Dane Pearson is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016 in Houston, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

David Cheak is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served since 1990. His work focuses on helping clients, including retirees, widows, business owners, and those approaching retirement, to determine long-term financial goals and develop customized financial strategies. David emphasizes areas such as college education planning, personal retirement planning, tax minimization, and retirement income. After serving as Branch Manager and Senior Resident Director of the Houston-Clear Lake branch for 17 years, he returned to focusing solely on his financial advisory role in December 2021. David holds a Bachelor’s degree in business from The University of Texas at Austin, earned in 1980, and an MBA from The University of Houston-Clear Lake, completed in 1988. He is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Personal Investment Advisor (PIA) designation. He began his financial services career in 1988 with a regional brokerage firm in the Clear Lake area before joining Merrill Lynch. In addition to his professional commitments, David has lived in the Clear Lake area since 1968 and is a member of the Bay Oaks Country Club. His personal interests include golfing, tennis, and traveling. He expresses a philosophy of working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals.

Mario Martinez Chavez is a financial advisor with Morgan Stanley in Houston, TX, holding Series 65 and Series 66 credentials and 20 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he is involved in real estate investments as the sole owner of rental properties in Texas. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment modeling to support client strategies and offers both retail and institutional investment solutions.

Mark Bailey is a financial advisor with Edward Jones in Pearland, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is listed as president of Jones and Bailey Properties LLC, a real estate investing business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Raymond Cui is a financial advisor with Mass Mutual Investors Services based in Houston, TX. He holds a Series 66 designation and has 10 years of industry experience, including roles at Invesco Advisers and Advanced Healthcare. Outside of financial advising, he serves on the board of ACE NextGen, an organization that supports Asian American and Pacific Islander leadership and entrepreneurship. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved software and delivers written recommendations without discretionary authority over client investments.

Jacoby Clarke is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He joined Edward Jones in 2024 after graduating from Baylor University in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Stefanie Gorres is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she is the sole proprietor of a software company, Adayana Software Company. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering financial planning and estate planning services supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized investment and trading activities.

Corrigan Garcia is a financial advisor at Edward Jones in Alvin, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, Garcia worked briefly at Willis Johnson & Associates and has background experience with Nike and Mugshots Coffee Bar. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, and managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Sammy Abbas is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. He is the owner and founder of Ruggy, a business that creates custom one-of-a-kind designs, working directly with clients on the development of their pieces. Prior to joining Fidelity, he held various roles including freelance sales consultant and positions in technology and consulting firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Scott Davis is a financial advisor with Fidelity Investments, holding a Series 66 credential and 12 years of industry experience. He has worked at Fidelity since 2022 and previously held positions at LPL Financial and Morgan Stanley. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment company clients. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.

Deborah Stelly is a financial advisor at Edward Jones in Houston, TX, holding the CFP® designation and a Series 66 license with 14 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Benjamin Ock is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Cantella & Co., Inc. and IFS Securities Inc. Outside of his advisory role, he is involved with Modern Wealth Advisors, a business entity related to his LPL work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and diversified strategies.

Katherine Rac is a financial advisor at Equitable Advisors with 17 years of industry experience. She holds the Series 66 designation and has worked at Equitable Advisors since 2009, including through its prior affiliation as AXA Advisors, LLC. She serves as a board member of the Harris County Domestic Violence Coordinating Council. 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 as both an SEC-registered investment adviser and broker-dealer.

Kyle Ruszkowski is a Senior Financial Advisor and a member of the Katcher/Ruszkowski/Fisher Group at Merrill Lynch Wealth Management in Clear Lake, Houston. He joined the team in 2020, shortly after earning his bachelor's degree in Business Management from the University of Arkansas. The group focuses on providing wealth management services with extensive expertise in retirement and investment planning. His client focus areas include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, and retirement income. Kyle holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). The Katcher/Ruszkowski/Fisher Group was ranked on the Forbes Best in State Wealth Management Teams in 2023 and 2024. Outside of his professional work, Kyle's personal interests include adventure sports, fishing, music, scuba diving, and traveling.

Claudia Martinez is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 66 designation and has previously worked at J.P. Morgan Securities. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers various advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Drew Powers is a financial advisor with Ameriprise in Friendswood, TX, holding a Series 66 designation and 13 years of industry experience. He has worked with Ameriprise and its affiliate since 2013. Powers also manages an independent advisory business under DGW Worldwide, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice based on thorough investment research and tax-aware strategies.

Richard Patton II is a financial advisor at Edward Jones with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

George Kurka III is a financial advisor at Ameriprise in Houston, TX, holding a Series 66 designation with 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Kurka also has a compensation arrangement involving Pathsage LLC, an investment-related business connected to another advisor’s commission structure. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver annual, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

David Lewis is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he assists with payroll and bill payments for a hardware store business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research.

Gerardo Gonzalez is a financial advisor with Primerica Advisors in Pearland, TX, holding Series 65 and Series 63 licenses and nine years of industry experience. He has prior work experience with Universal Steel Productions and served 15 years in the U.S. Army. Outside of advisory work, he is involved in sales of loan products and home security and automation services through Primerica-affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-delivery investment strategies managed by unaffiliated asset managers, supported by discretionary separately managed accounts and custody services from BNY Mellon Advisors and Pershing.