David Hergert is a CFP®-designated financial advisor with Ameriprise in Houston, TX, and has 16 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and annual follow-up advice focused on income sources and tax-aware withdrawal strategies.

Elsa Muniz is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and was previously associated with Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and utilizes structured planning tools and scenario analysis in its process.

Yuriy Royzman is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017 and previously at UBS Financial Services Inc from 2010 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with options for both discretionary and non-discretionary services, including unique offerings like insurance-related investment vehicles and bank deposit sweep programs.

Mark Grunden is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses. He has one year of industry experience, including roles at Primerica Financial Services and DMR Insurance. Primerica Advisors is a large-scale firm serving individual investors as well as corporate and charitable clients through a wrap-fee asset management program that employs model-delivery strategies created by unaffiliated managers and offers a range of investment approaches including strategic, tactical, and tax-managed models.

Michael Mc Hugh is a CFA® charterholder with 28 years of industry experience. He is currently a financial advisor at Ameriprise in Houston, Texas, having joined the firm in 2023. His prior experience includes roles at Invesco Advisers, Aim Private Asset Management, and A I M Distributors. Ameriprise provides retirement-income planning services for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, leveraging algorithmic automation overseen by a retirement income consulting team.

Guy Kidd is a financial advisor with Cambridge Investment Research Advisors in Houston, TX, holding a Series 66 designation and 34 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entity since 2005. Outside of his advisory role, he is an independent insurance agent and owns KiddCo Financial Planners, which provides insurance, benefits, and human resources services. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Daniel Boehm is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds a Series 66 designation and has worked at MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2022. His prior work includes roles at North Star Resource Group of Texas and Vector Marketing. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software for goal analysis and delivering written recommendations without investment discretion.

Gerardo Olavarrieta is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Morgan Stanley entities since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

James Kelley is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as managing general partner of a family limited partnership managing his family’s estate assets and acts as executor and trustee for his mother’s estate in Houston, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes investment options such as insurance-related vehicles and bank deposit sweep programs.

Cory Walton is a financial advisor with LPL Financial based in Houston, TX, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He previously worked at INVEST Financial Corporation for six years before joining LPL Financial in 2018. Outside of his advisory role, he is involved with Stonewolf Benefits, LLC and operates an online consulting and coaching business through corywalton.com. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from LPL Research and third-party subadvisors.

Bryce Dooley is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation. He has three years of industry experience, including prior roles at BroadVail Capital Partners and JLL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Christopher Wooldridge is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, W&S Brokerage, Western & Southern Life, and ReMax. Outside of advisory services, he has worked as a full-time sales agent for Western & Southern Life. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Cameron Greenwood is a CFA® charterholder with 20 years of industry experience, currently with Morgan Stanley in Houston, TX. He has been associated with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is an officer of Aruka Camp LLC, a recreation business based in Houston. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and proprietary planning tools.

Miguel Gerardo Dacones is a financial advisor with Mass Mutual Investors Services and holds the Series 66 credential. He has been working in the financial services industry since 2026. Outside of finance, he has been involved with OCA Greater Houston since 2020. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved analytical tools and structured planning engagements.

Shane Klemcke is a financial advisor with Edward Jones in Alvin, TX, holding a Series 66 designation and 10 years of industry experience. He has worked at Edward Jones across two periods totaling seven years, with additional experience at Empower Financial Services, Inc. and Wealthgen Advisors, LLC. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Donnie Dishaw is a CFP® with 30 years of industry experience, currently serving at Wells Fargo Advisors since 2019. Prior to that, he worked at UBS Financial Services Inc. for 11 years. He owns Texan Wealth Advisors, an independent financial practice based in Katy, Texas. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Andrea Prudencio Barrientos is a Private Wealth Manager at Merrill Private Wealth Management. She specializes in managing comprehensive wealth strategies tailored to client needs, offering services in corporate executive financial planning, family wealth management, institutional investment consulting, liquidity management, philanthropic planning, portfolio management, and tax minimization. Andrea is committed to working closely with clients to develop personalized financial strategies that align with their long-term goals. She holds a Bachelor's degree in Economics and a Master's degree in Sustainable Development, both from Tecnologico de Monterrey. Andrea is also a certified Personal Investment Advisor (PIA). Her professional experience includes extensive work in Latin American markets, where she has developed skills in financial markets, sustainable growth, and relationship management. Andrea participates in community volunteer activities aligned with Merrill's tradition of service. She is fluent in English and Spanish and has personal interests in dancing, painting, pottery, tennis, writing, and yoga.

Jared Harville is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank and JP Morgan Securities LLC since 2014. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services alongside affiliated brokerage and investment management capabilities.

Varkey Abraham is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. His background includes roles in real estate sales and investment-related product sales, alongside a long-standing position as a program manager at MD Anderson Cancer Center. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-based investment strategies supported by third-party asset managers.

Afnaan Khan is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. prior to joining J.P. Morgan. 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. The firm combines institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.