James Fereday is a financial advisor at OSAIC with 28 years of industry experience. He previously worked at Woodbury Financial Services, Nationwide Securities, LLC, and Invesco AIM Private Asset Management, Inc. He is registered with Series 63 and Series 66 licenses. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of programs such as managed portfolios, Unified Managed Accounts, and retirement consulting.

Rosalinda Ocando Garcia is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. She worked at Titleist Asset Management, Ltd. for three years prior to joining Merrill in 2020. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Christopher Malmevik is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing since 2018 and Raymond James & Associates from 2016 to 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Jason Hugele is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2008 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he co-owns MK EVENTS LLC, a business involved in tax preparation for a wedding and event floral enterprise. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Blake Greer is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and Concourse Financial Group Securities Inc. He also operates Greer Wealth Management as a dba focused on financial and insurance services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program options and custodial relationships.

Christopher Craig is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized investment strategies that align with their unique financial goals. His areas of focus include college education planning, family wealth management strategies, personal retirement planning, and tax minimization. Mr. Craig holds a Bachelor's Degree from the University of Oklahoma and has earned the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He provides ongoing advice to clients, adapting their portfolios as their situations change to help them pursue their financial objectives. Outside of his professional work, Christopher Craig is involved with the Juvenile Diabetes Research Foundation (JDRF) in Oklahoma. His personal interests include cooking, football, golfing, pickleball, spending time with his family, and watching movies.

Donald Coon is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 utilizes structured planning tools and outcome modeling in its financial planning process.

Bradley Garrett is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and its Private Bank since 2018, following a prior role at Mercedes-Benz of the Woodlands. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Lynn Schriber is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 63 designation and bringing 47 years of industry experience. Prior to joining Morgan Stanley, she worked at Citigroup Global Markets from 1993 to 2009. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. 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 that incorporate firm-approved tools and investment modeling techniques.

John Carolyn is a financial advisor at Stifel in Houston, TX, holding a Series 66 designation with 24 years of industry experience. He was previously with UBS Financial Services for 23 years before joining Stifel in 2025. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm offers episodic fee-based financial planning and caters to a variety of client needs without automatic implementation or ongoing monitoring.

Sanaa Shaikh is a Financial Advisor at Merrill Lynch Wealth Management, specializing in helping individuals and families navigate their financial journeys through personalized planning and support. She focuses on education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Sanaa aims to simplify complex financial decisions and provide clarity and confidence to her clients. With a background in economics and finance, Sanaa holds a Bachelor of Economics degree with a minor in Finance from The University of Texas at Austin and is a Personal Investment Advisor (PIA). She values building trust and maintaining ongoing communication, considering these elements crucial for strong financial relationships. Her approach emphasizes understanding client goals to create customized strategies that support their financial success. Outside of her professional role, Sanaa enjoys interior decorating, knitting and crocheting, music, painting, pickleball, spending time with her family, watching movies, and practicing yoga. These personal interests reflect qualities she brings to her work, such as patience, discipline, attention to detail, and a commitment to meaningful connections. She is fluent in Hindi, Urdu, and English.

Jared Kenney is a financial advisor with LPL Financial in Sugar Land, TX, holding the ChFC® designation along with Series 66 and Series 63 licenses. He has 17 years of industry experience, having worked previously at firms including Raymond James Financial Services and Oak Harvest Investment Services. Outside of his advisory work, Kenney is involved in several business ventures, including ownership of Wild Aggie Studios LLC, known for operating Hotworx Sugar Land. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, including access to third-party asset managers and institutional platforms, supported by technology tools for operational and research assistance.

Veronica Hernandez is a financial advisor at Merrill with 22 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Barnett is a financial advisor with LPL Financial in Katy, TX, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Waddell & Reed, Inc., various insurance carriers, and self-employed entities such as CSS455 LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Jocelyn Caliel is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank, Charles Schwab, Mercer Global Advisors, and TD Ameritrade. 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 searches, and customized performance reporting. Their advisory process incorporates quantitative and qualitative research and may include ESG criteria, with implementation supported by affiliated investment-management entities.

Trevor Mc Gee is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at Charles Schwab Bank, Charles Schwab, Greenyard Inc, and the Texas A&M University Department of Recreational Sports. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by proprietary research and alternative investment resources.

Christian Sanchez is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2018, including time with Morgan Stanley Private Bank, N.A. His prior experience includes roles at Wells Fargo and JP Morgan. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach involves structured discovery and modeling tools but generally does not offer individual security recommendations as part of standalone planning.

Lindsey Hutton is a CFP® and Series 66-registered financial advisor with Edward Jones in Houston, TX, bringing nine years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, Lindsey is involved with Crossfit Eminence. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branches across the United States.

Cody Turner is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2021. Outside of finance, he has experience at The Toasted Yolk and worked at At&t. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment programs.

David Zian is a CFP® professional with a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent five years at Robbins Brothers. Based in Houston, TX, he is affiliated with Edward Jones, a full-service wealth management firm serving over four million individual and institutional clients. Edward Jones manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates a nationwide network of more than 23,700 financial advisors and maintains capabilities such as a trust company and securities-based lending.