Eduardo Tellez is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Prior to joining Morgan Stanley, he spent ten years at VectorGlobal WMG. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools developed by its Global Investment Committee.

Brittany Guerrero is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial and Microsoft. Outside of advising, she owns an Etsy stationery and sticker shop called Te Amo Muchisimo, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Reed Hendricks is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, following a one-year tenure at UBS Financial Services. Outside of his advisory role, he is involved in real estate activities in Houston, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by structured processes and a wide range of investment products.

Christian Kubosh is a Series 66-licensed advisor with J.P. Morgan Securities, based in Webster, TX, and has two years of industry experience. His prior roles include positions with Northwestern Mutual Wealth Management and GWN Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework. The firm’s offerings focus on non-discretionary advisory services delivered by a select group of Wealth Advisors.

Rodney Dixon is a financial advisor at Edward Jones in Pearland, TX, holding a Series 66 designation. He has a background spanning over 19 years in the financial sector, including positions at Smart Financial Credit Union and First National Bank Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and affiliated products. The firm manages over $1 trillion in assets with a large national network of advisors and branch offices.

Jeff Thibault is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His career includes roles at Citigroup Global Markets since 2002, Morgan Stanley Smith Barney since 2009, and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both retail and institutional solutions.

Yesenia Bonilla is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney LLC since 2021, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Morgan Stanley Wealth Management is an SEC-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 processes and advanced modeling tools.

Mamta Rai is a financial advisor with Osaic Wealth, Inc. based in Houston, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Osaic in 2024, she worked for Securities America Advisors and Securities America, Inc. for ten years. Outside of her advisory role, she is a co-owner of a gas station and convenience store partnership with her husband. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and wrap programs.

Mitchell Lou is a financial advisor at Morgan Stanley with 50 years of industry experience. He holds the Series 63 designation and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as president of the Rotary Club of University Area in Houston, Texas. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to develop financial plans and offers a broad range of investment and financial products.

Patricia Sayyah is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 63 designation and bringing 47 years of industry experience. She has worked with UBS Financial Services Inc. since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in client planning.

Valiullah Najafi is a CFP® professional with over 31 years of experience in the financial services industry. He is currently affiliated with Cetera and Prosperity Advisors, LLC, and has operated Najafi Financial Services since 2002. He is also involved in insurance services and holds several securities licenses. Outside of finance, he owns a residential rental property for which he provides maintenance. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and retirement services through a multi-manager platform, featuring both discretionary and non-discretionary account management across multiple program structures.

Benjamin Perry is a financial professional with Cetera and holds a Series 66 designation. He has two years of industry experience, including roles at Quadrant Biosciences and Tradewins Financial. Perry also provides consulting services to technology and biotech companies and sells fixed insurance products as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and advisory services, utilizing multiple program platforms and both affiliated and third-party managers.

Audree Begay is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and having 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she has been involved with Jerry's Pools & Spas and Medi Col for over two decades. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Yiping Wang is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in assisting affluent families and small to mid-sized companies by employing an objective and systematic process to offer effective financial strategies aligned with clients' individual needs. Her approach includes a comprehensive needs assessment to provide sound advice on creating long-term financial goals, developing asset allocation policies, and implementing customized investment solutions based on factors such as risk tolerance, time horizon, liquidity needs, overall investment objectives, and associated costs. Yiping regularly reviews performance and proactively adjusts strategies to help clients pursue their financial goals in various market cycles. Yiping holds a Bachelor's Degree from China Foreign Affairs University and a Master's Degree from Boston University. She is a Personal Investment Advisor (PIA) and is fluent in English and Chinese. Her client focus areas include college education planning, corporate retirement plan services, divorce transition planning, employee benefits planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, small business strategies, and women and wealth. In her personal time, Yiping enjoys golfing, scuba diving, and traveling.

Stacy Hajduk is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Morgan Stanley since 2000. Outside of her advisory role, she is involved in online retail sales through platforms like Mercari and eBay. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

C Thames is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, Thames provides financial guidance and investment strategies tailored to client needs. Thames holds the professional designation of Personal Investment Advisor (PIA). Their educational background includes a Bachelor's Degree and a Master's Degree, both earned from the University of Texas.

Madeline Parker is a financial advisor at Ameriprise with five years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial and Waddell and Reed. Outside of her role at Ameriprise, she manages a separate advisory business, Tiras Wealth Management LLC. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Samantha Madero is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 credential with 13 years of industry experience. She has worked at Morgan Stanley since 2018 and previously was with Monex Asset Management, Inc. and Monex Securities, Inc. from 2015 to 2018. Outside of her advisory work, she is a registered yoga teacher and instructs yoga at the Houston Iyengar Yoga Studio. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both individual and corporate financial planning agreements.

Sergio Gonzales is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Morgan Stanley in two periods, from 2005 to 2017 and again since 2024, with a seven-year tenure at Raymond James in between. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct client engagement and employer-sponsored financial planning agreements.

Charles Mendez is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2007 and also maintains a long-term role with Roche Diagnostics beginning in 1998. Outside of his advisory work, Mendez is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm focuses on curated third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.