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 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2018. Based in Houston, TX, she supports institutional clients through the firm's advisory services. J.P. Morgan Securities provides institutional consulting to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates quantitative and qualitative research, uses forward-looking capital market assumptions, and may include ESG criteria.

Perrin Langlois is a financial advisor with Equitable Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as an executor and trustee of a family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of programs delivered through Investment Adviser Representatives and third-party asset managers, focusing on aligning client risk tolerance with appropriate investment models.

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. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he attended Texas A&M University and worked briefly at The Home Depot. Equitable Advisors serves individual clients across the wealth spectrum, as well as pension plans, corporations, and nonprofits. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory platforms in its client solutions.

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 Certified Financial Planner® with 18 years of industry experience. He has been with LPL Financial since 2007 and operates out of Houston, TX. In addition to his advisory role, Standefer serves as a public notary and holds a license to sell long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and portfolio management options, utilizing both proprietary and third-party strategies.

Geralyn Enriquez is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 designation and 32 years of industry experience. Prior to joining Morgan Stanley Smith Barney in 2009, she worked at Citigroup Global Markets for 12 years. Outside of her financial career, she operates EV Entertainment, providing DJ and singing services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenarios to support its financial planning services.

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 at LPL Financial with 34 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Next Financial Group Inc and Ameriprise. Outside of advising, he is an author and has experience selling and servicing term life insurance. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Diego Fernandez is a financial advisor with J.P. Morgan Securities in Pearland, TX. He holds a Series 66 designation and has one year of industry experience. Before joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, N.A., and has previous experience with Equitable Financial Life Insurance and Equitable Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Adil Berrada is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials and four years of industry experience. He has been with Equitable Advisors since 2022. Outside of his advisory role, he serves as Treasurer on the volunteer Board of Directors for the Houston Interpreters & Translators Association and operates a language interpretation and translation business. 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 offers a range of advisory programs through Investment Adviser Representatives and referrals to third-party asset managers, focusing on personalized risk assessment and tailored investment solutions.

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® credentialed advisor with 23 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has worked at JPMorgan Chase Bank, NA since 2003. Based in Houston, TX, Cooke holds Series 63 and Series 66 licenses. 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. Their advisory process incorporates centralized due diligence with quantitative and qualitative research, utilizing forward-looking capital market assumptions to build model asset allocations.

Scott Monteverde is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 21 years of industry experience. He has worked at various Morgan Stanley entities since 2005, including Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and 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 financial planning process incorporating firm-approved tools and modeling techniques.

Luis Gutierrez Jr. is a Financial Advisor with Merrill Lynch Wealth Management, bringing nearly 26 years of experience in the financial services industry. He specializes in family wealth management strategies, international wealth management, and individual and corporate investment strategy. Luis holds a bachelor's degree in Business Administration with a focus on Finance from the University of Texas System and has earned the Personal Investment Advisor (PIA) designation. His approach centers on connecting all aspects of a client's financial life to prioritize and pursue their most important goals. Outside of his professional role, Luis participates in community and faith-based organizations, including the Knights of Columbus and the Catholic Men Called to Be Saints Men's Bible Class. He also enjoys baseball, fishing, golfing, music, softball, swimming, and watching movies.