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 financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms, including TD Ameritrade and Ameriprise. Boutte has been with Edelman Financial Engines and its predecessor entities since 2016. 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 modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management focused on diversified model portfolios and long-term strategies.

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.

Claire Liaw is a financial advisor at Morgan Stanley with 10 years of experience. She holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, supported by structured discovery processes and advanced modeling tools.

Vivek Mehta is a financial advisor with Morgan Stanley in Sugar Land, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Raymond James Financial Services, as well as Texas Capital Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured processes and firm-approved tools.

Amanda Evans Field is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 11 years of industry experience. She has been with UBS since 2015. Amanda serves on the board of directors for the Women's Finance Exchange Houston, where she acts as secretary and contributes to developing a network for professional women in finance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Ashlynne Fitzgerald is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Evermark Commercial Group and was involved with the Pokatok Sports Tech Accelerator. Outside of her advisory role, she coaches young girls aged 12 to 18 at Texas Advantage Volleyball. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Michael Mc Daniel is a financial advisor at Edward Jones in Katy, TX, holding a Series 66 designation. He has recently transitioned to advisory work, joining Edward Jones in 2026, following experience in consulting and other roles in the media and corporate sectors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with diverse investment solutions. The firm offers both discretionary and non-discretionary strategies, complemented by affiliated mutual funds and proprietary money market options, operating under a fiduciary standard.

David Chatham is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Wells Fargo Investments, LLC and Wamu Investments, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 advisors.

Joshua Mott is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2013, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through direct client agreements and corporate financial planning partnerships.

Michael Fowler is a financial advisor with RBC Capital Markets in Houston, TX, holding a Series 66 designation and two years of industry experience. He previously worked at R.W. Baird & Co. and has experience with Queens University of Charlotte Basketball Camps. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs and tailors investment strategies through a combination of in-house and third-party managers, with features such as tax management and responsible-investing options.

Jacob Dowd is a Series 66-licensed financial advisor at UBS Financial Services with four years of industry experience. He joined UBS in 2022 after working at Ferguson Enterprises LLC and holding various roles prior to that. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management, supported by proprietary research and model-based asset allocations.

Fei Wang is a financial advisor at Cetera with 14 years of industry experience. Wang holds Series 63 and Series 65 credentials. Prior to joining Cetera in 2021, Wang worked at BBVA Wealth Solutions, Compass Bank, and Wells Fargo Clearing among other firms. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and program platforms.

Austin Frederick III is a financial advisor with Edward Jones in Sugar Land, TX, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Standard Furniture Manufacturing Company and Heritage Home Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

John Scarborough is a financial advisor with LPL Financial based in Houston, TX. He holds Series 63 and Series 66 credentials and has 10 years of industry experience. Prior to joining LPL Financial in 2021, he worked with New York Life Insurance Company and its affiliated entities from 2015 to 2021. Outside of his advisory role, he is involved in owning an insurance agency and has business interests in importing through a separate venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning tools and investment strategies supported by technology, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Richard Ragoobar is a Financial Consultant at Fidelity Investments, where he partners with clients to develop personalized financial plans using Fidelity's comprehensive resources and tools. He collaborates closely with clients to understand their financial goals, priorities, and needs, aiming to support them in achieving long-term financial objectives. He has been with Fidelity Investments since 2022, initially serving as an Investment Consultant before transitioning to his current role in 2024. Prior to that, Richard worked as a Private Client Banker at JP Morgan Chase from 2009 to 2022. He holds a California Insurance License. Outside of his professional work, Richard has personal interests that include cars, fishing, fitness, music, and pets.

Della Moody Davis is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. for 14 years. Based in Houston, TX, she joined Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lakia Taylor is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and one year of industry experience. She has previously worked at Bank of America, N.A., Woodforest National Bank, and Renasant Bank. Outside of advising, she owns and manages a clothing boutique and oversees a software platform focused on virtual AI for e-commerce shopping. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Ifeanyichukwu Iwuji is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked in fitness and education sectors, including roles at Blink Fitness, Inner Strength Fitness, and Wylie Independent School District. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its advisory role to multiple registered investment companies, and incorporation of AI tools in research and portfolio management.