Thomas Wilson is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and possessing 21 years of industry experience. He has been with Primerica Advisors since 2004 and Primerica Financial Services since 2002. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors across wealth segments, as well as corporate and charitable clients. The firm offers model-driven advisory strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

David Faris is a financial advisor with Edward Jones in Houston, TX, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Melina Diebold is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019. Prior to that, she was employed at BBVA Colombia and had roles in consulting and retail. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and research.

Don Uptegraph is a financial advisor with Morgan Stanley in Houston, TX, holding Series 65 and Series 63 licenses and having two years of industry experience. His work history includes multiple roles at Morgan Stanley and Morgan Stanley Private Bank, N.A., as well as a position at Pruco Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and its Estate Planning Strategies Group.

Alan Khalil is a financial advisor at Fidelity with Series 63, 65, and 66 licenses. He has one year of experience in the industry and previously worked in insurance and hospitality, including roles at Fred Loya Insurance and Bayou Grill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of systematic methodologies and its roles with registered investment companies and model portfolio delivery.

Jeff Masters is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He is a partner on the Gentry, Masters & Associates Wealth Management Team, combining the resources of Merrill Lynch Wealth Management, Bank of America, and Bank of America Private Bank to serve his clients. Jeff has been with Merrill Lynch since 2012, focusing on managing individual wealth and offering comprehensive financial strategies tailored to his clients' goals. Jeff holds several professional certifications, including Certified Financial Planner (CFP®), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Texas Christian University and completed the educational component of his CFP® certification at Southern Methodist University. Jeff's expertise includes corporate executive services, executive compensation, family wealth management, legacy planning, liquidity management, retirement planning, philanthropic planning, portfolio management, and small business strategies. Outside of his professional work, Jeff is an Ironman triathlete who enjoys cycling, golfing, skiing, and spending time with his family. He is married to Katie, a STEM teacher at River Oaks Baptist School, and they have two children.

Tyson Thomas is a CFP® professional with one year of experience, currently serving as a financial advisor at Ameriprise in Houston, TX. His prior work includes roles at Willis Johnson & Associates, Inc., Texas A&M University, and Dallas Baptist University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Alexander Fowler is a Series 66-licensed financial advisor with seven years of industry experience. He is currently affiliated with J.P. Morgan Securities in Bellaire, TX, and previously worked at Edward Jones, as well as JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and incorporates ESG considerations within its model portfolios.

Ryan Nelmark is Vice President and Wealth Planner at Fidelity Investments. In this role, he focuses on helping clients develop comprehensive financial plans tailored to their individual goals. He utilizes enhanced technology to provide services including planning, investments, and portfolio analysis. Ryan has extensive experience at Fidelity Investments, having held various positions since 2012. His career progression includes Investment Solutions Representative (2012-2014), Investment Consultant (2014-2016), Financial Consultant (2016-2023), and his current role since 2023. He holds an Arkansas Insurance License. Further educational background or community involvement details are not provided.

Antonio Tatum is a financial advisor at Ameriprise in Houston, TX, holding a Series 66 designation. He has been in the financial industry since 2022, with prior experience at Commerce Bank, Commerce Trust Company, and ASAP Diagnostics. Before entering finance, his background includes roles at Marriott and Culvers Restaurant. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides tailored recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools.

Karen Hollingsworth is a Series 66 licensed financial advisor at Edward Jones in Houston, TX, with 14 years of industry experience. She has been with Edward Jones since 2011. 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 offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Shannon Thacker is a CFA® charterholder based in Houston, TX, with 46 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent 20 years at Prudential Equity Group, LLC. Thacker also serves as co-trustee of a family trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a network of over 14,000 financial advisors.

Cynthia Crump is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. In addition to her advisory role, she assists with client service and operational functions at Tiras Wealth Management, a private wealth advisory practice within Ameriprise. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Michael Lassiter is a financial advisor with J.P. Morgan Securities based in Pearland, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining J.P. Morgan in 2019, he worked at firms including LPL Financial and BBVA Wealth Solutions. Outside of his advisory role, he is involved as a mobile disc jockey and owner-operator of Any Occasion Entertainment and is a partner in an accounting services business. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final investment decisions. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities than many institutional advisors.

Veronica Estrada is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Edward Jones, she worked for SWBC Investment Services for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Luvy Gonzalez is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association. Outside of her advisory role, she is involved with Oxford Estates LLC. Morgan Stanley Wealth Management provides advisory services and financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a range of investment programs through its Financial Advisors and specialized teams.

David Arlott is a financial advisor at LPL Financial in Houston, TX, holding a Series 66 designation with 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and BBVA Compass Investment Solutions. Arlott is also an agent for Ohio State Life Insurance Co. through NexAnnuity. 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 advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, with investment strategies that utilize research, model portfolios, and customized approaches.

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.