Pablo Gomez is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and having 20 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.

Richard Saldana is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for six years. He is also Vice President of Woodforest Wealth, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through an affiliated municipal advisor.

Tyler Henry is a financial advisor at Edward Jones with three years of industry experience and holds the Series 66 designation. Prior to joining Edward Jones, he worked at the University of Texas and held a leadership role as Chef's Lead Assistant with Zeta Tau Alpha, where he helped manage other servers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Jordan King is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and three years of industry experience. He has a background that includes roles at JPMorgan Chase Bank and notable work history with companies such as Lyft and Uber. Outside of his advisory role, he is involved as an owner and partner in several real estate holding companies. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Will Landes is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at Charles Schwab since 2007, including a period at Charles Schwab Bank from 2015 to 2017. He also has experience with Life Changing Home Solutions. 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. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and a formal alternative investment program.

Lauren Esposito is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory role, Lauren is also a voice actor operating independently. Morgan Stanley Wealth Management serves individual and institutional clients by providing various advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets, utilizing structured planning tools and a range of investment offerings.

Steven Spurling is a financial advisor at Edward Jones with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with firms including Columbia Management Investment Distributors Inc and MML Distributors, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Jonathan Murdock is a financial advisor with Raymond James Financial, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Edward Jones and Woodforest National Bank. He is also associated with Woodforest Advisors, a corporate RIA branch operating under a DBA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Poopak Saatpour is a financial advisor at Merrill with Series 65 and Series 63 credentials and seven years of industry experience. Prior to joining Merrill and Bank of America in 2026, she worked at Wells Fargo Clearing and Wells Fargo Bank for ten years combined and spent two years at Keller William Realty. 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.

Christopher Jones is a financial advisor with Morgan Stanley in The Woodlands, TX, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a wide 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 alongside advisory services, without providing individual security recommendations as part of standalone planning.

John Gauthier is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. Prior to joining LPL Financial in 2021, he worked for Wells Fargo Clearing and Wells Fargo Advisors LLC, each for five years. Outside of his advisory role, he sells sports cards. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research from LPL Research and third-party subadvisors.

Schneyder Metellus is a financial advisor at Morgan Stanley in Cypress, TX, with four years of industry experience. He holds the Series 66 designation and has previously worked at the United States Department of Justice. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Matthew Sechelski is a financial advisor with OSAIC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Sagepoint Financial, Inc. and Edward Jones. Outside of OSAIC, he serves as a wealth manager at Harman Wealth Management. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, automated rebalancing, and various investment vehicles to tailor portfolios on discretionary or non-discretionary bases.

Nataly Serrano is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Primerica Advisors and Primerica Financial Services since 2020 and previously held roles at Ruben Luna PLLC and Downeast Outfiters. Outside of her advisory work, she serves as an administrative assistant for A-Plus Striping LLC, a construction services company. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Ron Lantier is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and five years of industry experience. He has worked at Primerica Advisors since 2020 and previously at Pinnacle from 2016 to 2019. Additionally, he has been associated with TEPCO since 2019 and Primerica Financial Services since 1996. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies managed by unaffiliated asset managers.

Charles Hogan Jr. is a financial advisor with Morgan Stanley in The Woodlands, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2017 and previously worked at Town Talk Inc. from 2011 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools in its financial planning services.

Jose Rojas is a financial advisor with Primerica Advisors in The Woodlands, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Primerica Advisors since 2003 and has been affiliated with Primerica Financial Services since 2000. In addition to advisory work, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Michael Perdue is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cetera and Foresters Financial Services. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Corey Allen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His background includes roles with Fort Bend ISD, Houston Community College, and involvement with Jean-Pierre & The Zydeco Angels. He participates in community organizations such as the Greater East Montgomery Chamber of Commerce and the Rotary Club. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and a limited selection of separately managed accounts. The firm employs a tiered wrap fee structure and curates third-party asset managers while overseeing model implementation and trading.

Brian Petrauskas is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2000 and holds the Certified Investment Management Analyst® (CIMA®) designation. Brian earned a bachelor's degree in international business from Sam Houston State University, where he also played on the golf team for four years. Brian has been recognized multiple times for his advisory work, including being named to Barron's list of America's Top Financial Advisors annually from 2010 through 2022 and to Forbes' Best-in-State Wealth Advisors list from 2018 to 2022. In 2013, he was named one of the top 40 advisors under the age of 40 by On Wall Street magazine. As a Senior Portfolio Manager, Brian provides traditional advice and guidance and manages personalized or defined investment strategies, including individual securities, Merrill Lynch model portfolios, and third-party strategies. He also has discretionary management authority for clients within the firm's Investment Advisory Program. Outside of his professional responsibilities, Brian serves on the board of trustees at the John Cooper School, where he has been involved for over a decade. He was previously chair of the finance committee at The Woodlands United Methodist Church. His personal interests include adventure sports, golfing, skiing, tennis, traveling, and spending time with his family.