Cory Walton is a financial advisor with LPL Financial based in Houston, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining LPL Financial in 2018, he worked at INVEST Financial Corporation and New England Securities. He is also involved with Stonewolf Benefits, LLC, offering services related to employee benefits and insurance, and operates an online platform providing courses, consulting, and coaching. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and various technology tools.

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.

Mark Underwood is a Financial Consultant at Fidelity Investments, where he has been employed since 1999. Throughout his tenure, he has held various roles including Financial Consultant, Vice President Executive Planning Consultant, Vice President Branch Manager, Regional Planning Consultant, Vice President Senior Account Executive, and Investment Representative. Mark's experience spans over two decades within Fidelity Investments, providing him with extensive knowledge in investment planning, client service, and personalized financial guidance. His commitment is to leverage Fidelity's diverse investment options and resources to assist clients in working toward their financial objectives. No specific information regarding his education, credentials, personal interests, or community involvement has been provided.

Christopher Wooldridge is a financial advisor at Merrill based in Houston, TX, holding a Series 66 designation with three years of industry experience. His work history includes roles at Bank of America, W&S Brokerage, Western & Southern Life, and previous experience in real estate with ReMax and Chris Properties. Wooldridge has also served as a full-time sales agent for Western & Southern Life. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kelly Franco is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2016, following two years at Morgan Stanley. Outside of her advisory role, she is a managing member of a family LLC intended to start a small business involving the installation of screen garage door kits. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with JPMorgan Chase Bank and JP Morgan Securities LLC since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities 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 eight years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America, N.A. prior to his current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Cesar Limones is a financial advisor at Morgan Stanley in Houston, TX with four years of industry experience. He holds a Series 66 designation and has worked previously at NYLIFE Securities LLC, New York Life Insurance Co., Rethink Wealth, Limones Contractor Services, and Granger and Mueller P.C. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients through a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Fuxing Xu is a Senior Financial Advisor with Merrill Lynch Wealth Management, where they provide clients with comprehensive financial planning and portfolio management services. Since joining the Waarbroek-Lin Group in 2018, Fuxing has focused on areas including corporate benefits, family wealth management strategies, institutional and corporate benefit services, international wealth management, personal retirement planning, portfolio management, and supporting women and wealth initiatives. Fuxing holds a Bachelor’s degree in Applied Mathematics from the University of California, Los Angeles, and a Master of Science in Applied Finance from Pepperdine University. Prior to joining Merrill, Fuxing worked with LPL Financial. Professional credentials include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Fuxing is fluent in English and Mandarin. Outside of professional pursuits, Fuxing enjoys hiking, swimming, traveling, and participating in community charity events.

Sylvester Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 14 years of industry experience. His prior roles include positions at SouthState Bank, Frost Brokerage Services, Charles Schwab, BB&T Securities, SWBC Investment Company, Morgan Stanley, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors.

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.