Jeffrey Williams is a CFP® with one year of experience in the financial services industry, currently affiliated with Cambridge Investment Research Advisors, Inc. He has also worked at TJX-Marshalls for ten years. Cambridge Investment Research Advisors, Inc. serves both individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms. The firm offers both discretionary and non-discretionary management, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Kien Thai is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, also having prior experience at Merrill and Wells Fargo earlier in his career. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Maily Cruz is a financial advisor with J.P. Morgan Securities in Sugar Land, TX, holding Series 63 and Series 66 credentials and nine years of industry experience. She has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program.

Fred Easter Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Prior to joining LPL Financial in 2021, he spent 12 years with Securities America Advisors, Inc. In addition to his advisory work, he plays the trumpet in a music group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supporting advisors with research and operational tools while managing over $819 billion in discretionary assets.

Elliot Janota is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized due diligence team and includes capabilities in derivatives and commodities through affiliated entities.

Joseph Cunneff is a financial advisor with LPL Financial, holding a Series 63 designation and over 43 years of industry experience. His prior roles include positions at Raymond James and UBS Financial Services. He is also involved with The Noble Group, an affiliated business related to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of advisors and extensive operational resources.

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.

Karl Reed is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its related entities since 2005 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides comprehensive recommendation reports that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools to assist in retirement income planning.

Lauryn Reinoso is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. from 2010 to 2022 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and delivers services that include planning through both direct individual relationships and corporate financial planning agreements.

Jennifer Burdette is a financial advisor with Wells Fargo Clearing in Sugar Land, TX. She holds Series 63 and Series 65 licenses and has 29 years of industry experience. Her prior work includes roles at Cambridge Investment Research Advisors and Lockwood Financial Services, Inc. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources while providing both brokerage and advisory solutions.

Laurie Peterson is a Series 66-licensed financial advisor with Edward Jones, based in Missouri City, TX, and has four years of industry experience. Prior to joining Edward Jones in 2023, she worked at Merrill, Bank of America, Grand Canyon University, and Ascena Retail Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining a large nationwide network of financial advisors and branch offices.

Christopher Alaniz is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2024 and has held previous roles at Bank of America, N.A. and in educational institutions including the University of Houston Clear Lake and San Jacinto Community College. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Joanne Wang is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds a Series 66 designation and previously spent over two decades at Charles Schwab and Charles Schwab Bank. Outside of her advisory role, she is involved in managing several rental properties. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Charissa Skinner is a financial advisor at Edward Jones in Bellaire, TX, holding Series 66 and Series 63 credentials with 11 years of industry experience. She has been associated with Edward Jones since 1996. Outside of her advisory role, she is the owner of a rental property in Katy, TX. 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 solutions supported by a nationwide network of financial advisors and branch offices.

Stephanie Eng is a financial advisor at Osaic Wealth with 10 years of industry experience. She previously worked at Lincoln Financial Securities Corporation for a decade. In addition to her advisory role, she is a commissioned notary public. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm offers both brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and flexible strategies implemented across various managed account programs.

Dat Tu is a financial advisor with Merrill and holds a Series 66 designation. He joined Merrill in 2025 and has prior experience at Bank of America dating back to 2022. Before entering the financial industry, he worked in various roles including at the University of Houston-Downtown and The Art Institute of Houston. 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. The firm offers a range of model-based and discretionary strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mario Lopez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has been associated with Merrill since 2014 and previously worked at Bank of America, N.A. Outside of his advisory role, Lopez volunteers at Centro Cristiano Cristo La Roca Inc., a non-profit religious organization in Houston, where he delivers sermons monthly, plays piano on Sundays, and manages certain church payments. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm emphasizes manager selection and tax-efficient investment strategies and benefits from its integration with Bank of America’s broader banking and capital markets platform.

Samuel Ayers is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on connecting clients to the people, plans, and processes that align with their unique ambitions and financial goals. Ayers specializes in helping clients plan for significant life events, such as funding their children’s educations, preparing for retirement, and managing potential healthcare costs. He works closely with clients to develop personalized strategies aimed at achieving long-term family objectives, emphasizing simplicity and transparency throughout the wealth planning process. He holds a Bachelor’s Degree from Texas A and maintains the Personal Investment Advisor (PIA) professional designation. As a Merrill advisor, his approach centers on integrating all aspects of a client’s financial life to prioritize and pursue the goals that matter most to them.