Yiller Auyon is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Yiller held various roles outside the financial sector, including positions at J.Crew and First Financial Group of America. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Bradley Garrett is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning specialists.

Edmund Steinert is a Financial Advisor at Merrill Lynch Wealth Management, specializing in comprehensive wealth management strategies. He works with individuals, families, and businesses to develop personalized financial plans that address investment planning, retirement planning, tax-efficient strategies, and risk management. Edmund emphasizes a client-centric approach, focusing on building long-term relationships grounded in trust and a clear understanding of each client's unique financial goals. With professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Accredited Asset Management Specialist (AAMS), and Personal Investment Advisor (PIA), Edmund leverages his expertise and the extensive resources of Merrill Lynch to provide guidance tailored to life’s changes. His practice concentrates on areas such as education planning, family wealth management, legacy planning, retirement income, and catering to women and wealth. He holds a Bachelor's Degree from Franklin College. Outside of his professional role, Edmund is involved in the community through Rotary. He also enjoys boating, fishing, and spending time with his family.

Simone Shammai is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 designations and 20 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she is involved with Shammai Investments LLC, which includes management and supervisory responsibilities related to a rental four-plex property. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans and operates with a broad platform that includes trading, custody, and lending services.

Michael Pascarella is a CFP® with 20 years of experience in the financial industry, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. He serves on the Board of Directors for Massey Lakes Estates HOA in Houston, TX. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

George Hawkins is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Hawkins serves on several boards and committees for Legacy Community Health, including the Endowment Board and Finance Committee. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and nonprofit organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on personalized client assessments and a diverse set of investment options without sponsoring its own wrap fee program.

Richard Kuriger III is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding a Series 63 designation and over 57 years of industry experience. He has served in various roles since 1978, including president of RCK, Inc., and has been affiliated with Mass Mutual Life Insurance Company and MML Investors Services since 1996. Outside of his advisory work, he is a board member of the Rotary Club of Houston. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser and subsidiary of MassMutual that provides financial planning, asset management, and educational seminars to individuals, business owners, and charitable organizations. The firm structures planning engagements as ongoing relationships using firm-approved analytical tools and offers specialized planning services such as divorce and estate-settlement planning.

Georgina Cross is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill and Primerica. Her background also includes roles at BBVA Securities and Compass Bank. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, while clients remain responsible for plan implementation and updates.

Bill Corbell is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at Merrill from 1984 to 2002, Citigroup Global Markets from 2002 to 2009, and Morgan Stanley starting in 2009, with a concurrent tenure at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes proprietary tools and modeling techniques.

Devin Davidson is a financial advisor at Merrill with a Series 66 designation and has been in the industry since 2026. Prior to joining Merrill and Bank of America, he worked at J.P. Morgan Chase and Wells Fargo. 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 individuals, high-net-worth clients, and institutions.

Cordarious Dorsey is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities and developing strategies to pursue their short-, mid-, and long-term financial goals. He provides guidance on a range of financial topics, including general investing, retirement planning, and saving for unforeseen circumstances. Additionally, he offers access to Bank of America specialists for banking, credit, home financing, and small business solutions. Cordarious holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned a bachelor's degree from Mississippi State University. His approach involves ongoing conversations with clients to address their goals, concerns, and questions, ensuring that advice evolves as their needs change.

Jin Huang is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2017 and joined Merrill Lynch Wealth Management in 2018. Jin assists clients by helping them manage their individual wealth through comprehensive wealth management strategies tailored to their specific needs. Her expertise encompasses family wealth management strategies, services for defined benefit plans, liquidity management, personal retirement planning, small business strategies, women and wealth, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Jin holds a Bachelor's Degree from Xiangtan University, a Master's Degree from the Chinese Academy of Sciences, and a Doctorate Degree from the University System of Ohio. She is also a Personal Investment Advisor (PIA) and is a member of the Asian Chamber of Commerce Houston. Jin is committed to community involvement, including volunteering with the Mandarin Immersion Magnetic School, reflecting the Merrill tradition of serving local communities. In her personal time, she enjoys dancing, spending time with her family, playing table tennis, and traveling.

Claudia Cardona is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its related entities since 2015. Outside of her advisory work, she owns a retail business called Shopsy Queen and is also a professional singer. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on written recommendations and ongoing tax-aware retirement income planning, supported by a centralized team and proprietary research tools.

Isel Isern is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, following six years at J.P. Morgan Securities. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Brian Kelly is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Equitable Advisors since 2013, including its predecessor Axa Advisors. Outside of his advisory role, he performs as a singer in an acoustic band and serves as secretary on the Houston Sigma Chi Alumni Chapter board. Equitable Advisors provides financial planning, retirement plan consulting, and asset management to individuals, plans, corporations, and charitable organizations. The firm utilizes various advisory models, including third-party programs and discretionary management, and offers products such as mutual funds, ETFs, and alternative investments, serving a wide range of clients from non-high-net-worth individuals to institutions.

Nai An Lee is a Wealth Management Advisor with Merrill Lynch Wealth Management. She collaborates one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Nai An offers access to investment insights from Merrill as well as banking and lending solutions from Bank of America. Her areas of expertise include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, and women and wealth. Nai An holds a Bachelor's Degree from Baylor University and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Nai An participates in community activities through volunteering with local organizations, following the tradition of Merrill's involvement in the communities it serves. She communicates with clients in English, Chinese, and Mandarin.

Richard Sanborn is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 credential and 17 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning using firm-approved tools and advanced modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

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.

David Brown is a financial advisor with LPL Financial in Houston, TX. He holds Series 63 and Series 66 designations and has 37 years of industry experience. Prior to joining LPL Financial in 2015, he worked at J.P. Morgan Securities, Chase Investment Services Corp., Banc One Securities Corporation, and Ifmg Securities, Inc. 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.

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.