allocations.