Gabriel Trevino is a financial advisor at Edward Jones in Sugar Land, TX, holding a Series 66 designation with nine years of industry experience. His prior work includes roles at Woodgroup Mustang for Sunoco Logistics, Mustang Engineering, and Keller Williams Signature. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,000 financial advisors.

Larry Wallace is a CFP®-designated financial advisor with 38 years of industry experience. He currently practices at LPL Financial and previously spent 13 years at IC Advisory Services, Inc. and The Investment Center Inc. Wallace serves as Treasurer on the board of the Society of St. Vincent DePaul, St Angela Merici conference, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Michael Pascarella is a CFP® with 20 years of experience in the financial industry, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. He serves on the Board of Directors for Massey Lakes Estates HOA in Houston, TX. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Allie Martinez is a financial advisor at J.P. Morgan Securities with one year of industry experience. She previously worked at Merrill Lynch for six years and held roles at First National Bank of Texas and Tractor Supply Co. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Umang Talati is a financial advisor with Primerica Advisors in Sugar Land, TX, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. Outside of advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure.

Damian Kimmons is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of America, Merrill, Edward Jones, and JPMorgan Chase Bank. Outside of finance, Damian is involved in martial arts instruction through his roles at Be Like Water BJJ/MMA and Houston Karate Academy. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Robert Rodriguez is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Invesco Advisers, Inc. and A I M Distributors, Inc. Outside of his advisory role, he serves on the board of a private Christian school in Sugar Land, Texas. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Phillip Buckner is a financial advisor with Ameriprise in Sugar Land, TX, holding Series 63 and Series 66 registrations and having 30 years of industry experience. He has been with Ameriprise and its predecessor firm since 2009. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Paul Emig is a financial advisor with Primerica Advisors in League City, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with Primerica Advisors since 2005 and was previously with Primerica Financial Services beginning in 2004. Outside of his advisory role, he operates a math instructional DVD business as an independent contractor. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Ever Ramirez is a Series 66 credentialed financial advisor at Edward Jones with 13 years of industry experience. He has worked at Edward Jones since 2013. Outside of his advisory role, he serves as an officer for the Lions Club of Sugar Land. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment and advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and branch offices.

Michelle Lee is a financial advisor with Morgan Stanley in Sugar Land, TX, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Outside of her advisory role, she is the sole proprietor of a real estate-related business based in San Jose, California. 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 firm-approved tools.

Drew Selensky is a Financial Advisor with Merrill Lynch Wealth Management, specializing in managing new wealth, small business strategies, and individual and corporate investment strategies. He works with professionals, families, retirees, and business owners to organize their financial lives and develop tailored strategies intended to simplify complex financial situations and help clients focus on their most important goals. Drew holds a Personal Investment Advisor (PIA) designation and is a graduate of Texas A&M University. His approach emphasizes building long-term relationships based on trust and providing honest guidance. He prioritizes understanding each client's unique story and helping them navigate major financial milestones with confidence. Outside of his professional duties, Drew enjoys spending time with his family and engaging in outdoor activities such as fishing, football, and golfing. These personal interests contribute to his perspective on the importance of creating financial freedom to enjoy life with loved ones.

Bert Boutte is a Series 66-licensed financial advisor with Edelman Financial Engines, based in Sugar Land, Texas. He has 20 years of industry experience, including over 10 years with Financial Engines Advisors L.L.C. from 2016 to the present. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions across a broad range of product exposures.

Jenifer Thomas is a financial advisor at Edward Jones in Pearland, TX, holding a Series 66 designation. She began her career at Edward Jones in 2025 after 25 years at Oceaneering Space Systems. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jeremiah Patterson is a CFP® with 20 years of experience in financial services. He currently works at Cetera and has held positions at Concourse Financial Group Securities Inc and Harvest Investment Services, LLC. Outside of his advisory role, he provides occasional notary services for clients at no charge. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party managers.

Joshua Lee is a financial advisor with Morgan Stanley in Sugar Land, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Invesco Distributors, Inc. for 14 years before joining Morgan Stanley in 2025. Outside of his advisory role, he is involved in managing rental properties as a sole proprietor. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process.

Jeff Hill is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1992 and also served at Ranchland Energy, LLC from 2015 to 2024. Outside of advising, he owns J Bailey Holdings, LLC, established primarily to manage a personal gold IRA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goal setting, with a distinctive affiliation to municipal advisory services and a range of specialized programs.

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.

Claire Liaw is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Vivek Mehta is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Raymond James Financial Services, Texas Capital Bank, and BOSC, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models in its financial planning process.