Brittany Guerrero is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has three years of industry experience. Prior to her current role, she held positions at LPL Financial and worked in corporate roles at Microsoft, Northrop Grumman, and GE Aviation. Outside of finance, she owns an Etsy stationery and sticker business. 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, pension plans, and institutions. The firm offers tailored, non-discretionary planning and employs a range of analytical tools to support client goals, with specialized services including municipal and public finance advisory and SIMPLE IRA Employer Advisory programs.

Randall Goebel is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and emphasizes the use of Ameriprise-managed accounts in its recommendations.

Cody Long is a Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with families to develop, implement, and maintain complex financial plans. He focuses on providing an unbiased approach centered around each client's unique needs and goals, aiming to create lifetime relationships through credibility and trust. Cody Long has been with Fidelity Investments since 2012, progressing through roles including Investments Representative, Financial Consultant, Wealth Planner, and currently Vice President Private Wealth Management Advisor. Prior to joining Fidelity, he worked as a Financial Professional at AXA Advisors from 2009 to 2012.

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.

Jake McDonald is a Planning Consultant at Fidelity Investments. In his role, he collaborates with financial consultants to assist clients in working towards their financial goals and aims to provide an excellent client experience. Jake joined Fidelity Investments in 2024 and has held roles as a Financial Representative, Relationship Manager, and currently serves as a Planning Consultant. Jake's progression within Fidelity Investments highlights his experience in client relationship management and financial planning. His professional focus is on supporting clients through comprehensive financial planning services. Outside of his professional work, Jake has personal interests that include fishing, fitness, football, music, and snowboarding.

Christian Kubosh is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan, he was associated with Northwestern Mutual Wealth Management Company and GWN Securities, Inc. He is also involved in a marketing business, Kubosh Marketing Group L.L.C. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm's advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

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.

Alex Ogden is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he worked at Pennington Wealth Management and Addison Group and has experience outside finance in the hospitality industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios from a broad investable universe, supports multiple registered investment companies, and uses systematic methodologies alongside established governance procedures.

Jeff Thibault is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as prior positions at Citigroup Global Markets and J.P. Morgan Securities Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutions, including tailored financial planning that uses firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning arrangements.

Yesenia Bonilla is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and J.P. Morgan Securities. Based in Houston, TX, she has been with Morgan Stanley Smith Barney LLC since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by advanced modeling tools, managing approximately $2.74 trillion in client assets.

Mamta Rai is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 17 years of industry experience. She previously worked at Securities America Advisors and Valic Financial Advisors. Outside of her advisory role, she is a partner in a gas station and convenience store business with her husband. OSAIC Wealth serves a diverse clientele including individual investors, retirement plan sponsors, charities, and corporate clients, offering a multi-advisor platform with both brokerage and advisory services that emphasize model-based asset allocation and portfolio optimization.

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.

Jennifer Sims is a Planning Consultant at Fidelity Investments, where she focuses on implementing and maintaining customized financial plans to assist clients in achieving their financial goals. She collaborates closely with clients and their Financial Consultants to provide tailored financial planning services. Jennifer has been with Fidelity Investments since 1988, holding various roles including Financial Representative and Relationship Manager before assuming her current position in 2023. She holds insurance licenses in Arkansas and California. Outside of her professional work, Jennifer has interests in baseball, concerts, gardening, pets, and traveling.

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.

Paula Davis is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Merrill since 1999. 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 model‑based and discretionary investment strategies tailored for individuals, high‑net‑worth clients, pension plans, corporations, and charitable organizations.