Paraskevi Porsch is a CFP®-certified financial advisor with one year of industry experience, currently with Cetera in Houston, TX. Her prior work includes roles at Forvis Mazars Wealth Advisors LLC, Deloitte & Touche LLP, and time spent at Texas A&M University. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base ranging from individuals to institutional accounts. The firm offers a variety of portfolio management and retirement services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Bradford Boike is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with pre-retirees, retirees, and business owners to develop personalized wealth management strategies aimed at helping clients achieve income security and financial freedom in retirement. His client focus areas include college education planning, corporate executive services, family wealth management, retirement income, investment consulting, philanthropic and tax minimization planning. Bradford holds a Bachelor's Degree from the University of Dayton and a High School Diploma from Kenmore High School in Akron, Ohio. He has earned several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the University of Dayton Alumni organization. In addition to his professional work, Bradford is involved in community service, volunteering with the Houston Food Bank. Outside of work, he enjoys golf, fishing, and traveling. Bradford is married and has one adult son.

Lynne Pesce is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. Prior to joining UBS, she was involved with Correct Profit and Emerge Dynamics and spent 14 years as a homemaker. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with a broad range of services including wealth management, capital markets, and fiduciary financial planning.

Marina Pochoumenski is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2016. 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 clients including individuals, high-net-worth investors, and institutions.

Jarrett Lidell is Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2019. He is a Certified Financial Planner with 19 years of experience in financial services, including 12 years at Fidelity Investments. Jarrett specializes in holistic wealth planning and benefits optimization for executives and their families. His professional experience includes positions as Private Client Investment Consultant at TD Ameritrade from 2017 to 2019, Financial Advisor at Edward Jones from 2015 to 2017 and 2006 to 2007, Account Executive at Fidelity Investments from 2008 to 2015, Personal Banker at JP Morgan Chase Bank from 2007 to 2008, and Financial Services Intern at State Farm in 2006. He holds a California Insurance License. Outside of his professional life, Jarrett enjoys cooking and baking, participating in family activities, fishing, football, movies, and parenthood.

Jorge Molina is a financial advisor with LPL Financial in Humble, TX, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Aflac. In addition to his advisory work, he sells supplemental term and whole life insurance products through Assurity Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with technology and a large-scale infrastructure.

Jonathan Martinez Ramirez is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been in the industry since 2023, with prior experience at Belfint, Lyons, & Shuman, P.A., Horty & Horty, P.A., and Goldey-Beacom College. He 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, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Justin Foster is a financial advisor at Merrill in Houston, TX, holding a Series 66 designation with less than one year of industry experience. His work history includes roles at Bank of America, EP Wealth Advisors, and Merrill, as well as prior experience in education and the restaurant industry. Foster has been involved with Delfino Restaurant for several years. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Laura Garza is a financial advisor at Ameriprise in Katy, TX, holding Series 63 and Series 66 licenses with seven years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, Green Financial Group, and Wells Fargo, among others. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice through a centralized consulting team, with an emphasis on assets held in Ameriprise Managed Accounts.

Conner Jordan is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2017 and is a Houston native. Conner holds a Bachelor's Degree from the University of Mississippi and holds the professional designations of Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). Conner focuses on a range of client areas including college education planning, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. He emphasizes understanding each client's unique life and priorities to tailor personalized wealth strategies that are proactively managed and regularly reviewed. As part of the Walsh, Jordan & Associates team, Conner has been recognized on the Forbes "Best-in-State Wealth Management Teams" list for 2024, 2025, and 2026. In addition to his professional work, Conner is involved in several community and professional organizations such as the CFP Mentorship Program, JDRF, Volunteer Houston, Green Grove Initiative, Hermann Park Conservancy, JDRF Young Life- Gulf Coast, and mentors candidates preparing for the CFP® Exam. Outside of work, he enjoys activities such as baseball, biking, fishing, football, hiking, running, scuba diving, surfing, and spending time with his family.

Lauren Hynes is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2021, progressing through positions including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant I. Lauren partners with clients and their families to understand their personal and financial goals, working collaboratively to develop customized financial plans that address their unique needs. Lauren holds a California Insurance License, supporting her ability to provide comprehensive financial advice. Her professional experience spans multiple roles within Fidelity Investments, reflecting a focus on client relationship management and financial planning.

James Syrewicz II is a financial advisor at Equitable Advisors in Houston, TX, holding Series 65 and Series 63 licenses with 13 years of industry experience. His prior roles include positions at Provident Wealth Advisors, LLC and AXA Advisors, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs primarily through a network of investment adviser representatives and third-party asset managers.

Johnathon Diaz is a financial advisor at Charles Schwab with Series 63 and 66 licenses and four years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade, the Real Madrid Foundation, and the University of the Incarnate Word. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and a formal alternative-investment program.

James Serrano Jr. is a CFP®-certified financial advisor with Ameriprise in Houston, TX, and has five years of industry experience. His prior roles include positions at Modera Wealth Management, An Exceptional Life Financial, Crestview Partners, and Charles Schwab. He serves as the Head of the National DEI Committee and DEI Director for the Georgia chapter of the Financial Planning Association, focusing on diversity, equity, and inclusion initiatives within the profession. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients, offering specialized retirement income planning through a centralized service team that provides written recommendation reports and ongoing, tax-aware advice tailored to clients approaching or in retirement.

Robert Rathjen is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary research and model-based asset allocations to tailor plans that align with clients’ goals and risk tolerances.

Christopher Perry is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

Virginia Baldwin is a financial advisor at J.P. Morgan Securities in Houston, TX, holding a Series 66 designation with two years of industry experience. She has worked at JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2024. Outside of her financial career, Baldwin also works as a freelance actor and model on a part-time basis. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative research to support its advisory recommendations.

Victor Arevalo Melgar is a financial advisor with Thrivent Investment Management in Houston, TX, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to his current role, he worked at World Financial Group and has experience in automotive sales, including a position as a car salesman at Houston Sky Auto Sales. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based planning in areas such as retirement, tax, and estate without discretionary portfolio management.

Klint Rhodes is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His career includes significant tenures at Charles Schwab and Charles Schwab Bank prior to joining J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. in 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program.

Michael Leatherwood is a financial advisor with Edward Jones in Kingwood, TX, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2017 and also worked at Swinging Door from 2016 to 2019. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.