Asheet Yagnik is a financial advisor with Wells Fargo Clearing in Sugar Land, TX, holding a Series 63 designation and 31 years of industry experience. He previously worked at Bank of America and Merrill. Outside of his advisory role, he has ownership interests in a hotel business in Lafayette, LA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Nicholas Arevalo is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Equitable Advisors since 2005, including its predecessor, Axa Advisors, where he worked for 15 years. Equitable Advisors serves a wide range of clients, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Paula Wise Hansen is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured planning tools and broad investment resources while managing approximately $2.74 trillion in client assets.

Charles Sautter is a financial advisor at Edward Jones in Houston, TX, holding Series 63 and Series 65 credentials with 20 years of industry experience. His prior roles include positions at John Hancock Advisers LLC, LPL Financial, and Fidelity Investments. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a wide range of needs. The firm manages approximately $1.01 trillion in assets under management and offers both discretionary and non-discretionary strategies, including tax-efficient services and affiliated investment products.

Deborah Kerr is a financial advisor at Primerica Advisors in Houston, TX, holding Series 65 and Series 63 credentials with 10 years of industry experience. Prior to her advisory role, she worked for four years with Katy Independent School District. Outside of her advisory work, she has been involved in sales of loan products and home security referrals through affiliated Primerica 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 offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and provides oversight and custody through third-party providers.

Kimberly Ferrin is a financial advisor at Morgan Stanley with 35 years of industry experience. She has held positions at Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets from 1993 to 2009. She holds Series 63 and Series 66 licenses and is based in Houston, TX. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and proprietary investment models to support its financial planning process.

Minh Nguyen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked at various J.P. Morgan entities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

Carrie Short is a Senior Financial Advisor with Merrill Lynch Wealth Management. She initially joined Merrill Lynch in 2006 after graduating from Texas A&M University with a degree in Human Resource Development and Business. After eight years as a Client Associate, Carrie left the firm to spend more time with her family before returning in 2016 to serve as a Financial Advisor on the RG Group. In her current role, she acts as the team's relationship manager, working proactively with clients to build strong relationships and understand their financial needs and goals. Carrie holds the Personal Investment Advisor (PIA) designation and focuses on areas such as college education planning, family wealth management strategies, managing new wealth, and retirement income. She is a member of the professional organization Gamma Phi Beta and is involved in her community as the Vice President of the Parent Teacher Organization. Outside of her professional responsibilities, Carrie enjoys cooking, traveling, volunteering at her son's school, and spending time with her family. She and her husband Preston live in the Garden Oaks area with their 12-year-old son.

James Bradley is a CFP® professional with 15 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has worked there since 2013. Prior to that, he was with Securian Financial Services for two years. Bradley is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a wide network of financial professionals.

Kalidou Bocoum is a financial advisor with J.P. Morgan Securities in Houston, TX. He holds Series 63 and Series 66 licenses and has seven years of industry experience, including roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Woodforest National Bank, and Dominos. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non‑discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating an ESG eligibility framework and broader derivatives and commodities capabilities.

Chloe Mullins is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles at the University of Houston Department of Communication Sciences and the UH Wellness Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Cynthia Maphet is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009, following roles at Morgan Stanley & Co. LLC and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach incorporates structured planning tools and models developed by its Global Investment Committee to support tailored financial plans.

Albert Bandoy is a financial advisor with Primerica Advisors in Sugar Land, TX, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Primerica Advisors, he worked at Kaiser Permanente and Collabera. He is also the owner and president of Bandoy Financial Inc. and a partner in AJB Tax Services LLC, a tax preparation business. 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 wrap-fee asset management program utilizing model-delivery strategies created by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

George Rockley is an advisor with LPL Financial holding a Series 66 credential and has one year of industry experience. His background includes service in the United States Navy and the United States Marshal Service, as well as roles in tax and bookkeeping services and education. 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 various investment strategies, supported by technology tools and a large network of advisors.

James Klodosky is a financial advisor at LPL Financial with 34 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His career includes roles at Securities America Advisors and 1st Global Advisors Inc, and he operates American Wealth Management LLC and James R. Klodosky, PC, which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports advisors with model portfolios, third-party subadvisors, and customized strategies, combining a broad advisory platform with various non-advisory financial services.

Diana Alexander is a financial advisor at RBC Capital Markets with 43 years of industry experience. She has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm provides various advisory programs with tailored investment strategies utilizing both in-house and third-party managers, along with integrated capital markets and lending services.

Jason Ingram is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Lowe’s, Ok Grocery, and Primerica Financial Services. Ingram also engages in sales of investment-related products and receives compensation for referrals related to home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and BNY Mellon Advisors for portfolio implementation, operating under a tiered wrap-fee structure.

Eugene Pokhozhay is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at JPMorgan Securities LLC, Northstar Wealth Management Inc, and Advisory Alpha, LLC. Outside of finance, he was involved with Fun Factory Party, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Taryn Teves is a financial advisor with RBC Capital Markets in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to joining RBC Capital Markets, Taryn worked at Wells Fargo Bank, N.A. for 15 years. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles. The firm integrates in-house and third-party investment managers and offers a range of investment options, including alternative investments and responsible investing screens.

Raimie Hodges is a financial advisor at Edward Jones in Katy, TX, holding Series 63 and Series 66 credentials with nine years of industry experience. Her prior roles include positions at Merrill Lynch Bank of America and J.P. Morgan Securities. Outside of her advisory work, she volunteers teaching basic budgeting and savings lessons to women in and recently released from prison and serves as a precinct chair for the Harris County GOP. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates a large national network of advisors and branch offices and offers services including tax-efficient investing and proxy voting under a fiduciary standard.