Sarah Ogle is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and 18 years of industry experience. She has worked with Equitable Advisors and its predecessor, AXA Advisors, since 2008. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.

Gary Burgess is a financial advisor at Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Karinthia Mittal is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms, including J.P. Morgan Chase Bank and Regions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Michael Rose is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Cetera, he worked for over two decades at Avantax entities in various advisory and insurance roles. Outside of advising, he serves as president of an auto carbon cleaning franchise and is a director of his own tax preparation and accounting firm. Cetera Investment Advisers LLC operates as an SEC-registered advisor with a nationwide network serving individual, corporate, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and access to both affiliated and third-party managers.

Blake Douglas is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he served as a Portfolio Advisory Specialist at Fidelity Investments from 2021 to 2023. His career in the financial services industry began in 2015, and he has held various roles including Investment Adviser Representative at Centric Advisors, LLC from 2018 to 2021, Registered Representative at The O.N. Equity Sales Company from 2017 to 2018, and Agent positions at Ohio National Financial Group and AIG between 2015 and 2018. Blake's professional experience spans multiple aspects of financial consulting, portfolio advisory, investment advising, and equity sales. He emphasizes proactive financial planning to maximize future success and provide stability through life's fluctuations. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Janet Garner is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her career includes positions at Metlife Securities Inc., Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services. 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 through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customizable strategies to meet client needs.

Gerardo Cavazos is a Series 66-licensed financial advisor with Morgan Stanley in Houston, TX, bringing six years of industry experience. His career includes roles at UBS Financial Services, Morgan Stanley Smith Barney LLC, BBVA Securities Inc, and Compass Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by proprietary tools and research from its Global Investment Committee.

Sebastian Rodriguez is a financial advisor at Edward Jones in Pearland, TX, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Meharena Tukabo is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 licenses and over 29 years of industry experience. Before joining Cambridge in 2019, she worked at Ameritas Investment Corp. and CCF Investments. Outside of her advisory role, she is involved in several business ventures including ownership of an automotive repair service and work as a real estate broker. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

James Watkins is a Series 66-licensed financial advisor with Equitable Advisors in Houston, TX, where he has worked since 2005. He has 21 years of industry experience, including 15 years with Axa Advisors, LLC. Watkins is also a managing partner at Bay Area Private Wealth Group, LLC. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs, often utilizing third-party program sponsors and investment platforms.

Nayeli Gomez is a financial advisor at J.P. Morgan Securities in Houston, TX, with six years of industry experience. She holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019. Prior to her current role, she was affiliated with the Montgomery County Woman's Center and Sam Houston State University. 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 combines quantitative and qualitative research in its advisory process and maintains regulatory registrations that support broader derivatives and commodities capabilities.

Marci Moss is a financial advisor at Morgan Stanley with 27 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets for 11 years. Outside of her advisory role, she operates Bovine Designs, where she creates and sells art at retail arts and crafts venues. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Landon Marx is a CFP® professional with 28 years of experience in the financial advisory industry. He is currently with Osaic Wealth Inc and has previously worked at LPL Financial and Fidelity. Marx serves as President and Chief Financial Advisor of Third Coast Wealth Management, a Texas-based S Corporation related to his securities business. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Harold Coe is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Primerica Financial Services since 2013 and concurrently holds roles with The Home Depot and PFSI Investment Inc. Outside of traditional advisory work, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure while delegating portfolio implementation to BNY Mellon Advisors.

Nancy Caraballo is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. Her prior roles include positions at Pruco Securities LLC, The Prudential Insurance Company of America, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and modeling techniques.

Adrian Marinaro is a Private Wealth Manager at Merrill Private Wealth Management, bringing over 20 years of experience advising high-net-worth clients on investment strategy, tax efficiency, and wealth preservation. He provides tailored financial strategies to individuals, families, and institutions, leveraging Merrill and Bank of America's resources. Mr. Marinaro began his career in 2003 at Citigroup Global Markets in New York City and later held senior advisory and trading roles at Citi Private Bank and JPMorgan Private Bank. His expertise includes family wealth management strategies, international wealth management, liquidity management, portfolio management services, small business strategies, and individual and corporate investment strategy. He holds a Bachelor's Degree from Universidad Católica Argentina and an MBA from Thunderbird School of Global Management. Adrian is a Personal Investment Advisor (PIA) licensed across numerous U.S. states and is fluent in English and Spanish. His personal interests include basketball, chess, football, music, photography, racquetball, soccer, traveling, and yoga.

Salvador Elizondo Jr. is a financial advisor at OSAIC with 39 years of industry experience. He holds the CFP® and Series 63 designations. His prior work includes long-term roles at FSC Securities Corporation and Texas Wealth Management, LLC. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach featuring portfolio optimization, discretionary strategies, and third-party managers, supported by a complex affiliate network and private-equity ownership.

Lina Alanis is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at J.P. Morgan Securities and Morgan Stanley, where she has worked since 2020. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured planning tools and modeling techniques to support client objectives.

Osama Roubi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at J.P. Morgan Chase Bank, N.A. for 21 years prior to his current role. Outside of his advisory work, he is involved as an owner and partner in an automotive business, assisting with funding and financing for a used car lot managed by a family member. 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. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities compared with many institutional programs.

Dora Cordero is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2023, she worked at Wells Fargo Clearing and Wells Fargo Bank, NA from 2015 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.