Carson Traylor is a Financial Advisor with Merrill Lynch Wealth Management. He works with career professionals and business owners to optimize their cash management strategies, financial plans, and investment strategies. His approach involves providing a customized, comprehensive experience that assists clients not only in wealth accumulation and preservation but also in areas beyond investments. Carson offers access to Merrill's investment insights, trust and fiduciary services from Bank of America Private Bank, and banking and lending solutions from Bank of America, helping clients manage various aspects of their financial lives. Carson's expertise includes college education planning, personal retirement planning, small business strategies, tax minimization, and retirement income. He emphasizes uncovering what matters to clients and their families to create strategies that pursue their financial goals. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Houston System. Carson is also affiliated with the Pi Kappa Phi Alumni. Outside of his professional work, Carson's interests include basketball, football, golfing, hunting, and watching movies.

Kim Ngan Anaya is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 credentials and possessing 12 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in recommendations.

Ingo Berndt is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and eight years of industry experience. He has been with Bank of America, N.A. and Merrill since 2016. 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, and institutions.

Travis Magliolo is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously served eight years in the United States Marine Corps. Magliolo is also the elected Mayor of the City of Dickinson, Texas, where he leads the city council. 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 under management and offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Keaton Shaw is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and six years of industry experience. He has worked at Equitable Advisors since 2019 and previously held roles at AXA Advisors, Hawkins Laakso Wealth Management, and RSW Technologies. Outside of finance, he was involved with Bollo Woodfired Pizza for a year. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors, 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, relying heavily on LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Brian Carrion is a CFP® with seven years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2018. Prior to joining Wells Fargo, he worked at PricewaterhouseCoopers, LLP from 2015 to 2018. He is also a licensed CPA in the state of Texas and maintains his continuing professional education credits. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives.

Dean Fletcher 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 roles outside finance, such as with Sports Info Solutions and Greystar Property Management, along with several periods focused on full-time education. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized activities such as private fund relationships and principal trading.

Justin Swope is a CFP® professional with 30 years of industry experience, currently advising clients at Ameriprise in Houston, TX. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he manages a hay sale operation on his property. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, written Recommendation Reports in partnership with its financial advisors.

Jose Mondragon is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., and Compass Bank. He is also a partner in real estate investment ventures focused on private real estate and rental properties. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets with a structured planning process that incorporates firm-approved tools and market modeling techniques.

Alejandro Garcia Du Solier is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at BBVA Compass Insurance Agency, BBVA Securities, BBVA Wealth Solutions, and COMPASS Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

J Thomas Ybarbo is a CFP® with 16 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities since 2012. He has also been employed by JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he is a partner in Lion's Den Capital Group, LLC, an investment vehicle focused on real estate and equity injections into existing businesses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Zachary Sauers is a financial advisor at Edward Jones in Santa Fe, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Rodney Nelson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. He has held roles at University Federal Credit Union for 11 years and CUSO Financial Services, LP for 10 years prior to his current position. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Sergio Corona is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at firms including New York Life Insurance, Thrivent Financial, and American National Insurance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Zaida Gil is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Wedbush Securities Inc. and B. Riley Wealth Management. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

John Carpenter IV is a financial advisor with Morgan Stanley Wealth Management in Houston, TX. He holds a Series 66 credential and has three years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Regina Gust Designs and at Texas A&M University. 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 and estate planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and models.

Dana Stewart is a Series 66 licensed advisor with 17 years of industry experience, currently with Wells Fargo Clearing. She has worked at various Wells Fargo entities since 2007, including Wells Fargo Advisors and Wells Fargo Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes insurance-related investment options alongside traditional products.

Corey Fanning is a financial advisor at LPL Financial based in Houston, TX, holding a Series 66 credential. He has been in the industry since 2026, previously working at Texas First Bank and several other firms and companies in various roles. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

Alicia Ellis is a financial advisor with Ameriprise in Pasadena, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. Her prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, Texas Bay Credit Union, and Cuso Financial Services. She also works as a financial advisor for Shell Federal Credit Union, meeting with credit union members to provide financial advice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, 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 to deliver tailored advice, with a focus on assets held in Ameriprise Managed Accounts.

Tracy Mauch is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2000. Based in Houston, TX, she has spent her entire advisory career at the firm. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering both model-based and discretionary investment strategies constructed by internal and third-party managers.