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 worked at Equitable Advisors since 2016, including its predecessor Axa Advisors. His other business activities include involvement in various outside insurance ventures. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed TAMPs.

Araceli Rocha is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Merrill since 1998. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Yadira Rodriguez is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, including a concurrent role at JPMorgan Chase Bank, N.A. since 2018. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Perrin Langlois is a financial advisor at Equitable Advisors with 19 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2005, including time when the firm operated as Axa Advisors, LLC. Outside of his advisory role, he serves as an executor and trustee of a family beneficiary trust. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

John Graham is a Financial Consultant at Fidelity Investments, where he works directly with clients to help them plan for their financial goals. He has been in this role since 2025. Prior to his current position, John held several roles at Fidelity Investments, including Planning Consultant from 2023 to 2025 and Relationship Manager in 2023. Before joining Fidelity, he was an Investment Services Representative at Ameriprise Financial from 2022 to 2023 and an Associate Banker at J.P. Morgan Chase from 2020 to 2022.

Joseph Foxworth is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with MassMutual Life Insurance Co and Mass Mutual Investors Services since 2013. Outside of his advisory role, he is involved in sales of individual and group life and health insurance. MassMutual 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, money-manager programs, and educational seminars.

Lezette Marion is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2023. She has over two decades of experience partnering with individuals, businesses, and families to assist with planning and investing to meet their unique needs. Lezette's approach involves creating strategic wealth plans built on empathetic connections and aims to develop strong, trusting relationships with her clients. Her professional experience spans several roles within the financial industry, including Financial Consultant and Investment Consultant at Fidelity Investments from 2010 to 2023, Private Banker at Wells Fargo from 2005 to 2010, Financial Analyst at Citi Corp from 2004 to 2005, and various managerial and relationship roles at Chevy Chase Bank, Chase Bank, and Wells Fargo from 1997 to 2001. This diverse background contributes to her expertise in wealth planning and financial consulting. Outside of her professional work, Lezette enjoys family activities, exploring food, visiting museums, engaging with music, photography, and traveling.

Ross Weidner is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and three years of industry experience. He previously attended Texas A&M University and has worked at The Home Depot. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Bradly Hinton is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Ameriprise in Houston, TX with 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. In addition to his role at Ameriprise, he is an associate financial advisor at Tiras Wealth Management LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria, delivering non-discretionary, research-driven recommendation reports that incorporate tax-efficient strategies and asset management tailored to client needs.

Brian Standefer is a financial advisor with LPL Financial in Houston, TX, holding the CFP® designation and Series 66 license. He has 18 years of industry experience and has been with LPL Financial since 2007. Outside of his advisory role, he acts as a public notary and sells long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research from multiple sources to support diversified investment strategies.

Geralyn Enriquez is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 designation and 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory work, she provides DJ and singing services through her sole proprietorship, EV Entertainment. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Michelle Katona is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Pride Technologies and Tailored Management, along with various non-financial businesses such as Maiden Odds LLC and ZipZone Outdoor Adventures. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support client financial goals.

Nikhil Modi is a financial advisor with LPL Financial based in Stafford, TX, holding the Series 63 and Series 66 designations and bringing 33 years of industry experience. Prior to joining LPL Financial in 2025, he has been with Next Financial Group Inc since 2009. Modi is also an author and engages in selling and servicing term life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services, supported by comprehensive research and a wide range of investment strategies.

Diego Fernandez is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and beginning his career in 2025. His prior work experience includes roles at JPMorgan Chase Bank, Equitable Financial Life Insurance, and his own business ventures from 2016 to 2025. 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 through a select group of Wealth Advisors. As part of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Adil Berrada is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Equitable Advisors since 2022 and is also self-employed in language interpretation and translation. Berrada serves as Treasurer on the volunteer Board of Directors for the Houston Interpreters & Translators Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

Lilly Cuaron Castro is a financial advisor at Morgan Stanley with 17 years of industry experience. She has held roles at Morgan Stanley Private Bank, N.A. since 2017 and Morgan Stanley Smith Barney LLC since 2016. Castro holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Jack Hansen serves as a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping families and business owners develop wealth plans that align with their life priorities, integrating guidance from Merrill's investing insights and banking solutions from Bank of America. His expertise encompasses various areas including family wealth management strategies, liquidity management, managing new wealth, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income planning. Jack provides specialized services for high-net-worth individuals, offering access to institutional-grade tools and strategies such as advanced tax strategies, concentrated equity management, estate planning, exit planning, and M&A advisory through his team. Jack holds a Bachelor's degree from the Texas State University System and professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Outside of work, he engages in activities such as baseball, basketball, boating, football, running marathons, skiing, and traveling.

Kevin Mathew is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and eight years of industry experience. Prior to joining Ameriprise in 2022, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2018 to 2022, and at Axa Advisors from 2017 to 2018. Outside of Ameriprise, he is associated with Tiras Wealth Management LLC as an Associate Financial Advisor and Client Service Specialist. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated processes overseen by a specialized team to deliver personalized retirement income advice within a large institutional framework.

Jeremy Cooke is a CFP® professional with 22 years of experience in the financial services industry. He has been with J.P. Morgan Securities since 2012 and also maintains a role at JPMorgan Chase Bank, NA, where he has worked since 2003. Based in Houston, TX, Cooke holds Series 63 and Series 66 licenses. 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 institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Scott Monteverde is a financial advisor with Morgan Stanley in Houston, Texas, holding a Series 66 designation and having 20 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning services primarily in an advisory capacity.