Linh Doan is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. Linh has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 2005 to 2009. 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, and manages approximately $2.74 trillion in client assets.

Sopuruchi Uchechi Onuoha is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 credentials and one year of industry experience. She has previously worked at Primerica Financial Services, TDCJ, and Kamalu, Wodu and Associates. Her business activities include sales of investment-related products and referral of home security and automation services through affiliates of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers advisory services primarily through model-delivery strategies created by unaffiliated asset managers, supported by trade execution and custody arrangements with BNY Mellon Advisors and Pershing.

Shawn Nicol is a CFP®-designated financial advisor with Edward Jones, based in Bellaire, TX, with 21 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products through a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Steven Shirley is a financial advisor with LPL Financial in Friendswood, TX, holding Series 63 and Series 65 designations and 24 years of industry experience. His prior experience includes roles at Westpark Wealth Advisors, Calton & Associates, and Ims Securities. Outside of advising, he operates a non-variable insurance business in Friendswood. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Granger II is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the boards of Employee Benefit Systems and JWG Aviation, Inc., and is a director at the St. Thomas High School Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages a broad range of client assets using structured planning tools and advisory programs.

Arjun Saran is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas including divorce transition planning, employee benefits planning, family wealth management strategies, institutional and corporate benefit services, services for defined benefit plans, investment consulting for defined contribution plans, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. Arjun is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He earned a Bachelor's Degree in Business Administration from the University of Southern California and is pursuing a Master's Degree in Wealth Management from Columbia University, with an expected graduation in February 2025. Prior to his role at Merrill Lynch, Arjun provided investment advice to individuals at a leading financial services firm. Arjun resides in Houston, Texas, where he was raised. In his free time, he enjoys playing pickleball and tennis, as well as spending time with his family.

Eric Corbell is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. 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 conversations and firm-approved planning tools.

Warren White is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the Professional Investment Advisor (PIA) designation and supports clients in managing their financial goals. Warren earned a Doctorate and a Bachelor's Degree from the University of Texas at Austin. His academic background underpins his expertise in financial advising within the wealth management sector.

Joseph Willey is a financial advisor at Ameriprise in Houston, TX, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Roberts Wealth Management and Cetera Investors, as well as various non-financial roles early in his career. He is also involved in managing an advisory business through Tiras Wealth Management LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brayan Uriostegui Tadeo is a financial advisor with Fidelity in Missouri City, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Wells Fargo Bank, Merrill, and Bank of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios.

Daniel Duffy is a financial advisor with Charles Schwab in Houston, TX, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior experience includes 13 years at Fidelity Brokerage Services LLC and a brief tenure at Fidelity Personal and Workplace Advisors. Outside of his advisory role, he serves as a volunteer treasurer for a local Boy Scout troop and is an approved notary licensed to provide services informally to friends and neighbors. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory with access to discretionary separately managed accounts and a centralized operational structure.

Lance Campolong is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. Prior to this role, he worked as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2024. His professional approach is centered on dignity, transparency, and improving his clients' financial situations by understanding their individual needs, concerns, and goals. Lance emphasizes building relationships through open communication, proactive outreach, and tailored strategies. Outside of his professional life, he has interests in baseball, family activities, golf, and traveling, and he values parenthood and exploring culinary experiences.

Carolina Buttafuoco is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior work includes roles at Escalada USA LLC and WGU (Western Governors University). 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 plans, corporations, and charitable organizations.

Miguel Arias is a financial advisor at Merrill with one year of industry experience and holds the Series 66 designation. He has worked at Merrill since 2021 and Bank of America, N.A. since 2025. Outside of finance, he works as a food deliverer for DoorDash. 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.

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.