Melvin Gross is a financial advisor with Osaic Wealth, Inc. based in Houston, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He brings 55 years of industry experience, including 16 years at Lincoln Financial Securities Corp and 19 years with Mass Mutual Life Insurance Co. Outside of his advisory work, he has served as president and president-elect of the Rotary Club of Houston, engaging in local and international service activities. OSAIC serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of integrated brokerage and advisory services and utilizes firm-provided tools such as asset-allocation models and automated rebalancing to construct portfolios across multiple asset classes.

Warren Mayfield is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Primerica Advisors since 2008 and also works with Primerica Financial Services. Outside of his advisory role, he owns Computer Nutt, a computer restoration business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plan management.

Nick Schmidt is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 23 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning that incorporates firm-approved tools and modeling techniques to assist clients in developing their financial plans.

Shavon Kelley is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 18 years of industry experience. Prior to joining Morgan Stanley in 2025, Kelley worked at Bank of America N.A. for five years and at Merrill for 17 years. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools backed by the Global Investment Committee’s return estimates and Monte Carlo simulations.

Joshua Dragosavljevic is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and three years of industry experience. His work history includes roles at Morgan Stanley Private Bank and Morgan Stanley, as well as prior experience in various other sectors. 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 and financial planning services supported by structured discovery processes and firm-approved planning tools.

Mark Brezina is a Series 66-licensed financial advisor at Morgan Stanley in Houston, TX, with eight years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Lifestyle Asset Management, First Allied Securities, and Lifestyle Financial Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and analyses from its Global Investment Committee.

Odon Lopez is a financial advisor at Merrill with a Series 66 designation and 21 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Merrill. Outside of his advisory role, he holds power of attorney for a non-investment-related entity. 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 employs model-based and discretionary strategies managed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexander Paulea is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He previously worked at Raymond James and Associates for three years before joining LPL Financial in 2018. Paulea is involved in family investment businesses based in Houston, Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Nader Shafti is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Bank of America/Merrill Lynch and Woodforest National Bank. Outside of his advisory work, he owns and manages several rental properties. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with additional market-facing registrations and functions.

Michael Cevallos is a financial advisor at Edward Jones with 15 years of industry experience. He has been with Edward Jones since 2012 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services through a large nationwide network of financial advisors and branch offices.

Bryan Flores is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Prior to that, he held positions at Cetera Investment Advisers LLC, Cetera Investment Services LLC, and Regions Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. Their approach incorporates an ESG eligibility framework and access to a wide range of products through its security-based swap dealer and futures commission merchant registrations.

Edward Cruz Sr. is a financial advisor at Cetera with 18 years of industry experience. He holds the Series 66 designation and has worked with firms including Hancock Whitney Bank, Orion Portfolio Solutions, Brinker Capital Securities, and LPL Financial LLC. Based in Houston, TX, his background includes roles at both financial services firms and a university. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base ranging from individual investors to corporate and charitable accounts. The firm offers diverse portfolio management and retirement services through a multi-manager platform, supporting various investment strategies and program structures.

Gorana Komazec Tosic is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2003. She focuses on the pre- and postretirement needs of businesses and individuals, providing retirement planning services, executive compensation strategies, and managing individual and corporate portfolios. Gorana advises a select group of families, entrepreneurs, executives, and business professionals with complex financial needs, aiming to assist them in making informed financial decisions through a disciplined investment approach. She holds several professional designations, including the Chartered Retirement Planning Counselor™ (CRPC™), Certified 401(k) Professional (C(k)P®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Gorana earned her bachelor's degree in finance from the University of Houston. In addition to her professional work, she is involved with the Houston Food Bank in her community. Gorana resides in Houston with her two daughters. Her interests include chess, cooking, gardening, music, reading, spending time with family, tennis, traveling, volleyball, and yoga. She was named to Forbes' "Top Women Wealth Advisors Best-in-State" list in 2023.

Bryan Hamlin is a Financial Advisor with Merrill Lynch Wealth Management, bringing 28 years of experience in the financial services industry to his practice. He holds the Chartered Financial Consultant® (ChFC®) designation and the Personal Investment Advisor (PIA) credential. Bryan earned his bachelor's degree from the University of Houston System. His expertise focuses on working with executives, retirees, and business owners to help them navigate important financial decisions such as retirement planning, business succession, executive compensation, and multigenerational wealth transfer strategies. Bryan emphasizes understanding each client's unique goals and priorities to develop customized strategies aimed at building, preserving, and transferring wealth. Outside of his professional responsibilities, Bryan enjoys traveling—with visits to 18 countries—as well as golfing, listening to music, and football. He also maintains an active lifestyle through fitness training and is a member of the Space City Corvette Club.

Marlonde Pierrelouis is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. He has worked at Wells Fargo Clearing since 2017 and has been with Wells Fargo Bank, NA since 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s approach is grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Eric Dluzniewski is a financial advisor at LPL Financial with two years of industry experience. He previously worked with Cain Watters & Associates, LLC and has a Series 65 designation. His background includes positions at Texas A&M University and Beacon Lakes Golf Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

Amanda Westwood is a financial professional with five years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has worked at firms including North Star Resource Group, Minnesota Life Insurance Company, and Securian Financial Services. In addition to her advisory role, she is involved with North Star Consultants of Texas, providing financial services as a DBA. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with notable scale and a variety of program structures.

Hank Shieh is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2009. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mohammed Rahman is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing program sponsors and third-party managers to provide advisory and brokerage solutions.

Mohammad Khan is a financial advisor at Morgan Stanley based in Houston, TX, holding Series 63 and Series 66 licenses with 23 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Morgan Stanley in 2022. Outside of his advisory role, Khan is a partner and investor in Kasturi Food Mart LLC, a grocery store with a restaurant. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Monte Carlo simulations and Secular Return Estimates to support its advisory services.