Liliana O'Leary is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Leslie Meyer is a financial advisor with Edward Jones in League City, TX, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones, Meyer gained experience through roles at Washington University in St. Louis and Texas Monthly. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jennifer Turrentine is a Financial Advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. Her work history includes roles at Thrivent Financial, Empower Financial Group of America, and the Texas Association of Realtors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning covering a range of topics, delivered as standalone or ongoing engagements, without discretionary trading authority over client assets.

Mahesh Desai is a financial advisor at OSAIC with 32 years of industry experience and holds the CFP®, CFA®, and Series 63 designations. His prior experience includes roles at SagePoint Financial and MSI Financial Services, Inc. He also operates a CPA sole proprietorship and volunteers with the CFA Society Houston, assisting with speaker coordination, mentoring, and financial literacy initiatives. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Richard White is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is a member of the Rotary Club of Katy and serves as executor and trustee for his spouse’s estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Ian Reutelhuber is Vice President, Financial Consultant at Fidelity Investments. In this role, he partners with clients to understand their financial goals and helps develop customized plans tailored to their unique needs. He emphasizes building strong relationships with clients founded on reliability, integrity, and competency. Ian has been with Fidelity Investments since 2015, progressing through various roles including Workplace Planning Consultant, Client Management Representative, Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position. His experience encompasses client management and financial consulting within the firm. Outside of his professional role, Ian enjoys family activities, reading, tennis, and traveling.

Phuong Doan is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. In addition to her advisory role, she is an IRS Enrolled Agent providing tax preparation services and also assists with tax preparation at V.V. Babukutty. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a multi-manager platform with various portfolio management and consulting services.

Yesica Garcia is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has been associated with both Merrill and Bank of America since 2011. Outside of her advisory role, she is a co-owner of a family business unrelated to investment activities. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Diamantina Araujo is a financial advisor with Primerica Advisors in The Woodlands, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked with Primerica Financial Services since 2010 and PFS Investments Inc. since 2011, and was employed at Ascension Press from 2012 to 2018. Outside of her advisory role, she serves as a notary public and volunteers as a monitor for court-ordered child visitations. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery 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 delegates trading responsibilities to BNY Mellon Advisors, operating with a percentage-based tiered wrap fee structure.

Keandra Hughes is a Financial Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to understand their financial goals and develop strategies tailored to their short-, mid-, and long-term objectives. She provides guidance on investing, retirement planning, and saving for unexpected events, and facilitates access to Bank of America specialists for services including banking, credit, home financing, and small business solutions. Keandra holds professional designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her Bachelor's Degree from Texas Southern University. Her approach centers on uncovering what matters most to clients and their families to create personalized strategies aimed at achieving their financial goals.

Mark Smith is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Cetera Advisors LLC since 2013, including his current role starting in 2024. Outside of his advisory work, he owns and operates insurance-related businesses focused on property and casualty insurance as well as fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

Charles Rizzo is a financial advisor with Edward Jones in Pearland, TX, holding Series 63 and Series 65 credentials and having 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its extensive advisor and branch network and additional services such as a trust company and securities-based lending.

Shane Stephens is a Financial Consultant currently working with Fidelity Investments. He collaborates with clients to develop financial plans that align with their individual goals and needs, and assists in implementing these plans through appropriate investment strategies. Shane's experience at Fidelity Investments spans several roles, including Financial Representative in 2022, Investment Consultant from 2023 to 2024, and Financial Consultant from 2024 to the present. Outside of his professional work, Shane has personal interests in baseball, fishing, football, golf, kayaking, and spending time with pets.

Jennifer Robbins is a financial advisor at Edward Jones with 17 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at PNC Investments, BBVA Securities Inc, Morgan Stanley, SWBC Investment Services, and Capital One Investing. Outside of advising, she has explored real estate opportunities through an ownership interest in Next Adventure Properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a wide range of investment strategies supported by a large network of financial advisors and branch offices nationwide.

Jose Salgado is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and four years of industry experience. Prior to his current role, he was associated with Molly Ward and Tate Lowe and has experience with organizations including Yes Prep and MEMCO. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs for investment implementation.

Thalia Savvidis is a financial advisor at Ameriprise with 26 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2012. Outside of her advisory role, she is involved with DGW Worldwide, LLC as an independent advisor. Ameriprise provides a retirement-income planning service focused on individuals near or in retirement who meet specific asset criteria, offering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services through a centralized consulting team.

Douglas Ottosen is a financial advisor at Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses with three years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2023. In addition to advisory work, Ottosen has involvement in non-investment activities related to home security and automation product referrals 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 uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Carter Malonson is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held various roles including positions at North Italia and Vanderbilt University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Justin O’Bannon is a financial advisor with OSAIC Wealth, Inc. in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to his current role, he has been employed by BP Energy Co since 2014. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization, supports discretionary and non-discretionary strategies, and is notable for its scale, affiliate network, and recent consolidation activity.

Jeffrey Elliott is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked 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 variety of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.