Stephanie Brown is a financial advisor at RBC Capital Markets with 31 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. Brown holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies and multiple advisory programs that offer portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers and provides options for tax management and responsible investing.

Charmaine Ollie is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Shannon Moore is a financial advisor at Wells Fargo Clearing in Houston, TX, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo-affiliated firms since 2011. 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 offers both brokerage and advisory solutions.

Mary Cardenas is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 37 years of industry experience. She has worked at LPL Financial since 2024 and previously at Raymond James Financial Services and The Noble Group. Outside of her advisory role, she is involved with Cardenas Financial Associates LLC for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Christopher Durham is a financial advisor with Primerica Advisors in Sugar Land, Texas, holding Series 65 and Series 63 credentials and bringing 30 years of industry experience. He has been with Primerica Advisors since 1995 and with Primerica Financial Services since 1994. Outside of his advisory role, he operates a YouTube channel under Chris Durham & Associates. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with a focus on model-driven investment strategies managed by third parties. The firm manages approximately $15.5 billion in assets through a large network of advisors and offices.

Eric Hernandez is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked previously at Merrill, LPL Financial, and NYLIFE Securities. Hernandez is based in Sugar Land, TX. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services, providing asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Larissa Myers is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors LLC. 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, utilizing research and analytics based on diversification principles and modern portfolio theory.

Jeffery Scott is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Corebridge Financial, Valic Financial Advisors, and Primerica Advisors. Prior to his financial services career, he was employed by Shell Oil Company for seven years. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory capabilities with brokerage and investment management services, offering recommendations on a non-discretionary basis while clients retain final decision authority.

Edmundo Del Valle Diharce is a financial advisor at Morgan Stanley with seven years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2024, and previously held roles at JPMorgan Chase Bank, N.A. and J.P. Morgan from 2007 to 2024. Outside of his advisory work, he is a partner in real estate investment holding companies in Mexico, including Divali Holdings S.A. de C.V. and Inmobiliaria Valer S.A. de C.V. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a variety of advisory programs to individuals and institutions, with a focus on tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Monte Carlo simulations, to model financial outcomes.

Todd Harris is a Series 66-credentialed financial advisor with Cambridge Investment Research Advisors, where he has worked for 15 years. He has 23 years of industry experience. Outside of his advisory role, he owns and operates PANGAEA SOLUTIONS, INC., a business focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individual investors, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing multiple platform arrangements and a range of discretionary and non-discretionary investment strategies.

Sofia Guerra is a financial advisor at Fidelity with Series 63 and Series 65 credentials and four years of industry experience. Her background includes positions at Fidelity Investments and the University of Houston. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its roles as a commodity pool operator and advisor to multiple registered investment companies.

Elizabeth Alfaro is a financial advisor with Merrill based in Houston, TX. She holds a Series 66 designation and has five years of industry experience. Prior to joining Merrill in 2019, she worked at Bank of America from 2015 to 2019 and briefly at Bath & Body in 2017. 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. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Felisa Rodriguez currently serves as Vice President and Branch Leader at Fidelity Investments, where she leads and coaches a team of financial professionals dedicated to delivering exceptional client experiences. She emphasizes collaboration and personalized financial planning to help clients and their families grow, safeguard, and manage their wealth across generations. Rodriguez has extensive experience within Fidelity Investments, holding various roles since 2012, including Assistant Branch Leader, Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Corporate Retirement Services Coordinator at Business Financial Group. Her career reflects a sustained commitment to financial services and leadership within the industry.

Ashley Peterson is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, she worked for sixteen years within the Lamar Consolidated Independent School District. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chris Ames is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, operating under a fiduciary standard.

Marcus Castille is a financial advisor at Primerica Advisors with seven years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2019. Prior to that, he was employed in educational roles with Fort Bend ISD and Port Arthur ISD, and held a financial services role at Momentum Financial. Outside of advising, he operates a non-investment related business under Pure Potential Properties. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides trade execution and custody through BNY Mellon Advisors and Pershing.

Mark Bamber is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is a co-founder and board member of M.O.R.E Possibiltiies, a civic and community organization focused on health and welfare in Richmond, Texas. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Jorge Ibarra Tello is a financial advisor at UBS Financial Services with a Series 66 designation and less than one year of industry experience. His prior work includes roles at BuildTeq LLC and Alterna Securities Inc., as well as academic positions at Baylor University and Strake Jesuit College Preparatory. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management solutions. The firm uses proprietary research and model-based asset allocations to tailor investment plans aligned with client goals and risk tolerances.

Cody Siebert is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities America Advisors and OSAIC. Outside of his advisory work, Siebert is involved in agricultural farming through Dream Catcher Farms in Cat Spring, Texas. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from multiple sources.

William Cone Jr. is a financial advisor at RBC Capital Markets with Series 63 and Series 65 credentials and 43 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is an active owner of BTC Imports, a business that imports and sells decorative items from Asia and other regions, and serves on the Board of Directors for the Hudson Forest Homeowners Association in Houston, TX. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers tailored investment strategies and multiple advisory programs that incorporate discretionary and non-discretionary portfolio management, financial planning, and brokerage services.