Monica Breaker is a financial advisor at Merrill with 18 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2008, including a role at Bank of America, N.A. starting in 2023. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Domingue is a financial advisor at Morgan Stanley in Houston, TX, with 21 years of industry experience. He has been with Morgan Stanley since 2009 and holds the Series 63, Series 65, and Series 66 credentials. Outside of his advisory work, he is involved as a disc jockey with the University of Louisiana at Lafayette athletics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a 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 its Global Investment Committee’s return estimates and modeling tools.

Miguel Velazquez is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, he spent 15 years at Citibank NA. Outside of his advisory role, Velazquez serves as a diving competition judge. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Stephen Alexander is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Sagepoint Financial, NEXT Financial Group, Morgan Stanley, Citigroup Global Markets, and Fidelity. Outside of his advisory role, he owns a sole proprietorship offering insurance products and services. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm utilizes a multi-advisor platform offering brokerage and advisory services with a model-based investment process emphasizing asset allocation, portfolio optimization, and access to third-party managers and proprietary strategies.

Madison Konermann is a financial advisor at OSAIC with six years of industry experience and a Series 66 designation. Prior to joining OSAIC in 2024, Madison worked at Securities America and Riverbend Financial Group. Outside of advising, Madison is involved as Director of Business Development for Altus Consulting Group, a sole proprietorship focused on business growth and client relationship management. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and multiple custodial and legacy program arrangements.

Sean Jaussi is a Vice President and Branch Leader at Fidelity Investments. In his role, he helps coach and support associates who partner with clients to co-create personal financial plans. Sean has been with Fidelity Investments since 2014, progressing through various positions including Client Services Representative, Workplace Planning Consultant, Regional Center Learning Lead, Team Leader for Workplace Planning and Advice, and Branch Leader before assuming his current role in 2024. His experience encompasses leadership and workplace planning within the financial services industry. Outside of his professional career, Sean is involved in activities such as family activities, football, parenthood, reading, volunteering, and writing.

Tyler Porter is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Noble Energy, Inc., where he worked for eleven years. Outside of his advisory role, he is involved with Petra Benefits Financial Services, offering asset management and insurance services through a separate business. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm provides a range of brokerage and advisory services with a model-based investment approach and supports various portfolio management strategies through an extensive multi-advisor platform.

Chance Vogel is a financial advisor with Edelman Financial Engines in Sugar Land, TX, holding Series 63, 65, and 66 licenses and 16 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2020 and previously at TDAmeritrade from 2015 to 2020. Outside of his advisory role, he serves as Vice Chairman of the Lamb and Goat Auction Committee for the Houston Livestock Show and Rodeo. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and offers both advisor-led and online investment solutions.

Alban Derieux is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He works closely with clients to build comprehensive financial plans, with a particular focus on preparing for and transitioning through retirement years. His approach involves understanding each client's unique circumstances to develop and implement an action plan tailored to their individual needs, preferences, and timeline. Prior to his current position, Alban served as an Investment Consultant and Client Management Representative at Fidelity Investments from 2021 to 2024. Before joining Fidelity, he was a Financial Solutions Advisor at Merrill Lynch from 2018 to 2021. Alban holds a California Insurance License. Outside of his professional work, Alban has interests in biking, cars, cooking and baking, hiking, military service, and motorcycles.

Sheryl Barron is a Series 66-licensed financial advisor with 21 years of industry experience, currently serving clients at Raymond James & Associates in Cypress, TX. She has worked with Raymond James entities since 2017, with prior experience at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Samantha Ward is a financial advisor at Morgan Stanley with 17 years of industry experience. She has worked previously at Merrill and held several roles within Morgan Stanley since 2016. Outside of her advisory work, Ward serves on the finance committee and board of Girls on the Run Greater Houston, a nonprofit focused on youth development. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning that incorporates firm-approved tools and market outlooks. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagements and corporate planning agreements.

Natalie Gaskamp is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Bank of America, Merrill, JP Morgan Securities, and LPL Financial. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

David Richburg Jr. is a CFP®-credentialed financial advisor with 27 years of industry experience, currently with Stifel in Houston, TX. He previously worked at Edward Jones for 11 years and spent two years at B. Riley Wealth Advisors and B. Riley Wealth Management. Richburg serves as a trustee for the Frank C Dailey College Scholarship Fund, which provides college scholarships to local high school graduates. Stifel serves a diverse client base, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Jacob Watson is currently serving as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, advancing through roles from Investment Consultant to Financial Consultant before his current vice presidential role. Prior to joining Fidelity, he worked as a New Client Development Specialist at TD Ameritrade in 2019. Jacob focuses on understanding the various financial decisions his clients face during different life events. He approaches financial planning by considering his clients' current life circumstances and strives to provide clear explanations for his recommendations. His goal is to support clients through changing situations with straightforward and tailored financial plans. Outside of his professional work, Jacob enjoys cooking and baking, fitness activities, socializing with friends, gardening, hiking, and traveling.

Troy Perkins is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Cetera and its related entities since 2025 and previously served at Concourse Financial Group Securities and Lincoln Financial Securities. Perkins is also involved in several financial service businesses, including his own Perkins Financial, where he provides insurance and financial products. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various third-party managers and program options.

Scott Gross is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals, families, and business owners pursue financial confidence through personalized wealth management strategies tailored to their unique goals, values, and aspirations. Scott works closely with clients to develop thoughtful and flexible financial plans that address various aspects of their financial lives, including investments, retirement planning, risk management, estate considerations, cash flow needs, and legacy objectives. With a family background in financial planning, Scott brings a collaborative and proof-based approach to advising. Alongside his brother Gary at Gross and Associates, he combines technical expertise and interpersonal skills to provide strategies supported by financial modeling. His areas of focus include college education planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. Scott holds a Personal Investment Advisor (PIA) designation and earned his education from the University of North Texas and Klein Forest High School. Outside of his professional role, he has interests in adventure sports, ice hockey, scuba diving, and soccer.

Tyler Fink is a financial advisor at Merrill with a Series 66 designation. He has prior experience at Bank of America, Fisher Investments, and has worked in various roles outside the financial industry, including at Texas Christian University and Bear Creek Running Company. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alan Lopez is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 designations and 13 years of industry experience. He previously worked at LPL Financial and LSNB Investment Services before joining Merrill and Bank of America in 2018. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party teams, with features tailored for tax sensitivity and customizable investment restrictions.

Michael Pritchard is a Series 66-licensed financial advisor with LPL Financial, based in The Woodlands, TX, and has 10 years of industry experience. He has previously worked at Capital One Advisors, Capital One Investing, and Citigroup Global Markets. 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, third-party asset management, and institutional platforms.

Stephanie Herrera is a financial advisor with Primerica Advisors in Conroe, TX, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2001. Outside of advisory work, Herrera owns Ash Services, a non-investment-related business in Conroe. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm offers model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.