Stephen Jones is a financial advisor with Equitable Advisors in Houston, TX. He holds a Series 66 designation and has 18 years of industry experience, including prior work at AXA Advisors, LLC. His outside business activities include various insurance and brokerage contracts. Equitable Advisors serves a broad client base ranging from individual investors to institutional clients, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and offers a range of third-party and firm-sponsored advisory solutions.

Donald Coon is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and outcome modeling in its financial planning process.

Jacob Atkinson is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments, AXA Advisors, and Equitable Advisors. Outside of his advisory role, he manages an independent advisory business, Tiras Wealth Management LLC, where he serves as a client service paraplanner. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Bradley Garrett is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and its Private Bank since 2018, following a prior role at Mercedes-Benz of the Woodlands. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Lynn Schriber is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 designation and bringing 47 years of industry experience. Prior to joining Morgan Stanley, she worked at Citigroup Global Markets from 1993 to 2009. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. 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 and financial planning services that incorporate firm-approved tools and investment modeling techniques.

Sanaa Shaikh is a Financial Advisor at Merrill Lynch Wealth Management, specializing in helping individuals and families navigate their financial journeys through personalized planning and support. She focuses on education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Sanaa aims to simplify complex financial decisions and provide clarity and confidence to her clients. With a background in economics and finance, Sanaa holds a Bachelor of Economics degree with a minor in Finance from The University of Texas at Austin and is a Personal Investment Advisor (PIA). She values building trust and maintaining ongoing communication, considering these elements crucial for strong financial relationships. Her approach emphasizes understanding client goals to create customized strategies that support their financial success. Outside of her professional role, Sanaa enjoys interior decorating, knitting and crocheting, music, painting, pickleball, spending time with her family, watching movies, and practicing yoga. These personal interests reflect qualities she brings to her work, such as patience, discipline, attention to detail, and a commitment to meaningful connections. She is fluent in Hindi, Urdu, and English.

Christine Malik is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2015 and 2016, respectively, and previously held roles at RX To Go Pharmacy and Walgreens. Malik is also involved in referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets under management through a large network of advisors delivering model-based investment strategies supported by third-party asset managers and custodial services.

Veronica Hernandez is a financial advisor at Merrill with 22 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. 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.

Patrick Foy is a CFP®-designated financial advisor with 35 years of industry experience. He is currently with LPL Financial, where he has worked since 2019, following a decade at Raymond James Financial. In addition to his advisory role, he serves as CEO of Patrick Foy Financial Group and is a public notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Christian Sanchez is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2018, including time with Morgan Stanley Private Bank, N.A. His prior experience includes roles at Wells Fargo and JP Morgan. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach involves structured discovery and modeling tools but generally does not offer individual security recommendations as part of standalone planning.

Mark Grisdale is a Series 66-credentialed advisor with Equitable Advisors in Houston, TX. He has prior work experience with Katy Independent School District and Trek Bicycle. Equitable Advisors serves individuals and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives. The firm utilizes third-party advisory models and provides ERISA fiduciary services to qualified plans.

Joseph Howard is a financial advisor with Ameriprise in Webster, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at Maique Insurance and Financial Services, Inc and Katie Lamb State Farm. He is also employed at DGW Worldwide, LLC, where he manages an advisory business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies. The firm’s recommendations incorporate proprietary research and third-party data, with enrollment criteria requiring a minimum level of investable assets.

Gregory Bergeron is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in areas such as college education planning, personal retirement planning, portfolio management services, and retirement income. His approach centers on developing customized financial plans that provide clients with a clear understanding of their current financial situation and a path toward their future goals. Greg graduated from Texas A&M University in 2006 with a degree in finance. He holds the Professional Investment Advisor (PIA) designation. Gregory aspires to assist clients in making informed financial decisions to help them achieve their financial objectives. Outside of his professional role, Gregory is involved in community activities including 1000 Hills Ministry (Church Under the Bridge), Grace Bible Church where he teaches 5th grade Sunday school, and the Houston Livestock Show & Rodeo's Directions & Assistance Committee. He enjoys baseball, football, pickleball, and spending time with his family.

James Mc Donald III is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 license with four years of industry experience. His background includes positions at Morgan Stanley Private Bank and Morgan Stanley, as well as previous roles at Helix Media 360, Beachbody, and service in the U.S. Navy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Byoung Kang is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and starting his advisory career in 2025. Prior to joining Ameriprise, he worked for Goose Creek CISD for 14 years. He is also employed at DGW Worldwide, LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.

Edward Gardner is a CFP®-certified financial advisor with over 31 years of industry experience. He is currently with OSAIC and has held prior roles at Royal Alliance Associates and United Securities Alliance. He also owns a CPA firm providing tax planning and preparation services in Houston, TX. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization complemented by various program options and a complex affiliate network.

Carlos Kuri is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 license and 24 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets and Merrill. Outside of his advisory role, he serves on the advisory board of Erika Blumenfeld Studio Lab, an art and culture organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and research to support client plans, with offerings that include both direct individual services and corporate financial planning agreements.

Cristina Moore is an International Wealth Advisor at Merrill Lynch Wealth Management. In this role, she provides wealth management services with a focus on international financial matters. She holds the Personal Investment Advisor (PIA) designation, reflecting her professional qualifications in investment advising. Ms. Moore earned a Bachelor's Degree from Tulane University and a Juris Doctorate Degree from the University of Texas. No additional personal interests or community involvement information has been provided.

Daniel Kroll is a financial advisor at Wells Fargo Clearing in Houston, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research-driven investment strategies with a broad range of brokerage and advisory solutions.

Shaquila Ellis is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. Her career includes roles at Primerica Advisors since 2007, along with involvement in health services and education. Outside of her advisory work, she manages J.E.M.E. Publishing, LLC, an artificial intelligence consultation business based in Austin, TX. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors who use model-driven strategies managed by third-party asset managers.