Carson Smith is a financial advisor with Equitable Advisors based in Houston, TX. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to this, he held roles including a student assistant position at the Mark & Paula Hurd Welcome Center. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a model-driven approach that includes third-party asset managers and discretionary portfolio advisors, offering a broad range of investment options and ERISA fiduciary services.

Sidney Schmitz is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and with one year of experience at the firm. Prior to joining Morgan Stanley, Schmitz worked at Neste US Inc. for two years and spent eight years in full-time education. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Ann Mac Naughton is a CFP® professional affiliated with LPL Financial, based in Houston, TX, with 21 years of industry experience. She previously worked at Bank of America and Merrill. She serves as an election clerk in Harris County, Houston. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Ben Cravens is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he serves as president and board member of Trucha Grande LLC, a recreational business based in Fort Worth, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved tools but generally does not provide individual security recommendations as part of standalone planning.

Wendi Ann Francis is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Regions Bank, and Cetera Investment Services. Outside of her advisory role, she is owner and partner of Roots & Resilience LLC, a social and educational business providing literacy materials and cultural programs. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Jalen Blackmon is a CFP® professional with three years of experience in financial advising. He is currently with Mass Mutual Investors Services and has prior experience at firms including Strategic Financial Group, Wealth Standard Financial, and Cetera Advisor Networks. 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 offers financial planning, asset management, money-manager programs, and educational seminars, with planning engagements structured as annual, collaborative relationships utilizing firm-approved analytical tools.

Linda Gibbs is a Series 66 licensed financial advisor with Merrill in Houston, TX, where she has worked since 2000. She has 18 years of industry experience. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Dominic Cellitti is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves on the board of the 4th Wall Theater, a civic organization focused on arts and culture in Houston. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment committee estimates to support client financial plans.

Samantha Alonzo is a financial advisor at Merrill with 7 years of industry experience. She holds the Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2005. 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.

Stephen Hever III is a financial advisor at LPL Financial in Houston, TX, with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. His career includes roles at JSC Federal Credit Union, IMG Financial Group, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory services delivered primarily through its network of investment adviser representatives.

Daren Dahmer is a CFP® credentialed financial advisor with 32 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously spent 11 years at Bank of America, NA. He is based in Houston, TX. 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 manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Robert Stillman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes prior roles at Ameriprise and Edward Jones. Outside of his advisory work, he is involved in an art business, spending time monthly as an artist. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive research tools and a large network of investment adviser representatives.

Mayank Rai is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Securities America Inc. In addition to his advisory role, he serves as an office manager involved in life and health insurance and indexed annuities. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by a range of programs and third-party manager options.

Jesus Garza is a financial advisor with J.P. Morgan Securities based in Houston, TX, holding a Series 66 designation and six years of industry experience. His prior firms include Merrill, Bank of America, and BBVA Securities. 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 with a non-discretionary approach.

Sergio Gumucio is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and three years of industry experience. His career includes four years at Indiana University–Bloomington and Morgan Stanley since 2022. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Taylor Baloney is a financial advisor at J.P. Morgan Securities based in Houston, TX, holding the Series 66 designation with two years of industry experience. Prior to joining J.P. Morgan Securities in 2026, Taylor worked at Edward Jones and Kemper Corporation. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Moufid Hajjar is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior work includes positions at Bank of America, Woodforest National Bank, and Capital One. Outside of finance, he is involved in his family’s restaurant business, assisting with various operational tasks. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rafael Locken Testa is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 designations and possessing 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and associated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Rachael Tobor is a financial advisor at Morgan Stanley with 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she co-owns an erosion control and landscaping business with her spouse. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and a wide range of investment programs supported by firm-approved tools and methodologies.

Austin Webb is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Equitable Advisors since 2016, including its predecessor Axa Advisors, and is involved in various outside insurance activities. Equitable Advisors serves a range of clients, from individuals to institutions, providing financial planning, retirement consulting, and asset management programs. The firm uses a combination of in-house and third-party advisory models, focusing on personalized client information and risk assessment without sponsoring its own wrap fee program.