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.

Ricardo Garcia is a financial advisor at Merrill in Houston, TX, holding a Series 66 designation with over six years of experience in the financial services industry. His career includes roles at Bank of America, PNC Bank, and Merrill. 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, and institutions.

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 with LPL Financial based in Houston, TX, holding a Series 66 credential and eight years of industry experience. He previously worked at Cantella & Co., Inc. and IFS Securities Inc., and has been involved with Modern Wealth Advisors since 2015. Outside of his advisory role, he is also a non-variable insurance agent. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with an emphasis on advisory support through a large network of investment adviser representatives.

Katherine Rac is a Series 66-licensed financial advisor with Equitable Advisors in Houston, TX, where she has worked since 2009, totaling 17 years of industry experience. Prior to the firm's rebranding, she was affiliated with AXA Advisors, LLC. She serves on the board of the Harris County Domestic Violence Coordinating Council. Equitable Advisors provides financial planning and asset management services to individuals, pension plans, corporations, and charitable organizations, utilizing a network of Investment Adviser Representatives and a range of firm-offered and third-party advisory programs.

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 at LPL Financial in Houston, TX, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has worked at LPL Financial since 2010 and previously held roles at Edward Jones, Chase Investment Services, and Fidelity. Outside of his advisory work, he assists with payroll and bill payments for a hardware store business. 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 and access to third-party asset management, utilizing a broad platform with both discretionary and non-discretionary strategies.

Gerardo Gonzalez is a financial advisor at Primerica Advisors with nine years of industry experience. He holds Series 65 and Series 63 credentials and has a background that includes five years at Universal Steel Productions and 15 years of service in the US Army. He is involved in sales of investment-related products and also participates in referrals for home security and automation services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a large-scale wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers.

Clinton Rand is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2013 and Bank of America, N.A. since 2014. Based in Houston, TX, his professional background is rooted in large institutional firms. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers.

Jack Kaiser Jr. is a financial advisor with Equitable Advisors in League City, TX, holding Series 63 and Series 65 designations and eight years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individuals—including non-high-net-worth and high-net-worth clients—pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a nationwide network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers, often using third-party asset managers and advisory programs.