Katrina Butler is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2014. Outside of her advisory role, she works as a sales consultant for Scentsy. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with tax management and direct-indexing capabilities.

Ashish Patel is a CFP® and Series 66-registered financial advisor with 20 years of industry experience. He is currently affiliated with OSAIC and also serves as President of Ethos Wealth Planning, LLC, a financial planning firm focused on investments and insurance. His prior experience includes roles at Woodbury Financial Services, ShareBuilder 401K, Capital One, and Chase Investment Services. OSAIC serves a diverse clientele that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and multiple third-party platforms to construct diversified portfolios.

Michael Douglass is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1994 and specializes in helping clients build wealth management strategies tailored to their individual needs. His approach involves listening carefully and assisting clients in making informed decisions as they develop their financial plans. Michael holds several professional designations, including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a High School Diploma from Klein High School and attended Stephen F. Austin State University without completing a degree.

Joseph Cunneff is a financial advisor at LPL Financial with 43 years of industry experience. He holds the Series 63 designation and has previously worked with Raymond James Financial Services and The Noble Group. 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 investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Michael Satterwhite is a financial advisor with OSAIC based in Houston, TX, holding a Series 63 designation and with 36 years of industry experience. His career includes roles at Royal Alliance Associates, Inc., LPL Financial, and National Planning Corporation. He also maintains a CPA designation, which he uses as a tool to assist in serving investment clients. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs advanced portfolio construction tools and supports both discretionary and non-discretionary account management.

Jennifer Benbow is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Dartmouth College from 2015 to 2021. She also serves as a trustee or co-trustee in a trust-related capacity outside of her advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad array of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Brian Heitshusen is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he manages a real estate rental business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

Amy Moncla is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with six years of industry experience. Her prior work includes roles at Tokyo Electron, Steel Advertising, Austin Landmarks, Keeper Collection LLC, and The University of Texas at Austin. Outside of her advisory work, she has experience with Camp Mystic. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by proprietary tools and economic models.

Jesse Anglin is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and services supported by a large network of financial advisors and branch offices nationwide.

Brian Dodson is a CFP® and holds a Series 66 license, with 19 years of experience in the financial services industry. He has been with UBS Financial Services since 2015. Outside of his advisory role, he is involved with the Houston Livestock Show & Rodeo and Shrine Hospitals for Children in Houston. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Olga Blanchette is a financial advisor with Morgan Stanley in Sugar Land, TX, holding Series 63 and Series 65 licenses with 21 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018 and previously spent six years at J.P. Morgan Securities. Outside of her advisory role, she is involved with Lancelot Properties Series LLC, where she manages and maintains rental real estate properties. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers diverse services through both direct client relationships and corporate financial planning agreements.

Elizabeth Morris is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work experience includes roles at Lincoln Financial Distributors and Prudential Annuities Distributors. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kyle Flodder is a financial advisor with Equitable Advisors in Katy, TX, holding the CFP® and ChFC® designations along with a Series 66 license. He has 18 years of industry experience, having worked at Equitable Advisors and its predecessor AXA Advisors since 2008. Outside of his advisory role, he serves as Managing Director of Client Strategies at Flodder Financial Group, LLC, and is involved with a Medicare supplement business. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm emphasizes advisory and brokerage solutions through LPL-sponsored programs and endorsed third-party managers, managing a substantial portion of assets on a non-discretionary basis.

Deborah Bauer is a financial advisor at UBS Financial Services with 43 years of industry experience. She holds Series 63 and Series 65 credentials and has been with UBS since 2009. Bauer serves on the boards of the Periwinkle Foundation and Ronald McDonald House Houston, both organizations supporting children with serious illnesses. She has also held leadership roles with the Houston Junior Woman's Club. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to tailor investment strategies. The firm combines wealth management with institutional trading capabilities and offers a broad suite of capital markets and financial planning services.

Scott Ashmore is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 63 designation and 34 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, providing financial planning and investment consulting through various advisory programs.

Daniel Olano is a Series 66 licensed financial advisor with three years of industry experience. He is currently with Morgan Stanley, having joined in 2025, and previously worked at Ameriprise and Northwestern Mutual. Outside of financial services, Olano has worked with the YMCA and the University of Houston. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning through direct and corporate agreements.

Diana De Leon is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 15 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Keith Draehn is a financial advisor at Charles Schwab with 28 years of industry experience. He has been with Charles Schwab since 1997 and has worked at Charles Schwab Bank since 2005. He holds the Series 63 designation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Harold Lynde III is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2012. Outside of his advisory role, Lynde serves as Chairman of the Board for the Houston Furniture Bank, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles supported by affiliated research and sub-advisers.

Katie Kovich Edling is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. She holds the Series 66 designation and has worked at several firms, including LPL Financial and Strategic Wealth Advisors Group. Outside of her advisory role, she is an owner of The KME Group, a separate business entity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.