Paul Emig is a financial advisor with Primerica Advisors in League City, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with Primerica Advisors since 2005 and was previously with Primerica Financial Services beginning in 2004. Outside of his advisory role, he operates a math instructional DVD business as an independent contractor. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Huy Nguyen is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Merrill, he worked at Texas Bay Credit Union and CUSO Financial Services, LP. He has also been involved in entrepreneurial ventures, including ownership roles in fitness-related businesses such as Crossfit Zeke LLC and Suite Time Fitness, LLC. Merrill, along with its affiliate Managed Account Advisors LLC, delivers 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, pension plans, corporations, and charitable organizations.

David Brown is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Vernon Bodelson is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and five years of industry experience. His prior roles include positions at DBC Inc. and Geronimo before joining Morgan Stanley. Outside of his advisory work, he is a sole proprietor involved in property management in Santa Fe, New Mexico. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies.

Walter Katz is a CFP® and ChFC® affiliated with MassMutual Investors Services in Houston, TX, with 40 years of industry experience. He has been with MassMutual and its subsidiary MML Investors Services since 2002. Outside of his advisory role, he is involved in the sale of personal insurance products through K Financial Services, Inc., where he holds ownership and officer positions. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative annual planning engagements using firm-approved analytical tools.

Sergio Ordonez currently serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity Investments since 2016, progressing through various positions including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Sergio worked as a Financial Representative at MetLife Securities and New England Securities. With over a decade of experience in the financial services industry, Sergio focuses on creating comprehensive and holistic financial plans tailored to each client's unique situation and goals. He holds an Arkansas Insurance License which supports his work in providing financial guidance. Outside of his professional career, Sergio enjoys activities such as spending time at the beach, family activities, hiking, running, soccer, and traveling.

Billy Gross is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 designations and bringing 43 years of industry experience. He has served at Morgan Stanley and its affiliated entities since 2017 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors from 2011 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery processes and utilizes tools such as Monte Carlo simulations to model financial outcomes.

Jenifer Thomas is a financial advisor at Edward Jones in Pearland, TX, holding a Series 66 designation. She began her career at Edward Jones in 2025 after 25 years at Oceaneering Space Systems. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Noah Doney is a Financial Advisor at Merrill Lynch Wealth Management. He provides guidance to clients in areas including family wealth management strategies, legacy planning, liquidity management, managing new wealth, portfolio management services, sports and entertainment, individual and corporate investment strategy, and tax minimization. Noah holds the designation of Personal Investment Advisor (PIA). Noah has an educational background that includes a High School Diploma from South River High School and an Associate's Degree from Anne Arundel Community College. He focuses on helping clients create personalized financial strategies that reflect their unique perspectives and priorities, aiming to simplify the complexities of investing and wealth planning.

Feriz Halili is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management and Bank of America. He has been in the financial services industry since 2010, beginning his career as a bank teller at Bank of America before joining Merrill in June 2016 to support The Fecel Team in various capacities. Feriz is a Personal Investment Advisor (PIA) and holds a Bachelor's Degree from the University of Houston System. In his role, Feriz provides clients with access to the investment insights of Merrill and banking convenience of Bank of America to address various financial needs. He works closely with high-net-worth individuals and families to identify goals such as asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services. He also assists clients with banking, credit, lending products, and has experience with Merrill's self-directed brokerage platform, EDGE. Outside of his professional responsibilities, Feriz participates in community service activities including volunteering with the Houston Food Bank. He is affiliated with professional organizations such as Arberia Houston, Houston Beekeepers Association, and the Spondylitis Association of America. His personal interests include boating, reading, soccer, spending time with family, traveling, and watching movies.

Logan Cheak is a Senior Financial Advisor at Merrill Lynch Wealth Management and a key member of The Cheak Group. Since joining the team in 2018 alongside his father, he has focused on assisting clients with personal retirement and college education planning, as well as developing wealth management strategies tailored to families and individuals. Logan supports The Cheak Group’s goals-based approach to financial planning, emphasizing customized strategies that address tax minimization, retirement income, estate considerations, and long-term care. A native Texan, Logan earned his Bachelor of Business Administration degree in Marketing from Texas Tech University in 2017. He holds the Personal Investment Advisor (PIA) designation and is affiliated with the professional organization Lambda Chi Alpha. In addition to his professional work, Logan participates in community activities including involvement with the South Plains Food Bank. Outside of work, he enjoys playing golf and softball, drawing and painting, and following Houston and Texas Tech sports.

Christopher Steger is a financial advisor at Edward Jones in Alvin, TX, holding a Series 66 designation. He joined Edward Jones in 2025 following a 13-year tenure with Angleton Independent School District. 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 through a large nationwide network of advisors and branch offices.

Jorge Vazquez is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at UBS Financial Services for seven years before joining Merrill in 2021. Outside of his advisory role, he helps manage a sole proprietorship involved in real estate in Conroe, Texas. 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, pension plans, corporations, and charitable organizations.

Carlos Alvarado is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds the Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 1998. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Justin Gardiner is a financial advisor at LPL Financial with 14 years of industry experience. He previously worked at VALIC Financial Advisors, Inc. for 14 years and AGIA for three years. Gardiner holds Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management along with access to model portfolios and research from multiple sources.

Robbie Sitka is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, he worked for Humble ISD for eleven years. Outside of his advisory role, Sitka teaches music lessons as an independent contractor. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Christopher Montgomery is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 designation and 28 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has also been associated with CitiGroup Global Markets Inc. since 2008. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include collaborations with employer-based Corporate Financial Planning agreements.

Mary Dixon is a CFP® with 39 years of industry experience, currently serving at Cetera Wealth Services, LLC. She has held roles at Avantax and related firms for over three decades and leads wealth management and planning at Integrated Tax and Wealth Strategies. Dixon is also the treasurer of the Association of Business & Professional Women, a local organization supporting women business owners. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides various portfolio management and financial planning services through a nationwide network of independent advisors.

Mason Cheatham is a financial advisor with Edward Jones in Seabrook, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Clear Creek Community Church for five years and Christ's Church of the Valley for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a broad range of advisory strategies and affiliated investment products, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices.

Corey Magliolo is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Sagepoint Financial, Inc. and Lincoln Financial Securities Corp. Outside of his advisory role, he serves as President of the Board for Dickinson Independent School District and is involved in managing employee benefits through two insurance agencies. OSAIC serves a broad mix 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 wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various investment types.