Suzannah Rako Bsaiso is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, she worked at Estee Lauder The Cosmetic Company Store and Express. She is a co-owner of a family rental property in Dickinson, 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 model-based and discretionary investment strategies for a range of individual, institutional, and nonprofit clients.

Ajit Gore is a financial advisor with Primerica Advisors in Richmond, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Primerica Financial Services since 1991 and PFS Investment, Inc. since 1986. Outside of his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, providing model-driven strategies and limited discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and custodians such as BNY Mellon Advisors and Pershing, with a tiered wrap-fee structure and oversight of model selection.

Aaron Kilpatrick is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he spent six years at Deloitte & Touche LLP and operated a shaved ice business for one year. He is also a member of Jordan K Radiant LLC, a photography business based in Katy, TX. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Harry Bucalo is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 23 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with comprehensive wealth management services supported by proprietary research and a broad range of capital markets solutions.

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.

Christopher Reilly is a financial advisor with Raymond James Financial Services Advisors, Inc. in Houston, TX, holding a Series 66 designation and having 10 years of industry experience. He previously worked at Edward Jones from 2016 to 2022. Outside of his advisory role, he serves as Vice President of First Community Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers tailored non-discretionary planning and consulting, employing analytical tools such as deterministic and probability modeling, and supports specialized municipal and public-finance work through a unique affiliation with a municipal advisor.

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.

Markine Dorch is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Primerica Advisors since 2013 and also has roles with Harris Health System and Primerica Financial Services. Outside of advising, he is involved in selling loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio models implemented by BNY Mellon Advisors.

Chukwuemeka Onumaeme is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Primerica Financial Services, Ascend Elements, and Chevron Philips. He also has ongoing involvement with IACON since 2020. Primerica Advisors serves primarily individual investors, corporate, and charitable clients through a wrap-fee asset management program that uses model-delivery strategies managed by third-party asset managers. The firm operates at scale with thousands of advisors and offices, offering a range of strategic and tactical investment models supported by BNY Mellon Advisors and Pershing.

Christopher Billings is a Series 66-licensed financial advisor at J.P. Morgan Securities with 14 years of industry experience. He has worked at JPMorgan Chase Bank and JPMorgan Securities LLC since 2010. Based in Houston, TX, he focuses on institutional consulting services. J.P. Morgan Securities LLC provides advisory services to institutional clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a network of Wealth Advisors. The firm combines large institutional advisory capabilities with broker-dealer and investment advisory functions.

Ashlyne Ball is a financial advisor at Edward Jones in Katy, TX, holding a Series 66 designation with three years of industry experience. She has worked with Edward Jones since 2016. Outside of advising, she is a silent owner of a print manufacturing business based in Albuquerque, NM. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages assets of approximately $1.01 trillion and operates a nationwide network of over 23,000 financial advisors.

Xiang Ci Mei is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Mei has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018 and previously held roles at Cetera and East West Bank from 2015 to 2018. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Bob Lincoln is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bobasa International Trading Co and JPMorgan Chase Bank, N.A. He is based in Houston, TX. 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

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.

Sara Halstead is a financial advisor with Fidelity in Houston, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked in various roles including at Bay Area Aquanauts Inc. and The Lemonade Circle. Outside of advising, she is involved as an employee in marine transportation with Boone Towing Inc. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Thomas Ford is a financial advisor with Morgan Stanley in Sugar Land, TX, holding a Series 66 license and 20 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with Rocky Top TX LLC, an investment and finance-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to assist clients in developing financial plans.

Jared Kainer is a financial advisor with Edward Jones in Brookshire, TX, holding a Series 66 credential and beginning his advisory career in 2025. Prior to his role at Edward Jones, he worked in various positions including at Hewlett Packard Enterprise and has been self-employed as well as involved in managing Kainer Cattle Company, where he handles seasonal cattle management and sales. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors. The firm is notable for its extensive retail advisor presence and affiliated capabilities such as trust services and proprietary mutual funds.

Terry Bradford is a financial advisor with Ameriprise in Katy, TX, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored guidance through a centralized consulting team, emphasizing the use of Ameriprise-managed assets and algorithmic support in its recommendations.

Carly Voyles is a financial advisor at Edward Jones in Rosenberg, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, she worked at Baker Botts LLP for two years and has experience at PricewaterhouseCoopers and Southern Methodist University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides affiliated investment products and fiduciary services.

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.