Blaine Douglas is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at LPL Financial since 2009 and previously at Merrill and Morgan Stanley. Douglas operates his own advisory practice under LPL Financial. 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 range of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Daniel Bader is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has been associated with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it also serves multiple registered investment companies through its use of systematic methodologies and oversight controls.

Samuel Burton is Vice President and Branch Leader at Fidelity Investments. In his role, he leads a team of financial professionals dedicated to providing exceptional client experiences and assisting individuals in pursuing their financial objectives. Samuel has experience in various positions at Fidelity Investments since 2014, including Vice President and Regional Planning Consultant (2021-2026), Managed Solutions Consultant (2019-2021), Fixed Income Specialist (2017-2019), Retirement Solutions Representative (2015-2017), Investment Solutions Representative (2015), and Financial Representative (2014-2015).

Alton Drake is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at Invesco and multiple positions within UBS since 2022. He attended Southern Methodist University from 2022 to 2026. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and fiduciary services.

Matthew Bowman is a financial advisor with Morgan Stanley in Houston, TX. He holds Series 63 and Series 66 designations and has eight years of industry experience, including prior roles at JP Morgan Securities LLC and JP Morgan Chase Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling in its financial planning process.

Cynthia Jones is a CFP®-certified financial advisor with Edward Jones, where she has worked since 2011. She has 14 years of industry experience. Outside of her advisory role, she has been involved with the Houston Livestock Show and Rodeo as a Breeder Greeter Committee member, assisting junior exhibitors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory and fiduciary services. The firm manages over $1 trillion in assets and is known for its extensive network of financial advisors and branch offices nationwide.

Jonathan Bergeron is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Shell Oil Company for six years. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages substantial client assets and provides services both directly and through corporate financial planning agreements.

David Wicker is a Planning Consultant at Fidelity Investments, where he is part of a wealth management team focused on developing customized financial plans tailored to meet the unique needs of families. In his role, he collaborates with clients to build and enhance financial strategies aimed at achieving their financial goals. David has held multiple positions at Fidelity Investments since 2021, progressing through roles including Launch Associate, Planning Associate, and several levels of Workplace Planning Consultant before his current position. Prior to joining Fidelity, he worked as a Personal Banker at Wells Fargo from 2020 to 2021. Outside of his professional work, David has interests in cars, football, golf, music, and social events with friends.

Alejo Orvananos is an International Wealth Advisor with Merrill Lynch Wealth Management, where he has served since 2009. He specializes in international wealth management, managing new wealth, and portfolio management services. Alejo focuses on providing strategies and investment guidance tailored to the financial objectives of individuals, families, and businesses. Alejo began his financial career in 1993 as an equity floor trader at Bolsa Mexicana de Valores with Probursa Casa de Bolsa. In 1998, he joined Banamex-Accival as Vice President of Institutional Sales Trading, advising and trading stocks for institutional clients. In 2002, he worked in New York City with Citi Private Bank, providing financial advice to ultra-high net worth clients, while completing an Executive MBA at IPADE. His expertise includes trading stocks, bonds, and options, portfolio management, hedging strategies, and investment process support. At Merrill Lynch, he holds the title of Senior Vice President and International Financial Advisor. Alejo holds a Bachelor's degree from Universidad Iberoamericana and has completed an accredited certificate program at Yale University. He has earned professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Outside of his professional activities, Alejo is involved with the community organization JH Ranch and has personal interests in boating, cooking, and golfing.

Joshua Moore is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, following five years at LPL Financial. In addition to his advisory role, he manages an advisory business as Client Service Manager at Tiras Wealth Management LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Eric Davenport is a financial advisor at LPL Financial with 17 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior work includes roles at CUNA Mutual Group, Commonwealth Financial Network, Selah Financial Service, and American National Insurance Company. 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 range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Lauren Fleming is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and has previously worked in various roles including at The Container Store and Wilhite and Associates. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and providing centralized custody and order-routing services.

Tri Nguyen is a financial advisor at Merrill in Houston, TX, holding a Series 66 designation. Nguyen’s prior work experience includes roles at Prudential & LPL Enterprise LLC, Liberty Precision Company, and Li Beauty House Skincare Spa. Merrill provides managed account services through its Select Portfolio Solutions (SPS) Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers.

Daniel Blaylock is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he held positions in import and retail businesses, including MISA Imports and Mexcor Pioneer Wine and Spirits. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Toni Melinder is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 2009 and holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, delivering advice supported by proprietary research and model-based asset allocations.

Joshua Hebert is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. He has previously held roles at multiple organizations, including The Hebert Organization LLC and Frugal Fitness. Outside of his advisory work, he is the sole proprietor of Eucharistic Fire, a Catholic content creation venture. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Matthew Grieco is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. He works at Strategic Advisers LLC, a Fidelity Investments company that provides a range of investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Sonya Little is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 designations and having 33 years of industry experience. She has been with Merrill since 1991. Outside of her advisory role, she is a general partner and managing member of Kingdom Promotions, LLC, a family-held limited liability company. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers for a diverse client base including individuals, high-net-worth clients, and institutions.

Marcellus Davis is a financial advisor at Morgan Stanley with 21 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Sushil Birla is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Charles Schwab, Merrill, Equitable Advisors, Morgan Stanley, and Citigroup Global Markets. Birla has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. 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 incorporates both quantitative and qualitative research, and includes ESG considerations within a non-discretionary program framework.