Stephen Hever III is a financial advisor at LPL Financial in Houston, TX, with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. His career includes roles at JSC Federal Credit Union, IMG Financial Group, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory services delivered primarily through its network of investment adviser representatives.

Daren Dahmer is a CFP® credentialed financial advisor with 32 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously spent 11 years at Bank of America, NA. He is based in Houston, TX. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Robert Stillman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes prior roles at Ameriprise and Edward Jones. Outside of his advisory work, he is involved in an art business, spending time monthly as an artist. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive research tools and a large network of investment adviser representatives.

Mayank Rai is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Securities America Inc. In addition to his advisory role, he serves as an office manager involved in life and health insurance and indexed annuities. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by a range of programs and third-party manager options.

Jesus Garza is a financial advisor with J.P. Morgan Securities based in Houston, TX, holding a Series 66 designation and six years of industry experience. His prior firms include Merrill, Bank of America, and BBVA Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting with a non-discretionary approach.

Sergio Gumucio is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and three years of industry experience. His career includes four years at Indiana University–Bloomington and Morgan Stanley since 2022. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Taylor Baloney is a financial advisor at J.P. Morgan Securities based in Houston, TX, holding the Series 66 designation with two years of industry experience. Prior to joining J.P. Morgan Securities in 2026, Taylor worked at Edward Jones and Kemper Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Moufid Hajjar is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior work includes positions at Bank of America, Woodforest National Bank, and Capital One. Outside of finance, he is involved in his family’s restaurant business, assisting with various operational tasks. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rafael Locken Testa is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 designations and possessing 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and associated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Rachael Tobor is a financial advisor at Morgan Stanley with 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she co-owns an erosion control and landscaping business with her spouse. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and a wide range of investment programs supported by firm-approved tools and methodologies.

Austin Webb is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Equitable Advisors since 2016, including its predecessor Axa Advisors, and is involved in various outside insurance activities. Equitable Advisors serves a range of clients, from individuals to institutions, providing financial planning, retirement consulting, and asset management programs. The firm uses a combination of in-house and third-party advisory models, focusing on personalized client information and risk assessment without sponsoring its own wrap fee program.

Araceli Rocha is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Merrill since 1998. 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, pension plans, corporations, and charitable organizations.

Yadira Rodriguez is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2018. Based in Houston, TX, she supports institutional clients through the firm's advisory services. J.P. Morgan Securities provides institutional consulting to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates quantitative and qualitative research, uses forward-looking capital market assumptions, and may include ESG criteria.

Perrin Langlois is a financial advisor with Equitable Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as an executor and trustee of a family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of programs delivered through Investment Adviser Representatives and third-party asset managers, focusing on aligning client risk tolerance with appropriate investment models.

John Graham is a Financial Consultant at Fidelity Investments, where he works directly with clients to help them plan for their financial goals. He has been in this role since 2025. Prior to his current position, John held several roles at Fidelity Investments, including Planning Consultant from 2023 to 2025 and Relationship Manager in 2023. Before joining Fidelity, he was an Investment Services Representative at Ameriprise Financial from 2022 to 2023 and an Associate Banker at J.P. Morgan Chase from 2020 to 2022.

Alex Bryan is a financial advisor at Fidelity with Series 65 and Series 63 licenses and no prior industry experience. His background includes roles at Alvin Independent School District, Rice University, J.P. Morgan Chase & Co, and other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a research-driven investment process that combines fundamental research, quantitative analysis, and systematic portfolio construction. The firm is noted for its use of algorithmic methods and AI in research, its advisory role to multiple registered investment companies, and its delivery of model portfolios to intermediary platforms.

Joseph Foxworth is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with MassMutual Life Insurance Co and Mass Mutual Investors Services since 2013. Outside of his advisory role, he is involved in sales of individual and group life and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars.

Lezette Marion is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2023. She has over two decades of experience partnering with individuals, businesses, and families to assist with planning and investing to meet their unique needs. Lezette's approach involves creating strategic wealth plans built on empathetic connections and aims to develop strong, trusting relationships with her clients. Her professional experience spans several roles within the financial industry, including Financial Consultant and Investment Consultant at Fidelity Investments from 2010 to 2023, Private Banker at Wells Fargo from 2005 to 2010, Financial Analyst at Citi Corp from 2004 to 2005, and various managerial and relationship roles at Chevy Chase Bank, Chase Bank, and Wells Fargo from 1997 to 2001. This diverse background contributes to her expertise in wealth planning and financial consulting. Outside of her professional work, Lezette enjoys family activities, exploring food, visiting museums, engaging with music, photography, and traveling.

Ross Weidner is a financial advisor with Equitable Advisors in Houston, TX. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he attended Texas A&M University and worked briefly at The Home Depot. Equitable Advisors serves individual clients across the wealth spectrum, as well as pension plans, corporations, and nonprofits. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory platforms in its client solutions.

Bradly Hinton is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Ameriprise in Houston, TX with 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. In addition to his role at Ameriprise, he is an associate financial advisor at Tiras Wealth Management LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria, delivering non-discretionary, research-driven recommendation reports that incorporate tax-efficient strategies and asset management tailored to client needs.