Steven Katcher is a financial advisor at Merrill with 39 years of industry experience. He has been with Merrill since 1986 and has also worked at Bank of America, N.A. since 2011. Katcher holds Series 63 and Series 65 credentials. 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 investment strategies developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Griffin is a financial advisor at Osaic with 27 years of industry experience. He holds the Series 66 designation and previously worked at Woodbury Financial Services, Invest Financial Corporation, and New England Securities. Outside of advising, Griffin is involved in several business ventures including ownership of Griffin Spirits, LLC, which produces specialty vodka products, and he serves on multiple boards such as the Houston-West Chamber of Commerce and SmartPipe Technologies. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with an investment approach centered on model-based asset allocation, portfolio optimization, and both discretionary and advisor-managed strategies.

Nolo Bustos is a Financial Consultant at Fidelity Investments, a role he has held since 2015. In this position, he assists clients with a wide range of financial planning areas, including retirement and income planning. He leverages his experience and education to help clients develop financial plans that they and their families can understand and feel confident about. Bustos holds insurance licenses in Arkansas and California. He values the relationships he builds with clients and takes a genuine interest in their pursuit of financial success. Outside of his professional work, Bustos enjoys family activities, football, hiking, movies, outdoor adventures, and traveling.

Brian Truscott is a financial advisor at UBS Financial Services with 20 years of industry experience. He has previously worked at Merrill and Bank of America, N.A. He serves on the board of Healthcare for the Homeless in Houston and is involved as a successor advisor for a donor advised fund. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor client plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Erick Tavahen is a Financial Consultant I at Fidelity Investments, bringing a structured approach to financial analysis and client support. He has been with Fidelity Investments since 2021, progressing through roles including Financial Representative and Investment Consultant before his current position starting in 2025. His expertise lies in conducting financial analysis and identifying often overlooked opportunities to assist clients in their financial journeys. Erick holds insurance licenses in Arkansas and California, enabling him to provide a range of services within these jurisdictions. Outside of his professional role, Erick has interests in biking, movies, outdoor adventures, and soccer.

Musa Mahmud is currently a Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he supports clients in working toward their financial needs and life goals through a consultative approach to planning and services available at Fidelity. Prior to this, Musa served as a Central Relationship Manager at Fidelity Investments from 2021 to 2023. He has also held positions as a Private Client Banker at JP Morgan Chase (2020-2021), a Financial Advisor at Morgan Stanley (2018-2020), and a Financial Advisor Associate at Edward Jones in 2018. Musa's professional experience spans various roles in financial advising and client relationship management. His background includes assisting clients with their financial planning needs and managing client relationships across multiple firms in the financial services industry. Outside of his professional work, Musa has personal interests in baseball, cars, football, social events with friends, and outdoor adventures.

Brandon Schmitt is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has worked at Charles Schwab since 2013 and at Charles Schwab Bank since 2016, both based in Houston, TX. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

David Gibson V is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. He has worked at Merrill since 2016 and concurrently at Bank of America, N.A. since 2017. Outside of advising, he is a co-owner of a family rental property business in Landover, Maryland. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Rodrigo Gonzalez is a financial advisor at Morgan Stanley Wealth Management with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following roles at BBVA Insurance Agency, BBVA Wealth Solutions, BBVA Securities, and Compass Bank. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate agreements.

Thomas Drake is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and bringing 25 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets solutions.

Jacqueline Warner is a financial advisor at Ameriprise in Houston, TX, with 21 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its related entities since 2005. Outside of her advisory work, she has involvement in non-investment-related real estate ownership. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for clients with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and a research-driven, tax-efficient approach to develop personalized Recommendation Reports.

Richard Sparks is a CFP® professional with 23 years of experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 66 licenses and is based in League City, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Patrick Lesley is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as a district governor and board member for Rotary International in Pearland, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Christopher Stimming is a CFP® accredited financial advisor with 29 years of industry experience. He currently works at Morgan Stanley, having previously spent ten years at J.P. Morgan Securities. Stimming holds Series 63 and Series 65 licenses and is based in Houston, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and utilizes structured planning tools supported by its Global Investment Committee.

Cynthia Smedstad is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 designations and has 11 years of industry experience. She previously worked at Combe & Associates, LLC from 2016 to 2017. Outside of her advisory role, she is a signer on the business checking account for Energy Industrial Services, LLC, an oil and gas related services company. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities through its regulatory registrations and affiliated entities.

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.

Joseph Silva is a financial advisor with Ameriprise in Katy, TX, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he manages the lease and payroll for his Ameriprise practice through his ownership of jsecc, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling to generate personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

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.