Chadi Sahyoun is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has worked at several firms, including JP Morgan Securities and JPMorgan Chase Bank. He is also a 50% owner and manager of Sahyoun Family LLC, a family business involved in various non-investment activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by sophisticated modeling tools.

Francisco Llano is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Prior to that, he held roles at BBVA Wealth Solutions, Inc., BBVA Securities Inc., and Compass Bank. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its financial advisors.

Rebecca Norman is a financial advisor with Equitable Advisors in Katy, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. She has worked with Equitable Advisors since 2020 and previously spent four years at TIAA. Norman is also involved with Flodder Financial Group. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, and institutional investors, offering financial planning, broker-dealer services, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and provides a mix of discretionary and non-discretionary advisory services.

Rodney Ambrose is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 designation and bringing 38 years of industry experience. He has worked at Morgan Stanley since 2009 and at Citigroup Global Markets since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Patrick Ward is Vice President and Branch Leader at Fidelity Investments, a role he has held since 2026. He initially joined Fidelity in 2011 and has progressed through various positions within the company, including Financial Representative, Investment Consultant, and Financial Consultant. As Branch Leader since 2023, Patrick focuses on fostering a culture of excellence, collaboration, and inclusion within his branch. Throughout his tenure at Fidelity, Patrick has supported his team in developing their skills and growing their business while encouraging autonomy in their approaches. He collaborates with other leaders and stakeholders across the organization to drive strategic initiatives and enhance Fidelity's competitive position.

Frank Diamond is a financial advisor with Fidelity Investments, holding a Series 66 credential and based in Houston, TX. He has one year of industry experience, with prior roles including work on several political campaigns and involvement with Congregation Beth Israel. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across diverse investment vehicles.

Jacob Anderson is a CFP® with 17 years of experience in the financial advisory industry. He is currently with Ameriprise Financial Services, LLC and previously worked at Equitable Advisors and AXA Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice.

Ashish Mathews is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with OSAIC since 2023, having previously worked at FSC Securities Corporation for 14 years. Mathews also owns a sole proprietorship that provides sales and service support for disability, life, and health products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and managed-account solutions.

Lloyd Graham is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, Graham is involved in business ventures including ownership positions in real estate and a financial support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide network of advisors with specialized programs and municipal advisory services.

Rick Fogle is a Planning Consultant at Fidelity Investments, where he provides financial planning support to clients and their families as part of the Wealth Management Teams. He has been with Fidelity Investments since 2015, progressing through roles including Financial Representative from 2015 to 2019 and Relationship Manager from 2019 to 2022 before assuming his current position in 2022. Throughout his tenure at Fidelity Investments, Rick has gained experience in client relationship management and financial planning, supporting a diverse range of client needs. His professional background reflects a continuous commitment to assisting clients in managing their financial objectives.

Keri Wile is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. She holds a Series 65 designation and previously worked at Fruth Investment Management and the Katy Independent School District. Cambridge Investment Research Advisors is a large SEC-registered firm serving 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 independent Financial Professionals, utilizing multiple custody platforms and a mix of proprietary and third-party strategies.

Gazi Khan is a financial advisor at Merrill in Houston, TX, holding a Series 66 designation with four years of industry experience. His work history includes roles at Bank of America N.A. and Merrill since 2021, as well as previous positions at Netbrands Media Corporation and Alif Security LLC. 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 model-based and discretionary strategies developed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Giao Vo is a CFP® professional with four years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Prior to joining Cambridge, Vo worked at Ameriprise and Primerica. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management approaches and platform arrangements.

Greg Macha is a financial advisor with Edward Jones in Sealy, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at North Houston Pole Line, Frontline Power Construction, and CenterPoint Energy. Outside of his advisory role, he owns and manages a sole proprietorship cattle operation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of advisors and branch offices.

Matthew Benton is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. He has held various roles within Fidelity Investments, including Relationship Manager from 2025 to 2026 and Financial Representative from 2023 to 2025. Prior to joining Fidelity, he worked as a Financial Services Professional at MassMutual Strategic Financial Group from 2022 to 2023. Matthew's approach emphasizes understanding each client's individual needs and priorities to assist them in making informed financial decisions. His experience spans multiple facets of financial planning and client relationship management, enabling him to support clients in preparing for significant life steps. Outside of his professional work, Matthew enjoys activities such as baseball, football, spending time at the beach, cooking and baking, family activities, and social events with friends.

Deborah Saurage is a CFP® and holds a Series 66 license with 12 years of industry experience. She has been with Edward Jones since 2013 and also works at Morton Ranch High School in Katy, TX. 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 supported by a large network of financial advisors and branch offices nationwide.

Morgan Pyle is a financial advisor at LPL Financial with nine years of industry experience. He has worked previously at Bank of America, Merrill, JP Morgan Chase Bank, and Wells Fargo. In addition to his advisory work, he serves as a substitute teacher in the Katy Independent School District. 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 advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology such as machine learning.

Nathan Gingrich is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he works closely with clients to develop financial plans that align with their individual goals, focusing on wealth protection, growth, and management. Prior to joining Fidelity Investments, Nathan gained experience as a Business Analyst in Corporate Finance at Deloitte from 2021 to 2023. This background provides him with a strong foundation in financial analysis and business strategy. Nathan is a Certified Financial Planner (CFP®) professional, demonstrating his commitment to adhering to established standards and practices in financial planning.

Matiias Denmon is a Planning Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Retirement Planner at Fidelity Investments from 2022 to 2025. His career in financial services began with Empower, where he held several roles including Investor Services Associate, Retirement Solutions Consultant, and Financial Services Representative between 2019 and 2022. Matiias specializes in retirement, education, protection, income, and growth planning. His approach is centered on integrity, personalized planning, attentive listening, and a commitment to detail, aiming to create financial strategies tailored to each client's unique goals and circumstances. Outside of his professional work, Matiias has interests in comedy, fitness, football, museums, music, and reading.

Erin Swim is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 credentials and 21 years of industry experience. Her career includes roles at Procter & Gamble and Livanova, alongside her longstanding tenure at Primerica. She is also involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services facilitated by BNY Mellon Advisors, Pershing, and Primerica Brokerage Services.