Ty Pratt is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2019, he was briefly with Kestra Financial, Inc. and worked for Caddo Parish Schools/Louisiana State University for ten years. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individuals and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and economic modeling.

Mason Holt is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Merrill, he worked at Bank of America and Equitable Advisors, and his background includes roles in education and nonprofit work, such as involvement with Kids Meals Inc. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

David Wilson is a financial advisor with Ameriprise in Friendswood, TX, holding a Series 66 credential and with 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in managing his own business, DGW Worldwide, LLC. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

David Myslenski is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 registrations and three years of industry experience. His prior work includes roles at CAM Industrial Solutions, Tier 1 Integrity, PFS Investment Inc., Penhall Company, and Total Safety. Outside of his advisory work, he serves as a discipline coach in Seabrook, Texas. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm’s investment approach relies on model-delivery strategies created by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Sairon Tekleab is a Financial Consultant at Fidelity Investments, where he has been employed since 2007. He currently partners with clients to develop flexible and customizable financial plans tailored to individual and household needs, utilizing the resources available at Fidelity Investments to assist clients in working toward their financial goals. His tenure at Fidelity Investments includes multiple roles with increasing responsibility, such as Investment Consultant from 2017 to 2019, Private Client Relationship Manager from 2012 to 2017, and various positions in retirement services and client support dating back to 2007. This extensive experience provides him with a broad understanding of financial consulting and client relationship management. No information regarding his education, credentials, personal interests, or community involvement has been provided.

David Phillips is a Financial Consultant with Fidelity Investments, where he has been working since 2020. He specializes in helping families in the Sugar Land area work towards their definition of financial freedom. Prior to his current role, David held positions as an Investment Consultant at Fidelity Investments from 2015 to 2020 and as a Relationship Manager at Fidelity Investments from 2013 to 2015. Before joining Fidelity, he worked as a Consultant at Tradestation Securities from 2008 to 2013. David's professional experience spans over a decade in financial consulting and investment advisory roles, focusing on client relationship management and investment strategies. His career reflects a consistent commitment to supporting clients in achieving their financial goals through tailored advice and services.

Jacob Morgen is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to this, he had roles at Neghbors Health and Eviro-Pest Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services through a large network of financial advisors and branch offices nationwide.

Khadeeja Qureshi is a financial advisor with Merrill, holding Series 66 and Series 63 designations and three years of industry experience. Her prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Before entering finance, she was involved with Net Car Showroom and Sewell Automotive Companies. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brandon Artis is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Bank of America, N.A./Merrill Lynch prior to his current role. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Joshua Guardado is a Financial Consultant who focuses on building and maintaining strong client relationships by acting as their advocate. He aims to provide peace of mind by helping clients develop robust financial plans over time. Joshua has held several roles in the financial industry, including Investment Consultant at Fidelity Investments from 2024 to 2025, Wealth Management Banking Specialist at Merrill Lynch from 2022 to 2024, and Relationship Banker at J.P. Morgan Chase from 2021 to 2022. Outside of his professional work, Joshua has interests in cars, football, military service, motorcycles, music, and soccer.

Marlon Robinson II is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at Nordstrom and Integrity One Logistics, among other positions. Outside of his advisory work, he is involved as a managing member of a home renovation and remodeling business and is a partner in a streetwear e-commerce clothing brand. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and provides model portfolios built from mutual funds, ETFs, and ETPs, with oversight and advisory roles that include registered investment companies and fund-of-funds.

Gary Morgan Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and over 31 years of industry experience. He worked at LPL Financial from 2005 to 2024 before joining Raymond James. Outside of his advisory roles, he is involved as a professor at Keystone Aviation and serves as a financial advisor and partner at Keystone Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs for municipal finance and employer advisory services.

Joshua Nuss is a financial advisor with Edward Jones in Dickinson, TX, holding a Series 66 designation. He has one year of industry experience, having spent over two decades at Albertsons Companies prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of advisors and branch offices.

Kaled Rocha is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A., Bank of America, N.A., Merrill, and Boston Trust Walden Company. 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. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering services on a non-discretionary basis while maintaining a centralized due-diligence framework.

Robert Mcdonald Jr. is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2014. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Erica East is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011. Merrill, along 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 developed by internal and third-party investment teams for a diverse client base including individuals, high-net-worth clients, and institutions.

Allen Van Maanen is a financial advisor with UBS Financial Services in Richmond, TX, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning 12 years before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to customize client plans. The firm operates with a broad platform that includes institutional trading capabilities alongside wealth management services.

Raymond Stauffacher is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He previously worked at UBS Financial Services Inc for 11 years before joining Wells Fargo Clearing in 2020. Outside of his advisory role, he is a limited partner in a family partnership. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Charles Johnson is a financial advisor with Primerica Advisors in Sugarland, TX, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors since 1996 and worked previously at the Preventive Medicine Institute for seven years. Johnson’s activities also include part-time sales of loan products and home security services affiliated with Primerica. Primerica Advisors primarily serves individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and supports a range of tactical and strategic investment approaches.

Charles Bocock is a financial advisor at Ameriprise in Webster, TX. He holds a Series 66 designation and has been in the industry since 2025. Prior to his advisory career, he worked for H-E-B Grocery Company LP for seven years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.