Cordarious Dorsey is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities and developing strategies to pursue their short-, mid-, and long-term financial goals. He provides guidance on a range of financial topics, including general investing, retirement planning, and saving for unforeseen circumstances. Additionally, he offers access to Bank of America specialists for banking, credit, home financing, and small business solutions. Cordarious holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned a bachelor's degree from Mississippi State University. His approach involves ongoing conversations with clients to address their goals, concerns, and questions, ensuring that advice evolves as their needs change.

Robert Nerio is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He previously worked at Bank of America, N.A. for ten years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Emma Vanderlick is a Series 66 licensed advisor with LPL Financial, based in Houston, TX, with five years of industry experience. She has worked at LPL Financial since 2020 and concurrently at Amegy Bank (ZIONS Bank) since 2018. Vanderlick attended Louisiana State University from 2014 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, research, and technology-driven strategies.

Gloria Dowiak is a ChFC® credentialed financial advisor with Cambridge Investment Research Advisors in Houston, TX, with 23 years of industry experience. She has been with Cambridge since 2013 and also holds Series 63 and Series 65 licenses. Dowiak serves as a board member of the Huntington Village Community Association in Houston. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, with investment strategies ranging from proprietary models to third-party solutions.

John Wheeler Jr. is a CFP® and ChFC® with 32 years of industry experience, currently affiliated with Cetera. His career includes long-term roles at Mass Mutual Investors Services and Massmutual Life Insurance Company, as well as maintaining Wheeler & Associates and Gulf Coast Insurance Services since 1969. He holds leadership roles in nonprofit organizations, including serving as president-elect and secretary for NAIFA. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services, operating a multi-manager platform that allows advisors to use affiliated and third-party managers across various program structures.

Jin Huang is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2017 and joined Merrill Lynch Wealth Management in 2018. Jin assists clients by helping them manage their individual wealth through comprehensive wealth management strategies tailored to their specific needs. Her expertise encompasses family wealth management strategies, services for defined benefit plans, liquidity management, personal retirement planning, small business strategies, women and wealth, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Jin holds a Bachelor's Degree from Xiangtan University, a Master's Degree from the Chinese Academy of Sciences, and a Doctorate Degree from the University System of Ohio. She is also a Personal Investment Advisor (PIA) and is a member of the Asian Chamber of Commerce Houston. Jin is committed to community involvement, including volunteering with the Mandarin Immersion Magnetic School, reflecting the Merrill tradition of serving local communities. In her personal time, she enjoys dancing, spending time with her family, playing table tennis, and traveling.

Duane Horne is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked with Prudential Insurance Company of America since 1993 and was associated with Pruco Securities, LLC for 31 years. Horne is also involved in selling term life insurance, fixed annuities, disability insurance, and long-term care insurance through Crump Insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering a range of advisory and brokerage services. The firm utilizes an integrated platform combining advisory programs with insurance and lending products, providing clients access to various investment and financial planning solutions.

Aaron Trevino is a financial advisor at Ameriprise with 12 years of industry experience. He previously worked at VALIC Financial Advisors and Agia. Outside of his advisory role, he serves on the board of directors for Bellaire Little League as Tee Ball/Rookie Ball Coordinator and is co-owner of Eastbury Company, LLC. Ameriprise provides retirement-income planning services focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Raymond Keogh is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and 36 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a longstanding affiliation with JPMorgan Chase Bank, N.A. since 2005. Outside of his advisory work, he is involved in residential real estate leasing through his ownership of Ray-LK Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and incorporates an ESG eligibility framework when making recommendations.

Isel Isern is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, following six years at J.P. Morgan Securities. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Brian Kelly is a financial advisor with Equitable Advisors in Pearland, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he performs as a singer in a local acoustic band and serves as secretary on the board of the Houston Sigma Chi Alumni Chapter. 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 employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Langston Turner is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. Turner serves on the Investment Advisory Committee of Texas Tech University, which oversees the investment of the university’s endowment assets, and he is also the treasurer and a board member of the Saddlebrook Homeowners Association. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Nai An Lee is a Wealth Management Advisor with Merrill Lynch Wealth Management. She collaborates one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Nai An offers access to investment insights from Merrill as well as banking and lending solutions from Bank of America. Her areas of expertise include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, and women and wealth. Nai An holds a Bachelor's Degree from Baylor University and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Nai An participates in community activities through volunteering with local organizations, following the tradition of Merrill's involvement in the communities it serves. She communicates with clients in English, Chinese, and Mandarin.

Danyel Ramelow is a CFP®-designated financial advisor with Edward Jones in Houston, TX, with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is involved with a business leasing a survey applicants database from a previous venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets. The firm offers a broad range of investment strategies and affiliated financial services, operating under a fiduciary standard.

Richard Sanborn is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 credential and 17 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning using firm-approved tools and advanced modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Marco Ramirez Garcia is a Series 66-licensed financial advisor with Fidelity, based in Katy, Texas, and has one year of industry experience. Prior to joining Fidelity, he worked at First National Bank Texas and held roles in business consulting and education. Outside of advisory work, he is an independent rideshare contractor and serves as an operations manager for a consulting and management firm. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, often employing model portfolios composed of mutual funds, ETFs, and ETPs.

William Huthnance is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 license and 24 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves on the board of SpringSpirit Baseball, a local charity focused on mentorship and sharing the message of Jesus Christ with area youth through baseball. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management, proprietary research, and comprehensive financial planning.

David Altemus is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Merrill and Bank of America, where he worked for over a decade each. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios from various sources.

Chase Schaefer is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior experience includes roles at Mutual of America Securities LLC and Mutual of America Life Insurance Company. Schaefer has worked with Raymond James since 2017. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, employing various portfolio management styles supported by in-house research and affiliated sub-advisers.

Franklin Fortney is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has prior experience at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is a partner in private equity and energy investment partnerships and participates on the event committee for the SEAL Legacy Foundation, a nonprofit supporting families of U.S. Navy SEALs. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities and wealth management through proprietary research and model-based asset allocations.