Azhoun Al Sada is a financial advisor at Merrill with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Bank of America and Santander Securities. Outside of his advisory role, he is the sole owner of a rental property in Magnolia, Texas. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals and institutions.

Craig Wakefield is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of New York Mellon Securities Corporation, Bank of New York Mellon, Bank of America, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies to client risk profiles using both in-house and third-party managers, with integrated capital markets capabilities and a variety of portfolio management options.

Joseph Stelly is a Financial Consultant at Fidelity Investments, where he has been serving since 2019. He has been part of Fidelity Investments since 2012, holding various roles including Investment Consultant, Relationship Manager, and Financial Representative. In his role, Joseph focuses on building long-term relationships with clients to develop comprehensive financial strategies tailored to their values and evolving needs. His experience spans multiple aspects of financial consulting and investment, allowing him to provide clarity and structure to clients' financial plans and support informed decision-making. Joseph is committed to helping clients focus on their priorities by addressing their financial concerns effectively. Outside of his professional work, Joseph has interests in baseball, football, golf, hiking, and swimming.

Matthew Leyden is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and with 38 years of industry experience. He has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. 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 tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling.

John Haines is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at VALIC Financial Advisors, Comerica Securities, and Comerica Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies, use of systematic methodologies, and oversight of sub-advisers.

Trisha Talbot is a Series 66-credentialed advisor with LPL Financial in Spring, TX, where she has worked since 2006, accumulating 20 years of industry experience. She operates a related business entity, T. Talbot Financial LLC, which functions as a DBA for her LPL advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationally. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support diversified investment strategies.

Philip Gundy is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and over 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, including a Plan Level Investment Selection 3(38) discretionary option.

Julian Becerra is a financial advisor with Primerica Advisors in Cypress, TX, holding Series 63 and Series 65 registrations and having 12 years of industry experience. He has been associated with PFS Investments Inc. since 2013 and with Primerica Financial Services since 2012. Outside of advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its investment solutions.

Cristina Betancourt is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 credential and nine years of industry experience. Her career includes roles at Morgan Stanley Private Bank, E*TRADE Capital Management LLC, and Securities America, Inc. She serves as Board Member and Secretary for Joan Karff’s Women on the Way Up, an educational organization based in Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process and a wide range of investment services.

Matthew Prucha is a CFP® professional with 25 years of experience in the financial services industry. He has been with Edward Jones since 2001. Outside of his advisory role, he manages Tres Lomas Ranch LLC, a ranch property in Humble, Texas. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Larry Lafont is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2011. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Winkler is a financial advisor at Merrill in Houston, TX, holding a Series 66 designation with 18 years of industry experience. He has been affiliated with Bank of America and Merrill Lynch since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Thaddeus Moore is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2015, progressing through various positions including Financial Consultant, Investment Consultant, Client Management Representative, Retirement Solutions Representative, Workplace Guidance Consultant, and 401k Customer Service Representative. In his capacity as a Certified Financial Planner (CFP®) professional, Moore partners with clients to develop comprehensive wealth plans that address short, intermediate, and long-term financial goals. His extensive experience within Fidelity Investments encompasses client management, retirement solutions, and investment consulting. Outside of his professional responsibilities, Moore enjoys football, golf, hiking, photography, spending time with his pets, and parenthood.

James Rockford is a CFP® professional with 31 years of experience in the financial industry. He has been with Stifel Nicolaus & Co Inc since 2009. Based in Houston, TX, Rockford holds a Series 63 license. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Jabari King is a CFP®-designated financial advisor with Edward Jones in Houston, TX, with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he manages a vacation home Airbnb property in Santo Domingo. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a large nationwide network of over 23,700 financial advisors.

Eunmi Ahmed is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Bank of America/Merrill Lynch and Wells Fargo Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm integrates advisory services with affiliated brokerage and investment management capabilities.

Paul Bast is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Primerica Advisors since 2016 and has worked with Primerica Financial Services since 1994. Outside of his advisory role, he is engaged in the sale of vintage clothing through his self-employed business, Nomad Dad Vintage. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with oversight provided by an independent due-diligence consultant and trading delegated to BNY Mellon Advisors.

Gregory Ashcroft is a financial advisor with Robert W. Baird & Co. in Houston, Texas, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Baird since 2015 and also coached fitness classes at CrossFit Memorial Houston from 2016 to 2018. Outside of his advisory role, he continues to coach personal fitness sessions on a limited basis. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, profit-sharing, and charitable clients. The firm offers a range of financial planning and portfolio management services with an emphasis on manager selection, tax management, and the use of internal research and technology, including artificial intelligence, in client advice.

Alex Linder is a Series 66-registered financial advisor with Thrivent Investment Management in Houston, TX, with 21 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Linder serves as a Trust Board Member at Salem Lutheran School, where he participates in decisions regarding scholarship distributions and charitable giving. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed accounts under a consolidated billing option.

M Ehrig is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Ehrig has been with LPL Financial since 2016. Outside of advisory work, Ehrig is involved with Wallstreet Texas, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.