Jonathan Parker is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009, currently serving at Morgan Stanley Private Bank, N.A. since 2015. He is a member of the Cox Alumni Association Board of Directors, assisting current students and alumni with job opportunities. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and provides planning services supported by firm-approved tools and methodologies.

Christopher Molder is a financial advisor with Fidelity Investments in Houston, TX, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with various Fidelity entities since 2006, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery.

Eduardo Perez Balli is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at BlackRock and Grupo Financiero Actinver prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm operates with both advisory and brokerage functions and delivers recommendations on a non-discretionary basis.

Faride Hezni Yamin Abud is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, she worked at firms including PNC Investments, BBVA Securities, and Morgan Stanley. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of fund structures and model portfolios.

Jack Burke is a Financial Advisor at Merrill Lynch Wealth Management, specializing in family wealth management strategies, personal retirement planning, and tax minimization. He works with individuals and families who value structured and objective advice, aiming to develop lasting relationships as their main point of contact for financial needs. Jack holds a Bachelor's Degree in Economics and Business from the University of Texas at Austin. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His approach involves helping clients manage complexity across investments, taxes, and retirement planning by evaluating trade-offs, managing risk, and aligning capital with long-term priorities. Outside of his professional work, Jack is involved with the Memorial Hermann - Texas Medical Center and Memorial Hermann Greater Heights Hospital. His personal interests include football, music, spending time with family, traveling, and watching movies.

Ezra Rosado is a financial advisor at J.P. Morgan Securities with a Series 66 credential and two years of industry experience. He has worked in various roles within JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022. Prior to his financial services career, he held positions in the restaurant industry. 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 large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Alexis Heim is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining J.P. Morgan, Alexis worked at Goldman Sachs and held roles at several other firms. 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 large institutional advisory operations with brokerage and investment management capabilities.

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.

Eugenio Bernardo Gomez Y Gomez is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in serving ultra-high-net-worth individuals and families. He focuses on family wealth management strategies, international wealth management, liquidity management, and portfolio management services. His expertise includes assisting clients with planning, investment management, capital markets, trust and estate planning services, as well as access to global banking and customized lending. Eugenio has worked in private banking since 2004. Before joining Merrill, he spent over 16 years at Citi Private Bank, where he ultimately served as a Banker to the Ultra-High-Net-Worth segment, working closely with large Latin American families on multi-jurisdictional investment and credit solutions. He holds a Bachelor’s degree in finance and a Master of Business Administration (MBA), both from Florida International University, and holds the Personal Investment Advisor (PIA) designation. He is fluent in English and Spanish. Outside of his professional commitments, Eugenio enjoys boating, golfing, music, swimming, and spending time with his family. He and his wife Rebecca have three daughters. When not enjoying Miami's outdoor environment, he spends time restoring classic cars with his father.

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.

Steven Spiller is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at PFS Investments Inc., Sears, and Primerica Financial Services. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven strategies primarily developed by unaffiliated asset managers.

Katherine Newport is a financial advisor with Merrill in Houston, TX, holding a Series 66 credential and 19 years of industry experience. She has worked at Merrill since 2009 and at Bank of America, N.A. since 2011. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Fareedullah Shah is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 65 and Series 63 designations and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, Emirates Investment Bank, and Noor Bank. Shah also engages in freelance content writing through Upwork outside of his advisory work. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors.

Shawn Farrokh is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he joined in 2023. He focuses on serving clients' needs through a comprehensive approach to managing wealth, which includes understanding clients and their families, financial situations, and priorities. Shawn helps create customized wealth management strategies that can adapt to changing needs and market conditions, providing access to Merrill's investment insights and Bank of America's banking services. With 19 years of experience in the financial services industry, Shawn's expertise encompasses areas such as college education planning, executive compensation, international wealth management, legacy planning, liquidity management, personal retirement planning, sports and entertainment, tax minimization, and retirement income. He holds a bachelor's degree in Foreign Language (2022) and an MBA in Finance (2024), both from Saint Joseph's University. Shawn is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Committed to community involvement, Shawn follows Merrill's tradition of participating in the communities they serve and spends time volunteering with local organizations. He is married and a proud father of boy-and-girl twins.

Landon Durham is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Transamerica Life Insurance Company, Lincoln Financial Distributors, Paychex, Inc., and ADP Inc. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and third-party managers to construct and manage portfolios across various asset classes.

Marissa Hernandez is a financial advisor with Merrill, holding a Series 66 credential and nine years of industry experience. She has worked at Merrill since 2015 and is also associated with Bank of America, N.A. since 2022. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Blake Cather is a CFP® and ChFC® affiliated with Edward Jones, where he has worked for 12 years. He serves as a board member of the Kiwanis Club in Baytown, TX, and also participates on the Finance and Governance Committee of the Goose Creek CISD Education Foundation. Additionally, he is a passive member of Dove Landing Capital, LLC, a real estate investment venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets through a large network of advisors and branch offices across the United States.

Smrutil Patel is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2012 to 2016. Patel has been affiliated with Wells Fargo Bank NA since 2011. 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 and analytics from Wells Fargo Investment Institute.

Damon Paull is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. He has worked with several firms including Equitable Advisors, AXA Advisors, and Totus Wealth Management. Outside of his advisory role, Paull serves as Vice President of Community Outreach at ATA-Houston and is an author involved in speaking engagements. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across diverse program structures.

Keith Standley is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1994 and joined Banc of America Investments, which later became Merrill, in 2002. Keith focuses on creating, implementing, and monitoring client portfolios by utilizing the wide array of investment solutions available through Merrill Lynch. As a Portfolio Manager, he uses the Merrill Investment Advisory Program to manage personalized or defined strategies on a discretionary basis. This approach allows him to incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies, customizing each portfolio to align with clients’ goals while managing risk through diversification and thoughtful adjustments based on market conditions. Keith's expertise includes college education planning, family wealth management strategies, endowment and foundation services, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, as well as individual and corporate investment strategy and retirement income planning. He holds a Bachelor of Business Administration in Finance from Stephen F. Austin State University and holds the Certified Portfolio Manager® designation awarded by the Academy of Certified Portfolio Managers in conjunction with Columbia University in New York. Additionally, he has the Personal Investment Advisor (PIA) designation. Keith lives in Humble, Texas, with his wife Patty and their three daughters. Outside of his professional responsibilities, he is involved in his community and enjoys volunteering. His personal interests include baseball, football, golfing, and spending time with his family.