Cesar Limones is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has prior experience at NYLIFE Securities LLC, New York Life Insurance Co., Rethink Wealth, and Granger and Mueller P.C. before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Sylvester Johnson is a financial advisor with LPL Financial in Pearland, TX, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at SouthState Bank, Frost Brokerage Services, Charles Schwab, Bb&T Securities, and SWBC Investment Services. 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 various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Susan Holt is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2010. Based in Houston, TX, she provides advisory services through one of the firm's large institutional offices. 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.

Phyllis Martin is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2004. In addition to her advisory role, she is also licensed as an insurance agent engaged in insurance sales. Mass Mutual Investors Services 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 to deliver written recommendations through structured annual planning engagements.

Omar Azeez is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Mass Mutual Investors Services since 2013 and also works with MassMutual Life Insurance Company since 2012. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing a collaborative planning process that uses firm-approved software to analyze client goals and deliver written recommendations.

Elese Leblanc is a financial advisor at Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses with 25 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she has worked as an independent beauty consultant for Mary Kay, engaging in cosmetic sales through various marketing activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide 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.

Blaine Douglas is a financial advisor with LPL Financial in Friendswood, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been associated with LPL Financial since 2009 and has operated Blaine Douglas Financial Advisor since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party subadvisors, and research from LPL Research.

Daniel Bader is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has been associated with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies.

Alton Drake is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at Invesco and multiple positions within UBS since 2022. He attended Southern Methodist University from 2022 to 2026. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and fiduciary services.

Matthew Bowman is a financial advisor with Morgan Stanley in Houston, TX. He holds Series 63 and Series 66 designations and has eight years of industry experience, including prior roles at JP Morgan Securities LLC and JP Morgan Chase Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling in its financial planning process.

Cynthia Jones is a CFP®-certified financial advisor with Edward Jones, where she has worked since 2011. She has 14 years of industry experience. Outside of her advisory role, she has been involved with the Houston Livestock Show and Rodeo as a Breeder Greeter Committee member, assisting junior exhibitors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory and fiduciary services. The firm manages over $1 trillion in assets and is known for its extensive network of financial advisors and branch offices nationwide.

Jonathan Bergeron is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and with six years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Shell Oil Company from 2013 to 2019. 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 that utilizes structured discovery processes and advanced modeling tools.

Alejo Orvananos is an International Wealth Advisor with Merrill Lynch Wealth Management, where he has served since 2009. He specializes in international wealth management, managing new wealth, and portfolio management services. Alejo focuses on providing strategies and investment guidance tailored to the financial objectives of individuals, families, and businesses. Alejo began his financial career in 1993 as an equity floor trader at Bolsa Mexicana de Valores with Probursa Casa de Bolsa. In 1998, he joined Banamex-Accival as Vice President of Institutional Sales Trading, advising and trading stocks for institutional clients. In 2002, he worked in New York City with Citi Private Bank, providing financial advice to ultra-high net worth clients, while completing an Executive MBA at IPADE. His expertise includes trading stocks, bonds, and options, portfolio management, hedging strategies, and investment process support. At Merrill Lynch, he holds the title of Senior Vice President and International Financial Advisor. Alejo holds a Bachelor's degree from Universidad Iberoamericana and has completed an accredited certificate program at Yale University. He has earned professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Outside of his professional activities, Alejo is involved with the community organization JH Ranch and has personal interests in boating, cooking, and golfing.

Joshua Moore is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, following five years at LPL Financial. In addition to his advisory role, he manages an advisory business as Client Service Manager at Tiras Wealth Management LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Eric Davenport is a financial advisor with LPL Financial in Dickinson, TX, holding the ChFC® designation and securities licenses Series 63 and Series 66. He has 17 years of industry experience, including prior roles at CUNA Mutual Group, Commonwealth Financial Network, Selah Financial Service, Inc., Anico Financial Services, Inc., and American National Insurance Company. He is also associated with AMOCO Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Daniel Blaylock is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he held positions in import and retail businesses, including MISA Imports and Mexcor Pioneer Wine and Spirits. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Toni Melinder is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 2009 and holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, delivering advice supported by proprietary research and model-based asset allocations.

Mohammad Shemiranipour is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and 11 years of industry experience. He has been with J.P. Morgan Securities since 2014 and is also involved as a general partner and investor in Oilyx, LLC, a company focused on land acquisition for natural resource exploration. Additionally, he is a member of Shem Co. LLC, a family LLC established to manage family funds. 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 through a non-discretionary advisory model. As a subsidiary of J.P. Morgan, the firm integrates advisory services with affiliated brokerage, distribution, and investment management capabilities.

Joshua Hebert is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. He has previously held roles at multiple organizations, including The Hebert Organization LLC and Frugal Fitness. Outside of his advisory work, he is the sole proprietor of Eucharistic Fire, a Catholic content creation venture. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Matthew Grieco is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities LLC. Grieco’s background also includes roles outside of finance, such as at College of the Holy Cross and in moving and storage services. Fidelity’s Strategic Advisers LLC, where Grieco operates, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model strategies to intermediary platforms.