Cort Crawley is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with two years of industry experience. His prior work includes positions at Bigge Crane and Rigging Co. and Stronghold Ltd., as well as a four-year tenure at the University of Mary Hardin-Baylor. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct individual plans and corporate agreements.

Brandon Saxton is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Primerica Advisors since 2013 and previously worked at Baylor College of Medicine from 2009 to 2022. Outside of his advisory role, he is involved in a mineral interests business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap-fee structure rather than fixed fees.

William Branham is a financial advisor with LPL Financial and holds a Series 63 designation. He has 38 years of industry experience, including prior roles at Avantax Advisory Services and Avantax Insurance Agency. Outside of his advisory work, he operates a CPA firm providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Melvin Gross is a financial advisor at OSAIC with 55 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work history includes roles at Lincoln Financial Securities Corp, Mass Mutual Life Insurance Co., and American General Securities Incorporated. He is involved in community service through the Rotary Club of Houston, where he has served as president and president-elect. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization, with an emphasis on both discretionary and advisor-managed strategies.

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 with Merrill in Houston, TX, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services Corp., and Wells Fargo Investments, LLC. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Cobb III is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he collaborates directly with clients to define their financial goals and develop portfolio strategies tailored to help them achieve those objectives. He provides ongoing advice and adjusts portfolio strategies as clients' situations evolve. David has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He holds a Bachelor's Degree from the University of Texas System. Outside of his professional work, David has personal interests in boxing, gardening, and painting.

Alexander Paulea is a financial advisor with LPL Financial, holding a Series 66 designation and 11 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 through Paulea Investment Partners, Ltd. and Paulea Partners, Ltd. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and extensive operational tools.

Nader Shafti is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America/Merrill Lynch and Woodforest National Bank. Outside of his advisory role, he owns and manages three rental properties in Houston, Texas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its recommendations and offers broader derivatives and commodities capabilities.

Michael Cevallos is a financial advisor with Edward Jones in Pasadena, Texas, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Edward Jones since 2012. 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 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.

Isaac Cerpa is a Financial Advisor with Merrill Lynch Wealth Management, specializing in tailored financial advice aligned with clients' unique goals. Since beginning his career in the banking and financial services industry in 2012, he has focused on providing comprehensive guidance in areas including education planning, family wealth management strategies, managing new wealth, personal retirement planning, tax minimization, and retirement income. Isaac holds a Bachelor's Degree from Dallas Baptist University and has earned professional designations as a Chartered Retirement Planning Counselor® (CRPC®) and Personal Investment Advisor (PIA). Fluent in both English and Spanish, he is able to serve a diverse client base, including Spanish-speaking individuals seeking financial guidance. He is a member of the NTX Hispanic/Latino Organization for Leadership & Advancement (HOLA). Beyond his professional work, Isaac and his wife are active in their local church community. He also contributes as a facilitator for Clay Student Leadership, an initiative that provides leadership lessons to elementary students in the Dallas Independent School District. His personal interests include camping, hunting, and spending time with his family.

Bryan Flores is a financial advisor with J.P. Morgan Securities in League City, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017, and previously held roles at Cetera Investment Advisers LLC, Cetera Investment Services LLC, and Regions Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may include ESG considerations, supported by a centralized manager solutions team.

Edward Cruz Sr. is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. His career includes positions at Hancock Whitney Bank, Orion Portfolio Solutions, Brinker Capital Securities, LPL Financial LLC, Frost Brokerage Services, Next Financial Group Inc., J.P. Morgan Securities, Chase Investment Services Corp., and Ameriprise. He has also worked at Texas Southern University. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, operating a multi-manager platform that supports various investment strategies and program options.

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.