Renee Lofland is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she volunteers as a precinct chair for the Harris County GOP, organizing get-out-the-vote campaigns in her neighborhood. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets through its Financial Advisors and Estate Planning Strategies Group.

Sara Cebas Mc Bride is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a range of wealth management and institutional trading capabilities.

Kayla Connelly is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at Dealerweb Inc. and Alexis Advisors, LLC. 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, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Gregory Gregory is a financial advisor at Cetera with 29 years of industry experience. He holds the PFS™ credential and Series 63 license. Gregory has worked at several firms including Avantax and has operated his own firm, Gregory Financial Services Inc, since 2009. He serves as Treasurer and Comptroller for the Sharpstown Rotary Club. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, utilizing both affiliated and third-party managers within multiple program structures.

Haley Clavenna currently serves as a Planning Consultant at Fidelity Investments, a role she has held since 2026. In this capacity, she assists clients in working toward their financial goals through thoughtful planning, personalized guidance, and data-driven insights. Her approach emphasizes building strong relationships and understanding each client's unique priorities to deliver solutions that align with their evolving needs. Haley has accumulated extensive experience within Fidelity Investments, previously working as a Relationship Manager from 2022 to 2026 and as a Financial Representative from 2020 to 2022. Her career includes earlier roles as a Relationship Manager at Fidelity Investments from 2019 to 2020 and as a 403B Representative at AXA Advisors between 2017 and 2018. She also has experience as a Private Client Banker at Chase Bank from 2015 to 2017 and internships at Senior Partners and Fidelity Investments. Outside of her professional responsibilities, Haley's personal interests include family activities, tennis, and traveling.

Valiullah Najafi is a CFP® professional with over 31 years of experience in the financial services industry. He is currently affiliated with Cetera and Prosperity Advisors, LLC, and has operated Najafi Financial Services since 2002. He is also involved in insurance services and holds several securities licenses. Outside of finance, he owns a residential rental property for which he provides maintenance. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and retirement services through a multi-manager platform, featuring both discretionary and non-discretionary account management across multiple program structures.

Alexander Meyer is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Microsoft for six years and has academic experience from Georgia Institute of Technology and Morehouse College. He also maintains a concurrent role at Texas Tech University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies. The firm is notable for its extensive retail advisor and branch network as well as affiliated capabilities beyond advisory services.

William Stratton is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2013. Stratton serves as the treasurer and a board member of the Literacy Council of Fort Bend County. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research with institutional trading capabilities and wealth management offerings.

Reji Mathews is a financial advisor at OSAIC with 36 years of industry experience. He holds a Series 63 designation and has worked at FSC Securities Corporation and as a self-employed advisor. He also owns a sole proprietorship providing sales and service of health, disability, life insurance, and fixed annuity products. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers and multiple advisory platforms.

Eric Davis is a financial advisor with Edward Jones in Cypress, TX, holding a Series 66 designation and 8 years of industry experience. Prior to joining Edward Jones in 2017, he worked at Team National and TMI Climate Solutions. He serves as an officer on the committee for a youth soccer club, assisting with team operations and travel coordination. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branches nationwide.

Kevin Coad is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, progressing from Investment Consultant to Financial Consultant, and currently holds his vice president role since 2025. Prior to joining Fidelity, Kevin worked as a Financial Advisor at Ameriprise Financial from 2013 to 2015. Kevin's approach to financial advising centers on personalized service combined with disciplined retirement planning. He collaborates closely with clients to build lasting, multi-generational relationships based on trust and service. By understanding each client's unique needs and goals, he helps create customized financial plans aimed at providing financial security and peace of mind for the future. Kevin holds an Arkansas Insurance License. Outside of his professional role, his personal interests include beach activities, family activities, military service, skiing, and traveling.

Stephen Ellsworth is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds a Series 66 designation and previously worked at Robert W. Baird & Co for 20 years before joining RBC in 2026. 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 wrap fee advisory programs and implements portfolios tailored to clients' risk profiles through a combination of in-house and third-party investment managers.

Critt Walton Jr. is a CFP® with 29 years of industry experience, currently serving with RBC Capital Markets in Houston, TX. His prior experience includes roles at City National Bank, The Noble Group, and Raymond James Financial Services Advisors Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.

Haley Daughtry is a financial advisor at UBS Financial Services in Houston, TX, with 17 years of industry experience. She has been with UBS since 2007 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Farhan Sayani is the Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to develop and implement customized financial plans tailored to their individual needs, utilizing Fidelity's resources and tools. He has been with Fidelity Investments since 2010, progressing through various roles including Financial Representative-Trader, Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant since 2020. Details about his education, credentials, personal interests, or community involvement were not provided.

Justin Hernandez is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and J.P. Morgan Bank since 2020, following six years at TIAA-CREF. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with affiliated brokerage and investment management services.

Jeffrey Steiner is a financial advisor at LPL Financial with 32 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 65. Prior to joining LPL Financial in 2017, he worked at Waddell & Reed, Merrill, Ameriprise Advisor Services, and Choreo, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and advisory services through a large network of investment adviser representatives, utilizing various portfolio strategies and operational tools.

Frederick Graney is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping families, individuals, and small businesses pursue their lifestyle goals through personalized wealth management strategies. His client expertise includes family wealth management, managing new wealth, personal retirement planning, portfolio management, special needs planning, tax minimization, and retirement income. With 25 years of experience, Frederick develops individualized financial plans based on meaningful goals, personal risk tolerance, and comprehensive service programs. He holds a Bachelor’s Degree from the College of the Holy Cross and the Professional Investment Advisor (PIA) designation. Frederick is committed to providing a flexible strategy adapted to changing market conditions and leveraging the investment insights of Merrill alongside the banking and lending solutions of Bank of America. He follows the Merrill tradition of community involvement and spends time volunteering with local organizations. Frederick’s approach emphasizes working one-on-one with clients to develop personalized strategies aligned with their long-term objectives.

Leslea Stock Lopez is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and 24 years of industry experience. Her prior roles include positions at Wunderlich Securities, Merrill, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Hugo Rodrigues is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 15 years of industry experience. His career includes roles at JP Morgan Chase Bank, Bank of America, and Merrill. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, offering clients a range of advisory and brokerage capabilities.