Sonya Little is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 designations and having 33 years of industry experience. She has been with Merrill since 1991. Outside of her advisory role, she is a general partner and managing member of Kingdom Promotions, LLC, a family-held limited liability company. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers for a diverse client base including individuals, high-net-worth clients, and institutions.

Marcellus Davis is a financial advisor at Morgan Stanley with 21 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. 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 and estate planning strategies, managing approximately $2.74 trillion in client assets.

Sushil Birla is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities 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 delivers these services alongside affiliated brokerage and investment management capabilities.

Rick Dworaczyk is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He works with clients to prepare for financial challenges and opportunities, partnering with them to transform their investments into lifetime plans. Prior to his current role, he served as a Financial Consultant at Fidelity Investments from 2017 to 2022 and as an Investment Consultant from 2015 to 2017. Before joining Fidelity, he was the Chief Investment Officer at Foresight Financial from 2011 to 2015. Rick's career spans roles focused on investment consulting and financial planning. His experience includes developing and managing investment strategies and advising clients on financial goals. Outside of his professional work, Rick's personal interests include baseball, fitness, social events, kayaking, parenthood, and scuba diving.

Jeremiah Corbin is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Texas Wealth Management, LLC and FSC Securities Corp. He is also involved in client account management at Texas Wealth Management, LLC. OSAIC serves a diverse client base including retail and institutional investors, offering a range of services such as integrated brokerage and advisory, financial planning, retirement consulting, and access to third-party money managers through multiple advisory platforms.

Prince Mayela is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping individuals, families, and business owners build, preserve, and manage their wealth through strategies tailored to each client's goals, values, and long-term vision. Prince focuses on areas such as 401(k) plans, IRAs, investment portfolios, equity compensation, retirement income, legacy planning, and small business strategies. Prince holds a Bachelor's Degree from the University of North Carolina at Charlotte and has earned the Personal Investment Advisor (PIA) designation. He is a member of professional organizations including the Houston Millennials Organization, Omega Psi Phi Fraternity Inc., and the Texas Young Professionals Organization. He dedicates himself to building meaningful relationships and providing personalized guidance that simplifies complex financial matters. Outside of his professional work, Prince enjoys baseball, basketball, biking, chess, football, golfing, reading, running, spending time with his family, and traveling.

Michelle Pardivala is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Before joining Fidelity in 2025, her work history includes roles outside the financial sector, such as positions at MD Medical Management, G3 Innovations, and The Tutoring Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary services with oversight of sub-advisers and a focus on systematic, long-term asset allocation.

Cameron Hall is a financial advisor with LPL Financial, holding a Series 66 credential and bringing eight years of industry experience. His career includes roles at Edward Jones and C & D Steward Financial prior to joining LPL Financial. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers diversified financial planning, advisory programs, and retirement plan consulting, utilizing a variety of investment management approaches and proprietary research.

Carl Scarbrough is a financial advisor with Mass Mutual Investors Services based in Houston, TX. He holds the CFP® and ChFC® designations, along with a Series 66 license, and has 21 years of industry experience. His prior work includes 13 years with Metropolitan Life Insurance and over a decade with MassMutual Life Insurance Company. 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 programs, using a collaborative planning process supported by firm-approved analytical tools.

Khawaja Haris Saeed is a financial advisor at Morgan Stanley in Houston, TX, with three years of industry experience. He holds a Series 66 designation and has prior work experience with Industrial Info Resources, the Pakistan Stock Exchange, and Habib Bank Limited. Outside of his advisory role, he owns Connect 24/7 LLC, a technology business providing internet and TV services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Randall Petrick is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers a range of financial services including estate planning and investment advisory solutions.

Kelly Hejtmancik Jr. is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. He has held roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2017, and previously worked at NYLIFE Securities Inc. and New York Life Insurance Company from 2002 to 2017. He is also involved as president of HV Strategic Wealth Management, LLC, a firm focused on financial planning and investment management services. 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 ongoing financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Johnathan Evans is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. 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 that utilizes approved tools and modeling techniques to help clients develop financial strategies.

Carlos Aleman is a Financial Advisor at Merrill Lynch Wealth Management, based in the Houston Galleria area. He joined Merrill in March 2022, focusing on helping families, Big Tech professionals, and small business owners manage and grow their wealth. Carlos works with clients at various stages of their financial journey, providing guidance on retirement planning, estate planning, tax-efficient investing, wealth and risk management, business succession, alternative investments, and securities-based lending. Before entering financial services, Carlos spent several years in the technology sector, including roles at SHI, Dell Technologies, and Poly, supporting IT infrastructure needs for medium-sized businesses. He holds a Bachelor's degree from Texas A&M University and earned the Personal Investment Advisor (PIA) designation. Currently residing in Katy, Texas, Carlos lives with his wife Lauren, their two children, Tanner and Audrey, and their dog, Ellie. He enjoys spending time outdoors with his family, visiting local parks, and pursuing interests such as basketball, gardening, and following Houston sports, notably his favorite team, the Houston Rockets. Carlos emphasizes transparent communication and building lasting relationships to provide clients with the confidence to plan their financial futures.

Garth Mchenry is a financial advisor with LPL Financial in Friendswood, TX, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with LPL Financial and its predecessor firm since 2006. Outside of his advisory role, he is involved in hotel investment and management ventures and holds interests in hospitality-related businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Ronald Meckler is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for three years before joining LPL Financial in 2018. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Elizabeth Curtis is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has prior work experience at Ameriprise Financial Services, Merrill, Bank of America, and Shell in various roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its extensive nationwide advisor and branch network and affiliated capabilities beyond advisory services.

Jay Conner is a financial advisor with MassMutual Investors Services in Houston, TX, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has worked with MML Investor Service and MassMutual Life Insurance Company since 2003. Outside of advisory work, he is also active as an insurance agent. MassMutual 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, wrap and money-manager programs, and educational seminars.

Cohen Reagan is a CFP®-certified financial advisor with 29 years of industry experience, currently serving at J.P. Morgan Securities in Houston, TX. His previous roles include positions at TD Ameritrade Investment Management, LLC, and TD Ameritrade Inc. since 2007. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Sidney Jenkins is a financial advisor at Fidelity with Series 63 and Series 65 designations and five years of industry experience. Prior to joining Fidelity, Jenkins worked in management roles at Mattress Firm and Pappas Restaurants. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research and quantitative methods. The firm also serves as a commodity pool operator and advises multiple registered investment companies.