Joseph Goodwin is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in financial planning, investment advice, and estate planning strategies. He is part of a team with over 100 years of combined experience, dedicated to assisting families with a comprehensive range of financial needs. Joseph's role involves helping clients pursue their financial goals through personalized wealth management strategies. With 16 years in the financial services industry, Joseph joined Merrill Lynch in 2007 and focuses on serving high net worth families. His areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, women and wealth, sports and entertainment, tax minimization, and retirement income. He holds the Accredited Estate Planner (AEP), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Sports & Entertainment (SE) designations. Joseph earned his bachelor's degree from the Texas A&M University System. Joseph is involved with local communities through organizations such as the Houston A&M Club and Love Fosters Hope. Outside of work, his personal interests include baseball, basketball, football, golfing, photography, reading, running, skiing, spending time with his family, and traveling.

Christopher Steger is a financial advisor at Edward Jones in Alvin, TX, holding a Series 66 designation. He joined Edward Jones in 2025 following a 13-year tenure with Angleton Independent School District. 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 solutions through a large nationwide network of advisors and branch offices.

Jorge Vazquez is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at UBS Financial Services, SWBC Investment Company, and Wells Fargo Clearing. Outside of his advisory role, he is involved in managing a sole proprietorship focused on real estate in Conroe, Texas. 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 teams and third-party managers for individuals, high-net-worth clients, and institutional investors.

Marina Tudela is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 credentials and 34 years of industry experience. She previously worked at UBS Financial Services for 20 years before joining Raymond James in 2020. Outside of her advisory role, she is an officer and co-owner of American Building Maintenance Inc., a business she manages occasionally alongside her husband. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Carlos Alvarado is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds the Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 1998. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Justin Gardiner is a financial advisor with LPL Financial in Houston, TX, holding Series 65 and Series 63 credentials and 14 years of industry experience. Prior to joining LPL Financial in 2025, he worked at AGIA for three years and VALIC Financial Advisors, Inc. for 14 years. His other business activities include involvement with entities related to non-variable insurance services under The Fifteen Group. 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 third-party asset management, utilizing various investment strategies and operational tools.

Stephen Camilli is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Agia, VALIC Financial Advisors, and Indus River Ventures. In addition to his advisory work, he is an agent for non-securities insurance products. 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 and third-party sources.

Alfred Sansores is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 designations and nine years of industry experience. He previously worked at VALIC Financial Advisors and has experience outside finance with the Cy-Fair Fire Department and Southern Glazers Wine and Spirits. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as registration as a commodity pool operator and the use of AI-driven methodologies.

James Aarsen is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities 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 searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis while maintaining a centralized due-diligence framework including ESG eligibility.

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.

Robbie Sitka is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 credential and four years of industry experience. Prior to joining Equitable Advisors, he worked for Humble Independent School District for 11 years. Outside of advisory work, he teaches music lessons as an independent contractor. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives. The firm’s approach includes matching clients to program models or discretionary managers, with many advisory models implemented by third-party sponsors and approved advisory programs.

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.

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.

Christopher Montgomery is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 designation and 28 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has also been associated with CitiGroup Global Markets Inc. since 2008. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include collaborations with employer-based Corporate Financial Planning agreements.

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.

Mason Cheatham is a financial advisor with Edward Jones in Seabrook, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Clear Creek Community Church for five years and Christ's Church of the Valley for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a broad range of advisory strategies and affiliated investment products, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices.

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.

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.