Gary Broughton is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 designations with six years of industry experience. Before joining Primerica Advisors in 2020, he worked for Market Source for nine years. His other business activities include part-time sales of loan products and home security and automation services through affiliated companies. Primerica Advisors serves primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program with model-based investment strategies supported by third-party managers and custodial services.

Sara Armstrong is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with five years of industry experience. Her career includes roles at UBS Financial Services, The Mid-Continent Companies, Ltd, and the University of St. Thomas. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its financial advisory process.

Antonio Coria is a financial advisor at J.P. Morgan Securities LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan in various capacities since 2018. Outside of his advisory role, he is a partner in The Lakeshore Group LLC, a real estate venture with a lifelong friend. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset allocation and centralized due diligence while incorporating an ESG eligibility framework.

Milton Alvarez Jr. is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2021. Prior to that, he was employed by Wells Fargo Clearing and Wells Fargo Bank, NA, and earlier worked in the telecommunications industry at T-Mobile. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Virginia Grosz is a Planning Consultant at Fidelity Investments, where she works to provide a comprehensive planning experience to help clients and their families create plans for retirement and beyond. She has been with Fidelity Investments since 2022, progressing from the role of Financial Representative to Relationship Manager, and currently serves as a Planning Consultant since 2023. Throughout her time at Fidelity Investments, Virginia has gained experience in client relationship management and financial planning. Her roles have involved working closely with clients to develop and implement financial strategies that align with their retirement goals. Further information regarding Virginia's education, credentials, personal interests, and community involvement has not been provided.

Ann Laufman is a CFP® with 28 years of industry experience, currently serving at Mass Mutual Investors Services since 2003. She also acts as an agent selling life and health insurance through Investors Mutual Agency, Inc., and serves as a director on the board of the Houston Family Business Association, where she has been involved since 2023. Mass Mutual Investors Services is a broker-dealer and SEC-registered adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing planning relationships using firm-approved analytical tools and offers educational seminars and specialized programs such as divorce planning and estate-settlement services.

Peter Noyes is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach 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.

Taylor Korb is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers its program on a non-discretionary basis, combining institutional advisory operations with affiliated brokerage and investment management capabilities.

Ky Willson 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 in various roles including positions with the Houston-Galveston Area Council, Leadership Houston, and the City of Houston. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of financial advisors and branch offices.

Paula Kingsbury is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 38 years of industry experience. She has worked extensively with Avantax and currently manages Kingsbury Business Services, LLC, where she provides tax preparation and management services. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts, offering a multi-manager platform with a range of investment program options and discretionary and non-discretionary portfolio management services.

Donald Burrows Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 33 years of industry experience. Prior to Cetera, he worked for Hilltop Securities Inc. for 10 years and is involved in several business ventures including ownership of a family-operated pine plantation and management of a ranch in Timpson, TX. He also owns and consults for multiple businesses in consulting, tax preparation, and mineral interests. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services with access to both affiliated and third-party managers, supporting a wide range of program options and custodial arrangements.

Ximena Valenzuela is a financial advisor with Merrill in Houston, TX, holding a Series 66 license and six years of industry experience. Her career includes roles at CITIGROUP and Bank of America, and she currently serves as a managing member of an LLC that organizes and holds real estate investments. 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 a range of individual and institutional clients.

Randy Levy is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and over 40 years of industry experience. He has been with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee and executor for family trusts and estates. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Richard Markey Jr. is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following six years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Cristobal Moreno is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing personalized financial strategies tailored to each client's unique goals and circumstances. Moreno's expertise includes college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and values-based investing, sports and entertainment, tax minimization, and retirement income. He holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. He earned his Bachelor's Degree from Baylor University. Outside of his professional role, Moreno enjoys various sports such as baseball, basketball, chess, football, pickleball, running, soccer, tennis, as well as spending time with his family and watching movies.

Owen Drymond is a financial advisor at Equitable Advisors in Houston, TX, with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Voya Financial Partners and Directed Services LLC prior to joining Equitable Advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm participates in LPL-sponsored programs and other endorsed platforms, providing both advisory and brokerage solutions with a focus on compliance and oversight of affiliated managers.

Abryn Neal is a financial advisor at Morgan Stanley with 19 years of industry experience. He has held positions at JP Morgan Securities LLC, JP Morgan Chase Bank, and TIAA prior to joining Morgan Stanley in 2019. Neal holds Series 63 and Series 65 credentials and is based in Houston, TX. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Ethan Sonnier is a financial advisor at Edward Jones in League City, TX, holding a Series 66 designation with two years of industry experience. Prior to his advisory role, he worked at Edward Jones since 2021 and was involved with Juicy Crawfish from 2021 to 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Jonathan Wilder is a financial advisor at Edward Jones in Houston, TX, with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he serves as an Assistant Operations Officer in the United States Army Reserves, assisting with planning operations for a unit of approximately 55 personnel. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Diamond is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with MassMutual Life Insurance Company and MML Investors Services since 2011. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements supported by firm-approved analytical tools and a range of programs including wrap accounts and money-manager options.